Benjamin Stark is a financial advisor with Vision Retirement and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and Guardian Life. He is based in Ridgewood, NJ. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and fiduciary investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios emphasizing global diversification, periodic rebalancing, and tax-aware techniques.

Daniel Pompeo Camargo Jannuzzi is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Safra National Bank of New York and Magnetis Investimentos. Ameraudi Asset Management provides portfolio management and asset allocation services primarily to high-net-worth individuals, corporations, and trusts. The firm focuses on exchange-traded funds and employs a macroeconomic investment approach, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios.

Marcelo Cabral is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He has held positions at Bradesco Securities, Inc. and Bradesco Securities UK Limited. Outside of his advisory role, he serves as the U.S. representative and participates on the investment committee of Somma Investimentos, an asset management firm based in Brazil. Stratton Capital Investment Advisory LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving both U.S. and international clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and individual securities, with a focus on fundamental analysis and ongoing portfolio monitoring.

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 year and an eight-year tenure at Goldman Sachs. Earlier in his career, he worked at Merrill Lynch Investment Managers LP. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a range of clients including individuals, high-net-worth investors, private funds, charities, and corporate entities. The firm utilizes a combination of proprietary ETF-based strategies, third-party models, and portfolio management techniques incorporating both passive and active managers, options, and derivatives.

Daniel Fred is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior experience includes roles at National Securities Corporation and National Asset Management. AtCap Partners provides investment management and financial planning services to individuals as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers alongside proprietary portfolio management.

Aimo Berg is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors such as money managers, hedge funds, insurance companies, and broker-dealers. The firm’s approach combines quantitative models integrating macroeconomic and industry data with statistical analysis to support professional investors' independent decision-making rather than managing client assets or recommending individual securities.

Priscilla Chor Goldenstein is a CFA® charterholder with seven years of industry experience, currently serving at Brasil Plural Securities. Her work history includes roles at Brasil Plural Securities LLC and Brasil Plural Multiple Bank. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions through customized portfolio management and research-driven investment strategies that include equities, fixed income, options, and alternative investments.

Alexandra Makowski is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at CFS Investment Advisory Services LLC since 2015, with a two-year period at Cambridge Investment Research from 2015 to 2017 before returning to CFS. Outside of her advisory role, she serves as a song leader at Our Lady of Pompeii Church, a position she has held since 2012. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations, managing approximately $2.73 billion in assets. The firm uses a diversified approach including mutual funds, ETFs, individual securities, and independent managers, and serves clients on both discretionary and non-discretionary bases.

Preston Forman is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Ameriprise Financial Services, Inc. for 12 years before joining Seasons of Advice Wealth Management and its affiliated SOA Wealth Advisors, LLC. He serves as president of a cooperative residential building and participates in its board governance. 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 uses a proprietary planning process to tailor investment recommendations and engages external partners for specialized fixed-income portfolio management while maintaining oversight across client accounts.

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 at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Joseph Gunnar & Co. LLC and Ceros Financial Services. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and external managers.

Christine Cox is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at LPL Financial, The Fortis Agency LLC, West Capital Strategies LLC, and Guardian Life Insurance Company. She serves as a board member of the RWJ Community Medical Center Foundation. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management and financial planning services, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

James Bulger is a financial advisor at Algorithmic Investment Models with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Ceros Financial Services, Beaumont Financial Partners, Assetmark, and Envestnet Portfolio Solutions. He has been with Algorithmic Investment Models since 2020. Algorithmic Investment Models provides ETF-based portfolio management and model delivery to a range of clients, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm’s investment process is quantitative and technology-driven, employing machine learning and behavioral finance through proprietary strategies implemented primarily with ETFs.

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, holding Series 65 and Series 66 credentials with 13 years of industry experience. He has worked with ELCO Management since 2007 and concurrently serves 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. The firm employs a combination of fundamental and technical analysis across various investment strategies and manages both separately managed accounts and a private pooled vehicle, ELCO Select Fund, L.P.

Susan Hunter is a CFP® professional at 5C Capital Management, LLC with 19 years of industry experience. She previously worked at Clark Dodge Asset Management, LLC for six years. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm employs a fiduciary approach with discretionary portfolio management, combining quantitative analysis, fundamental and technical research, and tax-aware portfolio construction.