Nicholas King is a financial advisor at Fort Point Capital Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Uhlmann Price Securities, Sanford C. Bernstein & Co., and The Riverside Company. Outside of finance, he serves as Executive Director of After Arts, a membership community connecting professionals and musicians for mentorship and events, and is a board member of the nonprofit Project Music Heals Us. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk-focused, globally diversified strategies and manages private pooled funds across multiple asset classes, incorporating tax-aware techniques and hedging strategies in its investment approach.

Mark Dorfman is a financial advisor with Seasons of Advice Wealth Management in New York, NY, holding a Series 66 designation and bringing 25 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. from 2005 to 2017 and Seasons of Advice Wealth Management LLC from 2017 to 2020. Outside of his advisory work, he is president of an oil and gas exploration business and serves as a trustee on the board of directors for Art21, a nonprofit producing the Peabody Award-winning television series Art in the 21st Century. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families, using a proprietary process that sequences goal tracking, asset allocation, family and cash-flow reviews, and tax planning. The firm employs a tailored approach to investment recommendations and utilizes external implementation partners for certain mandates, maintaining ongoing oversight and integration across client accounts.

Michael Strassmann is a CFP® professional with six years of experience in financial advisory roles. He is currently with Seasons of Advice Wealth Management, joining the firm in 2023 after three years at First Republic Investment Management and four years at Lenox Advisors Inc. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families, offering financial planning and discretionary investment management. The firm uses a proprietary process to sequence goal tracking, asset allocation, family and cash-flow reviews, and tax planning throughout the year, tailoring investment recommendations to clients’ objectives and risk tolerance.

Elizabeth Wohlforth is a CFP® professional at Angeles Wealth Management, LLC with seven years of experience, including three years at Bridgewater Advisors. She has been with Angeles Wealth Management since 2019. Angeles Wealth Management serves high-net-worth individuals, charitable organizations, and corporations by providing discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting. The firm focuses on managing substantial assets through a manager-of-managers approach, incorporating alternative investments and proprietary manager research.

Filip Wolfe is a CFP® and Series 65-licensed advisor at Altfest Personal Wealth Management in New York, NY, with 19 years of industry experience. He has been with Altfest L J & Co Inc since 2005. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and operates several pooled investment vehicles with an investment committee overseeing security selection and rebalancing.

Gregory Kops is a financial advisor at ARS Investment Partners, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining ARS. Kops is also affiliated with PINE Distributors LLC. ARS Investment Partners is an SEC-registered adviser serving individual and high-net-worth clients, as well as institutional accounts and pension plans. The firm employs an Investment Committee process that integrates macro and sector analysis with company research to create tailored asset allocations, separately managed accounts, and ETF-based portfolios.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 65 and Series 63 credentials and bringing 33 years of industry experience. He has been with D.H. Hill Advisors since 2015 and has previous experience at Horter Investment Management and Capital Growth Corp, where he also operates as an insurance and financial asset manager. Additionally, he serves as an insurance agent for Omni Financial & Insurance Services. D.H. Hill Advisors provides wealth-management services, including financial planning and investment management for individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs multiple investment strategies overseen by an Investment Committee and offers access to alternative investments and insurance-related advice.

Walter Kelley is a financial advisor with MayTech Global Investments, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory work, he is an equity owner in two businesses related to payment technologies. MayTech Global Investments manages discretionary portfolios for high-net-worth individuals, family offices, and institutional clients, employing a research-intensive Global Growth strategy focused on information technology, healthcare, and consumer sectors. The firm also manages a private fund and serves as sub-adviser to an actively managed ETF launched in 2026.

Brian Foote is a CFA® charterholder affiliated with Miramontes Capital, LLC and holds a Series 63 license. He has been with the firm since 2026 and has over a decade of experience at Broadway Capital Management, LLC and Broadway Capital Advisors, LLC. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management services. The firm utilizes a range of investment approaches, including long-term and short-term trading strategies, ETFs, mutual funds, and options, and serves clients through both discretionary and non-discretionary account management.

Samuel Epstein is a financial advisor at Hurwitz Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Financial Services, Inc., Lighthouse Planning LLC, and currently serves as COO of TGI Solar Power, a company focused on smart city construction and environmental monitoring. Epstein also holds leadership roles in geological consulting and serves on the boards of Touro College and Congregation Ohav Zedek. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, utilizing a long-term, low-turnover investment approach centered on asset allocation guided by Modern Portfolio Theory. The firm emphasizes client involvement in setting objectives and maintains a small team structure with an internal continuity governance plan.

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and previously worked at FOURPOINTS Asset Management, Inc. from 2014 to 2020. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, managing about $879 million in regulatory assets across roughly 400 client relationships. The firm focuses on discretionary and non-discretionary portfolio management and asset allocation advice tailored to cross-border needs, using a proprietary investment process that integrates macro analysis with fundamental and technical research.

Sarah Miller is a financial advisor at Zoe Financial, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Zoe Financial, she worked at AlphaSights and Clinii, and has six years of experience at American University. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers in its Advisor Network. The firm also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs, while its referral service does not manage client assets or charge users for referrals.

Benjamin Manley is a CFP® professional with 15 years of industry experience. He is currently with Matauro, LLC and has previously worked at Simplicity Investments, Inc., Purshe Kaplan Sterling Investments, Equitable Advisors, and AXA Advisors, LLC. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that incorporates fundamental, macro, technical, and ESG analysis and utilizes a broad range of investment instruments and third-party managers.

Andy Selfors is a financial advisor at United Asset Strategies Inc. with nine years at the firm and five years of industry experience. He also worked at Baruch College from 2016 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to individuals and various institutional clients. The firm manages over $2 billion in assets and employs a diversified investment approach that includes strategic asset allocation, equity constructs, and active fixed-income management.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Nathan & Lewis Securities, Inc. Diaz serves as treasurer for the Surfrider Foundation New York City Chapter, a nonprofit organization. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, providing financial planning, discretionary investment management, and comprehensive wealth management to individual and corporate clients. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create portfolios tailored to client risk tolerance and goals.

Wei Lee is a financial advisor at United Asset Strategies Inc. with five years of industry experience. He has been with United Asset Strategies since 2011, totaling 15 years at the firm. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $2.258 billion in client assets and emphasizes diversification and tailored portfolios through strategic asset allocation combined with a multi-part equity strategy and active fixed-income management.

Adam Aksamit is an advisor with Connective Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2026 and has prior experience in various roles outside the financial industry, including positions in retail and hospitality. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach with a long-term investment orientation, offering portfolios constructed from ETFs, equities, bonds, mutual funds, and alternative investments.

Anthony Daprato is a financial advisor at Wellington Shields & Co., LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wellington Shields since 2015, following five years at RBC Capital Markets. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection and employs a range of investment strategies, monitoring accounts through regular reviews and custodial reporting.

Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Shyamli Milam is a financial advisor at Perennial with 10 years of industry experience. She holds a Series 65 designation and has been with Perennial Advisors 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 approach that includes fundamental research, diversification, rebalancing, and use of individual equities, ETFs, and fixed-income securities, along with alternative investments and derivative strategies.