Jake Steinberg is a CFP® with five years of industry experience, currently serving as a financial advisor at Revolve Wealth Partners, LLC. He has been with Revolve Wealth Partners since 2019. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, independent third-party managers, and private placement investments, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Florence Dupont is a CFP® credentialed financial advisor at Financial Decisions, LLC with 30 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. and has held a long-term affiliation with Penn Mutual. Outside of her advisory role, Dupont serves as an officer for two charitable foundations, the New Dawn Foundation and the Mentoring Tree Foundation. Financial Decisions, LLC serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and investment advice. The firm employs a diversified investment approach with both discretionary and non-discretionary services, building portfolios from various asset classes including municipals, equities, and independent managers.

Frank Manziano is a CFA® charterholder with nine years of industry experience, currently serving at SimplyRIA Advisor Network. He has been with SimplyRIA since 2026 and also operates Frank the Financial Coach LLC. Manziano has experience in education, having worked with the Tenafly and Glen Rock Boards of Education for a combined 13 years. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through an RIA-aggregator model where supervised Investment Adviser Representatives manage independent practices under the firm’s oversight. The firm’s approach includes tailored portfolios that utilize both active and passive strategies, third-party sub-advisers, and alternative investments.

Joseph Stabile is a CFP® with six years of industry experience, currently serving as a financial planner at Forefront. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and TD Bank. He is the founder of Coast Financial, a wealth management business affiliated with Forefront Advisor Network. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, utilizing multi-advisor collaboration and third-party managers to tailor portfolios and provide specialized planning services.

Mcclain Culver is a financial advisor at NerdWallet Wealth Partners, LLC with Series 65 and 66 licenses and three years of industry experience. Prior to joining NerdWallet, he worked at TD Securities (USA) LLC, Rosenblatt Securities, and UBS Financial Services, among other firms. He also has experience outside finance, including a role with the United States Tennis Association. NerdWallet Wealth Partners serves individual, high-net-worth, and charitable clients through discretionary investment management and comprehensive financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and third-party sub-advisers for specialized strategies.

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

Charles Hamowy is a CFP® with 34 years of industry experience, currently serving at Seasons of Advice Wealth Management in New York, NY. He previously worked at Ameriprise Financial Services, Inc. for 27 years before joining Seasons of Advice Wealth Management and its affiliate SOA Wealth Advisors. Outside of financial advising, he owns NY Dance Studios, Inc., a dance instruction business, and is co-authoring a book titled "Financial Secure Forever." 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 employs a proprietary “Seasons of Advice” process for goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Jack Baron is a Series 65-licensed financial advisor with Revolve Wealth Partners, LLC in Hackensack, NJ. He has four years of industry experience, including previous roles at Epic and as a student before entering the advisory profession. Revolve Wealth Partners is a multi-team registered investment adviser serving individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to client risk profiles, with an emphasis on tax sensitivity, ongoing manager due diligence, and access to alternative strategies for qualified investors.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

Hugo Gozlan is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His career includes roles at Banque Transatlantique and Orionis Management, as well as academic positions at PSL University and CY University. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, focusing on cross-border investment needs such as currency, debt, and risk management for euro-denominated assets. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up research to develop tailored asset allocation strategies and maintains strong operational ties to Banque Transatlantique and the Crédit Mutuel group.

Ellen Lazarus is a financial advisor at Charles Pratt & Company, L.L.C. based in New York, NY, holding Series 63 and Series 65 registrations with five years of industry experience. She has been associated with Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company provides custodial, investment, tax, accounting, and financial planning services primarily to multigenerational Pratt family members and a select group of individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a long-term, asset allocation-focused investment approach and utilizes third-party manager selection and monitoring to manage client assets.

Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Paul Gulden is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, with 55 years of industry experience. He holds a Series 63 designation and has been with Wellington Shields and its affiliated entities since 1978. Gulden serves as Managing Director, Co-Chairman of the Investment Committee, and Portfolio Manager, overseeing day-to-day operations and investment decisions. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains comprehensive client monitoring and third-party manager due diligence.

Rodrigo Arguello Neuwald is a financial advisor at Vizcaya Capital, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at IBEX and CITIGROUP. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and involvement in private funds and pooled vehicles, including offshore structures.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. He has been with Blue Square Asset Management since 2018 as part of a seven-advisor team. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage diverse strategies, including those focused on digital assets through affiliated entities and specialized separately managed accounts.

Andrew Altfest is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he was with LTFEST Personal Wealth Management. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

William Toczylowski is a CFP®-certified financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and has previously worked at Future You Wealth LLC, Capital Group Private Client Services, BNY Mellon Wealth Management, and Mariner Wealth Advisors. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, managing approximately $263 million in discretionary assets. The firm emphasizes passive, asset-class-weighted portfolios combined with comprehensive financial planning and engages third-party sub-advisers for specialized strategies.

Kevin Cox is a financial advisor at Masterworks Advisers, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Owl Rock Capital Securities LLC and Arete Wealth Advisors, LLC. In addition to his advisory role, he performs administrative functions for Masterworks, LLC, an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers non-discretionary and limited discretionary advisory services centered on a rules-based investment process involving art market research, appraisal, and allocation modeling, serving individual and high-net-worth investors.