Jacob Halberstam is a financial advisor at Equinum, LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at LPS Financial and B-Tank Magazine, as well as a five-year tenure at Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment supervisory services, financial planning, retirement plan advice, family office services, and robo-advisor solutions to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary portfolio management, including proprietary ETF models and third-party manager allocations.

Mcclain Culver is a financial advisor at NerdWallet Wealth Partners, LLC with Series 65 and 66 licenses and three years of industry experience. Prior to joining NerdWallet, he worked at TD Securities (USA) LLC, Rosenblatt Securities, and UBS Financial Services, among other firms. He also has experience outside finance, including a role with the United States Tennis Association. NerdWallet Wealth Partners serves individual, high-net-worth, and charitable clients through discretionary investment management and comprehensive financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and third-party sub-advisers for specialized strategies.

William Fraley is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Mobile, Alabama. He holds the Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a variety of investment strategies, offering both discretionary and non-discretionary account options, and provides portfolio management, independent money manager referrals, customized financial planning, and educational seminars.

Charles Hamowy is a CFP® with 34 years of industry experience, currently serving at Seasons of Advice Wealth Management in New York, NY. He previously worked at Ameriprise Financial Services, Inc. for 27 years before joining Seasons of Advice Wealth Management and its affiliate SOA Wealth Advisors. Outside of financial advising, he owns NY Dance Studios, Inc., a dance instruction business, and is co-authoring a book titled "Financial Secure Forever." 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 employs a proprietary “Seasons of Advice” process for goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Jack Baron is a Series 65-licensed financial advisor with Revolve Wealth Partners, LLC in Hackensack, NJ. He has four years of industry experience, including previous roles at Epic and as a student before entering the advisory profession. Revolve Wealth Partners is a multi-team registered investment adviser serving individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to client risk profiles, with an emphasis on tax sensitivity, ongoing manager due diligence, and access to alternative strategies for qualified investors.

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 at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His career includes roles at Banque Transatlantique and Orionis Management, as well as academic positions at PSL University and CY University. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, focusing on cross-border investment needs such as currency, debt, and risk management for euro-denominated assets. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up research to develop tailored asset allocation strategies and maintains strong operational ties to Banque Transatlantique and the Crédit Mutuel group.

Ellen Lazarus is a financial advisor at Charles Pratt & Company, L.L.C. based in New York, NY, holding Series 63 and Series 65 registrations with five years of industry experience. She has been associated with Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company provides custodial, investment, tax, accounting, and financial planning services primarily to multigenerational Pratt family members and a select group of individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a long-term, asset allocation-focused investment approach and utilizes third-party manager selection and monitoring to manage client assets.

Steven Lerit is a CFA® charterholder with 12 years of industry experience. He has worked at Washington Crossing Advisors LLC since 2019 and previously held positions at Stifel Nicolaus and UBS Financial Services Inc. He serves on the Journal advisory board of The Spaulding Group, contributing to investment performance consulting and article reviews. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm employs value-oriented equity strategies, tactical ETF-based asset allocation, and other approaches, delivering investment models and discretionary management through affiliated and unaffiliated platforms.

Lauren Dwyer is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently an advisor at Strategic Family Wealth Counselors, L.L.C., where she has worked since 2023. In addition to her financial advisory role, she coaches the Skyliners Synchronized Skating Team. Strategic Family Wealth Counselors, L.L.C. offers comprehensive wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $1.66 billion in assets and emphasizes individualized financial planning combined with fundamental analysis and a diversified investment approach.

Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Paul Gulden is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, with 55 years of industry experience. He holds a Series 63 designation and has been with Wellington Shields and its affiliated entities since 1978. Gulden serves as Managing Director, Co-Chairman of the Investment Committee, and Portfolio Manager, overseeing day-to-day operations and investment decisions. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains comprehensive client monitoring and third-party manager due diligence.

Rodrigo Arguello Neuwald is a financial advisor at Vizcaya Capital, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at IBEX and CITIGROUP. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and involvement in private funds and pooled vehicles, including offshore structures.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. He has been with Blue Square Asset Management since 2018 as part of a seven-advisor team. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage diverse strategies, including those focused on digital assets through affiliated entities and specialized separately managed accounts.

Andrew Altfest is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he was with LTFEST Personal Wealth Management. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Ka Wai Kevin Cheng is a CFA® charterholder with three years of industry experience. He is currently with Seabridge Investment Advisors LLC and previously worked at Eastern Window Investment Ltd, TVC Management Ltd, and JW Childs Asia Equities (HK) Ltd. Outside of his advisory role, he serves as a director of Hill 38 Ltd, a holding company based in London. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, and private investment funds. The firm constructs global, equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser to other advisers.

William Toczylowski is a CFP®-certified financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and has previously worked at Future You Wealth LLC, Capital Group Private Client Services, BNY Mellon Wealth Management, and Mariner Wealth Advisors. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, managing approximately $263 million in discretionary assets. The firm emphasizes passive, asset-class-weighted portfolios combined with comprehensive financial planning and engages third-party sub-advisers for specialized strategies.

Kevin Cox is a financial advisor at Masterworks Advisers, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Owl Rock Capital Securities LLC and Arete Wealth Advisors, LLC. In addition to his advisory role, he performs administrative functions for Masterworks, LLC, an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers non-discretionary and limited discretionary advisory services centered on a rules-based investment process involving art market research, appraisal, and allocation modeling, serving individual and high-net-worth investors.

Muhammad Tahir is a financial advisor at Seasons of Advice Wealth Management in New York, NY, with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. from 2006 to 2017 before joining Seasons of Advice Wealth Management and its affiliated SOA Wealth Advisors, LLC. Seasons of Advice Wealth Management offers 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 that integrates goal tracking, asset allocation, cash-flow reviews, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.