David Kim is a financial advisor at Matauro, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Kim is also engaged in a contracted role involving fixed insurance products. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments, and it utilizes third-party managers and technology platforms to manage client portfolios.

Scott Fullman is an investment advisor representative at Revere Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Revere Securities LLC since 2015. Outside of his advisory role, he is president and founder of Fullman Technologies, Inc., which provides educational materials on options trading, including authoring an options book. Revere Wealth Management offers discretionary and non-discretionary investment advisory services to individual and institutional clients, managing approximately $68 million across 101 accounts. The firm focuses on equities, fixed income, ETFs, mutual funds, and certain equity derivatives, employing a combination of fundamental, technical, and macro analysis with an emphasis on business valuation and portfolio customization.

Thomas Woloszyn is a financial advisor at Cornerstone Planning Group with seven years of industry experience. He holds a Series 66 designation and has worked at Strata Capital, LLC, Eagle Strategies LLC, and New York Life Insurance Co. Woloszyn has also been involved with IDA Art Vinyl Graphics and The Clubhouse on Whitney. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and qualified retirement plans. The firm operates as a fee-only fiduciary, focusing on passive investment strategies through low-cost mutual funds and ETFs while tailoring asset allocation to client needs.

Brian Schwartz is a financial advisor at Flagstar Advisors in New York, NY, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Signature Securities Group Corp., HSBC Bank USA, and HSBC Securities (USA) Inc. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients through wealth management, retirement plan consulting, financial planning, and portfolio management. The firm manages approximately $1.16 billion in discretionary assets across a multi-team structure and offers access to a broad range of securities and insurance products.

Michael Bozzone is a CFP® and ChFC® with 19 years of industry experience. He has been with Cornerstone Planning Group since 2015 and previously worked at Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. In addition to his advisory role, he is also licensed as an insurance broker for non-registered insurance products. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary and emphasizes passive investment strategies using low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Edward Kim is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Old City Securities, Swiss Hill Advisors, and Hudson Executive Capital. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals, operating on a non-discretionary basis and serving a small client base with diverse investment options including private placements, real estate, digital assets, and derivatives. The firm also offers no-cost travel planning services and maintains affiliations with legal and accounting firms as well as investment vehicles.

Henry Peelle is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Masterworks since 2023. Prior to his advisory role, his background includes positions at H&R Block and other diverse employment experiences. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm’s advisory services focus exclusively on art as an asset class, utilizing programmatic portfolio tools and model portfolios to provide primarily non-discretionary recommendations, with options for discretionary Art Investment Plans and limited secondary-market opportunities.

William Wurm is a CFA® charterholder with over 31 years of industry experience. He has been with Beech Hill Advisors and its affiliated entities, including Point Windward Advisors, Inc., since 2001. Outside of his advisory role, he is a partner and member of Beech Hill Financial, LLC, where he assists in operations and opportunity identification. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning for individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, including short sales and option strategies, managing approximately $358.6 million in client assets.

Mariano Henin is a CFP® professional with 20 years of industry experience, currently serving at Andrew Garrett Inc. since 2006. Prior to that, he worked at Globalstar Tesam Argentina for 19 years. He holds Series 63 and Series 65 licenses. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a multi-platform investment model with various advisory programs and works with multiple sub-advisers to implement strategies across ETFs, mutual funds, individual securities, and options.

Candy Light is a financial advisor at Masterworks Advisers, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arete Wealth Advisors, Arete Wealth Management, Independent Brokerage Solutions, and Artnet Auctions. Outside of her advisory role, she serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to the alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm’s advisory services focus exclusively on art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside discretionary Art Investment Plans and pilot secondary-market programs.

Debra Noble is a CFP® with 18 years of industry experience, currently serving as an advisor at Blackdiamond Wealth Management, LLC since 2020. She previously worked at UBS Financial Services Inc. from 2015 to 2020. She is also a licensed insurance agent involved in insurance sales. Blackdiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning. The firm’s investment approach focuses on long-term, diversified portfolios primarily using low-cost mutual funds and ETFs, with allocations guided by fundamental, technical, and cyclical analysis.

Harris Nydick is a CFP® professional with 41 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 1997. He previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Nydick is a board member of the Jewish Community Foundation of Metrowest NJ and serves on the External Review Committee for FI360. He also teaches at the Adult School of Montclair and is involved with the American Liver Foundation. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes portfolios using mutual funds, ETFs, securities, and independent managers.

Sean Fitzpatrick is a financial advisor at Cornerstone Planning Group in Fairfield, NJ. He holds a Series 65 designation and has recently begun his career in the industry, having worked at Strata Capital since 2024. Prior to his advisory role, he was employed at Rutgers University and the Middletown School District. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to a diverse client base including individuals, businesses, and qualified retirement plans. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring asset allocation to client objectives and risk tolerance.

Thomas Cefalu is a financial advisor at Downtown Wealth Studios, LLC, holding a Series 65 credential and recently beginning his career in the industry. His prior work experience includes roles at General Atlantic, Paycom, AlphaSights, and Merrill Lynch, among others. Downtown Wealth Studios provides customized wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm employs a combination of fundamental and technical analysis with a focus on both long-term and occasional shorter-term investment reallocations.

Zbynek Kozelsky is a financial advisor at Ashton Thomas Securities, LLC with 23 years of industry experience. He has held positions at Arax Investment Partners and Deutsche Bank Securities Inc. Kozelsky is the managing member of DN Athletics, LLC, an apparel and retail business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach utilizing mutual funds, ETFs, independent managers, and third-party models.

Thomas Martin is a ChFC® and Series 63 licensed advisor at Circle Advisers Inc. with four years of industry experience. He has been associated with Circle Advisers since 1981. Martin is involved in life insurance brokerage through affiliated entities including Circle Consulting Group, Inc. and Circle Benefits Planning, Inc. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients with non-discretionary investment advisory services, financial planning, and ERISA-related consulting. The firm manages assets across various investment vehicles using fundamental analysis and both long- and short-term strategies, while maintaining a team-sized structure across multiple offices.

Cassie Stancil is a financial advisor at Zoe Financial, Inc. with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Navan, Inc. and Equitable Advisors, as well as employment in hospitality and education. Zoe Financial, Inc. operates an online referral service that matches individuals and high-net-worth users with third-party registered investment advisers through its Zoe Advisor Network, and offers a turnkey asset management platform providing support services to participating RIAs. The firm focuses on referrals and platform services rather than direct management of retail client accounts.

Elena Ladygina is a CFP® and Series 66-registered financial advisor at Veris Wealth Partners, LLC with 13 years of industry experience. She previously worked at Pinnacle Associates, Ltd. and Withum Wealth Management. Elena serves on the Board of Directors and the Investment, Audit, and Finance Committee of Springpoint Senior Living, a nonprofit providing senior housing and care services. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and is a majority woman-led Certified B Corporation.

Frazer Rice is a financial advisor at Next Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Calamos Wealth Management LLC and Wilmington Trust. Rice is also president of Wealth Actually LLC, an IP holding company focused on public speaking, media, marketing consulting, and family education. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, and business entities, including engagements as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, utilizing a range of investment strategies and products across multiple offices.

Kaylin Colby is a financial advisor at Greenline Partners with a Series 65 designation and two years of industry experience. Prior to joining Greenline Partners, Kaylin worked at Otherworld and Heritage Tile, LLC, and attended the University of Wisconsin - Madison. Greenline Partners serves individual clients, trusts and estates, and institutional clients including foundations and family offices, providing discretionary portfolio management and consulting services. The firm employs a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes.