Paul Hickey is a financial advisor with Bespoke Investment Group, LLC, holding Series 63 and Series 65 licenses and 4 years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients with discretionary portfolio management and subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts on a discretionary basis, typically using Schwab Institutional for client custody.

James Cappello is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with nine years of industry experience. He has worked at Gagnon Securities since 2017 and previously at Invicta Investor from 2015 to 2017. Outside of his advisory role, he is the founder of Jono Enterprises, LLC, which produces the Shoot n Scoop Lacrosse Trainer. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, executing transactions through its own platform and offering a combination of transaction-based and advisory fee structures.

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, and tax-aware strategies, and it manages a multi-series fund-of-funds private investment platform across various alternative asset classes.

Akil Lamy is a financial advisor at Seasons of Advice Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Bshapiro Financial. Lamy has been with Seasons of Advice Wealth Management since 2021. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and various family types, typically starting relationships around $100,000. The firm uses a structured planning process called "Seasons of Advice" and offers financial planning, portfolio management, and held-away account oversight through multiple investment programs, including a PIMCO sub-advisory fixed-income portfolio.

Arnold Schmeidler is a financial advisor with ARS Investment Partners, LLC who holds 51 years of industry experience. He has worked at ARS Investment Partners since 2016 and has been with Aresco Management, Inc. since 1989. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients with separately managed accounts, financial planning, third-party manager referrals, and ETF sponsorship and sub-advisory services. The firm’s investment process combines macro and sector analysis with fundamental research to create tailored portfolios, and it manages approximately $2.7 billion in assets with a small team.

Edward Alf IV is an advisor at Gagnon Securities, LLC in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at McKinsey & Company for three years. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm uniquely combines investment advisory and brokerage services, executing transactions through its broker-dealer platform and offering both commission-based and asset-based fee structures.

Cynthia Roberts is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2010. In addition to her advisory role, she is a partner in Gagnon Administrative Services and in the firm's private partner funds. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Samuel Gurvitch is a financial advisor with Oxinas Partners Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at Waddell & Reed, Inc. for 17 years before joining Oxinas Partners in 2019. Outside of advisory work, Gurvitch is a licensed insurance agent and is involved in real estate property services as the owner of Gurvitch Realtors. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, employing a client-specific, generally long-term investment approach with a range of instruments including mutual funds, ETFs, and individual securities.

Joshua Seward is a CFA® charterholder with five years of industry experience. He has worked at Quent Capital, LLC since 2018, following roles at Deloitte LLP and the Financial Accounting Standards Board. Seward is based in New York, NY. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a blend of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include global long/short small-cap funds, ETFs, mutual funds, and individual equities.

Steven Roukis is a CFA® charterholder with five years of industry experience. He is part of the team at Matrix Asset Advisors Inc, where he has been working since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of systematic quantitative screens and fundamental research to construct concentrated, risk-controlled portfolios and offers a range of equity and fixed income strategies alongside a consolidated wealth-management program.

Eric Block is a financial advisor with Circle Advisers Inc in New York, NY, holding a Series 63 designation and five years of industry experience. He has been with Circle Advisers since 1985, spanning over 40 years at the firm. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages assets with a focus on fundamental analysis and a mix of long- and short-term strategies, including options for hedging or income.

Sean Yang is a financial advisor at Herold Advisors, Inc. in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Herold & Lantern Investments, Inc. since 2020 and Bernard Herold & Co., Inc. from 2013 to 2020. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with occasional foreign equities and fixed income instruments.

Carlo Crescenzo is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has been with United Asset Strategies since 2019. Prior to joining the firm, he was a student at St. John's University from 2014 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for both individual and institutional clients. The firm employs a team-based advisory model and manages approximately $2.22 billion in client assets, focusing on diversified and tailored portfolios that include core holdings, ETFs, options strategies, and active fixed-income management.

Scott Bogan is a financial advisor at Clear Harbor Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Focus Partners Wealth, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm combines bottom-up security selection with a top-down asset allocation approach and manages approximately $1.743 billion in assets across 19 advisors serving roughly 743 clients.

Michael Della Medaglia is a CFA® charterholder affiliated with Tortoise Investment Management, LLC, where he has worked since 2016. He has 10 years of experience in the industry. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with additional financial planning services available upon request. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, implementing strategies largely through ETFs, index-like mutual funds, and, for some clients, direct indexing and options strategies.

Paul Metz is a financial advisor with First American Asset Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Wilshire Securities, Inc. since 1998. Outside of advisory work, he is an agent for A and F Insurance, an insurance brokerage firm. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering both discretionary and non-discretionary portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios with ongoing monitoring and at least quarterly reviews.

Joseph Rizzo is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 63 designation and five years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pooled vehicles, pension plans, and charitable organizations. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

John Eberly is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at Searle & Co. since 1998. He is a member of the board of directors at Cymtec LLC, an information technology company. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships through a seven-advisor team, using a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Vicki Crisalli is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC since 2019. Her prior experience includes roles at Wells Fargo and JP Morgan Chase. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on various non-investment matters upon client request.

Miho Common is a financial advisor at Ascend Interplay, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC before joining Ascend Interplay. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios rather than individual security selection. The firm manages approximately $390 million in client assets primarily on a non-discretionary basis and offers financial planning, referral services, and a complimentary travel-planning service.