Jack Wooton is a financial advisor at Aptus Financial, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at Trusty Oak and Incontext Creations, as well as experience in educational institutions such as the University of Southern California and Wheaton Warrenville South High School. Aptus Financial provides flat-fee financial planning and advisory services primarily to early- to mid-career professionals, business owners, and medical/dental trainees. The firm emphasizes a passive, long-term investment approach focused on tax-aware asset allocation using low-cost index funds and ETFs, and offers tiered subscription support alongside educational programs.

David Poppe is a financial advisor at Giverny Capital Asset Management with 17 years of industry experience. He has held roles at Ruane, Cunniff & Goldfarb and Sequoia Fund, Inc. He also serves as a director of Central Securities Corporation, a closed-end fund, where he participates in investment discussions and board activities. Giverny Capital Asset Management provides discretionary equity-focused investment management to individuals, trusts, and other entities. The firm employs a fundamental, value-oriented approach to construct concentrated portfolios and emphasizes a long-term, low-turnover strategy.

Peter Bruno is a financial advisor with Flagstar Securities, Inc. in New York, NY. He holds a Series 66 designation and has five years of industry experience, having worked at several firms including Charles Schwab & Co., Inc., TD Ameritrade, and Signature Securities prior to joining Flagstar. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and employs a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment policies and ongoing portfolio monitoring.

Emily Green is a financial advisor at Ellevest with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ellevest since 2017. Prior to that, she was employed by J.P. Morgan Securities and JPMorgan Chase Bank. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm emphasizes strategic asset allocation and diversification with tailored portfolios, offering both personal and private wealth management along with donor-advised fund advisory services.

Edward Swikart III is a CFP® professional with 44 years of industry experience, currently with CFS Investment Advisory Services LLC since 2018 and previously with the firm from 1995 to 2018. His background includes positions at EF Legacy Securities, LLC and Edelman Financial Services, LLC. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds for Penn Sailing’s varsity team. CFS Investment Advisory Services, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $2.73 billion in assets and employs a tailored, multi-asset approach with ongoing monitoring and review processes for its clients.

Philip Rabinovich is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RMR Wealth Management and Dinosaur Securities since 2010. Outside his advisory role, he is the managing member of SP Capital Partners LLC, where he is involved in investment selection and management. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, utilizing third-party platforms and sub-advisers for manager selection and asset allocation while incorporating both fundamental and technical investment analysis.

Katia Del Muro Suarez is a financial advisor with Quent Capital, LLC, holding a Series 65 designation and based in New York, NY. She has worked at Quent Capital since 2023 and has prior experience at MSCI Inc and InverCap Afore. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and consulting services with strategies that include derivatives, hedging, and tax-loss harvesting.

Steve Garrett is a financial advisor at Revolve Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Revolve Wealth Partners since 2023, following a prior role at VIA Insurance & Financial Services beginning in 2014. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a range of investment vehicles and emphasizes growth and value integration, global diversification, and tax sensitivity.

Robert Marton is a CFP® with 26 years of experience in the financial industry. He is currently an advisor at IDB Lido Wealth, LLC and has previously worked at Lido Advisors, Bank of America, and Merrill. Mr. Marton serves on the investment committee for Ruth & Norman Rales Jewish Family Services and is a committee member of the Jacobson Jewish Community Foundation. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm provides investment management, financial planning, family office, and retirement and estate planning services to a wide range of clients, utilizing a multi-asset allocation approach and sub-advisory relationships.

Ann Thibodeau is a financial advisor at Bridgewater Advisors Inc. with 19 years at the firm and five years of industry experience. She holds a Series 63 designation. 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 across traditional and alternative asset classes with a mix of actively managed and index-related strategies, supported by regular portfolio reviews and due diligence on third-party managers.

Douglas Geraghty is a CFP® with 13 years of industry experience, currently serving at Flagstar Securities, Inc. He has held roles at several firms including LPL Financial, Vanderbilt Securities, and ARK Global. He is based in New York, NY. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm manages assets on a discretionary basis, utilizing a range of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of the end of 2025.

Michael Russo is a financial advisor at Retirable with six years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including IBC Global Inc., Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of finance, he has experience working in specialized foster care and the hospitality industry. Retirable serves individuals who are retired or nearing retirement, offering financial planning and discretionary investment management focused on retirement income and distribution planning. The firm combines online planning tools with advisor consultations to create personalized retirement plans and primarily uses diversified ETF portfolios implemented through the Altruist platform.

Barjes Angulo is a financial advisor at Cornerstone Planning Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cornerstone in 2022, Angulo worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He also operates Angulo Strategies LLC, through which he sells insurance products and services. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizes passive investment strategies using low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting for plan sponsors.

Theologos Basis is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Laidlaw Wealth Management, Vanderbilt Securities, Principal Securities Inc., and Signature Securities Group Corp. He is based in New York, NY. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities, focusing on portfolio management, third-party money manager selection and oversight, and ongoing investment consultation. The firm customizes guidance based on clients’ objectives, risk tolerance, and liquidity needs, primarily managing assets on a non-discretionary basis and frequently utilizing third-party managers and model portfolios.

Michael Leanza is a CFP® with 32 years of industry experience, currently serving at The GenWealth Group, Inc. since 2010. He previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Leanza is also a licensed independent insurance agent involved in fixed insurance sales. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, employs socially responsible investing screens, and offers both long- and short-term strategies with regular account reviews.

Ty Buckelew is a financial advisor at Watts Capital Partners LLC with 14 years of industry experience. He has worked at Edward Jones and Arrowpoint Asset Advisors, LLC before joining Watts Capital Partners in 2017. Buckelew holds Series 63, Series 65, and Series 66 licenses. Watts Capital Partners serves individuals, families, business owners, and enterprises, including Gen X/Gen Y professionals and clients managing divorce, by offering financial planning, wealth management, and investment management services. The firm employs a documented four-step planning process and implements investment strategies across core, tactical, and alternative categories, including proprietary quantitative models and the use of derivatives and options strategies.

Michael Sanders is a financial advisor with 24 years of industry experience, currently with 5C Capital Management, LLC. He holds Series 63 and Series 65 licenses and previously worked at Clark Dodge Asset Management LLC for seven years. Sanders serves as a trustee on the BYRAM HILLS School District Board of Education and owns Impact Consulting. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm uses a fiduciary approach with discretionary portfolio management that incorporates quantitative measures, fundamental and technical analysis, and tax-aware construction.

George Jarvinen is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 65 designation. He has been with Oppenheimer + Close since 2021 and has prior experience with TAG Financial Institutions Group and in educational roles at St. Lawrence University and Edina High School. 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, offering discretionary portfolio management and coordinated financial planning tailored to client objectives.

Joseph Spinelli is a financial advisor with Vision Retirement, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera and LPL Financial, and he has operated Spinelli Financial Services since 1995. 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 employs a multi-adviser team approach, combining third-party portfolio strategists, model allocations, and custodial technology with tax-aware tools and coordinated planning services.

Baron Hilliard is a financial advisor at Momentum Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities for seven years. Outside of his advisory role, he is the founder and president of a non-financial business called Love, Black People. Momentum Advisors provides wealth management, financial planning, and investment consulting services to individuals, families, trusts, and institutional clients. The firm focuses on customized portfolio construction and ongoing management, frequently utilizing mutual funds, ETFs, and third-party managers.