Kathleen Ritchie is a CFP® with 25 years of experience in financial advising. She currently works at Drucker Wealth and previously spent 16 years at Hornor Townsend & Kent Inc. Ritchie serves as a board member for the 155 East 49th Street Cooperative, where she assists with treasury functions. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm uses a combination of fundamental, technical, and tactical analysis, along with behavioral finance, to manage portfolios and employs artificial intelligence for research and meeting transcription, while not relying on it for investment recommendations.

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 at Public Advisors LLC in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at LPL Financial LLC and has held various roles at Fairfield University, Kolmar Americas, Lincoln Surveying, The Big Cheese, and King Family Vineyards. Public Advisors serves primarily individual investors through an internet-only advisory platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized indices. The firm provides services exclusively via its website and mobile app, focusing on automated trading, rebalancing, and tax-loss harvesting.

Daniel Pompeo Camargo Jannuzzi is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Safra National Bank of New York and Magnetis Investimentos. Ameraudi Asset Management provides portfolio management and asset allocation services primarily to high-net-worth individuals, corporations, and trusts. The firm focuses on exchange-traded funds and employs a macroeconomic investment approach, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios.

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.

Clifford Wallach is a financial advisor at Sovereign Financial Group, Inc. He holds a Series 65 designation and has experience in business advising and leadership roles outside the investment industry. Wallach is also president and CEO of RNK Distributing, LLC, a distributor and supplier of sewing-related products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm provides portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing diversified low-cost mutual funds and ETFs with tactical use of individual securities and independent managers.

Brian Fullerton is a CFA® charterholder with 19 years of industry experience. He is currently with Avestar Capital, LLC, where he has worked since 2024, following a sabbatical year and an eight-year tenure at Goldman Sachs. Earlier in his career, he worked at Merrill Lynch Investment Managers LP. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for a range of clients including individuals, high-net-worth investors, private funds, charities, and corporate entities. The firm utilizes a combination of proprietary ETF-based strategies, third-party models, and portfolio management techniques incorporating both passive and active managers, options, and derivatives.

Aimo Berg is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors such as money managers, hedge funds, insurance companies, and broker-dealers. The firm’s approach combines quantitative models integrating macroeconomic and industry data with statistical analysis to support professional investors' independent decision-making rather than managing client assets or recommending individual securities.

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® professional with 24 years of experience in the financial services industry. He has worked at Ameriprise Financial Services, Inc. for 12 years before joining Seasons of Advice Wealth Management and its affiliated SOA Wealth Advisors, LLC. He serves as president of a cooperative residential building and participates in its board governance. 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. The firm uses a proprietary planning process to tailor investment recommendations and engages external partners for specialized fixed-income portfolio management while maintaining oversight across client accounts.

David Bruckman is a financial advisor with Navis Wealth Advisors LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked at firms including Quincy Wells Capital, Great Point Capital, and Citrin Cooperman Wealth Management. In addition to his advisory role, Bruckman serves as counsel at BellaviaBlatt, PC, where he assists clients with estate planning, drafting wills, and trusts. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and financial planning. The firm employs a long-term investment approach using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, and offers additional services through affiliated accounting and insurance entities.

Kristin Moser is a ChFC® credentialed advisor at Trivium Point Advisory, LLC with approximately four years at the firm and additional experience at LPL Financial, Raymond James Financial Services, and Primerica Advisors. She has worked in the financial services industry since 2015. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing around $1.63 billion in assets. It serves a diverse client base including individuals, family offices, and retirement plans, offering customized portfolio management and financial planning services supported by internal portfolio construction, external managers, and ongoing review processes.

Christine Cox is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at LPL Financial, The Fortis Agency LLC, West Capital Strategies LLC, and Guardian Life Insurance Company. She serves as a board member of the RWJ Community Medical Center Foundation. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management and financial planning services, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

David Feldman is a financial advisor at Sovereign Financial Group, Inc. in New York, NY, holding a Series 65 designation with six years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Newmark Capital. Outside of his advisory role, he performs basic computer maintenance for Dr. Howard Feldman FACC FACP on a part-time basis. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, utilizing low-cost diversified funds alongside individual securities and independent managers, with a focus on long-term strategies and tactical flexibility.

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 at Onyx Bridge Wealth Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Feghan and Associates, and Ameriprise Financial Services. He also hosts a finance and investment education podcast called Enrich Your Life. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and trust establishment services, using both third-party research and internally developed portfolio models tailored to client objectives and risk tolerance.

Paul Doran is a financial advisor at ELCO Management Company, LLC in New York, NY, holding Series 65 and Series 66 credentials with 13 years of industry experience. He has worked with ELCO Management since 2007 and concurrently serves 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. The firm employs a combination of fundamental and technical analysis across various investment strategies and manages both separately managed accounts and a private pooled vehicle, ELCO Select Fund, L.P.

Charles Whitman is a financial advisor at Legacy Edge Advisors with Series 63 and Series 65 licenses. He has experience working at PNC Private Bank and TIAA, and joined Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a wrap-fee program tailored to client goals. The firm employs a diverse investment approach combining fundamental, quantitative, and technical analysis and manages approximately $896 million with 14 advisors.

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.