Philip Abdo is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding a Series 65 designation. He has one year of industry experience, including prior work at Interaudi Bank. Ameraudi Asset Management provides portfolio management and asset allocation services primarily to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and utilizing a macroeconomic approach to asset allocation. The firm operates both discretionary and non-discretionary programs and is affiliated with Interaudi Bank.

Stephen Sikes is a financial advisor with Public Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at McKinsey & Company from 2013 to 2017 and various firms affiliated with Social Finance, Inc. since 2017. Public Advisors serves primarily individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary technology for account implementation, rebalancing, and tax-loss harvesting, and offers investment options including U.S. Treasury ladders, direct indexing, and AI-generated custom index accounts.

Richard Flora is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Realta Equities, Inc. Flora is also a co-owner of Key Client Financial Advisors LLC, where he subleases office space. 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 to construct client-specific portfolios with ongoing monitoring and quarterly reviews.

Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Purshe Kaplan Sterling Investments. From 2016 to 2024, he was self-employed. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management with discretionary and non-discretionary portfolio management, employing customized and model-based portfolios across multiple risk strategies.

Pablo Jimenez is an investment advisor at Ameraudi Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameraudi Asset Management since 2018, with prior experience at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management serves primarily high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolios, employing a macro, asset-allocation approach that uses diversified exposures through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.

Elizabeth Rogers is a CFA® charterholder with 15 years of experience in the financial industry. She currently serves as an advisor at Angeles Wealth Management, LLC and has previously worked at Ellevest and multiple divisions of JPMorgan, including JPMorgan Institutional Investments and JPMorgan Chase Bank. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, allocating capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Alexander Paszkiewicz is a financial advisor with CFS Investment Advisory Services LLC, holding a Series 65 license and six years of industry experience. Prior to joining CFS in 2020, he worked at Professional Title Associates, Inc. and has experience in diverse roles including tennis instruction. He serves as a board member of Ability School, a private educational institution for children ages 3 to 13. CFS Investment Advisory Services LLC provides financial planning, consulting, and investment management for individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes portfolios using mutual funds, ETFs, individual securities, and Independent Managers, while offering both discretionary and non-discretionary services.

Lin Shiow is a financial advisor at Stratton Capital Investment Advisory LLC and holds a Series 65 designation. She has been with Stratton Capital since 2021 and has experience investing in startups as part of an angel investor group. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, including a significant number of non-U.S. clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and other securities, employing fundamental analysis and ongoing monitoring to align with client objectives and risk tolerance.

Jill Ganey is a financial advisor at Strategic Wealth Management Group with 12 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Sidoti and Cantor Fitzgerald. Strategic Wealth Management Group offers discretionary and non-discretionary investment management and consulting to individuals, pension plans, trusts, and other entities. The firm employs customized asset allocation using a combination of fundamental, technical, and modern portfolio theory analyses, including proprietary ETF strategies and third-party manager programs.

Luciano Betman is a financial advisor at Green Ridge Wealth Planning LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Loyola University Maryland and Oratory Preparatory School. Betman also holds a New Jersey Real Estate Referral License. Green Ridge Wealth Planning LLC manages discretionary portfolios and provides financial planning and pension consulting services to both individual clients and pension plans. The firm primarily invests in exchange-traded funds and employs model portfolios with ongoing monitoring and rebalancing.

Jerold Francus is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2015. Outside of his advisory role, Francus works part-time as a ski and snowboard instructor at Keystone Resort with Vail Resorts. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of 16 advisors and offers portfolio management through in-house wrap fee programs, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across about 347 client relationships.

Michael Silvestri is a financial advisor at Avestar Capital, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Jefferies, Morgan Stanley, Bank of America, and Merrill Lynch. He served in the Colorado Army National Guard from 2014 to 2017. 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 corporate entities. The firm employs a mix of proprietary ETF-based strategies and third-party models, offering financial planning and portfolio management with access to private funds and special purpose vehicles.

Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.

Douglas Famigletti is a CFA® charterholder with five years of industry experience. He has been with Griffin Asset Management, LLC since 2004, contributing to the firm for over two decades. He is currently concluding administrative work for his previous firm. Griffin Asset Management provides discretionary and non-discretionary investment supervisory services and customized wealth management for high-net-worth clients, institutions, and others. The firm employs a bottom-up, value-oriented investment process combining core equity and fixed-income strategies with alternative approaches and serves as a sub-advisor and model portfolio provider.

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 three years of industry experience and holds Series 65 and Series 66 designations. Prior to joining NerdWallet Wealth Partners, he worked at firms including TD Securities (USA) LLC, Rosenblatt Securities, Mizuho Securities USA LLC, and UBS Financial Services. His background also includes experience outside finance, such as working with the United States Tennis Association. 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 operates as a team managing roughly $263 million in assets and primarily implements passive, asset-class-weighted portfolios supplemented by third-party sub-advisers and AI tools under human oversight.

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.