Mark Pittsey is a financial advisor with Flagstar Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked previously with HSBC Securities and HSBC Private Bank, and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, offering wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team model. The firm emphasizes discretionary asset management guided by customized Investment Policy Statements and leverages affiliated banking and insurance businesses within its operations.

Daniel Lima is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently an advisor at Ameraudi Asset Management, Inc., having previously worked at Deutsche Bank Securities and Moody's Corporation. Outside of his advisory role, he is involved with The Narita Group LLC, which provides career development coaching and produces travel guides. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with investment advisory and portfolio management services. The firm employs a macro, asset-allocation strategy using diversified exposures through index ETFs and other securities, and manages both discretionary and non-discretionary accounts.

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management is an SEC-registered firm serving individuals, family offices, retirement plans, and other advisers. The firm uses a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across equities, bonds, commodities, alternatives, and cash, and has expanded into digital asset markets through its registered commodity trading advisor and commodity pool operator entity.

Logan Trenz is a financial advisor at Revolve Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. from 2009 to 2017 before joining Revolve Wealth Partners in 2017. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes diversified portfolios with growth and value integration, global diversification, tax sensitivity, and discretionary management coordinated with clients’ other professional advisors.

Eliran Abekassis is a financial advisor at Matauro, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and AxA Advisors. Abekassis is also a licensed insurance agent in New York, focusing on life insurance and variable annuities. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment process that includes fundamental, macro, technical, and ESG analysis and utilizes a broad range of instruments and third-party managers to construct and manage portfolios.

Keegan Sullivan is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Chemistry Wealth, he worked at Advice and Planning Services LLC and TIAA-CREF Individual & Institutional Services, LLC. Chemistry Wealth Management is a team-based firm with six advisors managing over $1 billion in assets for individuals, families, trusts, and businesses. The firm provides discretionary investment management and financial planning, using a combination of ETFs, mutual funds, stocks, and bonds with a long-term investment approach that allows for shorter-term trades as needed.

Christopher Tomolonis is a financial advisor at Woodstock Wealth Management, Inc. in Jersey City, NJ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Wealth Management since 2018, following four years at Woodstock Financial Group, Inc. Tomolonis also operates a separate advisory business focused on insurance agency services. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program alongside other managed account offerings.

Maria Keith is a financial advisor with Public Advisors LLC based in New York, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has held roles at various firms including Guardian Life Insurance Company and J.W. Cole Financial, Inc. Keith serves as a compliance manager for Public Holdings, Inc. and acts as an arbitrator for FINRA. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online SEC-registered advisory platform. The firm uses a software-driven investment process offering automated discretionary portfolio management with features such as AI-constructed custom indexes and automated tax-loss harvesting.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.

Samuel Eilbaum is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Chemistry Wealth Management in 2025, he worked for seven years at Park Avenue Securities LLC dba Strategies for Wealth. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, utilizing customized portfolios primarily composed of ETFs, mutual funds, individual stocks, and bonds with a generally long-term investment approach.

Kenneth Lafreniere is a financial advisor at Empirical Research Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Research Partners since 2012. Empirical Research Partners serves an exclusively institutional client base—including investment managers, hedge funds, broker-dealers, and insurance companies—providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making, without managing client assets or serving individual investors.

Thomas Watts is a CFP® and CFA® with 14 years of industry experience. He has worked at Watts Capital Partners LLC since 2008 and previously at Watts Capital, LLC / Karbone Capital Markets, LLC from 2010 to 2019. Outside of his advisory role, Watts serves as Chief Investment Officer for WealthEdge Investment Advisors and is Managing Member of Radius Management, an investment company focused on high-speed broadband. Watts Capital Partners LLC provides financial planning, wealth management, and investment management services to individuals, families, business owners, and certain institutional clients. The firm employs a core long-term investment approach supplemented by proprietary equity and tactical growth strategies, and offers alternative investments and specialized services including business owner planning and cross-border tax considerations.

Tracy Byrnes is a financial advisor at Lebenthal Global Advisors, LLC with seven years of industry experience. Prior to joining Lebenthal in 2025, she worked at UBS Financial Services Inc. for seven years and has experience in financial media as a correspondent for Newsmax Media. Byrnes also operated her own consulting service and worked at TheStreet.com. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Longying Zhao is a CFA® charterholder with 18 years of industry experience. He has been with Empirical Research Partners LLC since 2007, where he serves as part of a four-advisor team. Empirical Research Partners provides data-driven subscription research and customized investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. The firm’s approach integrates proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or serving retail clients.

Linda Ray is a financial advisor at The Northstar Group, Inc. in New York, NY, with 45 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with The Northstar Group since 1986 and Osaic Wealth, Inc. since 1989. The Northstar Group, Inc. provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm manages over $870 million in discretionary assets for approximately 244 clients through a team of five advisors, emphasizing individualized portfolio recommendations and detailed client risk assessments.

James Colby is a financial advisor with Gagnon Securities, LLC in New York, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Gagnon Securities since 2020, previously with Btig LLC and Ladenburg Thalmann & Co. 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, providing services through its broker-dealer platform and affiliated pooled vehicles.

Paris Riha is a financial advisor at ARCH Global Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC, Cadaret Grant & Co., Inc., Equitable Advisors, LLC, and Axa Advisors, LLC. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and may incorporate options and margin strategies.

Eugene Singer is a financial advisor at Empire Financial Management Company, LLC in New York, NY, with 39 years of industry experience. He holds the Series 63 designation and has been with Empire Financial Management Company and Empire Asset Management Company since 2015. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm employs a client-specific asset allocation process and uses a range of investment strategies, including equities, fixed income, commodities, and derivatives.

Harrison Schaefer is a financial advisor at Retirable with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Spring, Heartland Alliance, K9 Code, and Johnson Becker PLLC. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm combines online planning tools with advisor consultations to develop personalized retirement plans and implements portfolios primarily using exchange-traded funds via the Altruist platform.

Gregory Lesko is a CFA® charterholder based in New York, NY, with four years of industry experience. He is affiliated with Deltec Asset Management LLC, where he has worked since 2001. Deltec Asset Management LLC provides discretionary investment management for pooled investment vehicles and separately managed accounts, serving clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an actively managed, fundamental security-level research approach focused on positive absolute returns by targeting out-of-favor sectors and underfollowed opportunities, with an emphasis on special situations and tailored investment solutions.