Gabriella Bermudez is a financial advisor at Madison Advisory Services, Inc. with over 13 years of industry experience. She holds a Series 65 credential and has worked at firms including Lion Street Financial and Royal Alliance. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

Sarah Tepper Fazzari is an advisor with Fortis Group Advisors LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at LPL Financial LLC and Alba Vineyards. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate/wealth-planning coordination, combining fundamental and technical analysis with strategic asset allocation and manager selection.

Jordan Posner is a financial advisor at Matrix Asset Advisors Inc with 34 years of industry experience. He holds a Series 63 designation and has worked at Matrix Asset Advisors since 2005. Prior to that, he was employed at Quasar Distributors, LLC for 12 years and David J. Greene and Company, LLC for 15 years. Matrix Asset Advisors is an SEC-registered firm managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of quantitative screening and fundamental research to manage large-cap value and dividend-income equity strategies, high-quality fixed income portfolios, and a comprehensive wealth-management program.

Steven Aberman is a financial advisor with Flynn Zito Capital Management, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Flynn Zito Capital Management and LPL Financial since 2014. He also acts in a fiduciary capacity for the Robert S Aberman Family Trust. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors by providing comprehensive wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies based on fundamental and technical analysis, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.

Jared Cohen is a financial advisor at Onyx Bridge Wealth Group LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Private Client Services. Cohen is also the owner and manager of Onyx Bridge Tax Group, a tax and accounting firm. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm uses third-party research and a range of investment strategies, providing tailored portfolio management and ongoing account reviews.

Melvin Rokeach is a financial advisor at Strategic Wealth Management Group in New York, NY, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Strategic Wealth Management Group since 2013 and has been associated with Rampart America since 2006. Outside of his advisory role, he works as an insurance broker specializing in life, health, property, and casualty insurance. Strategic Wealth Management Group offers discretionary and non-discretionary investment advisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm provides tailored portfolio management using model portfolios, separately managed accounts, and third-party wrap programs, employing a range of strategies from income-focused to aggressive growth.

Andrew Barber is a financial advisor at Tortoise Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ellington Management Group and Tufts University prior to joining Tortoise in 2020. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and long-term investment strategies. The firm also offers financial advice on non-investment matters upon client request and implements portfolios mainly through ETFs, index mutual funds, and specialized tax strategies.

John Carey Jr. is a financial advisor at Griffin Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. He worked at Lebenthal Asset Management, LLC from 2009 to 2017 before joining Griffin Asset Management in 2017. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services for individuals, families, trusts, charities, institutions, and other investment advisers. The firm employs active management strategies across core equity, fixed income, and alternatives, including covered call option writing, and manages nearly $1 billion in assets with a focus on customized portfolios and sub-advisory roles.

Adrian Rodriguez is a CFP® affiliated with Traphagen Financial Group, with three years of industry experience. His prior roles include positions at Access Wealth, Lincoln 1st Bank, and Valley National Bank. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis in managing discretionary portfolios and offers integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Paul Hickey is a financial advisor with Bespoke Investment Group, LLC, holding Series 63 and Series 65 licenses and 4 years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients with discretionary portfolio management and subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts on a discretionary basis, typically using Schwab Institutional for client custody.

James Cappello is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with nine years of industry experience. He has worked at Gagnon Securities since 2017 and previously at Invicta Investor from 2015 to 2017. Outside of his advisory role, he is the founder of Jono Enterprises, LLC, which produces the Shoot n Scoop Lacrosse Trainer. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, executing transactions through its own platform and offering a combination of transaction-based and advisory fee structures.

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and acting as Program Manager for private pooled vehicles that invest in private credit, private equity, and real estate. The firm emphasizes risk management, global diversification, and tax-aware strategies across its investment approach.

Akil Lamy is a financial advisor at Seasons of Advice Wealth Management in New York, NY, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Bshapiro Financial, Commonwealth Financial Network, and Northwestern Mutual Wealth Management Company. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm’s investment approach centers on a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring recommendations to each client’s objectives and risk tolerance.

Arnold Schmeidler is a financial advisor with ARS Investment Partners, LLC who holds 51 years of industry experience. He has worked at ARS Investment Partners since 2016 and has been with Aresco Management, Inc. since 1989. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients with separately managed accounts, financial planning, third-party manager referrals, and ETF sponsorship and sub-advisory services. The firm’s investment process combines macro and sector analysis with fundamental research to create tailored portfolios, and it manages approximately $2.7 billion in assets with a small team.

Edward Alf IV is an advisor at Gagnon Securities, LLC in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at McKinsey & Company for three years. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm uniquely combines investment advisory and brokerage services, executing transactions through its broker-dealer platform and offering both commission-based and asset-based fee structures.

Cynthia Roberts is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2010. In addition to her advisory role, she is a partner in Gagnon Administrative Services and in the firm's private partner funds. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Samuel Gurvitch is a financial advisor with Oxinas Partners Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at Waddell & Reed, Inc. for 17 years before joining Oxinas Partners in 2019. Outside of advisory work, Gurvitch is a licensed insurance agent and is involved in real estate property services as the owner of Gurvitch Realtors. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, employing a client-specific, generally long-term investment approach with a range of instruments including mutual funds, ETFs, and individual securities.

Joshua Seward is a CFA® charterholder with five years of industry experience. He has worked at Quent Capital, LLC since 2018, following roles at Deloitte LLP and the Financial Accounting Standards Board. Seward is based in New York, NY. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a blend of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include global long/short small-cap funds, ETFs, mutual funds, and individual equities.

Steven Roukis is a CFA® charterholder with five years of industry experience. He is part of the team at Matrix Asset Advisors Inc, where he has been working since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of systematic quantitative screens and fundamental research to construct concentrated, risk-controlled portfolios and offers a range of equity and fixed income strategies alongside a consolidated wealth-management program.

Eric Block is a financial advisor with Circle Advisers Inc in New York, NY, holding a Series 63 designation and five years of industry experience. He has been with Circle Advisers since 1985, spanning over 40 years at the firm. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages assets with a focus on fundamental analysis and a mix of long- and short-term strategies, including options for hedging or income.