Christian Di Russo is a financial advisor at Altfest Personal Wealth Management with certifications including CFP® and ChFC®, and holds a Series 66 license. He has two years of industry experience and previously worked at Withum Smith + Brown, PC, KPMG, and spent four years at Villanova University. 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 on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Jorge Pizarro is a financial advisor at Blackdiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Osaic Wealth, Woodbury Financial Services, and Capital One. Blackdiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with discretionary investment management and financial planning. The firm’s investment approach focuses on long-term, diversified portfolios primarily constructed from low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

Cyrus Mossavar Rahmani is a financial advisor at UAS Asset Management in New York, NY, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Keen Venture Partners BV and a period of self-employment before joining United American Securities, Inc. in 2021. He manages Parrotia I, LLC, an entity that holds early-stage private company shares as a passive investment. UAS Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high net worth individuals, trusts, and public-sector pension plans. The firm employs fundamental security analysis with a focus on concentrated equity positions for separately managed accounts, while its affiliated private fund pursues a more speculative strategy involving derivatives, short selling, and margin.

Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.

Abraham Luciano is a financial advisor at Masterworks Advisers, LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Masterworks and NetElixir, as well as academic positions at Rider University and Union City High School. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach that includes non-discretionary recommendations, discretionary Art Investment Plans, and pilot secondary-market programs. The firm uses programmatic portfolio construction tools and model portfolios tailored to various risk profiles, operating within a vertically integrated model that manages sourcing, securitization, and administration of artworks.

Scott Clements is a financial advisor at RMR Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Capital Management and Merrill Lynch, Pierce, Fenner & Smith Incorporated. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, using a combination of fundamental and technical investment analysis and leveraging third-party platforms and sub-advisers for manager selection and asset allocation.

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

John Kelly is a financial advisor at Wellington Shields Capital Management, LLC with 37 years of industry experience. He has been with Wellington Shields and its affiliated firms since 1989. He holds the Series 63 designation. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of fundamental and technical analysis, employing various equity strategies, options, and margin trading, while maintaining formal suitability assessments and ongoing monitoring.

Veronica Taylor is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Ellevest. She previously worked at Northstar Money and Hudson Fusion, where she spent over two decades. Ellevest provides discretionary portfolio management and financial planning services to individual investors and institutional clients, with a focus on helping women close the gender investment gap. The firm employs a goal-based, strategic asset allocation approach emphasizing diversification and offers values-aligned investing options along with sustainability-focused management.

Robert Sollazzo is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Quent Capital, LLC and has previously worked at Cerity Partners LLC, SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Before entering the financial advisory field, he was employed at Hamilton College for four years. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving 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, utilizing ETFs, mutual funds, individual equities, and derivatives within its strategies.

Benjamin Shapiro is a CFA charterholder with experience at Quent Capital, LLC since 2025. He previously worked at Basswood Capital Management, LLC from 2019 to 2025, as well as at Hedgeserv and Morgan Stanley Capital Group Inc. His career in the financial industry spans several roles across investment management firms. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients along with investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and financial planning services.

Andoni Yturralde is a financial advisor at Cross Border Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross Border Wealth since 2017, following five years at deVere USA. 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 provides non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Oscar Santaella is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercam Advisor, Inc., Intercam Securities, and Banorte Asset Management. Santaella dedicates a portion of his professional time to an affiliated investment-related business based in Miami, Florida. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

David Linsen is a financial advisor at Abner, Herrman & Brock, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lord Abbett Distributor LLC for 20 years and Summit Financial, LLC for one year. Outside of his advisory role, he manages the finances for a real estate business that builds and sells spec homes. Abner, Herrman & Brock LLC 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 employs a top-down investment process combining fundamental, technical, cyclical, and quantitative analysis, with tailored portfolios focused on large-cap equities and laddered, investment-grade fixed income.

Gregory Mallia is a financial advisor with Fortitude Advisory Group L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, LPL Financial, LLC, Ameritas Investment Corp, and PRB Wealth Management. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services through a combination of in-house management and outsourced managers, offering a range of investment options and trading approaches based on client objectives.

Gregg Zeoli is a financial advisor at Empire Financial Management Company, LLC in New York, NY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empire Asset Management Company since 2007. Zeoli serves on the Board of Directors of Bidtellect and dedicates approximately 10 hours per month to this role without compensation. Empire Financial Management Company provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, typically through separately managed accounts. The firm’s investment approach includes client-specific asset allocation across multiple asset classes and strategies that may involve options, short selling, and limited leverage.

Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Motley Fool Wealth Management, LLC for 11 years. He serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, employing personalized, long-term portfolio construction with diversified mutual funds, ETFs, and other investments, while also offering outsourced CFO services and coordinating tax and advisory work through affiliated entities.

Rochester Cahan is a CFA® charterholder with 18 years of industry experience. He has been with Empirical Research Partners LLC since 2013. The firm serves an exclusively institutional client base by providing data-driven subscription research and customized investment advice, focusing on quantitative models that integrate macroeconomic and factor-based analysis to support institutional decision-making.

Michael Santucci is a financial advisor at Flagstar Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Signature Securities Group Corp. for ten years. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp, the parent company of Flagstar Advisors. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm provides wealth management, retirement plan consulting, financial planning, and portfolio management through discretionary asset allocation and active manager oversight.

Andrea Gray is a financial advisor at Momentum Advisors with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Momentum Advisors serves individual and organizational clients including families, trusts, charitable organizations, pension plans, and small businesses. The firm offers wealth management, financial planning, investment management, and consulting, constructing individualized portfolios based on client risk profiles and time horizons, and provides educational seminars, newsletters, and podcast content.