Zacharia Waxler is a financial advisor at Equinum, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following a year at RVW Wealth LLC. Waxler is also the president and owner of ZACHARIA WAXLER CPA P.C., where he provides accounting services to businesses and individuals. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of services including portfolio management, financial planning, and family office solutions. The firm uses both fundamental and technical analysis to manage portfolios and integrates its affiliation with Roth & Company LLP into its service model.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Jeffrey Kerman is a financial advisor at Premier Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory role, Mr. Kerman is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and broader wealth management services. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios tailored to client risk tolerances.

Philip Perry is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over two decades at Signature Securities Group Corp./Signature Bank before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs discretionary account management with documented Investment Policy Statements, utilizing mutual funds, ETFs, alternative investments, and third-party managers.

David D'albero is a financial advisor with Cornerstone Planning Group, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Strata Capital Group, Eagle Strategies, New York Life Insurance Company, and MetLife Securities. In addition to his advisory work, he operates under the DBA Strata Capital Group for brokering non-registered insurance products. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm emphasizes fee-only fiduciary services and uses a passive investment approach centered on low-cost mutual funds and ETFs, tailoring asset allocation to client objectives and risk tolerance.

Josefine Cays is a CFP® professional with six years of industry experience, currently serving at Bridgewater Advisors Inc. in New York, NY. She has been with Bridgewater Advisors since 2001. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Richard Wolffe is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with TSP Capital Management Group, LLC since 2004. Wolffe serves on the boards of several non-profit charitable institutions and is a member of an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, business entities, and an investment club. The firm manages customized portfolios focused on publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis to align investments with clients’ objectives.

Carly Doshi is a Series 66-credentialed advisor with two years of industry experience, currently with Flagstar Securities, Inc. She has held positions at Flagstar Bank, N.A., HSBC Securities, JPMorgan Chase Bank, and Evercore Wealth Management. Doshi also serves as Chair-Board Member for the Society of Trust and Estate Practitioners. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers.

Ronald Geffen is a financial advisor at ELCO Management Company, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at ELCO since 2019. Prior to that, he was with RMB Capital Management and Revere Securities LLC. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and a private pooled vehicle. The firm employs a combination of fundamental and technical analysis across various investment strategies and utilizes options, short selling, and leverage where appropriate.

John Chapel is a financial advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

Barbara Leclerc is a CFP® and CFA® with five years of industry experience. She has been with Bridgewater Advisors Inc. since 2003. 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, using a combination of actively managed and index-related strategies, and conducts due diligence on third-party managers as part of its investment process.

Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.

Roderick McRae III is a CFP®, CFA®, and Series 63 credentialed advisor with 23 years of industry experience. He has been with McRae Capital Management Inc. since 1997. Outside of his advisory role, he serves as a trustee of the Fred Fatzler Foundation. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. The firm emphasizes fundamental, long-term analysis and tailored asset allocation, generally focusing on buy-and-hold strategies while employing more complex techniques under specific circumstances.

James Kephart is a financial advisor with Magnus Financial Group LLC, holding Series 63 and Series 66 designations and over 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Modus Park Advisors, and Northwestern Mutual. In addition to his advisory work, Kephart is involved in individual and group life and health insurance sales. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities such as family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets, offering tailored portfolios with a focus on long-term allocations across diverse investment vehicles, proprietary quantitative strategies, and specialized services including oversight of employer-sponsored retirement plans.

Robert Keating is a financial advisor at WealthPlan Investment Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Securities America, Inc., and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for a diverse client base including individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles.

William Phelan is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Signature Securities Group Corp. and Flagstar Advisors before joining Flagstar Securities. Outside of finance, Phelan is president and sole owner of WGPhelan Fine Art Photography LLC, a business focused on retailing his photographs. Flagstar Securities provides advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis using a variety of investment vehicles and third-party managers, and is a wholly owned subsidiary of Flagstar Bank, N.A.

Peter Cardillo is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Spartan Capital Securities LLC since 2018 and previously at Rockwell Global Capital, LLC from 2011 to 2018. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, selection and oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Nadav Schwartz is a financial advisor with IDB Lido Wealth, LLC in New York, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior experience includes roles at Family Care, Sanford C. Bernstein & Co., LLC, and UBS Financial Services. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, offering investment management, financial planning, family office, and retirement and estate planning services to a range of clients including high-net-worth individuals and institutions. The firm employs an integrated wealth management approach with multi-asset allocations and utilizes affiliated sub-advisers and related service entities as part of its strategy.

Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. Traphagen Financial Group 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, offers discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Stern is a financial advisor at Point Windward Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beech Hill Advisors, Inc. since 2010. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm combines fundamental, quantitative, qualitative, and technical analysis methods, including short sales and option writing, to manage approximately $358.6 million in client assets.