Lance Armenta is a financial advisor at Shufro, Rose & Co., LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Sanford C. Bernstein & Co., Equitable Advisors, and Morgan Stanley. Shufro, Rose & Co., LLC manages over $2 billion for individuals, families, trusts, and institutions, offering discretionary and non-discretionary portfolio management alongside fee-based financial planning. The firm employs a long-term investment approach and provides access to alternative private funds, with portfolio management tailored to individual client objectives.

John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.

Angela Liu is a Series 65-licensed advisor at Avestar Capital, LLC in New York, NY, with one year of industry experience. She joined Avestar Capital in 2025 after a 10-year period of no employment. Avestar Capital advises private investment funds, high-net-worth families, accredited and qualified investors, charitable organizations, and corporate clients, providing portfolio management, financial planning, due diligence, and family office services. The firm utilizes a combination of internally managed ETF strategies and third-party model portfolios, and serves clients through proprietary private funds, special purpose vehicles, and partnerships with third-party platforms to offer customized private equity and hedge-fund access.

Mark Chemtob is a CFP® with 27 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for Ameriprise Financial Services, Inc. for 16 years. He holds a Series 63 license and is also a licensed insurance professional. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing over $1 billion for more than 500 clients. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, stocks, bonds, and options with a generally long-term approach.

Reema Patel is a CFP® professional with one year of experience at MBI LLC. She is also affiliated with Councilor Buchanan & Mitchell, PC, where she has provided accounting, tax, audit, and advisory services since 2014. MBI LLC is a subsidiary of Councilor Buchanan & Mitchell and offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm combines fundamental and technical analysis with modern portfolio theory and provides both discretionary and non-discretionary services across a range of investment vehicles.

John Koller is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Oppenheimer + Close since 2013. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities and offers discretionary portfolio management, fiduciary retirement advice, coordinated financial planning, and management of affiliated limited-partnership funds.

Christopher Schofield is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brex and Northwestern Mutual. Outside of finance, he was involved with Madisons Pizza and Catering for three years. NerdWallet Wealth Partners, LLC serves individual and high-net-worth clients as well as certain charitable organizations, offering discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and engages third-party sub-advisers for specialized strategies.

Kathleen Ritchie is a CFP® with 25 years of experience in the financial industry, currently advising at Drucker Wealth. She previously worked at Hornor Townsend & Kent Inc for 16 years before joining Drucker Wealth and Purshe Kaplan Sterling Investments. Kathleen serves as a board member and treasurer for a cooperative owners association in New York. 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 mix of fundamental, technical, tactical, and behavioral analysis to construct diversified portfolios.

Joseph Lanza is a financial advisor with Vision Retirement, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at LPL Financial and Sagepoint Financial. Outside of advising, he owns Juice Journey LLC, a business based in Edgewater, NJ. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm operates as a multi-adviser team, combining third-party portfolio strategists and technology-driven solutions with firm oversight and tax-aware investment tools.

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.

Benjamin Stark is a financial advisor with Vision Retirement and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and Guardian Life. He is based in Ridgewood, NJ. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and fiduciary investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios emphasizing global diversification, periodic rebalancing, and tax-aware techniques.

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 is currently with Avestar Capital, LLC, where he has worked since 2024 following a sabbatical and eight years at Goldman Sachs. Avestar Capital advises private investment funds, high-net-worth families, accredited investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, due diligence, and family office services. The firm combines internally managed ETF strategies with third-party model portfolios and serves non-U.S. clients through affiliated advisers and a Model Portfolio Sub-Advisor Program.

Daniel Fred is a financial advisor with AtCap Partners, LLC, based in New York, NY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at AtCap Partners since 2022 and previously spent over two decades at National Securities Corporation, with additional experience at National Asset Management. AtCap Partners provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other entities, utilizing a combination of fundamental and technical analysis to tailor strategies that range from long-term holdings to short-term trading and options. The firm offers services through various account types and leverages access to third-party asset managers via the Envestnet platform.

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 and holds Series 63 and Series 65 licenses, with seven years of experience in the financial industry. She has been with Brasil Plural Securities LLC and its affiliated firms since 2016. The firm, 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 recommendations. It employs a strategy that combines third-party macroeconomic research with in-house analysis across various asset classes, including equities, fixed income, options, and alternative investments.

Alexandra Makowski is a CFP® professional with 10 years of experience in financial advisory services. She has been with CFS Investment Advisory Services LLC since 2017 and previously worked at Cambridge Investment Research, Inc. Alexandra is also involved with Our Lady of Pompeii Church as a song leader. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and tailors portfolios using mutual funds, ETFs, individual securities, and Independent Managers.

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.