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 credential and five years of industry experience. Before joining CFS in 2020, he worked in various roles including at Professional Title Associates, Inc. and engaged in tennis instruction. He serves on the board of Ability School, a private education organization for children ages 3-13. CFS Investment Advisory Services provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities, managing approximately $2.73 billion in assets as of year-end 2025. The firm tailors portfolios using mutual funds, ETFs, individual securities, and Independent Managers, and offers both discretionary and non-discretionary account management.

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.

Michael Silvestri is a financial advisor with Avestar Capital, LLC in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Jefferies Investment Advisers LLC, Jefferies LLC, Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch. He also served in the Colorado Army National Guard for three years. Avestar Capital advises private investment funds, high-net-worth families, accredited and qualified investors, charitable organizations, and corporate clients, providing portfolio management, financial planning, due diligence, and family office services. The firm combines internally managed ETF strategies with third-party model portfolios and serves as adviser and sponsor to proprietary private funds and special purpose vehicles, offering customized private equity and hedge-fund access.

Killana Williams is a financial advisor at Palumbo Wealth Management LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2014 to 2020. Williams also serves as a Registered Representative with Private Client Services. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $543 million across about 283 clients. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, individual equities and bonds, and alternative investments, while positioning itself as a fiduciary and applying both fundamental and technical analysis.

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.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

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.

Joseph Stabile is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forefront in Jersey City, NJ. His prior experience includes roles at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and TD Bank. In addition to his work at Forefront, he founded and serves as a financial planner for Coast Financial, a wealth management business operating through the Forefront Advisor Network. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and asset allocation strategies, along with business, succession, and special-needs planning, leveraging multiple offices and affiliated services including tax and insurance solutions.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

Katelyn Gallanty is a financial advisor at GT Investment Management, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup, Wells Fargo Securities, and Grant Drive Group. GT Investment Management serves primarily high-net-worth individuals, managing approximately $5.5 million across about 35 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored portfolios.

Charles Hamowy is a CFP® with 33 years of experience in financial advisory. He is currently with Seasons of Advice Wealth Management, where he has worked since 2017, following a 27-year tenure at Ameriprise Financial Services. Outside of his advisory work, Hamowy owns and operates a dance instruction business, NY Dance Studios, Inc., and is co-authoring a book titled "Financial Secure Forever." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and uses a broad network of affiliated solutions and sub-advisors to manage portfolios.

Jack Baron is a financial advisor at Revolve Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Revolve Wealth Partners since 2022. Before entering the financial industry, he was a student for 17 years. 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, third-party managers, and private placements, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Robert Vessecchia is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Flagstar and its related entities since 2023 and previously spent 22 years at Signature Securities Group Corp./Signature Bank. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and uses a disciplined approach involving Investment Policy Statements, third-party managers, and Envestnet PMC for due diligence.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles at Banque Transatlantique and involvement with PSL University. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure enabling cross-border custody and European trade execution.