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.

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.

Daniel Fred is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior experience includes roles at National Securities Corporation and National Asset Management. AtCap Partners provides investment management and financial planning services to individuals as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers alongside proprietary portfolio management.

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 at Brasil Plural Securities. Her work history includes roles at Brasil Plural Securities LLC and Brasil Plural Multiple Bank. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions through customized portfolio management and research-driven investment strategies that include equities, fixed income, options, and alternative investments.

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.

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.

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.

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.

Patrick Moran is a financial advisor at Platform Technology Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Private Wealth Management, Pickwick Capital Partners, and Mizuho Securities USA. Outside his advisory role, Moran is the managing partner and president of Dogwood Lane Capital, where he serves as a consultant and advisor. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive focus on private fund advisory and the use of pooled investment vehicles.

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.