Garrett Cole is a financial advisor at Shufro, Rose & Co., LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and in non-financial roles including at Pizza Love and local schools. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a variety of investment vehicles.

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.

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.

Joao Viscardo is a financial advisor with Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameraudi Investment Services LLC, Bolton Global Capital/Interaudi Bank, and Raymond James Financial Services. Ameraudi Asset Management provides portfolio management and asset-allocation services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macroeconomic investment approach centered on diversified ETFs and both discretionary and non-discretionary strategies.

Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.

Brenda Sakon is a CFP® with three years of industry experience currently advising at Francis Financial in New York, NY. Her prior roles include positions at Chicory Wealth and Benedetti, Gucer & Associates. Outside of finance, she has experience working with Immaculate Heart of Mary Catholic Church and previously operated Numma Numma LLC. Francis Financial is an SEC-registered advisory firm managing approximately $803 million, serving individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce planning, and emphasizes strategies including asset allocation and mutual fund/ETF analysis.

Stuart Katz is a financial advisor with IDB Lido Wealth, LLC and holds a Series 66 designation, bringing 15 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 10 years and has been associated with Lido Advisors, LLC since 2021. Katz provides advisory services to IDB Lido Wealth under a services agreement between the two firms. IDB Lido Wealth, LLC is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers investment management, financial planning, family office, and retirement and estate planning services to a diverse client base including high- and ultra-high-net-worth individuals, family offices, and institutional clients. The firm employs a multi-asset allocation approach implemented through direct management, sub-advisers, and affiliates, and benefits from its bank ownership and affiliated service entities.

Carter Duddy is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Spartan Capital Securities, LLC and CB Insights, as well as work related to job searches and time as a student at Lehigh University. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities. The firm provides portfolio management and oversight of third-party money managers, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Neil Nejame is a financial advisor at Neville, Rodie & Shaw Inc with five years of industry experience. He has been affiliated with Neville, Rodie & Shaw Inc since 1993. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm focuses on fundamental equity analysis, long-term holdings, and a balanced use of common stocks, fixed income, mutual funds, and ETFs, tailoring portfolios to client objectives and reviewed regularly by an investment committee.

Todd Stankiewicz is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with Sykon Capital LLC and Sykon Asset Management LLC, where he has been involved since 2023 and 2025 respectively. Prior to that, he worked at Bank of America and Merrill for ten years. He manages the day-to-day operations of Sykon Asset Management as part of his other business activities. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a combination of quantitative, fundamental, and technical analysis in its investment approach and manages approximately $350 million in assets.

Philip Abdo is a Series 65-licensed financial advisor at Ameraudi Asset Management, Inc. in New York, NY, with one year of industry experience. Prior to joining Ameraudi Asset Management in 2026, he was employed at Interaudi Bank from 2023 to 2026 and has experience in academic roles at Northeastern University and the University of Connecticut. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, emphasizing a macroeconomic investment approach centered on asset allocation. The firm offers both discretionary and non-discretionary programs, primarily advising on exchange-traded funds and collaborating with third-party managers and sub-advisers.

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.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.

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.