Arden Gayle Santos is a financial advisor with Cross Border Wealth, LLC, holding a Series 65 credential and over six years of experience in wealth management and related fields. Prior to joining Cross Border Wealth, Santos worked at Concentrix and Interpublic Group’s McCann and Initiative divisions. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting, primarily utilizing exchange-traded funds (ETFs) and integrating fundamental and technical analysis with risk management.

Menachem Lerman is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 credential and has been with Equinum since 2021. Prior to joining Equinum, he worked at Beth Rivkah and Robert Lubin & Associates. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm employs both fundamental and technical analysis and integrates its accounting firm affiliation into a comprehensive service model.

Mark Pankoff is a financial advisor at Wellington Shields & Co., LLC in New York, NY, holding a Series 66 designation with 15 years of industry experience. He worked at Oppenheimer & Co. Inc. from 2010 to 2018 before joining Wellington Shields, where he has been since 2018. 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 range of investment methods and offering both advisory and brokerage account options.

Mustaque Choudhury is a financial advisor with Soulence Wealth Management in Astoria, NY, holding Series 63 and Series 66 licenses. He has over a decade of experience in the financial services industry, including roles at New York Life Insurance Company and Capital Advisors NY, LLC. Soulence Wealth Management provides discretionary investment management and integrated financial planning, serving clients with customized portfolio management and household-level advice. The firm employs a combination of strategic and tactical asset-allocation methods and offers both advisor-managed and third-party model portfolios.

William Platt is a CFP® with 15 years of experience in financial advising. He is currently affiliated with Momentum Advisors and has worked at Purshe Kaplan Sterling Investments since 2014. Outside of his advisory roles, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors serves individual and organizational clients with wealth management, financial planning, investment management, and consulting services. The firm creates customized portfolios based on client risk profiles and offers both discretionary and non-discretionary management, often utilizing third-party managers and subadvisers.

Steven Novack is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. He has been with Altfest since 2018 and previously worked as a financial services consultant from 2016 to 2018. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios with individualized strategies that incorporate fundamental, technical, and cyclical analysis, and sponsors several private pooled investment vehicles.

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Claraphi Advisory Network and West Advisory Group. Outside of his advisory work, he occasionally assists at an award-winning jazz club. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting, often utilizing exchange-traded funds alongside other investment vehicles.

Michelle Fuccella is an advisor at Forefront with Series 63 and Series 66 credentials and six years of industry experience. She has worked at several firms including Calton & Associates Inc., The Leaders Group Inc., Nylife Securities LLC, and New York Life Insurance Co. Outside of her advisory role, she assists individuals and couples with asset division agreements during divorce through a separate business, Your Divorce Made Simple. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm maintains multiple offices and affiliated businesses, including insurance and tax partners, and offers specialized services such as formal Special Needs Planning.

Margaret Bonner is a financial advisor at Equita Financial Network, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at firms including WealthChoice and Cask, as well as in roles outside the financial sector such as at 7-Eleven and Cisco Systems. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses on market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

Robert Goodman is a financial advisor at Strategic Wealth Management Group in New York, NY, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Wealth Management Group since 2016. Strategic Wealth Management Group offers discretionary and non-discretionary investment advisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm provides portfolio management through model portfolios, separately managed accounts, and third-party wrap programs, tailoring strategies to client objectives across a range of risk profiles.

Robert Jaffe is a financial advisor at CFS Investment Advisory Services LLC with 24 years of industry experience. He has held positions at CFS Investment Advisory Services since 1999, with a break between 2005 and 2017 during which he worked at Cambridge Investment Research, Inc. He holds Series 63 and Series 66 licenses. CFS Investment Advisory Services provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and independent managers.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. 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 diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Avi Berg is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of the Park Hill Tenants Co-op, both volunteer roles. He also acts as an outside advisor to Quantum Farma, a private company. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and uses a range of investment strategies including low-cost passive approaches and alternative instruments, serving clients through discretionary and non-discretionary mandates.

Harvey Wacht is a Senior Managing Director at Shufro, Rose & Co., LLC with 54 years of industry experience. He has been with Shufro, Rose & Co. since 2001 and previously worked at Purshe Kaplan Sterling Investments. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm provides discretionary and non-discretionary portfolio management with a long-term investment approach, utilizing equities, funds, fixed-income instruments, and selectively employing strategies such as options and alternative investments aligned with client objectives.

Samandar Kasimov is a financial advisor at Frisch Financial Group, Inc. with five years of industry experience. He previously worked at Neuberger Berman LLC for eight years and at Dreyfuss Corporation, a BNY Mellon company, for one year. Kasimov holds the Series 66 designation. Frisch Financial Group, Inc. serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm manages broadly diversified portfolios using various investment strategies and supplements its work with third-party research, maintaining $789 million in assets under management.

Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis and bottom-up stock selection across various portfolio models. The firm offers discretionary account management and advisory services supported by an investment committee and operates multiple branch offices with affiliations that provide dual-registration pathways for its financial professionals.

Nicolas Sitinas is a financial advisor at Papamarkou Wellner Perkin Advisors with four years of industry experience. He has been associated with Papamarkou Wellner Asset Management, Inc. since 2012. Sitinas holds a Series 63 designation. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, offering discretionary investment management and non-discretionary consulting to a select group of private clients. The firm serves high-net-worth individuals, family offices, endowments, foundations, pensions, trusts, charitable organizations, and corporate entities, utilizing proprietary analytical modeling combined with a multi-manager approach.

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

John Owens is a CFP® professional with seven years of industry experience. He is currently with Brooklyn FI, LLC and Mason Tax, LLC, where he provides both financial advisory and tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC, UPMC, and WMGH/WLSH Radio. Owens dedicates part of his time to tax preparation through Mason Tax, LLC. 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 focused on low turnover and tax efficiency, managing approximately $341 million in discretionary assets.