Florence Dupont is a CFP® credentialed financial advisor at Financial Decisions, LLC with 30 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. and has held a long-term affiliation with Penn Mutual. Outside of her advisory role, Dupont serves as an officer for two charitable foundations, the New Dawn Foundation and the Mentoring Tree Foundation. Financial Decisions, LLC serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and investment advice. The firm employs a diversified investment approach with both discretionary and non-discretionary services, building portfolios from various asset classes including municipals, equities, and independent managers.

Mcclain Culver is a financial advisor with NerdWallet Wealth Partners, LLC, holding Series 66 and Series 65 licenses and three years of industry experience. Prior to joining NerdWallet Wealth Partners, he worked at firms including TD Securities (USA) LLC, Rosenblatt Securities, and UBS Financial Services. Culver has also been involved with the United States Tennis Association in 2024. 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 primarily implements passive, asset-class-weighted portfolios supported by fundamental analysis and engages third-party sub-advisers for specialized strategies.

Robert Marronaro is a CFP® professional with 35 years of industry experience. He is currently with Legacy Edge Advisors and has held prior roles at Orbis Wealth, WealthShield Partners, and TIAA. Marronaro is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis tailored to client-specific goals and risk tolerances.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

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.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with five years of industry experience. He holds a Series 63 designation and has worked at Edge Wealth Management since 2006, with a recent role at Beacon Pointe Advisors, LLC starting in 2026. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management along with limited financial planning and consulting services. The firm manages approximately $827 million for about 252 clients through a small team, applying a fundamental analysis approach to tailored portfolios that include equities, fixed income, mutual funds, ETFs, and other securities.

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.

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.

Robert Murphy Jr. is a CFP® professional with 32 years of industry experience, currently serving at United Asset Strategies Inc. since 2022. His prior experience includes over two decades at TD Ameritrade and a period as a self-employed advisor. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in assets, providing discretionary investment management, retirement-plan consulting, and comprehensive financial planning to a diverse client base that includes individuals, trusts, and corporations. The firm utilizes a diversified investment approach combining strategic asset allocation with active management across equity and fixed-income portfolios.

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.

Benson Tang is a CFP®-certified financial advisor with Aurora Private Wealth, Inc. He has two years of industry experience and has worked at firms including Brown & Brown and Morgan Stanley Fund Services. In addition to his advisory roles, he assists with pension plan client reviews and financial planning through Standard Pension Services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team-based approach that utilizes individualized policies, model portfolios, and third-party platforms.

Andrew Altfest is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding the CFP® designation and Series 65 license with five years of industry experience. He has worked with the firm since 2009, accumulating 17 years at Altfest Personal Wealth Management and its predecessor. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm manages individualized portfolios primarily on a discretionary basis and employs fundamental, technical, and cyclical analysis, offering both 3(21) and 3(38) retirement-plan services alongside participant education and tailored consulting.

Herbert Refvik is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, his background includes roles at Apple Honda and 631 Insider Inc. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

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.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

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.

Elizabeth Lynch is a financial advisor at N10° WEALTH in Greenwich, CT, holding Series 66 and Series 63 licenses with one year of industry experience. Her prior roles include positions at The London Fund and Meekins Corp. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for a diverse client base including individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach that incorporates individual securities, ETFs, options, alternatives, direct indexing, and digital assets, using various analytical methods and leveraging third-party managers and a TAMP for implementation.