Sara Stollberger is a CFP® professional with seven years at Bridgewater Advisors Inc. and a total of five years in the industry. She previously worked at Arcadia Wealth Management and Paragon Capital Management. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation using a mix of actively managed and index-related strategies, conducting due diligence on third-party managers and incorporating both traditional and alternative asset classes.

Danielle Udland is a financial advisor at Next Capital Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Declaration Partners, Apollo Global Management, and JP Morgan. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services and access to alternative investments, customizing asset allocations and employing strategies such as direct indexing and tax-loss harvesting.

Claudia Sadde is a financial advisor at Activest Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Axxets Wealth Management and Nemesis Asset Management LLP. Activest Wealth Management serves individuals, foundations, endowments, and various institutional clients with discretionary portfolio management, consulting, family office coordination, and integrated financial planning. The firm employs a collaborative investment process that includes model portfolios managed through fundamental, quantitative, and risk-based analysis, with an emphasis on international relationships and institutional assets.

Frank Vicendese is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Foresters Advisory Services LLC, and Vicendese Mortgage and Realty Corp. He is also a commissioned notary in New Jersey. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios with institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Christopher Conigliaro is a CFP®-certified financial advisor with 29 years of industry experience. He is currently part of Seasons of Advice Wealth Management, where he has worked since 2017, following a 22-year tenure at Ameriprise Financial Services. Christopher holds a Series 63 license and is based in New York, NY. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families by offering financial planning and discretionary investment management. The firm employs a proprietary "Seasons of Advice" process for goal tracking, asset allocation, and tax planning, and uses external partners like a PIMCO sub-advisor for fixed-income portfolios while maintaining overall client account oversight.

Joanne Zerillo is a financial advisor at Papamarkou Wellner Perkin Advisors with 33 years of industry experience. She holds a Series 63 designation and has been with the Papamarkou Wellner firms in various capacities since 2009. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, foundations, pensions, trusts, charitable organizations, and corporate entities. The firm employs proprietary analytical modeling and bottom-up equity research combined with a multi-manager approach to construct customized investment strategies.

Michael Selvitella is a financial advisor with ARCH Global Advisors, LLC in New York, NY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, TIAA-CREF, and LPL Financial. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using ETFs, individual equities, and mutual funds, employing a long-term approach with tactical rebalancing, and uniquely incorporates options and margin strategies in separately managed accounts.

Zachary Conway is a financial advisor with Seeds who holds a Series 66 designation and has 10 years of industry experience. He has previously worked with Summit Financial, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he contributes personal finance content to Forbes online and co-founded The Life & Wealth Network, a B2B subscription service providing financial advisors with curated service provider lists. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term outcomes, offering discretionary portfolio management, outsourced trading, and investment modeling through third-party platforms.

Dwight Lee is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with 19 years of industry experience. He has been associated with Upland Associates since 2000 and serves as managing member for multiple investment vehicles including Upland Asset Management and GagnonLee Associates. Lee holds several nonprofit board roles, including chairman of the investment committee at The Century Association and trustee and vice chair of the board at The Graduate Center Foundation, Inc. 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 provides brokerage services and operates affiliated pooled vehicles alongside its advisory business.

Amanda Sebesta is a financial advisor at United Asset Strategies Inc. in Garden City, NY, holding a Series 65 designation with four years of industry experience. Prior to joining United Asset Strategies, she worked at Joe Aguirre Agency and has experience in retail and university settings. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans through a team-based advisory model. The firm manages approximately $2.22 billion in client assets and employs diversified, tailored portfolios including core holdings, ETFs, option strategies, and active fixed-income management.

Avani Ramnani is a CFP® professional with nine years of industry experience, currently serving at Francis Financial since 2012. She is part of a seven-advisor team based in New York, NY. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce financial planning, and employs both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

Paul Muller is a financial advisor with Vision Retirement who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Vision Retirement since 2014 and also maintains a long-standing affiliation with LPL Financial. In addition to his advisory work, Muller collaborates with local CPAs to prepare tax returns for clients. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients through a multi-adviser team. The firm offers integrated financial planning, fiduciary investment management, and automated investing solutions, combining third-party portfolio strategists and custodial technology with firm oversight and tax-aware tools.

Denis Hurley is a financial advisor with Empirical Research Partners LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Empirical Research Partners since 2014. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm uses quantitative models combining macroeconomic and industry data with statistical analysis to support professional investors’ independent decision-making, focusing primarily on equities and portfolio strategy.

Fabrice Mercier is a CFP® with nine years of industry experience, currently serving as an advisor at Cross Border Wealth, LLC since 2017. Prior to this, he worked at deVere USA Inc from 2015 to 2017. Outside of his advisory role, he is involved as a manager of Mercier Food Products, a salad dressing company. 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 provides non-discretionary portfolio management, financial planning, and pension consulting with an emphasis on cross-border retirement and pension issues.

William Scholz is a Series 65-licensed advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with four years of industry experience and over a decade at Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up security selection to create diversified portfolios tailored to clients’ time horizons, tax status, and risk tolerance.

Marisa Smith is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2019 and has prior experience at Agency Access and Real Content Media Group. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans through a team-based advisory model. The firm manages approximately $2.22 billion in assets and employs diversified, tailored portfolios that include active fixed-income management, options strategies, and risk management techniques.

Gideon Drucker is a CFP® professional with 12 years of industry experience, currently serving at Drucker Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis in its investment approach.

Thomas Laviano is a financial advisor at United Asset Strategies Inc. in Garden City, NY, with 13 years at the firm and a total of 14 years in the industry. He holds the Series 63 designation. His prior experience includes work at United Financial Group, Ltd. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model that emphasizes diversified, tailored portfolios and active fixed-income management.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

Matthew Simon is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding the CFP® designation and Series 66 license. He has five years of industry experience, including roles at LPL Financial, Cetera, and Marg Financial. Outside of advisory work, Simon is involved with Fortis Wealth Group, a related business focused on non-variable insurance. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination using a combination of fundamental and technical analysis, strategic asset allocation, and manager due diligence.