Richard Derose is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Empirical Research Partners LLC since 2012, where he is part of a four-advisor team based in New York, NY. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing subscription-based, data-driven research and customized investment advice. The firm uses proprietary quantitative models combining macroeconomic and factor analysis to inform institutional decision-making and does not manage client assets or serve retail clients.

Jonah Coleman is a financial advisor with Retirable, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Ameriprise and Moody's Analytics. Retirable serves individuals who are retired or approaching retirement, providing retirement-focused financial planning and discretionary investment management through online tools and advisor consultations. The firm manages approximately $300 million in assets across a multi-advisor team, utilizing diversified, ETF-based model portfolios aligned with clients' retirement plans and risk tolerance.

Daniel Magier is a CFP® with nine years of industry experience, currently serving at Next Capital Management LLC since 2018. Prior to that, he worked at Fidelity Investments for five years. He holds the Series 66 designation and is based in New York, NY. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies through private placement life insurance sub-advisory. The firm offers tailored asset allocation and monitoring, employing a range of investment strategies including mutual funds, ETFs, direct indexing, and tax-managed long/short approaches.

Eduardo Ramirez Cruz is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Truist Investment Services and Santander Private Banking. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure mainly 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.

Connor Tendall is a CFP® with six years of industry experience, currently serving at Avestar Capital, LLC since 2018. Prior to joining Avestar, he worked at Snowden Capital Advisors LLC and was a professional golfer for one year. He holds the Series 66 designation. Avestar Capital advises a range of clients including private investment funds, high-net-worth families, accredited investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, due diligence, and family office services, combining internally managed ETF strategies with third-party model portfolios and providing access to proprietary private funds, special purpose vehicles, and insurance-wrapped products for ultra-high-net-worth clients.

Stephen Owen is a financial advisor at South Street Advisors, LLC in New York, NY, with 4 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Brown Brothers Harriman & Co since 1985. Outside of his advisory role, he serves as a governor of the Cedarhurst Yacht Club in Lawrence, NY. South Street Advisors provides discretionary investment management primarily to high-net-worth individuals and institutional clients, including U.S. non-profit endowments and private foundations. The firm employs a systematic, research-driven investment process focusing on asset allocation, quantitative equity screening, and active fixed-income management.

Brett Cohen is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley & Co. LLC, Merrill, Independent Financial Group, LLC, and American Express Company. Outside of his advisory role, he is involved as a member in a venture capital fund and is the sole proprietor of a real estate-related business. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term, fundamentally driven investment approach that incorporates diversified portfolios including mutual funds, ETFs, individual equities, bonds, alternative investments, and derivatives.

Raymond Balroop is a financial advisor with Avestar Capital, LLC in New York, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Avestar Capital in 2025, he worked at Hightower and Fifth Avenue Financial (MassMutual). Avestar Capital advises private investment funds, high-net-worth families, accredited and qualified investors, charitable organizations, and corporate clients. The firm combines internally managed ETF strategies with third-party model portfolios and serves non-U.S. clients through affiliated advisers, offering discretionary and non-discretionary portfolio management, financial planning, and family office services.

Christopher Dunne is a CFP® with 15 years of industry experience, currently serving as an advisor at Avestar Capital, LLC since 2021. He also holds a Series 66 designation and has been associated with IDB Capital Corp. since 2015. Avestar Capital advises a range of clients including private investment funds, high-net-worth families, accredited investors, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, due diligence, and family office services, combining internally managed ETF strategies with third-party model portfolios and supporting access to private equity and hedge fund investments through specialized platforms and insurance-wrapped products.

Samson Staff is a financial advisor at Diastole Wealth Management in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at NESS and NEC, as well as multiple terms at Diastole Wealth Management. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm employs a variety of analytical approaches and investment strategies, providing regular account reviews and performance reporting, and also acts as adviser and affiliated general partner to a private pooled vehicle.

Alexandra Shepis is a CFP® professional at Francis Financial with five years of industry experience. She has been with Francis Financial since 2018, including the firm's current team structure since 2023. 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 policy statements, comprehensive financial and divorce financial planning, and employs a mix of long- and short-term strategies with quarterly reviews.

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including NatAlliance Asset Management LLC and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients by offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes a patient, custom-tailored investment approach focused on long-term purchases while allowing for shorter-term, opportunity-driven trades.

Kevin Smith is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Aegis Capital Corp. He serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students and participates in advisory meetings. 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.

Gabe Bryan is a CFP® and Series 65-registered financial advisor with Bridgewater Advisors Inc. in New York, NY, where he has worked since 2008. He has five years of industry experience. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment firm managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management, financial planning, consulting, and tax-preparation services, with an investment approach that combines active and index strategies across traditional and alternative asset classes.

Philip Palumbo is a CFP® with 26 years of industry experience, currently serving as an advisor at Palumbo Wealth Management LLC. He previously worked at UBS Financial Services Inc for 10 years and has been with his current firm since 2020. In addition to his advisory role, he is also involved in insurance sales on a limited basis. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million for roughly 283 clients, utilizing a primarily long-term and discretionary investment approach that includes mutual funds, ETFs, equities, bonds, options, private investments, and allocations to independent managers.

John Marx is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Edge Wealth Management since 2013. Edge Wealth Management provides discretionary investment management and ancillary financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment process is based on fundamental analysis and tailored to each client’s objectives, managing approximately $770.7 million in discretionary assets for about 261 clients.

Mario Giammarco is a Series 66-licensed advisor with 49 years of industry experience. He is currently with Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, and has previously worked at Everbank and Bernard Herold & Co., Inc. Giammarco also serves as president of Herold Insurance Agency, Inc., a life insurance business. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans. The firm provides discretionary and non-discretionary portfolio management using a process that combines computerized screening and fundamental analysis, focusing primarily on domestic large- and mid-cap equities with diversified fixed income and occasional foreign equities.

Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arete Wealth Management, Arete Wealth Advisors, SDDco Brokerage Advisors, and other firms. In addition to his advisory role, he serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform focused on securitized art. Masterworks Advisers specializes in providing investment advice exclusively on securitized art investments issued by Masterworks affiliates. The firm offers point-in-time and ongoing non-discretionary advisory programs, using a rules-based investment process supported by art market research, internal and third-party appraisals, and allocation models.

Sean Lawless is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at ARS Investment Partners, LLC since 2016. Prior to joining ARS, he worked at Modern Asset Management for five years. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients through various strategies, including core equity, small-cap, and tactical asset allocation. The firm employs a team-based investment process and offers financial planning and educational seminars to clients.