Andrew Barber is a financial advisor at Tortoise Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ellington Management Group and Tufts University prior to joining Tortoise in 2020. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and long-term investment strategies. The firm also offers financial advice on non-investment matters upon client request and implements portfolios mainly through ETFs, index mutual funds, and specialized tax strategies.

John Carey Jr. is a financial advisor at Griffin Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. He worked at Lebenthal Asset Management, LLC from 2009 to 2017 before joining Griffin Asset Management in 2017. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services for individuals, families, trusts, charities, institutions, and other investment advisers. The firm employs active management strategies across core equity, fixed income, and alternatives, including covered call option writing, and manages nearly $1 billion in assets with a focus on customized portfolios and sub-advisory roles.

Sergio Rodriguez is a CFP® professional with nine years of industry experience, currently serving at Maltin Wealth Management, Inc. He has held roles at Lincoln Financial Advisors and multiple Cornerstone entities before joining Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios and operates its own wrap-fee program incorporating advanced products such as derivatives and structured notes.

Adrian Rodriguez is a CFP® with three years of industry experience, currently serving at Traphagen Financial Group. His prior roles include positions at Access Wealth and Lincoln 1st Bank. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, managing discretionary model portfolios and integrating tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Tenzing Tashishar is a CFA® charterholder at NorthStar Asset Management, Inc. in New York, NY, with six years at the firm since 2020. Prior to joining NorthStar, Tenzing attended Mount Holyoke College from 2017 to 2021. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across multiple asset classes and integrates social and environmental priorities into client portfolios, with specialized services including sub-advisory and OCIO arrangements.

Paul Hickey is a financial advisor with Bespoke Investment Group, LLC, holding Series 63 and Series 65 licenses and 4 years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients with discretionary portfolio management and subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts on a discretionary basis, typically using Schwab Institutional for client custody.

James Cappello is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with nine years of industry experience. He has worked at Gagnon Securities since 2017 and previously at Invicta Investor from 2015 to 2017. Outside of his advisory role, he is the founder of Jono Enterprises, LLC, which produces the Shoot n Scoop Lacrosse Trainer. 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 operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, executing transactions through its own platform and offering a combination of transaction-based and advisory fee structures.

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, and tax-aware strategies, and it manages a multi-series fund-of-funds private investment platform across various alternative asset classes.

Akil Lamy is a financial advisor at Seasons of Advice Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bshapiro Financial and Commonwealth Financial Network. Lamy has served at Seasons of Advice Wealth Management since 2021. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income solutions through a network of sub-advisors.

Trevor Sarif Killea is a financial advisor at Geometric Wealth Advisors, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Mount Sinai Health Partners and Boston Consulting Group. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, by providing personalized wealth management that integrates discretionary investment management with comprehensive financial planning, including tax and estate planning support. The firm focuses on long-term, broadly diversified investment strategies and employs a multi-owner model with a sizable organizational footprint relative to its size.

Arnold Schmeidler is a financial advisor with ARS Investment Partners, LLC who holds 51 years of industry experience. He has worked at ARS Investment Partners since 2016 and has been with Aresco Management, Inc. since 1989. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients with separately managed accounts, financial planning, third-party manager referrals, and ETF sponsorship and sub-advisory services. The firm’s investment process combines macro and sector analysis with fundamental research to create tailored portfolios, and it manages approximately $2.7 billion in assets with a small team.

Edward Alf IV is an advisor at Gagnon Securities, LLC in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at McKinsey & Company for three years. 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 uniquely combines investment advisory and brokerage services, executing transactions through its broker-dealer platform and offering both commission-based and asset-based fee structures.

Philip Walkley III is a financial advisor at Wellington Shields & Co., LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wellington Shields since 2009, having also worked at H. G. Wellington & Co., Inc. since 1994. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, high-net-worth clients, corporations, trusts, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory accounts and commission-based brokerage services.

Peter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.

Cynthia Roberts is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2010. In addition to her advisory role, she is a partner in Gagnon Administrative Services and in the firm's private partner funds. 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 operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Joshua Seward is a CFA® charterholder with five years of industry experience. He has worked at Quent Capital, LLC since 2018, following roles at Deloitte LLP and the Financial Accounting Standards Board. Seward is based in New York, NY. 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 blend of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include global long/short small-cap funds, ETFs, mutual funds, and individual equities.

Thomas Hayes is a financial advisor at Great Hill Capital, LLC with 13 years at the firm and three years of industry experience. He holds a Series 65 designation. Great Hill Capital manages discretionary portfolios and separately managed accounts primarily for high-net-worth individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis strategies, including the use of derivatives and leverage, and manages approximately $1.006 billion in assets with a unique fee structure based on tiered performance-based fees.

Steven Roukis is a CFA® charterholder with five years of industry experience. He is part of the team at Matrix Asset Advisors Inc, where he has been working since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of systematic quantitative screens and fundamental research to construct concentrated, risk-controlled portfolios and offers a range of equity and fixed income strategies alongside a consolidated wealth-management program.

Richard Chen is a financial advisor at Veris Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Veris Wealth Partners since 2020. In addition to his advisory role, Chen is president of Richard L. Chen PLLC, a law firm he has operated since 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, incorporating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Eric Block is a financial advisor with Circle Advisers Inc in New York, NY, holding a Series 63 designation and five years of industry experience. He has been with Circle Advisers since 1985, spanning over 40 years at the firm. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages assets with a focus on fundamental analysis and a mix of long- and short-term strategies, including options for hedging or income.