Debra Burnham is a financial advisor at Premier Wealth Advisors, LLC with 40 years of industry experience and holds a Series 63 designation. She has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, and RMB Capital Management. Burnham serves as a co-trustee for the Bernheim Arboretum and Research Forest Trust and volunteers as a board member for the Scarsdale Transfer Education Plan (STEP) nonprofit. Premier Wealth Advisors, LLC manages approximately $555 million in assets for individuals, corporations, and other entities, offering both financial planning and investment management services. The firm employs a core/satellite investment approach that combines passive index strategies with active managers and tailors portfolios to client risk tolerance, time horizon, and liquidity needs.

Alexander Kemp is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 license and two years of industry experience. He previously worked at Zoe Financial Inc. for seven years and has additional experience at Infor and Hometeam. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, along with certain charitable organizations, through discretionary investment management and integrated financial planning. The firm employs a team approach with 14 advisors, focusing on passive, asset-class-weighted portfolios supported by fundamental analysis and providing comprehensive financial planning as part of its services.

Kevin De Rosa is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 65 credential with nine years of industry experience. His prior roles include positions at Your Planning Partner, LLC and McAdam LLC. BlackDiamond Wealth Management is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a generally long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and occasionally utilizes unaffiliated independent managers.

Levan Chubinishvili is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Access Wealth, where he has served since 2018, and was previously employed at Hennion & Walsh Inc. from 2014 to 2018. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and employs an Investment Committee to select managers based on risk, returns, and fees.

Henry Beinstein is a financial advisor at Gagnon Securities, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 2002. Beinstein is a Certified Public Accountant and Chartered Global Management Accountant, serving as an Independent Director and Chairman of the Audit Committee at Vector Group LTD, as well as holding independent board roles at the Lombardy Hotel and the Omega Institute, a nonprofit organization. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Olabode Aladenika is a financial advisor at Bridgewater Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bridgewater Advisors since 2022. His prior roles include positions at Relax and Company and Tekoa Missions. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporations, using a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Brian Gagnon is a financial advisor at Gagnon Securities, LLC with 34 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 1999. Outside of his advisory role, he serves as President of Hilltop Aviation Services, LLC and acts as a trustee for the Gagnon Family Foundation. He is also an advisory council member of the National Kidney Foundation Innovation Fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles alongside its broker-dealer platform.

Krystina Brown is a CFP® professional with five years of experience at Financial Decisions, LLC in New York, NY. She has been with the firm since 2016, working in various roles within the advisory team. Financial Decisions serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm’s investment approach includes a mix of bonds, equity mutual funds, individual equities, and allocations to independent managers, with a process focused on client objectives, asset allocation, and ongoing portfolio monitoring.

Palak Forbes is a Series 65-licensed advisor at Altfest Personal Wealth Management with one year of industry experience. Prior to joining Altfest, Palak worked at Audacy and The New York Times Company. Altfest Personal Wealth Management serves high-net-worth individuals, retirement plans, trusts, and business entities by providing investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and offers both retirement-plan services and pooled investment vehicles.

Michael Schwartz is a CFP® with 24 years of industry experience. He has worked at Magnus Financial Group LLC since 2017 and previously spent 18 years with Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is an independent insurance agent. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets and employs a team-based approach that integrates comprehensive planning with diversified asset allocation across various investment vehicles.

Eric Tilson is a CFP® and holds a Series 66 license, working with Tilson Financial Group Inc. He has seven years of industry experience, including roles at PGIM Fixed Income and Prudential Insurance. He joined Tilson Financial Group in 2021 and is based in New Providence, NJ. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset class portfolios primarily using mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Harold Sasnowitz is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth households, as well as institutional clients such as pension plans and charitable organizations. The firm uses a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and diversified asset allocation.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

Stephen Montez is a financial advisor with NerdWallet Wealth Partners, LLC in New York, NY. He holds Series 66 and Series 63 credentials and has three years of industry experience. His prior roles include positions at Equitable Advisors, Bank of America, Merrill, Fidelity Investments, and JP Morgan Securities. Montez also has experience in real estate with eXp Realty LLC and Douglas Elliman Real Estate and was involved in Fun Times Productions from 2019 to 2022. NerdWallet Wealth Partners is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations. The firm focuses on passive, asset-class-weighted portfolios supported by fundamental analysis and provides integrated financial planning and ongoing portfolio monitoring, utilizing third-party sub-advisers and AI tools for specialized strategies.

Yanying Lin is a financial advisor at Bridgewater Advisors Inc. in New York, NY, with five years of industry experience. She has worked at Bridgewater Advisors since 2019 and previously held positions at Lenox Wealth Advisors and Lenox Advisors. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation using a combination of actively managed and index-related strategies, conducting due diligence on third-party managers and offering consulting on estate, retirement, and tax matters.

Andrew Peters is a financial advisor with Oakbourne Advisors in Berkeley Heights, NJ, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and founding Invyzia Solutions, LLC, which operates a website designed to help financial advisors create simple investment proposal reports. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a range of investment vehicles and combines fundamental, technical, charting, and cyclical analysis in managing client portfolios, typically on a discretionary basis with client confirmation before trades.

Gary Scarboro is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Spartan Capital Private Wealth Management since 2019 and has also worked with Spartan Capital Securities, LLC since 2011. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Gabrielle Rosenfeld is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds a Series 63 designation and has worked at Gagnon Securities since 2019, following a year at Third Bridge and three years at Bucknell University. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, offering both investment advisory and brokerage services. The firm employs a research-intensive, generalist, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles and partner funds alongside its broker-dealer platform.

Donald Bond Jr. is a financial advisor with Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation and bringing five years of industry experience. He joined Beacon Pointe Advisors, LLC in 2026 after 14 years at Edge Wealth Management. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management and limited financial planning services. The firm employs a fundamental analysis approach and manages approximately $827 million for about 252 clients through a team of five advisors.

Deborah Paulhus is a financial advisor at Buckman Advisory Group LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked as a licensed realtor with Beachfront Realty since 2009 on a part-time basis. Buckman Advisory Group serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs a mix of fundamental, technical, and cyclical analysis and offers model-based asset allocation across various risk profiles.