Deborah Paulhus is a financial advisor with Buckman Advisory Group LLC in New York, NY, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. She has been a licensed realtor in Florida with Beachfront Realty since 2009, working part-time in that capacity. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Brian Visconti is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Securities. Visconti is a partner in Nehemiah Fund, LP, an incubator fund trading futures and forex using personal capital. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

David La Valle is a Series 65-licensed advisor at American Capital Management Inc with 6 years of industry experience. He has been with American Capital Management, Inc. since 2008. The firm provides discretionary portfolio management primarily to high-net-worth individuals, corporations, and institutional clients. Their investment approach focuses on fundamental analysis of a select group of small- and medium-sized growth companies, emphasizing healthcare and technology sectors with a preference for long-term holdings and lower turnover.

Anthony Demaio is a Certified Financial Planner® with 40 years of industry experience. He is currently with Jeffrey Matthews Wealth Management, LLC, where he has worked for 10 years. His prior experience includes roles at RBC Capital Markets and J. B. Hanauer & Co. He is also a licensed insurance producer affiliated with his firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a variety of portfolio management strategies and uses third-party research tools to support its recommendations, serving clients through both discretionary and non-discretionary account management.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

Daniel Ebert is a financial advisor at AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Bank of America, Merrill, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Ebert serves as a board member of the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors manages approximately $1 billion in client assets and serves individual and family-office clients, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services.

Keri Primack is a CFP® and Series 63 registered advisor at Quent Capital, LLC with 28 years of industry experience. She has worked at several firms including People’s United Advisors, People’s Securities, and Gerstein Fisher. Outside of her advisory work, she has been an independent insurance agent since 1996 and serves as president of a trust settlement entity. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and manages pooled vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm uses a combination of fundamental, quantitative, and strategic asset allocation methods and employs hedging and derivatives strategies in its portfolio management.

Edward Obrien is a Series 63 registered advisor with over 41 years of experience in the financial industry. He has been with Sophis Investments LLC since 2017 and previously worked at Alexander Capital, L.P. and M&R Capital Management, Inc. Outside of his advisory role, he is an officer of Edward Obrien LLC, a non-investment related holding company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focused on long-term holdings and uses performance-based fees for qualified clients.

Anthony Santoloci is a CFP® professional with 10 years of industry experience, currently serving at Shufro, Rose & Co., LLC. His prior roles include positions at Cerity Partners LLC, Gilder Gagnon Howe, Niagara International Capital Limited, and Ameriprise Financial Services, Inc. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using equities, fixed income, ETFs, mutual funds, and cash equivalents.

Xerxes Mullan is a financial advisor at Avestar Capital, LLC in New York, NY, holding Series 65 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. He serves on the board of directors for Pratham USA, an education nonprofit. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for a diverse client base including individuals, high-net-worth clients, private funds, and charities. The firm employs a combination of proprietary ETF strategies, third-party model portfolios, and offers access to private funds and SPVs.

Sofia Figueroa is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ellevest. Her prior experience includes roles at Morgan Stanley, B&H Company, Inc., and Anheuser-Busch. She holds Series 66 and Series 65 licenses. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with values-aligned investment options and comprehensive financial planning services.

Thomas Arch is a financial advisor at Arch Global Advisors, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Masterworks, and Prudential Financial Planning Services. He has a background that includes work in educational and club settings before entering the financial services industry. Arch Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and derivative strategies as appropriate.

Matthew Zenz is a financial advisor with Hill Investment Group in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Dimensional Fund Advisors and Stone Ridge Securities LLC. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, managing most portfolios on a discretionary basis and utilizing model portfolios and third-party research.

Yu Bai is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Empirical Research Partners LLC since 2014. Based in New York, NY, Yu Bai holds a Series 63 license and works within a four-advisor team. Empirical Research Partners serves an exclusively institutional client base by providing data-driven subscription research and on-request investment advice. The firm uses proprietary quantitative models and a middleware approach combining macroeconomic analysis with factor modeling to inform institutional decision-making.

Nicholas Bertha III is a financial advisor with Hampshire Family Office in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. His work history includes positions at Sanctuary Advisors LLC, Fieldpoint Private Securities, LLC, Credit Suisse Securities (USA) LLC, and Robertson Stephens, Inc. He is also president of Fieldpoint Private Trust, LLC, a trust company that delegates to other RIAs and investment advisers. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection primarily for high-net-worth families, trusts, and institutional clients. The firm utilizes both active and passive strategies, tailoring portfolios to client objectives and risk profiles, and offers commission-based brokerage services alongside its fee-based advisory business.

Sachin Kumar is a financial advisor at Laidlaw Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2016 to 2019. Since 2019, he has been associated with both Laidlaw Wealth Management and Laidlaw & Company (UK) Ltd. Laidlaw Wealth Management LLC serves individuals—including high-net-worth clients—pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management and financial planning, constructing customized portfolios using institutional-class funds, ETFs, structured products, and fixed-income securities, while incorporating Modern Portfolio Theory and independent money managers in its approach.

David Rauch is a financial advisor at Kelleher Financial Advisors, LLC in New York, NY, with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Kelleher Financial Advisors since 2015. The firm provides investment advisory and financial planning services to individuals, families, trusts, institutions, corporations, and pension plans. Kelleher Financial Advisors manages approximately $1.15 billion in assets across a four-advisor team, offering tailored investment strategies that include long-term equity management, balanced portfolios, and a concentrated value-oriented approach that may employ options.

Michael Letzter is a financial advisor at NerdWallet Wealth Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC and Rockefeller & Co. He also has experience teaching as part of the Financial Life Skills Program at the University of Wisconsin–Madison. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm implements primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Ye Yin is a financial advisor at MayTech Global Investments with five years of industry experience. He holds a Series 63 designation and has been with MayTech since 2016, previously working at Maytech Capital Management. MayTech Global Investments manages approximately $895 million in regulatory assets and offers discretionary portfolio management, model delivery, and sub-advisory services to individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors such as information technology, healthcare, and consumer names, with a geographic emphasis that includes China.

Eduardo Venosa Junior is an advisor at Stratton Capital Investment Advisory LLC in New York, NY. He holds a Series 65 designation and has experience dating back to 2016 through self-employment, joining Stratton Capital in 2025. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, serving primarily clients outside the United States. The firm focuses on constructing customized portfolios using low-cost mutual funds, ETFs, and individual securities, with an investment approach based on fundamental analysis and long-term orientation.