Robert Ostrower is a financial advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at American Express, Sony Corporation of America, and Wheels Up. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include the use of derivatives and hedging as part of its global long/short small-cap investment approach.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of experience in the financial industry. He is the principal of Satovsky Asset Management LLC, where he has worked since 2007, and he also has been affiliated with Purshe Kaplan Sterling since 2009. Satovsky is the author of the book "Your Rich Life" and hosts a podcast focused on industry insights. He volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in assets and emphasizes goals-based planning, tax-efficient portfolios, and low-cost, often passive investment strategies, while maintaining flexibility to include structured notes, private placements, and third-party managers.

Akshat Bhargava is a CFP® professional with six years of industry experience, currently serving at Avestar Capital, LLC. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He has also held academic roles at the University at Buffalo in both the School of Management and the Graduate School of Education. Avestar Capital provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, and acts as an adviser and sponsor to privately offered pooled investment vehicles. The firm manages proprietary private funds and special purpose vehicles, combining internally managed ETF and model strategies with licensed third-party models, and serves a client base that includes family offices, other advisers, and wirehouses.

Christopher Hamilton is a CFP® and CFA® with 26 years of industry experience. He is currently with Empire Financial Management Company, LLC and Empire Asset Management Company, LLC, having previously worked at R F Lafferty & Co Inc. and Kern, Suslow Securities, Inc. He is based in New York, NY. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm offers tailored investment strategies that include a range of asset classes and may involve concentrated positions, options, short selling, and limited leverage.

Peter Kunze is a financial advisor at Overbrook Management Corporation in New York, NY, holding a Series 66 designation with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, managing both separately managed accounts and private funds with an emphasis on bottom-up fundamental research and risk management. The firm also offers family office and administrative services and is notable for its role as a private fund sponsor and manager.

Stephen Gross is a CFP® professional at Mezzasalma Advisors with 20 years of industry experience. He has operated his own advisory firm, IA Stephen M. Gross, Inc., since 1991 and joined Mezzasalma Advisors in 2025. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and typically pursues long-term purchase strategies tailored to client objectives.

Matthew Jampole is a financial advisor at Gagnon Securities, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities and Herzog, Heine, Geduld, Inc. since 2000. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation and operates both advisory and broker-dealer platforms, including affiliated pooled vehicles and partner funds.

Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.

Dajun Xu is a financial advisor at Revere Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Revere Wealth Management and Revere Securities LLC in 2023, Xu worked at New York University and the University of California at Irvine. Revere Wealth Management provides discretionary and non-discretionary investment advisory services to individuals 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.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sandler Capital Management and Triad Securities Corp. Heal is based in New York, NY. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutions. The firm emphasizes bottom-up stock selection and a long-term, low-turnover approach for its Core Equity strategies, while also offering specialized strategies and licensing model portfolios to other advisers and platform sponsors.

Russell Bailyn is a financial advisor at Premier Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he owns a marketing and professional networking business. Premier Wealth Advisors, LLC serves individuals, corporations, and other entities with financial planning, investment consulting, and wealth management services. The firm employs a core/satellite investment approach, combining fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios according to client risk tolerances.

Christopher White is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Jenkinson's South Inc for four years. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for the firm's alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm offers primarily non-discretionary, platform-driven recommendations, with discretionary Art Investment Plans and pilot secondary-market programs, using programmatic portfolio tools and model allocations tailored to different risk profiles.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

Zacharia Waxler is a financial advisor at Equinum, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following a year at RVW Wealth LLC. Waxler is also the president and owner of ZACHARIA WAXLER CPA P.C., where he provides accounting services to businesses and individuals. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of services including portfolio management, financial planning, and family office solutions. The firm uses both fundamental and technical analysis to manage portfolios and integrates its affiliation with Roth & Company LLP into its service model.

Jeffrey Kerman is a financial advisor at Premier Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory role, Mr. Kerman is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and broader wealth management services. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios tailored to client risk tolerances.

Philip Perry is a financial advisor at Flagstar Advisors in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He worked at Signature Securities Group Corp./Signature Bank for 23 years before joining Flagstar Advisors in 2023. Flagstar Advisors serves individual and institutional clients including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management, operating at a multi-team scale with approximately 47 advisors and over $1 billion in discretionary assets.

David D'albero is a financial advisor with Cornerstone Planning Group, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Strata Capital Group, Eagle Strategies, New York Life Insurance Company, and MetLife Securities. In addition to his advisory work, he operates under the DBA Strata Capital Group for brokering 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 emphasizes fee-only fiduciary services and uses a passive investment approach centered on low-cost mutual funds and ETFs, tailoring asset allocation to client objectives and risk tolerance.

Josefine Cays is a CFP® professional with six years of industry experience, currently serving at Bridgewater Advisors Inc. in New York, NY. She has been with Bridgewater Advisors since 2001. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Carly Doshi is a financial advisor at Flagstar Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and Evercore Wealth Management. Doshi serves as Chair-Board Member of the Society of Trust and Estate Practitioners. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management, utilizing a multi-team approach and discretionary asset management with access to a broad range of securities and insurance products.

Ronald Geffen is a financial advisor at ELCO Management Company, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at ELCO since 2019. His prior experience includes roles at RMB Capital Management, Revere Securities LLC, and Burnham Asset Management. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension/profit-sharing plans through discretionary portfolio management, separately managed accounts, and advisory roles to private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, incorporating options, short selling, and leverage as part of its investment approach.