Annamalai Ramaswamy is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Goldman, Sachs & Co., Neuberger Berman BD LLC, and Saxony Securities, Inc., among others. He is also involved with Banyan Bridge Technology and Banyan Bridge Consulting LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

Dana Jacoby is a financial advisor at The Northstar Group, Inc. with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and The MITRE Corporation. The Northstar Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm bases its recommendations on client-specific information and adapts portfolios according to changing circumstances, managing roughly $1.01 billion in discretionary assets with a team of four advisers.

Ronald Deutsch is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Magnus Financial Group LLC since 2018. Prior to joining Magnus, he worked for Dynasty Wealth Management from 2016 to 2018. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities such as family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs a team-based approach with tailored, long-term portfolio construction supported by proprietary strategies and a distinctive use of technology for client account oversight.

John Eade is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Argus Investors' Counsel, Inc. He has been associated with Argus Research Group since 1989. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions such as investment companies, pension plans, and charitable organizations. The firm’s investment approach emphasizes bottom-up stock selection and a long-term, low-turnover strategy for its Core Equity portfolios, and it also offers specialized strategies and model portfolio licensing to other advisers and platform sponsors.

Mayuko Hamazaki is a financial advisor at GT Investment Management, LLC, holding Series 63 and Series 65 licenses with six years of industry experience. She has previously worked at SMBC Nikko Securities America, Inc. and Sumitomo Mitsui Banking Corporation. Outside of her advisory role, Hamazaki serves as a board director for the nonprofit organization Hands for Prosperity. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers tailored portfolio management and consulting services, utilizing a range of investment strategies and instruments to align with client objectives and risk tolerance.

Sean Hollitz is a financial advisor at BlackDiamond Wealth Management, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlackDiamond in 2018, he worked at Purshe Kaplan Sterling Investments and MML Investors Services Inc. Outside of his advisory role, he owns and manages an independent property and operates an insurance agency focused on property, casualty, life, disability, and long-term care insurance. BlackDiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a generally long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and may utilize independent managers and various security types to meet client needs.

Jeremy Zuke is a financial advisor at Abundo Wealth in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Evernorth, MDLIVE, and Walgreens. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and provides advice through a client portal and financial planning software, maintaining a subscription-based fee structure and no discretionary trading authority.

Sarah Jilla is a financial advisor at Gagnon Securities, LLC in New York, NY, with 11 years of industry experience. She holds a Series 63 designation and has been with Gagnon Securities since 2011. Outside of her advisory role, she owns an Etsy shop selling artwork as stickers and works as a social media consultant. 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 investment vehicles.

Scott Ungar is a financial advisor with Blackdiamond Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Blackdiamond Wealth Management since 2017 and previously worked at MML Investors Services from 2011 to 2018. Ungar is also a licensed independent insurance agent. Blackdiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services with a generally long-term, diversified investment approach.

Gregory Shufro is a financial advisor at Shufro, Rose & Co., LLC with 11 years of industry experience. He has been with the firm since 2003. Shufro holds Series 63 and Series 65 credentials. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing approximately $2.165 billion for individuals, families, trusts, retirement accounts, and charitable or corporate entities. The firm provides discretionary and non-discretionary portfolio management, fee-based financial planning, and access to alternative private funds, focusing on individualized, long-term investment strategies.

Claudia Cantin is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Tortoise since 2022. Prior to her advisory role, she held positions at Williams College, Cantin Chevrolet, Y-Landing Marina, and Holderness School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with an emphasis on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Sapan Vyas is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 23 years of industry experience. He has been with Kimelman & Baird since 2001 and holds a Series 63 designation. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee for the Bronx Children's Museum, volunteering to support fundraising and investment oversight. Kimelman & Baird provides discretionary portfolio management primarily through separately managed accounts to individuals, families, trusts, charitable, and institutional investors. The firm uses fundamental and technical analysis to implement tailored long- and short-term trading strategies and integrates digital financial guidance tools into its advisory services.

Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Colleen Sorrentino is a CFA® charterholder with over 33 years of industry experience. She has been with Kelleher Financial Advisors, LLC since 2003 and is also affiliated with Wall Street Access. Kelleher Financial Advisors provides investment advisory services to individuals, families—including high net worth clients—trusts, institutions, corporations, and pension plans. The firm offers discretionary and limited non-discretionary account management, third-party money manager selection and monitoring, and family office consulting, with distinct divisions focused on long-term equity management, balanced portfolios, and value-oriented concentrated equity strategies.

Fitzgerald Miller is a financial advisor at Revere Wealth Management LLC in New York, NY, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Janney Montgomery Scott and Oppenheimer. Outside of his advisory role, he serves as a board member for Bridge Street Development Corporation, focusing on affordable housing and senior citizen services. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management services primarily for individual and institutional clients, offering tailored investment strategies across equities, fixed income, REITs, and option overlays. The firm combines fundamental, technical, and macro analysis with financial planning and consulting services through a seven-advisor team.

Griffin Morgan is a CFP® professional with five years of industry experience, currently serving at IDB Lido Wealth, LLC and Lido Advisors, LLC. His work history includes positions at Masterworks Advisers, Arete Wealth Advisors, and John Hancock. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, providing investment management, financial planning, family office, and retirement and estate planning services to a diverse client base including high-net-worth individuals, family offices, and institutional clients. The firm employs a multi-asset allocation strategy implemented directly or via sub-advisers, supported by its bank ownership and affiliated fiduciary and service entities.

Scott Jones is a financial advisor at Cross Border Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prudential Advisors and JKS Financial, a DBA of Northwestern Mutual. Prior to his advisory career, he spent 13 years at the Carnegie Museums of Pittsburgh. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Robert End is a CFP® and holds a Series 63 license, with four years of industry experience. He has worked at Retirable since 2019 and previously at Policygenius from 2015 to 2019. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans, implementing portfolios primarily through diversified ETF allocations.

Kristin Gamble is a CFA® charterholder with over 32 years of industry experience. She has been with American Capital Management, Inc. since 2015 and holds a Series 65 license. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, institutions, and a UCITS pooled fund. The firm focuses on individually managed equity portfolios with an emphasis on health care and technology sectors, employing fundamental analysis and a long-term investment approach.

Steven Van Hooker is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Van Hooker is also a partner and COO at Matauro, overseeing operations for the wealth management firm. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments and offers active management of held-away accounts through technology platforms.