John Koller is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Oppenheimer + Close since 2013. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities and offers discretionary portfolio management, fiduciary retirement advice, coordinated financial planning, and management of affiliated limited-partnership funds.

Andrea Turley is a financial advisor with Tortoise Investment Management, LLC, holding four years of industry experience. She has been with Tortoise since 2013. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Kathleen Ritchie is a CFP® with 25 years of experience in financial advising. She currently works at Drucker Wealth and previously spent 16 years at Hornor Townsend & Kent Inc. Ritchie serves as a board member for the 155 East 49th Street Cooperative, where she assists with treasury functions. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm uses a combination of fundamental, technical, and tactical analysis, along with behavioral finance, to manage portfolios and employs artificial intelligence for research and meeting transcription, while not relying on it for investment recommendations.

Joseph Lanza is a financial advisor with Vision Retirement, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at LPL Financial and Sagepoint Financial. Outside of advising, he owns Juice Journey LLC, a business based in Edgewater, NJ. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm operates as a multi-adviser team, combining third-party portfolio strategists and technology-driven solutions with firm oversight and tax-aware investment tools.

Sharon Hayut is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Magnus Financial Group LLC since 2021 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and an emphasis on client reporting and research-driven communications.

Trent Moran is a financial advisor at Public Advisors LLC in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at LPL Financial LLC and has held various roles at Fairfield University, Kolmar Americas, Lincoln Surveying, The Big Cheese, and King Family Vineyards. Public Advisors serves primarily individual investors through an internet-only advisory platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized indices. The firm provides services exclusively via its website and mobile app, focusing on automated trading, rebalancing, and tax-loss harvesting.

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.

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.

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.

David Bruckman is a financial advisor with Navis Wealth Advisors LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked at firms including Quincy Wells Capital, Great Point Capital, and Citrin Cooperman Wealth Management. In addition to his advisory role, Bruckman serves as counsel at BellaviaBlatt, PC, where he assists clients with estate planning, drafting wills, and trusts. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and financial planning. The firm employs a long-term investment approach using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, and offers additional services through affiliated accounting and insurance entities.

Kristin Moser is a ChFC® credentialed advisor at Trivium Point Advisory, LLC with approximately four years at the firm and additional experience at LPL Financial, Raymond James Financial Services, and Primerica Advisors. She has worked in the financial services industry since 2015. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing around $1.63 billion in assets. It serves a diverse client base including individuals, family offices, and retirement plans, offering customized portfolio management and financial planning services supported by internal portfolio construction, external managers, and ongoing review processes.

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.

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.

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.

Richard Leimgruber is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Feghan and Associates, and Ameriprise Financial Services. He also hosts a finance and investment education podcast called Enrich Your Life. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and trust establishment services, using both third-party research and internally developed portfolio models tailored to client objectives and risk tolerance.