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 with Public Advisors LLC in New York, NY, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at LPL Financial LLC and various positions connected to Fairfield University and other companies. Public Advisors LLC serves primarily individual retail clients through discretionary portfolio management delivered entirely online via its proprietary platform and mobile app. The firm uses technology-driven investment approaches, including Treasury “ladders,” direct indexing, and AI-generated custom index strategies, managing accounts on a discretionary basis with automated implementation and digital client communications.

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, with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameraudi Investment Services LLC, Safra National Bank of New York, Delta National Bank, and Magnetis Investimentos. Ameraudi Asset Management provides portfolio management and asset-allocation services to domestic and foreign high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and employing a macroeconomic investment approach with both discretionary and non-discretionary programs.

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 currently works at Avestar Capital, LLC, joining in 2024 after eight years at Goldman Sachs and a one-year sabbatical. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a diverse client base including individual and high-net-worth clients, private investment funds, and corporate entities. The firm utilizes a combination of proprietary ETF-based models and third-party model portfolios, offering both discretionary and non-discretionary portfolio management alongside financial planning and due diligence services.

Aimo Berg is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, employing quantitative models that integrate macroeconomic and statistical analysis to inform professional decision-making rather than managing assets or executing trades.

Priscilla Chor Goldenstein is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Brasil Plural Investment Advisor LLC. She has worked at various entities within the Brasil Plural group since 2016. Brasil Plural Investment Advisor LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions with customized portfolio management and research-driven investment strategies. The firm employs a multi-asset approach that includes equities, fixed income, options, and alternatives, incorporating both third-party macroeconomic research and in-house analysis.

Preston Forman is a CFP® and Series 66-registered advisor at Seasons of Advice Wealth Management with 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Seasons of Advice in 2017 and SOA Wealth Advisors in 2020. Outside of his advisory role, Forman serves as president of the cooperative residential building board at his address in Forest Hills, NY. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, and various family types, typically starting relationships around $100,000. The firm employs a structured planning process that aligns financial recommendations with clients’ life stages and provides portfolio management through wrap-fee programs and specialized fixed-income portfolios via a PIMCO sub-advisory arrangement.

Stacy Francis is a CFP® certified financial advisor with 10 years of industry experience, currently practicing at Francis Financial in New York, NY. She founded and serves as a board member of Savvy Ladies, a nonprofit focused on financial education, where she coordinates board meetings, designs education programs, and participates in speaking engagements. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment supervisory services, comprehensive financial and divorce financial planning, utilizing asset allocation and both long- and short-term strategies, with a focus on women’s financial well-being.

David Bruckman is a financial advisor at Navis Wealth Advisors LLC with 24 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Quincy Wells Capital, Great Point Capital, M Holdings Securities, and Apexium Financial. In addition to his advisory role, he serves as counsel at BellaviaBlatt, PC, assisting clients with estate planning, wills, and trusts. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, complemented by affiliated accounting, tax, and insurance services.

Christine Cox is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and three years of industry experience. She has worked at Fortis Group Advisors and LPL Financial since 2022 and previously held roles at The Fortis Agency, West Capital Strategies, and Guardian Life Insurance Company. Cox serves as a board member of the RWJ Community Medical Center Foundation. Fortis Group Advisors LLC offers investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.

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.

Kurt Stein is a financial advisor at Singer Wealth Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch and Bank of America. Outside of investment advising, he serves as the managing member of Skymount LLC, providing consulting services to religious organizations. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans with comprehensive financial planning and portfolio management. The firm provides discretionary and non-discretionary management, fiduciary consulting, and access to alternative investments, supporting client objectives through individualized investment policy statements and a combination of fundamental and tactical strategies.

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 with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Feghan and Associates, and Purshe Kaplan Sterling Investments. He also hosts the "Enrich Your Life" podcast, which provides general education on investments and finance. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and regularly reviews client accounts to tailor services to their goals and risk tolerances.

Caryn Zweig is a financial advisor with Abner Herrman & Brock, LLC in Jersey City, NJ, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Abner, Herrman & Brock since 1991. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets and employs a top-down investment approach combining fundamental, technical, cyclical, and quantitative analysis.

Paul Doran is a financial advisor at ELCO Management Company, LLC in New York, NY, with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has been with ELCO since 2007. In addition to his advisory role, he has worked with the Town of Babylon since 1996. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans, focusing on investment management and pooled-vehicle oversight. The firm employs a combination of fundamental and technical analysis across various strategies and manages several sector-focused separately managed accounts, often engaging sub-advisors under its oversight.

Susan Hunter is a CFP® professional at 5C Capital Management, LLC with 19 years of industry experience. She previously worked at Clark Dodge Asset Management, LLC for six years. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm employs a fiduciary approach with discretionary portfolio management, combining quantitative analysis, fundamental and technical research, and tax-aware portfolio construction.