Benjamin Shapiro is a CFA charterholder with experience at Quent Capital, LLC since 2025. He previously worked at Basswood Capital Management, LLC from 2019 to 2025, as well as at Hedgeserv and Morgan Stanley Capital Group Inc. His career in the financial industry spans several roles across investment management firms. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients along with 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 financial planning services.

Andoni Yturralde is a financial advisor at Cross Border Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross Border Wealth since 2017, following five years at deVere USA. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Oscar Santaella is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercam Advisor, Inc., Intercam Securities, and Banorte Asset Management. Santaella dedicates a portion of his professional time to an affiliated investment-related business based in Miami, Florida. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

David Linsen is a financial advisor at Abner, Herrman & Brock, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lord Abbett Distributor LLC for 20 years and Summit Financial, LLC for one year. Outside of his advisory role, he manages the finances for a real estate business that builds and sells spec homes. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a top-down investment process combining fundamental, technical, cyclical, and quantitative analysis, with tailored portfolios focused on large-cap equities and laddered, investment-grade fixed income.

Gregory Mallia is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked with Fortitude Advisory Group since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial, LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors offering portfolio management and third-party manager selection, among other services, and maintains multiple affiliated entities and offices.

Marco Lima is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at MRA Advisory Group since 2017, following prior roles at Niagara International Capital Limited and Ameriprise Financial Services. In addition to his advisory duties, he is involved with MRA Capital Partners, a private equity hedge fund, and owns related management and tax service entities. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, including portfolio management, retirement planning, insurance placement, and tax preparation through an affiliated CPA practice. The firm serves retail and high-net-worth clients, offering risk-based model portfolios and customized solutions that may include alternative investments and private equity.

Michael Lamagna is a financial advisor with Traphagen Financial Group, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2019 and at E*TRADE Capital Management and E*TRADE Securities since 2015. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate planning services alongside investment advice.

Rochester Cahan is a CFA® charterholder with 19 years of industry experience, currently serving at Empirical Research Partners LLC since 2013. He holds a Series 63 designation and is based in New York, NY. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, using quantitative models that combine macroeconomic and statistical analysis to support equities and portfolio strategy decisions. The firm primarily operates as a broker-dealer and serves an international institutional subscriber base without managing individual client assets.

Justin Nestle is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 65 designation. He has experience working at Kearny Bank and TD Bank, N.A., among other roles, and has been with Premier Path Wealth Partners since 2026. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process across various instruments and supports employer plan sponsors, using third-party managers and tools to implement strategies in both custody and held-away accounts.

Essa Athar is a financial advisor with Flagstar Securities, Inc. based in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Flagstar, Essa has worked at firms including Zions Bancorporation, Columbia University, Citigroup, and Merrill. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a discretionary management approach using diversified asset allocations and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Andrea Gray is a financial advisor at Momentum Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at Farther, Bank of America, and Merrill. Momentum Advisors is a registered investment adviser that serves individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers tailored wealth management, financial planning, investment and portfolio management, and consulting services, emphasizing customized portfolio construction and ongoing monitoring.

Ryan Davis is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Next Capital Management LLC since 2015, working as part of a nine-advisor team based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocations and employs a range of strategies across mutual funds, ETFs, individual equities, fixed income, and alternative investments, servicing clients through multiple offices.

Garrett Cole is a financial advisor at Shufro, Rose & Co., LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Outside of finance, he was involved in the food service industry with Pizza Love and has experience in education at Eisenhower Middle School and Ramapo High School. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, retirement accounts, and charitable or corporate entities. The firm offers discretionary and non-discretionary portfolio management, fee-based financial planning, and access to alternative private funds, emphasizing individualized, long-term investment strategies.

Jake Blum is a CFP® professional with eight years of industry experience, currently serving as an advisor at Magnus Financial Group LLC since 2025. Prior to joining Magnus, he worked at Northwestern Mutual Investment Services, LLC for six years. Outside of his advisory role, he is also licensed as a sales agent for individual and group life and health insurance. Magnus Financial Group provides personalized financial planning and both discretionary and non-discretionary investment management to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team, utilizing comprehensive planning and diversified asset allocation strategies.

Chen Li is a CFA® charterholder with six years of industry experience, currently serving as an advisor at GoalVest Advisory LLC since 2024. Prior to joining GoalVest, Chen worked at Goldman Sachs for five years and has experience with The Ayco Company LP. Outside of finance, Chen has been involved with the United Nations and entrepreneurial ventures such as Anything But Beer. GoalVest Advisory LLC primarily serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build customized long-term portfolios and sponsors private investment funds with performance-based compensation structures.

Anastasios Adam is a financial advisor at Papamarkou Wellner Perkin Advisors with 14 years of industry experience. He holds a Series 63 designation and has worked at Papamarkou Wellner & Company, Inc. and Papamarkou Wellner Asset Management Inc. since 2020, following prior roles at Optima Asset Management LLC and Optima Fund Management LLC. He serves as a board member of Alpha Trust Andromeda Investment Trust SA, a closed-ended mutual fund based in Athens, Greece, where he focuses on portfolio management, audit, and business strategy. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets while also providing discretionary investment management and consulting services to high-net-worth individuals, family offices, and various nonprofit and corporate clients. The firm employs a combination of proprietary analytical modeling and bottom-up equity research alongside a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring.

Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.

Robert Mehlin is a financial advisor at Key Client Fiduciary Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coastal Investment Advisors, Coastal Equities, and Wells Fargo Advisors Financial Network. Mehlin is the sole member of Ryan Gregory Securities, LLC, where he performs payroll and bill paying duties without compensation. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to construct and monitor portfolios.

Ting Wang is a CFP® professional with one year of industry experience, currently serving at Altfest Personal Wealth Management. Prior to joining Altfest, Wang worked at SLP Wealth and held roles at Boston University, Student Loan Planner, and Avenues The World School. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles for a diverse client base including individuals, retirement plans, and private funds. The firm employs individualized investment policies, ongoing monitoring, and portfolio rebalancing, and offers fiduciary services and participant education for retirement-plan clients.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Satovsky Asset Management since 2015. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for structured notes, private placements, and third-party managers.