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.

Stephen Marek is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Joseph Gunnar & Co. LLC and Ceros Financial Services. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and external managers.

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.

James Bulger is a financial advisor at Algorithmic Investment Models with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ceros Financial Services and Beaumont Financial Partners. Algorithmic Investment Models specializes in ETF-based portfolio management and provides quantitative, technology-driven investment strategies to a diverse client base, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm offers its models through various platforms and focuses on distribution and model licensing.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

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.

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.

Austin Briggs is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Traphagen Financial Group and previously worked at LPL Financial and held roles at St. John's University and Geico. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate-planning services alongside investment advice.

Marc Davis is a CFA® charterholder with five years of industry experience. He has worked at Cary Street Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm combines quantitative asset-allocation models with fundamental security selection and manages portfolios on a discretionary basis across multiple advisory and wrap fee programs, including an actively managed proprietary ETF.

Rebecca Palmer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Fruitful since 2022. Her prior roles include positions at Ellevest, Inc. and First Republic Investment Management. Outside of her advisory work, she owns a small clothing brand sold on Amazon. Fruitful Advisory provides financial planning and discretionary investment management to individual clients through a subscription-based model, focusing on diversified, low-cost portfolios built primarily with passive ETFs and index funds. Services are delivered via a web-based platform and client portal, with an emphasis on collaborative allocation decisions.

Kyle Wellner is a financial advisor at Papamarkou Wellner Perkin Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Papamarkou Wellner & Company, Inc. and Papamarkou Wellner Asset Management Inc. since 2020. Prior to joining the firm, he was employed at Infor and Oracle and studied at Duke University. Outside of his advisory role, he operates a DJing business for private parties and public events. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets while providing discretionary investment management and consulting to high-net-worth individuals, family offices, endowments, pensions, trusts, charitable organizations, and corporate clients. The firm uses proprietary analytical modeling combined with a bottom-up equity research process and a multi-manager approach to offer a range of investment strategies.

Nicholas Scaturro is a financial advisor at Atcap Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at National Asset Management and National Securities Corp. His background also includes roles outside finance, such as positions at Forrest Hills Station House and Community House. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering tailored portfolios through proprietary strategies, sub-advisors, and third-party managers.

Taylor Conrad is a financial advisor at Argus Investors' Counsel, Inc. based in New York, NY, holding a Series 65 designation with three years of industry experience. His work history includes roles at Argus Research and Freedom Boat Club. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, focusing on bottom-up stock selection and a long-term, low-turnover approach. The firm also licenses model portfolios and offers consulting services to other investment advisers, distinguishing itself through integration with Argus Research and a diverse range of specialized investment strategies.

Yoolim Kaminsky is a financial advisor at Shufro, Rose & Co., LLC, holding Series 63 and Series 65 licenses with four years of industry experience. She has been with Shufro, Rose & Co. since 2009. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management across various asset types and manages approximately $2.46 billion in assets with a team of 12 advisors.

Kathryn Marsico is a Series 66-registered advisor with Traphagen Financial Group, bringing 22 years of industry experience. She has worked with Traphagen Investment Advisors since 1998 and is also involved with Traphagen & Traphagen CPAs, where she performs administrative duties and tax return preparation. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, foundations, and trusts. The firm uses a combination of fundamental and technical analysis, managing discretionary model portfolios and integrating tax and accounting considerations through collaboration with credentialed professionals.