Stuart Steinberg is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. He has a long tenure with LPL Financial starting in 2009 and operates Erock Tax & Financial Planning, LLC, providing tax preparation, planning, and advocacy services. Steinberg also holds licenses as a life and disability insurance representative. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, managing approximately $1.25 billion in assets as of December 2024, primarily on a non-discretionary basis.

Neil Klein is a financial advisor at Carret Asset Management, LLC in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret since 2008. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and offers a range of approaches such as fixed income, equity, and leveraged opportunities, managing accounts primarily on a discretionary basis.

Andrew Brower is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corp. Outside of advisory roles, he is involved with HudsonPoint Capital as an investment executive and owns The Brower Group, a non-investment-related entity. 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 employs discretionary portfolio management and proprietary model allocations, leveraging affiliated financial businesses and product channels as part of its integrated approach.

Nicolas Valdes Fauli is a CFP® with 11 years of industry experience, currently serving at Main Street Financial Solutions, LLC in New York, NY. He has been affiliated with Main Street Financial Solutions and its dba Thin Blue Line Financial since 2010. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach that incorporates mutual funds, passive ETFs, and selected actively managed funds, tailoring portfolios to client objectives and risk profiles.

Jeanpaul Skovronck is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management and its affiliated entities since 2012. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and manages approximately $212.1 million in discretionary assets.

Edwin Sze is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs in both New York and Singapore from 2017 to 2023. Prior to that, he was employed at CVE Holdings LLC and has academic experience from New York University's Stern School of Business. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers a broad platform that supports customized investment solutions, access to alternative investments, and various affiliated services including legal and trust companies.

Brendan Devine is a financial advisor at Carret Asset Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at MarketAxess and Tesla Motors. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other clients. The firm emphasizes fixed income, enhanced cash, and large-cap equity strategies, managing a registered mutual fund and providing sub-advisory and performance-based strategies that may involve leverage and derivatives.

Mier Wang is a financial advisor at Maridea Wealth Management with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Silver Point Capital and MGG Investment Group. Outside of financial advising, Wang owns multiple restaurants in New York City through AYS Noodle Company LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolios primarily using low-cost mutual funds and ETFs, with discretionary management and tailored planning.

Juan Romero is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Encompass More, he worked at Income Lab and TD Bank, and has experience in education at John Jay College of Criminal Justice and the High School for Arts and Business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and select digital-asset exposures.

Gregory Owsiany is an advisor at Bison Wealth, LLC with securities licenses Series 65 and Series 63. He has one year of industry experience, including roles at BNY Mellon Securities Corporation and BNY. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm combines tactical and strategic allocations across liquid and private-market investments and provides option-based overlay strategies through an affiliated sub-adviser.

Eric Freedgood is a CFA® charterholder with 19 years of industry experience. He has been with Pinnacle Associates, Ltd. in New York, NY since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base that includes individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across equity and fixed income, as well as model portfolios and sub-advisory services to third-party programs.

Andre Yoskowitz is a financial advisor at Copper Financial in New York, NY, holding the CFP® designation with 14 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, he was involved with Afterdawn.com for five years. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and operates with a fiduciary advisory model supported by due diligence on third-party managers.

Alexander Messer is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Ritholtz Wealth Management and has previously worked at MD Financial / Vestment Financial, RMD Capital, and Northwestern Mutual. Ritholtz Wealth Management serves both individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and specialized consulting. The firm employs a goal-based investment approach focusing on asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by digital platforms for model portfolio implementation and management.

Brandon De Otaduy Nam is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments LLC and Golub Capital LLC. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates with affiliated financial businesses and product channels.

Cameron Rufus is a CFP® with four years of industry experience, currently an advisor at Ritholtz Wealth Management since 2021. He previously worked at Northwestern Mutual and Modern Woodmen of America. In addition to his advisory role, he contributes as a writer and blogger at Wealthfoundme.com. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates behavioral finance principles, diversified low-cost ETFs, and a range of tactical and alternative investment strategies.

Jason Ewing is a financial advisor at Savvy with a Series 65 credential and four years of industry experience. Prior to joining Savvy in 2026, he worked at Crestwood Advisors and Trillium Trading. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

Natasha Howe is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with five years of industry experience. She has worked exclusively at Muriel Siebert & Co., Inc. and its affiliates since 2019. Natasha holds Series 63 and Series 66 credentials. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through a web-based wealth management platform and access to third-party managers. The firm employs a risk-based, algorithmic portfolio construction approach using low-cost ETFs and ETNs, offering both discretionary and non-discretionary account management options.

Anastasios Thermos is a financial advisor at Sprott Asset Management USA Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-oriented strategies, combining bottom-up fundamental analysis with top-down asset allocation, and offers both actively managed and index-based ETFs.

Confrence Gbaje is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 2010, he has worked at Aegis Capital Corp. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Nate De Groff is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at World Equity Group, Inc., Kroll, and Beacon Global Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives providing layered service arrangements.