Carson Bidawid is a financial advisor with Circle Advisers Inc in New York, NY, holding a Series 65 designation and two years of industry experience. He has been with Circle Advisers since 2016 and previously worked at Empire Wealth Strategies. Circle Advisers primarily serves high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis, employing a range of strategies including options for hedging or income, and manages a portfolio diversified across mutual funds, ETFs, equities, fixed income, and cash.

Mario Giammarco Jr is a financial advisor at Herold Advisors, Inc. in New York, NY, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Herold Advisors since 2015 and Herold & Lantern Investments since 2020. Outside of his advisory role, he is also an attorney and owner of Giammarco Law and is involved in financial planning through Giammarco Planning Associates. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with additional allocations to foreign equities and fixed income.

Stephen Engel is an advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Private Client Services LLC and TIAA-CREF. He serves as a board member of the Mid Island Y Jewish Community Center. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, and financial planning. The firm manages approximately $543 million for about 283 clients and employs a primarily long-term, discretionary investment approach utilizing a variety of securities and strategies.

Jacques Boubli is a CFP® with six years of industry experience, currently serving as a financial advisor at The Portfolio Strategy Group, LLC since 2014. He holds a Series 66 license and is based in White Plains, NY. The Portfolio Strategy Group provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, corporations, and institutional accounts. The firm manages approximately $2.38 billion in client assets using proprietary strategies and external manager selection, including advisory roles in private funds with performance-based compensation.

Jack Weinstein is a Series 65-licensed financial advisor with five years of industry experience. He is currently with IDB Lido Wealth, LLC and has previously worked at BNY Mellon Wealth Management and Lido Advisors, LLC. Mr. Weinstein also spent three years at American University. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm serves high-net-worth individuals, family offices, pensions, trusts, estates, and other clients, offering investment management and comprehensive wealth-planning services through an integrated multi-asset strategy implemented directly or via sub-advisers.

John Kenney Jr. is a Series 65-licensed advisor with Next Level Private LLC, bringing two years of industry experience. Prior to joining Next Level Private, he worked six years at Arbor Realty Trust. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm utilizes diversified portfolios combining fundamental and technical analysis, maintains continuous account monitoring, and discloses independent third-party ratings publicly.

Luisa Haratani Bittencourt is a financial advisor at Ameraudi Asset Management, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Ameraudi Investment Services LLC, Ameraudi Asset Management, Inc., and Interaudi Bank. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, offering both discretionary managed portfolios and non-discretionary trading arrangements. The firm’s approach emphasizes a macroeconomic perspective and uses diversified ETFs along with fundamental, technical, and macro analysis.

Melissa Danenberg is a financial advisor at Quent Capital, LLC with Series 65 and Series 63 licenses and over 20 years of industry experience. She previously worked at Lanx Management LLC and Merrill Lynch Pierce Fenner & Smith Inc., accumulating nearly two decades of experience before joining Quent Capital. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods, focusing on a long/short, small-cap strategy tied to thematic innovation such as AI and longevity.

Corey Moon is a Series 66 licensed financial advisor with two years of industry experience, currently with Zoe Financial, Inc. He previously worked at Equitable Advisors, LLC and has experience with organizations including Instaswim and the Hillsborough YMCA. Zoe Financial, Inc. operates an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network, and provides a turnkey asset management platform offering reporting, administrative, and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.

John Gavin III is a financial advisor at Empirical Research Partners LLC with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Empirical Research Partners since 2016. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm focuses on quantitative models combining macroeconomic and industry data with statistical analysis to support professional investors’ decision-making.

David Poppe is a financial advisor at Giverny Capital Asset Management with 17 years of industry experience. He has held roles at Ruane, Cunniff & Goldfarb and Sequoia Fund, Inc. He also serves as a director of Central Securities Corporation, a closed-end fund, where he participates in investment discussions and board activities. Giverny Capital Asset Management provides discretionary equity-focused investment management to individuals, trusts, and other entities. The firm employs a fundamental, value-oriented approach to construct concentrated portfolios and emphasizes a long-term, low-turnover strategy.

Peter Bruno is a financial advisor with Flagstar Securities, Inc. in New York, NY. He holds a Series 66 designation and has five years of industry experience, having worked at several firms including Charles Schwab & Co., Inc., TD Ameritrade, and Signature Securities prior to joining Flagstar. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and employs a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment policies and ongoing portfolio monitoring.

Patricia Acipreste is a CFP® professional with eight years of experience at Tortoise Investment Management, LLC. She has worked at the firm since 2018 and has a background that includes attending Binghamton University from 2014 to 2018. Tortoise Investment Management, LLC provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on various non-investment matters upon client request.

Philip Rabinovich is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RMR Wealth Management and Dinosaur Securities since 2010. Outside his advisory role, he is the managing member of SP Capital Partners LLC, where he is involved in investment selection and management. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, utilizing third-party platforms and sub-advisers for manager selection and asset allocation while incorporating both fundamental and technical investment analysis.

Katia Del Muro Suarez is a financial advisor with Quent Capital, LLC, holding a Series 65 designation and based in New York, NY. She has worked at Quent Capital since 2023 and has prior experience at MSCI Inc and InverCap Afore. 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 combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and consulting services with strategies that include derivatives, hedging, and tax-loss harvesting.

Roy Haya is a financial advisor with Fort Point Capital Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Fort Point since 2019 and previously held roles at Uhlmann Price Securities, Twenty-First Securities Corporation, and Twenty-First Tailored Solutions. In addition to his advisory role, he serves as Managing Director and Head of Derivative Solutions at Fort Point, dedicating time to structuring option overlays and hedging strategies. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes risk-focused investment strategies with global diversification, active risk management, and systematic tax-loss harvesting using ETFs, and it operates a notable pooled-vehicle platform with performance-based fee structures.

Robert Marton is a CFP® with 26 years of experience in the financial industry. He is currently an advisor at IDB Lido Wealth, LLC and has previously worked at Lido Advisors, Bank of America, and Merrill. Mr. Marton serves on the investment committee for Ruth & Norman Rales Jewish Family Services and is a committee member of the Jacobson Jewish Community Foundation. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm provides investment management, financial planning, family office, and retirement and estate planning services to a wide range of clients, utilizing a multi-asset allocation approach and sub-advisory relationships.

Ann Thibodeau is a financial advisor at Bridgewater Advisors Inc. with 19 years at the firm and five years of industry experience. She holds a Series 63 designation. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes with a mix of actively managed and index-related strategies, supported by regular portfolio reviews and due diligence on third-party managers.

Douglas Geraghty is a CFP® with 13 years of industry experience, currently serving at Flagstar Securities, Inc. He has held roles at several firms including LPL Financial, Vanderbilt Securities, and ARK Global. He is based in New York, NY. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm manages assets on a discretionary basis, utilizing a range of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of the end of 2025.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. He is also licensed as an agent for fixed/traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers asset management, financial planning, retirement plan consulting, and donor-advised fund advice, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.