George Jarvinen is a financial advisor at Oppenheimer + Close, LLC in New York, NY, holding a Series 65 designation. He has been with Oppenheimer + Close since 2021 and has prior experience with TAG Financial Institutions Group and in educational roles at St. Lawrence University and Edina High School. Oppenheimer + Close serves individuals, families, retirement-plan participants, and trusts, including high-net-worth clients and accredited investors. The firm employs a long-term, value-oriented investment approach focused on exchange-listed equities, offering discretionary portfolio management and coordinated financial planning tailored to client objectives.

Joseph Spinelli is a financial advisor with Vision Retirement, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera and LPL Financial, and he has operated Spinelli Financial Services since 1995. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm employs a multi-adviser team approach, combining third-party portfolio strategists, model allocations, and custodial technology with tax-aware tools and coordinated planning services.

Allison Sajkoski is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with United Asset Strategies Inc., where she has worked since 2018, including prior roles at KPMG LLP and Nawrocki Smith. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in assets using a team-based advisory model with diversified, tailored portfolios and active risk management strategies.

Baron Hilliard is a financial advisor at Momentum Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities for seven years. Outside of his advisory role, he is the founder and president of a non-financial business called Love, Black People. Momentum Advisors provides wealth management, financial planning, and investment consulting services to individuals, families, trusts, and institutional clients. The firm focuses on customized portfolio construction and ongoing management, frequently utilizing mutual funds, ETFs, and third-party managers.

Gregg Fisher is a CFP® and CFA® with 32 years of industry experience. He is the founder and portfolio manager at Quent Capital, LLC, where he has worked since 2020. Fisher also owns Gerstein Tax Services, LLC, a tax-preparation and consulting business, which he has operated since 2019. His prior work experience includes roles at American Elm Distribution Partners, American Portfolios Financial Service, and several entities affiliated with Gerstein Fisher. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets. The firm serves individual and high-net-worth clients as well as investors in a private pooled vehicle and employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation in its investment approach.

Fabio Ramalho is a financial advisor at Brasil Plural Investment Advisor LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altamira Fund, Neon Investimentos, and as an independent advisor. Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm in Uberlandia, Brazil. Brasil Plural Investment Advisor LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions. The firm provides customized portfolio management using third-party macroeconomic research and in-house analysis, employing diverse asset classes with strategies that may involve derivatives and leverage.

Yi Liu is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 63 designation with 14 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners serves an exclusively institutional client base, including investment managers, hedge funds, broker-dealers, and insurance companies, by providing data-driven subscription research and customized investment advice. The firm combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or offer retail services.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.

Joseph Castiglie III is a financial advisor at Sykon Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Sykon Capital serves individual and institutional clients by offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm integrates quantitative and qualitative investment techniques and employs a range of strategies, including alternative investments and derivatives, to align with client objectives.

Ron Pac is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Trivium Point Advisory, LLC and has previously worked at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved with a plastics business, PAC PLASTICS, LLC. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across more than 1,000 clients, employing a long-term, diversified investment approach and offering integrated accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

Tara Korkus is a CFP® professional at Altfest Personal Wealth Management with six years of industry experience. She previously worked at JJ Burns & Company and spent four years at the University of Delaware. Altfest Personal Wealth Management serves individuals, retirement plans, trusts, corporations, and private funds by providing investment management, financial planning, and ERISA fiduciary services. The firm employs fundamental, technical, and cyclical analysis to develop individualized investment policies, offering discretionary portfolio management and fiduciary services for retirement plans.

Cynthia Somer is a financial advisor at United Asset Strategies Inc. with 4 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Asset Strategies since 2014. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and uses a team-based advisory model emphasizing diversified, tailored portfolios that include active fixed-income management and option strategies.

William Mcfadden is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also associated with Shields and Company since 2006. Outside of his advisory work, he consults on vineyard and organic foods management for a family-owned farm and serves as a director advising on marketing and financial matters for Flowers Foods, Inc. 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 employs a range of investment strategies, combining fundamental and technical analysis, third-party manager selection, mutual funds and ETFs, as well as long- and short-term approaches, while offering multiple execution and servicing options.

Robert Epes is a financial advisor at Retirable with six years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at Masterworks Advisers, LLC, United American Securities, Inc., Bank of America, Merrill, and AXA Advisors, LLC. Retirable serves individuals who are retired or nearing retirement, along with related trusts and retirement accounts, providing retirement-focused financial planning and discretionary investment management through online tools and advisor consultations. The firm manages approximately $300 million in discretionary assets using diversified, ETF-based model portfolios tailored to clients’ retirement plans and risk tolerance.

Alison Tranchida is a Series 63 licensed advisor with 24 years of industry experience, currently with Gagnon Securities, LLC since 2003. She is a partner involved in operational support through Gagnon Administrative Services and participates in investing activities with the Gagnon Securities Partners Fund. 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.

Matthew Friedman is a financial advisor at Capital Counsel LLC with 13 years at the firm and 5 years of industry experience. He operates within a team-based environment in New York, NY. Capital Counsel provides discretionary asset management and financial planning services to individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm uses a valuation-based fundamental strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Russell Baker is a financial advisor at Next Level Private LLC with 37 years of industry experience. He has worked at Next Level Private since 2022 and previously held roles at C-19 Safety First and Tullett Prebon Financial Services LLC. Baker holds Series 63 and Series 65 designations. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm delivers customized portfolios through ongoing personal contact and uses a combination of fundamental and technical analysis, with a stated fiduciary duty and formal reviews at least annually.

Douglas Flynn is a CFP® and ChFC® with 36 years of industry experience. He is a principal at Flynn Zito Capital Management, LLC, where he has worked since 2010, and has been affiliated with LPL Financial since 1997. Flynn has appeared as an on-air guest on networks including CNBC, Fox Business, CNN, Newsmax, and NewsNation to discuss financial topics. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services using a combination of fundamental, technical, and cyclical analysis, and offers a hybrid relationship with LPL Financial that integrates brokerage and advisory solutions.

Erik Bringsjord is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Masterworks Advisers, LLC, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and Arete Wealth Management LLC. In addition to his advisory work, he serves as a Platform Associate at Masterworks, LLC, an alternative investment platform, performing administrative functions related to the Masterworks Platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers both non-discretionary and limited discretionary advisory services, utilizing a rules-based investment process informed by proprietary art market research and external appraisals, with assets accessed and managed through the Masterworks online platform.

Michael Strang is a financial advisor with Masterworks Advisers, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Masterworks, LLC as a Platform Associate since 2023, performing administrative functions, and previously held positions at Arete Wealth Advisors and Wells Fargo. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm’s approach combines art market research, third-party appraisal review, and a model portfolio allocation developed with Mercer to recommend long-term investments accessed through the Masterworks platform.