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.

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.