Brian Fullerton is a CFA® charterholder with 19 years of industry experience. He is currently with Avestar Capital, LLC, where he has worked since 2024 following a sabbatical and eight years at Goldman Sachs. Avestar Capital advises private investment funds, high-net-worth families, accredited investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, due diligence, and family office services. The firm combines internally managed ETF strategies with third-party model portfolios and serves non-U.S. clients through affiliated advisers and a Model Portfolio Sub-Advisor Program.

Daniel Fred is a financial advisor with AtCap Partners, LLC, based in New York, NY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at AtCap Partners since 2022 and previously spent over two decades at National Securities Corporation, with additional experience at National Asset Management. AtCap Partners provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other entities, utilizing a combination of fundamental and technical analysis to tailor strategies that range from long-term holdings to short-term trading and options. The firm offers services through various account types and leverages access to third-party asset managers via the Envestnet platform.

Aimo Berg is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, employing quantitative models that integrate macroeconomic and statistical analysis to inform professional decision-making rather than managing assets or executing trades.

Priscilla Chor Goldenstein is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Brasil Plural Investment Advisor LLC. She has worked at various entities within the Brasil Plural group since 2016. Brasil Plural Investment Advisor LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions with customized portfolio management and research-driven investment strategies. The firm employs a multi-asset approach that includes equities, fixed income, options, and alternatives, incorporating both third-party macroeconomic research and in-house analysis.

Alexandra Makowski is a CFP® professional with 10 years of experience in financial advisory services. She has been with CFS Investment Advisory Services LLC since 2017 and previously worked at Cambridge Investment Research, Inc. Alexandra is also involved with Our Lady of Pompeii Church as a song leader. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and tailors portfolios using mutual funds, ETFs, individual securities, and Independent Managers.

Preston Forman is a CFP® and Series 66-registered advisor at Seasons of Advice Wealth Management with 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Seasons of Advice in 2017 and SOA Wealth Advisors in 2020. Outside of his advisory role, Forman serves as president of the cooperative residential building board at his address in Forest Hills, NY. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, and various family types, typically starting relationships around $100,000. The firm employs a structured planning process that aligns financial recommendations with clients’ life stages and provides portfolio management through wrap-fee programs and specialized fixed-income portfolios via a PIMCO sub-advisory arrangement.

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 with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC for 16 years before joining AtCap Partners and Ceros Financial Services in 2025. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other business entities. The firm employs a combination of fundamental and technical analysis, including cyclical analysis and market timing, offering strategies that range from long-term holdings to short-term trading and options.

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.

Kurt Stein is a financial advisor at Singer Wealth Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch and Bank of America. Outside of investment advising, he serves as the managing member of Skymount LLC, providing consulting services to religious organizations. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans with comprehensive financial planning and portfolio management. The firm provides discretionary and non-discretionary management, fiduciary consulting, and access to alternative investments, supporting client objectives through individualized investment policy statements and a combination of fundamental and tactical strategies.

Scott Strasser is a financial advisor at Perennial Advisors, LLC in New York, NY, holding a Series 65 designation with 10 years of industry experience. He has been with Perennial since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and fee and tax minimization, utilizing equities, ETFs, fixed income, derivatives, and borrowing strategies.

Caryn Zweig is a financial advisor with Abner Herrman & Brock, LLC in Jersey City, NJ, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Abner, Herrman & Brock since 1991. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets and employs a top-down investment approach combining fundamental, technical, cyclical, and quantitative analysis.

Paul Doran is a financial advisor at ELCO Management Company, LLC in New York, NY, with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has been with ELCO since 2007. In addition to his advisory role, he has worked with the Town of Babylon since 1996. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans, focusing on investment management and pooled-vehicle oversight. The firm employs a combination of fundamental and technical analysis across various strategies and manages several sector-focused separately managed accounts, often engaging sub-advisors under its oversight.

Jamie Casey is a financial advisor at Valley Wealth Managers, Inc. with 15 years of industry experience. Casey holds the Series 66 designation and has worked at several firms, including Bank Leumi USA and Leumi Investment Services, before joining Valley Wealth Managers in 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash tailored to client objectives, supported by strategic portfolios managed by an investment committee.

Rebecca Palmer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Fruitful since 2022. Her prior roles include positions at Ellevest, Inc. and First Republic Investment Management. Outside of her advisory work, she owns a small clothing brand sold on Amazon. Fruitful Advisory provides financial planning and discretionary investment management to individual clients through a subscription-based model, focusing on diversified, low-cost portfolios built primarily with passive ETFs and index funds. Services are delivered via a web-based platform and client portal, with an emphasis on collaborative allocation decisions.

Kyle Wellner is a financial advisor at Papamarkou Wellner Perkin Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Papamarkou Wellner & Company, Inc. and Papamarkou Wellner Asset Management Inc. since 2020. Prior to joining the firm, he was employed at Infor and Oracle and studied at Duke University. Outside of his advisory role, he operates a DJing business for private parties and public events. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets while providing discretionary investment management and consulting to high-net-worth individuals, family offices, endowments, pensions, trusts, charitable organizations, and corporate clients. The firm uses proprietary analytical modeling combined with a bottom-up equity research process and a multi-manager approach to offer a range of investment strategies.

Michael Tripicchio is a Series 65 licensed financial advisor with Total Alignment Wealth Advisors, LLC, where he has worked since 2022. He has three years of industry experience and has held prior roles at ShopRite, Rowan University, Pure Energy Hair Studio, and educational institutions. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, offering comprehensive financial planning and family office services. The firm focuses on planning and oversight, coordinating with outside portfolio managers while clients retain custody and implementation responsibility.

Nicholas Scaturro is a financial advisor at AtCap Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he has experience working with community organizations and educational institutions. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Taylor Conrad is a financial advisor at Argus Investors' Counsel, Inc. based in New York, NY, holding a Series 65 designation with three years of industry experience. His work history includes roles at Argus Research and Freedom Boat Club. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, focusing on bottom-up stock selection and a long-term, low-turnover approach. The firm also licenses model portfolios and offers consulting services to other investment advisers, distinguishing itself through integration with Argus Research and a diverse range of specialized investment strategies.