Angela Liu is a financial advisor at Avestar Capital, LLC, holding a Series 65 designation with one year of industry experience. She joined Avestar Capital in 2025 after a ten-year period away from the workforce. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private investment funds, accredited and qualified investors, charities, and corporate entities. The firm combines proprietary ETF-based models with outsourced model portfolios, offering financial planning, discretionary and non-discretionary portfolio management, due diligence services, and access to private funds and special purpose vehicles.

Mark Chemtob is a CFP® with 28 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for 16 years at Ameriprise Financial Services, Inc. He is also a licensed insurance professional in a non-advisory capacity. Chemistry Wealth Management LLC is an SEC-registered fiduciary providing discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers ongoing monitoring, customized advice, and flexible planning options.

Reema Patel is a CFP® professional at Councilor Wealth LLC with two years of industry experience. She has worked at May Barnhard Investments, LLC, a subsidiary of Councilor, Buchanan & Mitchell, P.C., where she also provides accounting services including tax, audit, and advisory. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations. The firm employs long-term investment strategies and integrates financial planning with investment management, serving clients with a range of asset levels.

John Koller is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Oppenheimer + Close since 2013. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities and offers discretionary portfolio management, fiduciary retirement advice, coordinated financial planning, and management of affiliated limited-partnership funds.

Christopher Schofield is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brex and Northwestern Mutual. Outside of financial services, he has experience in the food service industry with Madisons Pizza and Catering. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as charitable organizations through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios with ongoing monitoring and engages third-party sub-advisers for specialized strategies.

Kathleen Ritchie is a CFP® with 25 years of experience in the financial industry, currently advising at Drucker Wealth. She previously worked at Hornor Townsend & Kent Inc for 16 years before joining Drucker Wealth and Purshe Kaplan Sterling Investments. Kathleen serves as a board member and treasurer for a cooperative owners association in New York. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields, as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a mix of fundamental, technical, tactical, and behavioral analysis to construct diversified portfolios.

Sharon Hayut is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Magnus Financial Group LLC since 2021 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. 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 employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and an emphasis on client reporting and research-driven communications.

Trent Moran is a financial advisor with Public Advisors LLC in New York, NY, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at LPL Financial LLC and various positions connected to Fairfield University and other companies. Public Advisors LLC serves primarily individual retail clients through discretionary portfolio management delivered entirely online via its proprietary platform and mobile app. The firm uses technology-driven investment approaches, including Treasury “ladders,” direct indexing, and AI-generated custom index strategies, managing accounts on a discretionary basis with automated implementation and digital client communications.

Daniel Pompeo Camargo Jannuzzi is an advisor at Ameraudi Asset Management, Inc. with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Safra National Bank of New York and Magnetis Investimentos. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach with both discretionary and non-discretionary programs.

Marcelo Cabral is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He has held positions at Bradesco Securities, Inc. and Bradesco Securities UK Limited. Outside of his advisory role, he serves as the U.S. representative and participates on the investment committee of Somma Investimentos, an asset management firm based in Brazil. Stratton Capital Investment Advisory LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving both U.S. and international clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and individual securities, with a focus on fundamental analysis and ongoing portfolio monitoring.

Brian Fullerton is a CFA® charterholder with 19 years of experience in the financial industry. He currently works at Avestar Capital, LLC and has previously held roles at Goldman Sachs and Merrill Lynch Investment Managers LP. Between these positions, he took a one-year sabbatical from 2023 to 2024. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individuals, high-net-worth clients, funds, and corporate entities. The firm employs a combination of proprietary ETF-based models and third-party portfolios, offering discretionary and non-discretionary management along with access to private funds and SPVs.

Daniel Fred is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior experience includes roles at National Securities Corporation and National Asset Management. AtCap Partners provides investment management and financial planning services to individuals as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers alongside proprietary portfolio management.

Aimo Berg is a financial advisor at Empirical Research Partners LLC in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Empirical Research Partners since 2011. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, and insurance companies. The firm specializes in quantitative models that integrate macroeconomic and statistical analysis to support professional investors’ independent decision-making without managing client assets or executing trades.

Priscilla Chor Goldenstein is a CFA® charterholder with seven years of industry experience, currently serving at Brasil Plural Securities. Her work history includes roles at Brasil Plural Securities LLC and Brasil Plural Multiple Bank. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions through customized portfolio management and research-driven investment strategies that include equities, fixed income, options, and alternative investments.

Alexandra Makowski is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at CFS Investment Advisory Services LLC since 2015, with a two-year period at Cambridge Investment Research from 2015 to 2017 before returning to CFS. Outside of her advisory role, she serves as a song leader at Our Lady of Pompeii Church, a position she has held since 2012. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations, managing approximately $2.73 billion in assets. The firm uses a diversified approach including mutual funds, ETFs, individual securities, and independent managers, and serves clients on both discretionary and non-discretionary bases.

Preston Forman is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Ameriprise Financial Services, Inc. for 12 years before joining Seasons of Advice Wealth Management and its affiliated SOA Wealth Advisors, LLC. He serves as president of a cooperative residential building and participates in its board governance. 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 uses a proprietary planning process to tailor investment recommendations and engages external partners for specialized fixed-income portfolio management while maintaining oversight across client accounts.

Stacy Francis is a CFP® certified financial advisor with 10 years of industry experience, currently practicing at Francis Financial in New York, NY. She founded and serves as a board member of Savvy Ladies, a nonprofit focused on financial education, where she coordinates board meetings, designs education programs, and participates in speaking engagements. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment supervisory services, comprehensive financial and divorce financial planning, utilizing asset allocation and both long- and short-term strategies, with a focus on women’s financial well-being.

Stephen Marek is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Joseph Gunnar & Co. LLC and Ceros Financial Services. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and external managers.

Richard Rowehl Jr. is a financial advisor at Revolve Wealth Partners, LLC in Hackensack, NJ, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He previously worked at MMA Securities, LLC and Marsh McLennan Agency for nine years each. Outside of finance, he manages a family entertainment business providing DJ, karaoke, and trivia game services and serves as a trustee on the board of Moose Lodge #318, involved in charitable and community activities. Revolve Wealth Partners is a multi-team registered investment adviser serving individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm employs diversified, globally aware portfolio construction with an emphasis on tax sensitivity and periodic rebalancing, offering financial planning, investment management, and access to independent managers and alternative strategies.

Bindia Rosas is a financial advisor at Abner Herrman & Brock, LLC with seven years of industry experience. She holds a Series 66 designation and has been with the firm since 2017. 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 manages approximately $2.43 billion in client assets across more than 2,100 client relationships, employing a top-down investment process that integrates fundamental, technical, cyclical, and quantitative analysis.