Jake Steinberg is a CFP® with five years of industry experience, currently serving as a financial advisor at Revolve Wealth Partners, LLC. He has been with Revolve Wealth Partners since 2019. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, independent third-party managers, and private placement investments, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Jacob Halberstam is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following prior roles at LPS Financial, B-Tank Magazine, and Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm uses both fundamental and technical analysis to manage portfolios and integrates its partial ownership by an accounting firm into its service model.

Joseph Stabile is a CFP® and ChFC® with six years of industry experience, currently serving as a financial planner at Forefront and Coast Financial in Jersey City, NJ. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and TD Bank. He is the founder of Coast Financial, a wealth management business operating through Forefront Advisor Network. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, offers access to third-party managers, and maintains affiliated businesses including tax, insurance, and 401(k) consulting services.

Charles Hamowy is a CFP® with 33 years of experience in financial advisory. He is currently with Seasons of Advice Wealth Management, where he has worked since 2017, following a 27-year tenure at Ameriprise Financial Services. Outside of his advisory work, Hamowy owns and operates a dance instruction business, NY Dance Studios, Inc., and is co-authoring a book titled "Financial Secure Forever." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and uses a broad network of affiliated solutions and sub-advisors to manage portfolios.

Jack Baron is a financial advisor at Revolve Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Revolve Wealth Partners since 2022. Before entering the financial industry, he was a student for 17 years. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, third-party managers, and private placements, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Robert Vessecchia is a financial advisor at Flagstar Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signature Securities Group Corp./Signature Bank for 22 years. Since 2024, he has also served as Group Director Investments and Senior Vice President at New York Community Bancorp. 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, utilizing a multi-team approach with discretionary management across a broad range of investment products.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

David Abella is a CFA® charterholder with 30 years of industry experience. He is currently with GoalVest Advisory LLC, where he has worked since 2022, and has a long tenure at Rochdale Investment Management Inc. His credentials also include Series 63 and Series 66 licenses. 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 customized long-term portfolios and sponsors private pooled investment vehicles.

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles at Banque Transatlantique and involvement with PSL University. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure enabling cross-border custody and European trade execution.

Ellen Lazarus is a financial advisor with Charles Pratt & Company, L.L.C. in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. She has worked concurrently at Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company offers wealth management, custody, tax, accounting, and financial planning services primarily for multigenerational Pratt family members and select outside clients, including individuals, trusts, pooled investment vehicles, and charitable organizations. The firm focuses on long-term, asset-allocation driven portfolios, utilizing third-party registered investment advisers for discretionary management while monitoring and assisting clients with manager transitions.

Thomas Murphy is a financial advisor with EmpiriKal Partners LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Merrill Lynch, Charlesworth & Rugg, Bridgeway Wealth Partners, and Titan Strategic Partners, where he also founded a business consulting firm advising executives on growth and financing. He operates Thomas M. Murphy LLC for administrative purposes related to his investment business. EmpiriKal Partners LLC serves approximately 170 clients with discretionary portfolio management, financial planning, and retirement plan services, focusing on individualized investment programs based on client goals, time horizons, and risk tolerances. The firm employs fundamental analysis, long-term holdings, and selective trading, with quarterly account reviews and a fiduciary standard.

Paul Gulden is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, with 55 years of industry experience. He holds a Series 63 designation and has been with Wellington Shields and its affiliated entities since 1978. Gulden serves as Managing Director, Co-Chairman of the Investment Committee, and Portfolio Manager, overseeing day-to-day operations and investment decisions. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains comprehensive client monitoring and third-party manager due diligence.

Rodrigo Arguello Neuwald is a financial advisor at Vizcaya Capital, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at IBEX and CITIGROUP. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and involvement in private funds and pooled vehicles, including offshore structures.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. 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 utilizes a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across equities, bonds, commodities, alternatives, and cash, and has expanded into digital asset and commodity markets through its affiliated entity, Blue Square Digital LLC.

Andrew Altfest is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he was with LTFEST Personal Wealth Management. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Stephen Bejsiuk is a financial advisor at Empire Financial Management Company, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Empire Asset Management since 2019. His prior experience includes roles at Divine Capital Markets LLC, Divine Asset Management LLC, and Ivy Securities, Inc. 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’s investment process is client-specific, incorporating multiple asset classes and strategies, and it executes transactions through custodians such as RBC and Charles Schwab.

William Toczylowski is a CFP® with two years of industry experience, currently serving at NerdWallet Wealth Partners, LLC. His prior roles include positions at Future You Wealth LLC and Capital Group Private Client Services. NerdWallet Wealth Partners is an SEC-registered advisory firm with a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning using primarily passive, asset-class-based portfolios supported by fundamental analysis and client-specific investment policy statements.

Kevin Cox is a financial advisor at Masterworks Advisers, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Arete Wealth Advisors, Owl Rock Capital Securities, and Bluerock Capital Markets. Cox is also involved as a Platform Associate at Masterworks, LLC, where he performs administrative functions for the alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach. The firm’s advisory services focus on art as an asset class, offering primarily non-discretionary recommendations alongside discretionary Art Investment Plans and pilot secondary-market programs.

Muhammad Tahir is a financial advisor at Seasons of Advice Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has worked with SOA Wealth Advisors, LLC since 2020 and Seasons of Advice Wealth Management since 2017, following an 11-year tenure at Ameriprise Financial Services, Inc. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm’s investment approach centers on a life-cycle framework called the “Seasons of Advice” process, which sequences planning activities throughout the year and tailors recommendations to each client’s goals and holdings.