Paul Cipollaro is a financial advisor at Zoe Financial, Inc. based in New York, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Zoe Financial in 2023, he worked at Dataminr, Inc. and Uber Eats. Zoe Financial, Inc. provides an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which delivers reporting, administrative, and sub-advisory support to participating RIAs.

Henry Asher is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with The Northstar Group since 1986 and is also affiliated with Osaic Wealth Inc. since 1989. In addition to his advisory role, he serves as President and Chief Compliance Officer of The Northstar Group and is a licensed insurance agent. The Northstar Group, Inc. is a team of five advisors managing discretionary portfolios and providing comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm emphasizes detailed client information gathering and risk tolerance assessment to tailor investment strategies, supported by extensive research and regular reporting.

Matthew Flood is a financial advisor at Abner, Herrman & Brock, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Abner, Herrman & Brock provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets, employing a top-down investment approach that integrates fundamental, technical, cyclical, and quantitative analysis.

Tanya Frias is a CFP® professional with 23 years of experience in the financial industry. She is currently affiliated with Wealth More Enterprise, Inc. and also advises at Andwise and Quantitative Finance LLC, where she is involved in financial education and advising on business and compliance strategy. Her prior roles include positions at Freeman Capital, Massachusetts Mutual Life Insurance Company, Wells Fargo Advisors, and JP Morgan Securities. Wealth More Enterprise, Inc. serves individual U.S. investors through a primarily digital platform, offering discretionary portfolio management via a proprietary algorithm-driven wrap-fee program combined with access to human advisors. The firm manages diversified model portfolios and integrates algorithmic rebalancing with scheduled consultations.

Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.

Thomas Sokira is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and National Planning Corporation. He is also a managing partner at Anthem Financial Services, where he conducts 401(k) consulting. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm employs a model-based investment approach favoring low-cost, passive ETFs and mutual funds and offers ERISA fiduciary consulting for retirement plans.

Brian Mayer is a financial advisor at RMR Wealth Management in New York, NY, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has worked at Dinosaur Securities, LLC and RMR Wealth Management since 2010. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities, utilizing multiple managed account programs and project-based consulting services. The firm uses third-party platforms and sub-advisers for manager selection, asset allocation, and reporting, incorporating both fundamental and technical investment analysis.

Daniel Katz is a CFP® with 21 years of industry experience, currently serving as a partner at Revolve Wealth Partners, LLC. He has worked at Revolve Wealth Partners and Purshe Kaplan Sterling Investments, Inc. since 2017 and previously spent eight years at Oppenheimer & Co. Inc. Katz is also a licensed fixed insurance agent offering fixed insurance solutions to clients. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a variety of investment vehicles and emphasizes global diversification, tax sensitivity, and ongoing due diligence.

George Audi is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is CEO of Interaudi Bank and has worked at Ameraudi Asset Management, Inc. since 2014. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macro, asset-allocation approach with diversified exposure through index ETFs and other securities. The firm is an affiliate of Interaudi Bank and manages approximately $1.74 billion in client assets.

Marianne D’alessandro is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 19 years of industry experience. She has been with Gagnon Securities since 2005. Outside of her advisory role, she provides administrative support for a family-owned real estate business. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, utilizing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering both advisory and brokerage services.

Shanna Reed is a financial advisor at Maridea Wealth Management with 14 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research for 10 years. Reed also owns BY HFS, a business providing financial coaching, tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, with ongoing account monitoring and formal annual reviews.

Jeffrey Macdonagh is a CFA® charterholder with 18 years of experience at Grandfield & Dodd, LLC, where he has worked since 2008. He serves on the Board of Directors of Pro Mujer, a nonprofit focused on financial services and microfinance. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, 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 integrating tax and estate planning.

Jay Bluestine is a financial advisor with Blue Square Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at EPIC Insurance Brokers and Consultants, Norwood Financial Group, The Hotaling Group, Raymond James Financial Services, and UBS Financial Services. He serves as a director on the board of Tactual Labs Co. Blue Square Asset Management is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm uses a proprietary Dynamic Cash Allocation® process to manage diversified portfolios, including strategies focused on managed volatility and digital assets, and operates Blue Square Digital LLC, which manages a commodity pool focused on digital assets.

Geza Marx is a financial advisor at Wellington Shields Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Marlcroft Asset Management LLC for 23 years. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and offers services including direct portfolio management, third-party manager oversight, and a wrap-fee program.

Jon Tarno is a financial advisor at Cornerstone Planning Group with 15 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Planning Group since 2015. Outside of his advisory role, he is involved in real estate investment through an LLC focused on renovating and selling properties. 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, emphasizing low-cost, passive investment strategies tailored to client objectives and risk tolerance.

Natalie Colley is a CFP® professional with Francis Financial in New York, NY, where she has worked since 2015. She has four years of industry experience as part of a seven-advisor team at the firm. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm specializes in investment supervisory services, comprehensive financial planning, and divorce financial planning, employing a range of strategies with quarterly portfolio reviews.

Mark Traver is a CFA® charterholder with 13 years of industry experience. He has been with Neville, Rodie & Shaw Inc. since 2000. The firm provides discretionary and non-discretionary investment management services to individuals, trusts, foundations, endowments, charitable organizations, and qualified retirement plans. Neville, Rodie & Shaw manages long-only, separately managed accounts with a fundamental, company-level analysis approach and a long-term, buy-and-hold orientation, combining equities, fixed income, and cash equivalents to build diversified portfolios.

James Di Stasi is a financial advisor at Retirable with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, Merrill Lynch, and Bank of America. Retirable serves individuals who are retired or nearing retirement by providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm combines online planning tools with advisor consultations to create personalized retirement plans and implements diversified ETF portfolios primarily through the Altruist platform.

Hunter Neumayer is a financial advisor at Retirable with a Series 65 designation and one year of industry experience. His prior roles include positions at Mariner Wealth Advisors, Avior Wealth Management, and TD Ameritrade. Outside of finance, he has worked in the restaurant industry and was involved with Video Game Box Protectors. 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 uses a digital-first approach combining online tools with advisor consultations and primarily implements diversified ETF portfolios through the Altruist platform.

John Benevides is a CFP® professional with five years of industry experience, currently serving as an advisor at Zoe Financial, Inc. in New York, NY. His prior experience includes roles at Rething Wealth, Ameriprise, OmniLYF, and Legends Hospitality. Zoe Financial, Inc. operates as an online referral service that matches individual and high-net-worth clients with third-party registered investment advisers through its Zoe Advisor Network, and offers the Zoe Wealth Platform, providing administrative and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.