Ted Zhang is a financial advisor at Revere Asset, holding a Series 65 designation with three years of industry experience. Prior to joining Revere Asset Management, he worked as an Uber driver and was employed in education from 2012 to 2019. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach and emphasizes systematic risk control and daily transparency.

Jeffrey Schwartz is a financial advisor with Access Wealth in Clifton, NJ, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Gregory and Schwartz, a CPA firm, since 1991. He has worked at Access Wealth Planning LLC and Royal Alliance Associates, Inc. since 2001. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory and an investment committee to construct diversified models and evaluate third-party managers.

Miho Common is a financial advisor at Ascend Interplay, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC before joining Ascend Interplay. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios rather than individual security selection. The firm manages approximately $390 million in client assets primarily on a non-discretionary basis and offers financial planning, referral services, and a complimentary travel-planning service.

Carson Bidawid is a financial advisor at Circle Advisers Inc. with a Series 65 designation and two years of industry experience. He has been with Circle Advisers since 2016. Circle Advisers primarily serves high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting when requested. The firm emphasizes fundamental analysis across a range of asset classes and operates multiple offices while maintaining a team-sized advisory structure.

Damian Defex is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Asset Management and National Securities Corporation. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of analytical methods, including fundamental and technical analysis, and incorporates alternative investments and market-timing strategies in client portfolios.

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.

Ayelet Kindler is a CFP®-certified financial advisor at Valley Wealth Managers, Inc. with 26 years of industry experience. Her career includes long-term roles at Bank Leumi USA and Leumi Investment Services Inc. She is also associated with Valley National Bank and Valley Financial Management, Inc. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, and operates strategic portfolio models supported by an investment committee and third-party services.

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.

Eliyahu Engelman is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, holding a Series 66 designation with six years of industry experience. He has worked at Valley Wealth Managers, Valley National Bank, and Valley Financial Management, Inc. since 2023, and previously at Leumi Investment Services Inc. since 2016. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process that allocates among equities, fixed income, and cash, using both individual securities and funds, supported by an investment committee and third-party services for portfolio management and reporting.

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.

Mark Weisholtz is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. In addition to his advisory role, he has operated Mark Weisholtz CPA since 1982. Access Wealth serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and comprehensive financial planning, employing Modern Portfolio Theory and an investment committee to guide diversified investment strategies.

Jack Weinstein is a financial advisor with IDB Lido Wealth, LLC and holds a Series 65 credential. He has six years of industry experience, including prior roles at BNY Mellon Wealth Management and Lido Advisors, LLC. Weinstein provides services to IDB Lido Wealth under a services agreement and is employed and compensated by Lido Advisors. IDB Lido Wealth, LLC is a joint venture between Lido Advisors and Israel Discount Bank of New York, offering investment management, financial planning, family office, and retirement and estate planning services. The firm serves a diverse client base, including high-net-worth individuals, family offices, pensions, and charitable organizations, utilizing a multi-asset integrated wealth-management approach implemented directly or through 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.