Adam Aksamit is a financial advisor at Connective Wealth Partners, LLC in Jersey City, NJ, holding a Series 65 credential. He has one year of industry experience and joined Connective Wealth Partners in 2026. Prior to his advisory role, he held positions in various sectors including hospitality and retail. Connective Wealth Partners is an SEC-registered advisory serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies while utilizing a range of investment vehicles and offering customized portfolio management.

Miroslava Martinez is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Merrill and Bank of America. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.

Anthony Passerino is a financial advisor with Vision Retirement and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at LPL Financial, Cetera, and as a CPA since 1993. Outside of his advisory work, he is involved in coaching soccer at Saint Thomas Aquinas College and owns Aggressive Hockey Management Inc. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning and fiduciary investment management. The firm combines third-party portfolio strategists, model allocations, and automated investing technology, offering coordinated planning services that include tax preparation through an affiliated CPA entity.

Jennifer Henao is a Series 65-licensed advisor at Ameraudi Asset Management, Inc. in New York, NY, with seven years of industry experience. She has worked at Ameraudi since 2019 and previously held roles at Interaudi Bank and Neuropsychological Services, P.C. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolio management. The firm employs a macro, asset-allocation approach using diversified exposures primarily through index ETFs and manages approximately $1.74 billion in client assets.

Eli Graham is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation and beginning his industry career in 2023. He was previously affiliated with High Trail Capital before joining Ascend Interplay. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and use of third-party model portfolios rather than individual security selection. The firm manages client assets across a broad investment universe and includes several affiliated entities offering diverse financial services.

Ronald Murtha is a financial advisor at Acrylic Financial, Inc. with 36 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Brooklight Place Securities, PRUCO Securities, Prudential Insurance Company of America, and Allstate Insurance Company. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm uses a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside financial planning.

Shyamli Milam is a financial advisor at Perennial with 10 years of industry experience. She holds a Series 65 designation and has been with Perennial Advisors 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 approach that includes fundamental research, diversification, rebalancing, and use of individual equities, ETFs, and fixed-income securities, along with alternative investments and derivative strategies.

Henry Wilmerding III is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with seven years of experience at the firm and a total of eight years in the industry. He holds Series 65 and Series 63 licenses. Williams Jones Wealth Management serves high-net-worth individuals, families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated portfolio approach with an emphasis on mid- to large-cap equities using a growth-at-a-reasonable-price framework, alongside active, tax-aware fixed-income management and access to alternative strategies.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Peter Boockvar is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bleakley Financial Group, Private Advisor Group, Advisory Services Network, and The Lindsey Group. He is the owner and Chief Analyst of The Boock Report, an economic research blog he started in 2017. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.

Cynthia Stroik is a financial advisor at Fifth Third Wealth Advisors LLC with 14 years of industry experience. She holds a Series 65 designation and has previously worked at M&T Bank, Millington Securities, WBI Investments, and Harthorne Group. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often utilizing third-party managers and affiliated model strategies.

Michael Schessler is a financial advisor with Foundations Investment Advisors LLC in Union City, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at The Retirement Advantage, First Advisors National, and Ohio National Financial Services. He is also the founder of Sustainable Retirement Solutions, an insurance and investment-related practice. Foundations Investment Advisors serves a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management using fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing strategy.

Brandon Sim is a financial advisor at Silvercrest Asset Management Group LLC with 4 years of industry experience. He holds a Series 63 designation. His prior experience includes working at IEQ Capital, LLC since 2026, and he spent 19 years at Silvercrest in various roles from 2007 to 2026. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and integrating quantitative risk analytics as part of its investment approach.

Adam Janovic is a financial advisor at Ingalls Investment Management, LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Ingalls & Snyder LLC since 2002. He serves as a trustee for three family trusts and one friend's trust, devoting limited time to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary advisory services to a range of clients, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Thomas Ditosto is a financial advisor with Ingalls Investment Management, LLC in New York, NY, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ingalls and Snyder, LLC since 1996 and joined Ingalls Investment Management in 2026. Outside of his advisory role, he serves as a trustee of a family trust, a position he has held since 2012. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs various asset-management styles and manages portfolios using fundamental, technical, and cyclical analysis, offering strategies that range from long-term equity holdings to more active trading techniques.

Denis Belinskiy is a financial advisor at Beacon Trust with one year of industry experience. He holds the Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2013. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, offering an open-architecture investment platform with a risk-first framework and tax-aware management.

John Paul Mcmanus is a CFA® with 16 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Laidlaw & Co (UK) Ltd. for 14 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools while managing externally custodied and employer-sponsored retirement plan assets.

Frank Ammirato is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including over two decades at NPA Asset Management and Nationwide Planning Associates. Outside of his advisory work, Ammirato provides FAA financial consulting and tax preparation services for a limited part of the year. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often utilizing third-party sub-advisors while maintaining supervisory oversight.

John Raggio is a CFA® charterholder and financial advisor with Cannell & Spears LLC in New York, NY, bringing seven years of industry experience. He has been associated with Spears Abacus Advisors LLC since 2008. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Samantha Crank is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. She holds a Series 66 license and previously worked at Lord Abbett & Co. LLC for four years. Outside of her advisory role, she is a Senior Associate at Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary model allocations.