Nicholas King is a financial advisor at Fort Point Capital Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Uhlmann Price Securities, Sanford C. Bernstein & Co., and The Riverside Company. Outside of finance, he serves as Executive Director of After Arts, a membership community connecting professionals and musicians for mentorship and events, and is a board member of the nonprofit Project Music Heals Us. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk-focused, globally diversified strategies and manages private pooled funds across multiple asset classes, incorporating tax-aware techniques and hedging strategies in its investment approach.

Mark Dorfman is a financial advisor with Seasons of Advice Wealth Management in New York, NY, holding a Series 66 designation and bringing 25 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. from 2005 to 2017 and Seasons of Advice Wealth Management LLC from 2017 to 2020. Outside of his advisory work, he is president of an oil and gas exploration business and serves as a trustee on the board of directors for Art21, a nonprofit producing the Peabody Award-winning television series Art in the 21st Century. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families, using a proprietary process that sequences goal tracking, asset allocation, family and cash-flow reviews, and tax planning. The firm employs a tailored approach to investment recommendations and utilizes external implementation partners for certain mandates, maintaining ongoing oversight and integration across client accounts.

Michael Strassmann is a CFP® professional with six years of experience in financial advisory roles. He is currently with Seasons of Advice Wealth Management, joining the firm in 2023 after three years at First Republic Investment Management and four years at Lenox Advisors Inc. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families, offering financial planning and discretionary investment management. The firm uses a proprietary process to sequence goal tracking, asset allocation, family and cash-flow reviews, and tax planning throughout the year, tailoring investment recommendations to clients’ objectives and risk tolerance.

Elizabeth Wohlforth is a CFP® professional at Angeles Wealth Management, LLC with seven years of experience, including three years at Bridgewater Advisors. She has been with Angeles Wealth Management since 2019. Angeles Wealth Management serves high-net-worth individuals, charitable organizations, and corporations by providing discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting. The firm focuses on managing substantial assets through a manager-of-managers approach, incorporating alternative investments and proprietary manager research.

Filip Wolfe is a CFP® with 19 years of industry experience, currently serving at Altfest Personal Wealth Management in New York, NY. He has been with Altfest L J & Co Inc since 2005. Altfest provides investment management, financial planning, ERISA fiduciary services, and manages pooled investment vehicles for a variety of clients including individuals, retirement plans, trusts, corporations, and private funds. The firm offers discretionary wealth and portfolio management, develops customized investment policies, and uses a combination of fundamental, technical, and cyclical analysis under the oversight of an investment committee.

Gregory Kops is a financial advisor with ARS Investment Partners, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and PINE Distributors LLC. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients, offering services such as separately managed accounts, financial planning, and third-party manager referrals. The firm employs an Investment Committee process to build tailored portfolio strategies and manages approximately $2.7 billion in assets with a small team.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with D.H. Hill Advisors since 2015 and has extensive prior experience with Capital Growth Corp, where he has worked since 1989. Bedard is also an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies including tactical asset allocation, quantitative and technical analysis, and tax-aware techniques, and offers both advisor-managed and sub-advised portfolios.

Walter Kelley is a financial advisor at MayTech Global Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory role, he is an equity owner in Payment Approved Technologies. MayTech Global Investments manages approximately $895 million in regulatory assets, providing discretionary portfolio management, model delivery to wealth platforms, and sub-advisory services. The firm serves individual investors, wealth management platforms, and institutional clients, implementing a research-intensive Global Growth strategy focused on information technology, healthcare, and consumer sectors.

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and previously worked at FOURPOINTS Asset Management, Inc. from 2014 to 2020. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, managing about $879 million in regulatory assets across roughly 400 client relationships. The firm focuses on discretionary and non-discretionary portfolio management and asset allocation advice tailored to cross-border needs, using a proprietary investment process that integrates macro analysis with fundamental and technical research.

Sarah Miller is a financial advisor at Zoe Financial, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Zoe Financial, she worked at AlphaSights and Clinii, and has six years of experience at American University. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers in its Advisor Network. The firm also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs, while its referral service does not manage client assets or charge users for referrals.

Michael Schmidig is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has recent experience at Traphagen Investment Advisors LLC since 2026. Prior to this, he worked in various roles including at Hoboken FC and Become Elite. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Benjamin Manley is a CFP® professional with 15 years of industry experience. He is currently with Matauro, LLC and has previously worked at Simplicity Investments, Inc., Purshe Kaplan Sterling Investments, Equitable Advisors, and AXA Advisors, LLC. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that incorporates fundamental, macro, technical, and ESG analysis and utilizes a broad range of investment instruments and third-party managers.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Nathan & Lewis Securities, Inc. Diaz serves as treasurer for the Surfrider Foundation New York City Chapter, a nonprofit organization. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, providing financial planning, discretionary investment management, and comprehensive wealth management to individual and corporate clients. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create portfolios tailored to client risk tolerance and goals.

Alexander Macchio is a financial advisor at Traphagen Financial Group with 10 years of industry experience. He holds a Series 65 designation and has been with Traphagen Financial Group, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company since 2014. 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 employs both fundamental and technical analysis, manages discretionary model portfolios, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Isaac Goldowitz is a financial advisor at Natural Investments with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and Manulife Securities. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts.

Gregory Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners and Purshe Kaplan Sterling Investments since 2018. Emr is a board member of the Mansion Ridge Home Owners Association, where he participates in contract negotiations and operational decisions. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers customized and model-based portfolio management across various risk strategies, utilizing fundamental, technical, and cyclical analysis alongside periodic rebalancing.

Adam Aksamit is a financial advisor at Connective Wealth Partners, LLC in Jersey City, NJ, holding a Series 65 credential. He has one year of industry experience and joined Connective Wealth Partners in 2026. Prior to his advisory role, he held positions in various sectors including hospitality and retail. Connective Wealth Partners is an SEC-registered advisory serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies while utilizing a range of investment vehicles and offering customized portfolio management.

Anthony Daprato is a financial advisor at Wellington Shields & Co., LLC with 39 years of industry experience. He has been with Wellington Shields since 2015 and holds Series 63 and Series 65 designations. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and maintaining client-specific objectives with ongoing monitoring and annual reviews.

Anthony Passerino is a financial advisor with Vision Retirement and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at LPL Financial, Cetera, and as a CPA since 1993. Outside of his advisory work, he is involved in coaching soccer at Saint Thomas Aquinas College and owns Aggressive Hockey Management Inc. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning and fiduciary investment management. The firm combines third-party portfolio strategists, model allocations, and automated investing technology, offering coordinated planning services that include tax preparation through an affiliated CPA entity.

Jennifer Henao is a Series 65-licensed advisor at Ameraudi Asset Management, Inc. in New York, NY, with seven years of industry experience. She has worked at Ameraudi since 2019 and previously held roles at Interaudi Bank and Neuropsychological Services, P.C. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolio management. The firm employs a macro, asset-allocation approach using diversified exposures primarily through index ETFs and manages approximately $1.74 billion in client assets.