Carson Bidawid is a financial advisor with Circle Advisers Inc in New York, NY, holding a Series 65 designation and two years of industry experience. He has been with Circle Advisers since 2016 and previously worked at Empire Wealth Strategies. Circle Advisers primarily serves high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis, employing a range of strategies including options for hedging or income, and manages a portfolio diversified across mutual funds, ETFs, equities, fixed income, and cash.

Damian Defex is a financial advisor at AtCap Partners, LLC in New York, NY, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corporation and National Asset Management. He is also affiliated with Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental and technical analysis to develop individualized investment strategies ranging from long-term holdings to short-term trading and options.

Mario Giammarco Jr is a financial advisor at Herold Advisors, Inc. in New York, NY, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Herold Advisors since 2015 and Herold & Lantern Investments since 2020. Outside of his advisory role, he is also an attorney and owner of Giammarco Law and is involved in financial planning through Giammarco Planning Associates. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with additional allocations to foreign equities and fixed income.

Michael Dwyer IV is a financial advisor at Strategic Family Wealth Counselors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Family Wealth Counselors since 2017. Prior to his advisory roles, he worked at the University of Notre Dame from 2014 to 2018. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $1.66 billion in assets and emphasizes individualized financial planning and fundamental analysis, using a combination of Independent Managers, mutual funds, ETFs, collective vehicles, and private placement opportunities for accredited investors.

Franklin Waung is a financial advisor at Watts Capital Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Catapult Systems and China Soft International. Outside of financial advising, he operates a translation service specializing in Chinese to English and is a partner at Cubic AI Technologies, managing partners' funds. Watts Capital Partners serves U.S. and non-U.S. individuals, families, business owners, and enterprises by providing financial planning, wealth management, and investment management services. The firm uses a documented planning process and employs a range of strategies including core, tactical, and alternative investments, with proprietary quantitative models and options strategies.

Jack Weinstein is a Series 65-licensed financial advisor with five years of industry experience. He is currently with IDB Lido Wealth, LLC and has previously worked at BNY Mellon Wealth Management and Lido Advisors, LLC. Mr. Weinstein also spent three years at American University. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm serves high-net-worth individuals, family offices, pensions, trusts, estates, and other clients, offering investment management and comprehensive wealth-planning services through an integrated multi-asset strategy implemented directly or via sub-advisers.

Luisa Haratani Bittencourt is a financial advisor at Ameraudi Asset Management, Inc. with one year of industry experience. She holds a Series 66 designation and has worked at Ameraudi Investment Services LLC, Ameraudi Asset Management, Inc., and Interaudi Bank. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, offering both discretionary managed portfolios and non-discretionary trading arrangements. The firm’s approach emphasizes a macroeconomic perspective and uses diversified ETFs along with fundamental, technical, and macro analysis.

Timothy Kingsbury is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Veris Wealth Partners, LLC since 2019 and previously spent six years at Wetherby Asset Management. Veris Wealth Partners, LLC advises endowments, foundations, high-net-worth individuals, and families, offering investment management, financial planning, OCIO, and consulting services. The firm emphasizes sustainable and impact investing with ESG integration, employing a goals-based process and an Inclusion and Belonging framework in its manager due diligence.

Melissa Danenberg is a financial advisor at Quent Capital, LLC with Series 65 and Series 63 licenses and over 20 years of industry experience. She previously worked at Lanx Management LLC and Merrill Lynch Pierce Fenner & Smith Inc., accumulating nearly two decades of experience before joining Quent Capital. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods, focusing on a long/short, small-cap strategy tied to thematic innovation such as AI and longevity.

Frederick Hinkley is a financial advisor at Manchester Capital Management LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Alta Core Consulting LLC for one year. Hinkley holds a Series 65 credential. Manchester Capital Management provides investment advisory and wealth-management services to high-net-worth individuals, families, family offices, trusts, foundations, corporations, and pooled investment vehicles. The firm employs an asset-allocation approach using third-party managers and pooled vehicles, managing portfolios primarily on a discretionary basis with a focus on long-term positions and occasional tactical adjustments.

Owen Williamson is a financial advisor at Williamson Legacy Group, LLC in Brooklyn, NY, with five years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, the City of Tampa, and NYC Parks. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages over $183 million in discretionary assets for roughly 343 clients and employs a team-based approach with five advisors.

Corey Moon is a Series 66 licensed financial advisor with two years of industry experience, currently with Zoe Financial, Inc. He previously worked at Equitable Advisors, LLC and has experience with organizations including Instaswim and the Hillsborough YMCA. Zoe Financial, Inc. operates an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network, and provides a turnkey asset management platform offering reporting, administrative, and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.

Julian Lecraw III is a financial advisor with Wellington Shields Capital Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has nine years of industry experience, all with Wellington Shields & Co. since 2017 except for a one-year period of unemployment. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $1.17 billion across several hundred accounts and employs a combination of fundamental and technical analysis, alongside long- and short-term strategies, including options and margin use where appropriate.

Dorota Warchol is a financial advisor at Virtus Wealth Solutions with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and 65 licenses. Her prior experience includes roles at MetLife Securities Inc., Metropolitan Life Insurance Company, Mass Mutual Investors Services, and Commonwealth Financial Network. Warchol serves on the boards of the nonprofit organizations Blue Parasol Home Care and PSC Community Services. Virtus Wealth Solutions provides financial planning and asset management to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and access to a broad range of investment products, utilizing both third-party platforms and in-house strategies.

Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.

Danielle Wauchope is a Series 65 licensed financial advisor with Paradiem, LLC, where she has worked since 2014 and has 11 years of industry experience. She is involved in community activities including coaching basketball and teaching Sunday School, and serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University. Paradiem, LLC serves individuals, high-net-worth clients, families, and charitable organizations with investment management, financial planning, and consulting services. The firm emphasizes customized portfolio construction, ongoing client communication, and coordinated planning for complex households and business clients through a multi-advisor team approach.

John Gavin III is a financial advisor at Empirical Research Partners LLC with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Empirical Research Partners since 2016. 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 focuses on quantitative models combining macroeconomic and industry data with statistical analysis to support professional investors’ decision-making.

Todd Zangrilli is a financial advisor with Alden Investment Group, holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at J Alden Associates, Cantella & Co., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, as well as standalone fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

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.