Mathew Moschovas is a financial advisor at Laidlaw Wealth Management LLC in New York, NY, with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Laidlaw Wealth Management since 2020. In addition to his advisory role, he is an associate at Lucius Partners LLC, where he supports board communications, research, and presentations. Laidlaw Wealth Management LLC serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds customized portfolios using strategic asset allocation and institutional-class investments while emphasizing international investing and maintaining affiliations with related entities.

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® and Series 65-licensed advisor at Altfest Personal Wealth Management in New York, NY, with 19 years of industry experience. He has been with Altfest L J & Co Inc since 2005. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and operates several pooled investment vehicles with an investment committee overseeing security selection and rebalancing.

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.

Walter Kelley is a financial advisor at MayTech Global Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Brookmont Capital Management, J.P. Morgan Securities, and JPMorgan Chase Bank. He is also an equity owner of Payment Approved Technologies. MayTech Global Investments provides discretionary portfolio management for individual, high-net-worth, and institutional clients. The firm focuses on a research-intensive Global Growth strategy and serves as adviser to private pooled vehicles and an actively managed exchange-traded fund.

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.

Matthew Giberti is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Wealth Management and Clearstead Advisors. His background includes nearly a decade in full-time education. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, and institutional clients. The firm employs a combination of fundamental and technical analysis, offers discretionary portfolio management, and integrates private placements and digital-asset investments into its tailored wealth management strategies.

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.

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 an advisor with Connective Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2026 and has prior experience in various roles outside the financial industry, including positions in retail and hospitality. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach with a long-term investment orientation, offering portfolios constructed from ETFs, equities, bonds, mutual funds, and alternative investments.

Anthony Daprato is a financial advisor at Wellington Shields & Co., LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wellington Shields since 2015, following five years at RBC Capital Markets. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection and employs a range of investment strategies, monitoring accounts through regular reviews and custodial reporting.

Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Eli Graham is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation and beginning his industry career in 2023. He was previously affiliated with High Trail Capital before joining Ascend Interplay. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and use of third-party model portfolios rather than individual security selection. The firm manages client assets across a broad investment universe and includes several affiliated entities offering diverse financial services.

Ronald Murtha is a financial advisor at Acrylic Financial, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Brooklight Place Securities, PRUCO Securities, Prudential Insurance, Lifemark Securities, KALO, Allstate Insurance, and Asset Consulting. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, using a combination of passive and active investment strategies along with third-party manager selection. The firm manages both discretionary and non-discretionary portfolios and serves high-net-worth clients, offering solutions that include firm-sponsored private pooled vehicles.