Brian Fullerton is a CFA® charterholder with 19 years of industry experience. He currently works at Avestar Capital, LLC, joining in 2024 after eight years at Goldman Sachs and a one-year sabbatical. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individual and high-net-worth clients, private investment funds, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party model portfolios, offering both discretionary and non-discretionary portfolio management alongside financial planning and due diligence services.

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 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 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® 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 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.

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. in New York, NY, holding a Series 66 designation with 15 years of industry experience. Prior to joining Valley Wealth Managers in 2023, Casey worked at Bank Leumi USA and its affiliated entities for more than a decade. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that includes discretionary management, financial planning, and wrap fee programs, utilizing a mix of individual stocks, bonds, mutual funds, and ETFs.

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.

Michael Milevoi is a CFP® and Series 65-licensed financial advisor at TKG Wealth Advisers LLC with two years of industry experience. Before joining TKG Wealth Advisers in 2024, he worked at SHI International and held positions at Rowan University and Colonia High School. He is the owner of Mileboy Holdings LLC, a non-investment-related valet service business. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and is known for its operational ties to an affiliated accounting practice, enabling combined service offerings and cross-referrals.

Nicholas Scaturro is a financial advisor at Atcap Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at National Asset Management and National Securities Corp. His background also includes roles outside finance, such as positions at Forrest Hills Station House and Community House. 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 blend of analytical methods and market-timing strategies, offering tailored portfolios through proprietary strategies, sub-advisors, and third-party managers.