Philip Palumbo is a CFP® with 26 years of industry experience, currently serving as an advisor at Palumbo Wealth Management LLC. He previously worked at UBS Financial Services Inc for 10 years and has been with his current firm since 2020. In addition to his advisory role, he is also involved in insurance sales on a limited basis. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million for roughly 283 clients, utilizing a primarily long-term and discretionary investment approach that includes mutual funds, ETFs, equities, bonds, options, private investments, and allocations to independent managers.

John Marx is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Edge Wealth Management since 2013. Edge Wealth Management provides discretionary investment management and ancillary financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment process is based on fundamental analysis and tailored to each client’s objectives, managing approximately $770.7 million in discretionary assets for about 261 clients.

Mario Giammarco is a Series 66-licensed advisor with 49 years of industry experience. He is currently with Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, and has previously worked at Everbank and Bernard Herold & Co., Inc. Giammarco also serves as president of Herold Insurance Agency, Inc., a life insurance business. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans. The firm provides discretionary and non-discretionary portfolio management using a process that combines computerized screening and fundamental analysis, focusing primarily on domestic large- and mid-cap equities with diversified fixed income and occasional foreign equities.

Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arete Wealth Management, Arete Wealth Advisors, SDDco Brokerage Advisors, and other firms. In addition to his advisory role, he serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform focused on securitized art. Masterworks Advisers specializes in providing investment advice exclusively on securitized art investments issued by Masterworks affiliates. The firm offers point-in-time and ongoing non-discretionary advisory programs, using a rules-based investment process supported by art market research, internal and third-party appraisals, and allocation models.

Sean Lawless is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at ARS Investment Partners, LLC since 2016. Prior to joining ARS, he worked at Modern Asset Management for five years. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients through various strategies, including core equity, small-cap, and tactical asset allocation. The firm employs a team-based investment process and offers financial planning and educational seminars to clients.

Adenikke Soremekun is a financial advisor with Chemistry Wealth Management LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Chemistry Wealth Management in different capacities and a position at Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a generally long-term investment focus and manages over $1.26 billion in client assets through a team of seven advisors.

Stephen Portas is a financial advisor with Wellington Shields & Co., LLC in New York, NY. He holds a Series 63 designation and has 31 years of industry experience. He has been with Wellington Shields since 2011. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

Sheila Scott is a financial advisor at Neville, Rodie & Shaw Inc with 6 years of industry experience. She holds the Series 65 designation and has been with Neville Rodie & Shaw since 2015. Outside of her advisory work, she serves as a board member of 51 Fifth Avenue Owners Corp, where she has been involved in managing building-related matters for over two decades. Neville, Rodie & Shaw Inc provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm focuses on fundamental equity analysis, long-term holdings, and balanced portfolios tailored to client objectives, with investment decisions reviewed weekly by an internal committee.

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Blue Square Asset Management since 2018 and previously held positions at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, and sub-advisory services. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified strategies across traditional and digital assets.

Darren Castillo is a financial advisor at Flagstar Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Signature Securities Group Corp. and Signature Bank. Castillo has been with Flagstar firms since 2023. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages discretionary accounts across a range of asset classes and employs a multi-manager approach supported by Envestnet PMC.

Rebecca Brown is a CFP® professional with 23 years of industry experience, currently serving at Visionary Horizons, LLC. She has previously worked with firms including Hawkwind Wealth Advisory, Third Eye Associates, and Commonwealth Financial Network. Outside of advisory roles, she serves as the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit organization advocating for tobacco-free finance policies. Visionary Horizons, LLC is a team-based firm providing investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and offers tailored strategies that include equities, fixed income, ETFs, mutual funds, options, and selective alternatives, with ongoing monitoring and client notifications.

Paul Hoerrner is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Magnus Financial Group LLC since 2018. He previously worked at Northwestern Mutual Investment Services, LLC for 11 years. Hoerrner is also an independent insurance agent, dedicating approximately 20 hours per month to that activity. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices and qualified retirement plan sponsors. The firm employs a multi-advisor team approach, combining comprehensive planning with diversified asset allocation and emphasizes periodic client reporting supported by custodial and third-party research.

Mason Coon is a financial advisor at Zoe Financial, Inc. with one year of industry experience and a Series 66 designation. His prior work includes multiple roles at Charles Schwab and employment with AJ Lawn Services. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers through its Advisor Network, while also providing a separate Wealth Platform that offers administrative and sub-advisory services to RIAs.

Joseph Granato is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Signator Investors, INC., LPL Financial, and Comprehensive Financial Partners. Granato also conducts fixed insurance sales as part of his professional activities. Imperity Wealth Alliance LLC is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk-management services with approximately $139.7 million in assets under management.

Lance Armenta is a financial advisor at Shufro, Rose & Co., LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Sanford C. Bernstein & Co., Equitable Advisors, and Morgan Stanley. Shufro, Rose & Co., LLC manages over $2 billion for individuals, families, trusts, and institutions, offering discretionary and non-discretionary portfolio management alongside fee-based financial planning. The firm employs a long-term investment approach and provides access to alternative private funds, with portfolio management tailored to individual client objectives.

Brian Kelley is a financial advisor with Oath Planning, LLC in Brooklyn, NY, holding a Series 65 credential and seven years of industry experience. He has worked at Oath Planning since 2018 and was previously involved with Oath Law, a professional law corporation, from 2017 to 2024. Prior to his financial and legal work, he was employed at Victoria's Pasta Shop for nine years. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses, providing investment management, written financial plans, and estate-planning services through its affiliated law firm. The firm’s investment approach emphasizes modern portfolio theory with a buy-and-hold, asset-allocation strategy, typically using passively managed mutual funds and fixed-income securities.

Alexander Saingchin is a financial advisor at Just Futures with a Series 65 designation and two years of industry experience. He has held roles at Just Futures, PBC and the Common Counsel Foundation, and is co-founder and Director of Strategy & Social Change at Flash Friction, LLC, a climbing shoe repair business. He also provides consulting services through Saingchin Strategy & Consulting, a nonprofit consulting firm. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing approximately $46.7 million in assets. The firm focuses on values-aligned investing informed by social justice movements, integrating ESG considerations with a combination of public and private market solutions.

Angela Liu is a Series 65-licensed advisor at Avestar Capital, LLC in New York, NY, with one year of industry experience. She joined Avestar Capital in 2025 after a 10-year period of no employment. Avestar Capital advises private investment funds, high-net-worth families, accredited and qualified investors, charitable organizations, and corporate clients, providing portfolio management, financial planning, due diligence, and family office services. The firm utilizes a combination of internally managed ETF strategies and third-party model portfolios, and serves clients through proprietary private funds, special purpose vehicles, and partnerships with third-party platforms to offer customized private equity and hedge-fund access.

Mark Chemtob is a CFP® with 27 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for Ameriprise Financial Services, Inc. for 16 years. He holds a Series 63 license and is also a licensed insurance professional. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing over $1 billion for more than 500 clients. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, stocks, bonds, and options with a generally long-term approach.

Reema Patel is a CFP® professional with one year of experience at MBI LLC. She is also affiliated with Councilor Buchanan & Mitchell, PC, where she has provided accounting, tax, audit, and advisory services since 2014. MBI LLC is a subsidiary of Councilor Buchanan & Mitchell and offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm combines fundamental and technical analysis with modern portfolio theory and provides both discretionary and non-discretionary services across a range of investment vehicles.