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.

Yoolim Kaminsky is a financial advisor at Shufro, Rose & Co., LLC, holding Series 63 and Series 65 licenses with four years of industry experience. She has been with Shufro, Rose & Co. since 2009. 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 across various asset types and manages approximately $2.46 billion in assets with a team of 12 advisors.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

Tyler Holley is a financial advisor at Momentum Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. He has been with Momentum Advisors since 2021. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers wealth management, financial planning, investment and portfolio management, and consulting services with a focus on customized portfolio construction and ongoing monitoring.

James Bashall is a Series 65-licensed financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC, joining the firm in 2025. Prior to this, he held roles at Future You Wealth, Anchor Capital, and Step Advisory. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm employs a primarily passive, asset-class-weighted investment approach supplemented by third-party sub-advisers for specialized strategies and offers comprehensive ongoing account monitoring and planning services.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.

Braden Schipke is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with The GenWealth Group, Inc. since 2011 and previously worked at Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory role, Schipke serves as Vice President and board member of Family Connections, Inc., a nonprofit organization. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management, financial planning, and an automated investment program primarily using ETFs with an ESG screening process. The firm manages approximately $661 million across 300 clients and operates a licensed insurance agency, offering a range of investment and insurance services through its five-advisor team.

Brendan Haley is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 65, Series 63, and Series 66 licenses with 25 years of industry experience. He has been with Empirical Research Partners since 2004. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers in the U.S. and internationally. The firm’s approach is based on quantitative models that combine macroeconomic and industry data with statistical analysis, focusing on market style, risk, and opportunity for equities and portfolio strategy.

Xavier Volatier is a financial advisor at Transatlantique Private Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Transatlantique since 2017, following eight years at CIC LB. Transatlantique Private Wealth primarily serves high-net-worth individuals and similar private entities, managing approximately $879 million in regulatory assets. The firm focuses on cross-border portfolio management and asset allocation, employing a process that integrates macro analysis with fundamental and technical research, supported by affiliated European research teams.

Peter Mc Ginley is a CFP® professional with eight years of experience, currently serving as an advisor at NerdWallet Wealth Partners, LLC. Before joining NerdWallet Wealth Partners in 2025, he worked at Bank of New York Mellon, N.A. from 2017 to 2025. He is based in New York, NY. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm manages portfolios primarily through passive, asset-class-weighted strategies supported by fundamental analysis and offers access to alternative investments and specialized sub-adviser mandates.

Annamalai Ramaswamy is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Goldman, Sachs & Co., Neuberger Berman BD LLC, and Saxony Securities, Inc., among others. He is also involved with Banyan Bridge Technology and Banyan Bridge Consulting LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

Dana Jacoby is a financial advisor at The Northstar Group, Inc. with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and The MITRE Corporation. The Northstar Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm bases its recommendations on client-specific information and adapts portfolios according to changing circumstances, managing roughly $1.01 billion in discretionary assets with a team of four advisers.

Ronald Deutsch is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Magnus Financial Group LLC since 2018. Prior to joining Magnus, he worked for Dynasty Wealth Management from 2016 to 2018. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities such as family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs a team-based approach with tailored, long-term portfolio construction supported by proprietary strategies and a distinctive use of technology for client account oversight.

John Eade is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Argus Investors' Counsel, Inc. He has been associated with Argus Research Group since 1989. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions such as investment companies, pension plans, and charitable organizations. The firm’s investment approach emphasizes bottom-up stock selection and a long-term, low-turnover strategy for its Core Equity portfolios, and it also offers specialized strategies and model portfolio licensing to other advisers and platform sponsors.

Sean Hollitz is a financial advisor at BlackDiamond Wealth Management, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlackDiamond in 2018, he worked at Purshe Kaplan Sterling Investments and MML Investors Services Inc. Outside of his advisory role, he owns and manages an independent property and operates an insurance agency focused on property, casualty, life, disability, and long-term care insurance. BlackDiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for 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 may utilize independent managers and various security types to meet client needs.

Jeremy Zuke is a financial advisor at Abundo Wealth in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Evernorth, MDLIVE, and Walgreens. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and provides advice through a client portal and financial planning software, maintaining a subscription-based fee structure and no discretionary trading authority.

Sarah Jilla is a financial advisor at Gagnon Securities, LLC in New York, NY, with 11 years of industry experience. She holds a Series 63 designation and has been with Gagnon Securities since 2011. Outside of her advisory role, she owns an Etsy shop selling artwork as stickers and works as a social media consultant. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled investment vehicles.

Scott Ungar is a financial advisor with Blackdiamond Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Blackdiamond Wealth Management since 2017 and previously worked at MML Investors Services from 2011 to 2018. Ungar is also a licensed independent insurance agent. Blackdiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services with a generally long-term, diversified investment approach.

Gregory Shufro is an advisor at Shufro, Rose & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2008. Shufro, Rose & Co. provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long‑term portfolio management using a range of assets including equities, fixed income, ETFs, and mutual funds.

Sapan Vyas is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 23 years of industry experience. He has been with Kimelman & Baird since 2001 and holds a Series 63 designation. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee for the Bronx Children's Museum, volunteering to support fundraising and investment oversight. Kimelman & Baird provides discretionary portfolio management primarily through separately managed accounts to individuals, families, trusts, charitable, and institutional investors. The firm uses fundamental and technical analysis to implement tailored long- and short-term trading strategies and integrates digital financial guidance tools into its advisory services.