Alexander Leon is a financial advisor at Flagstar Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signature Securities and HSBC Bank USA, N.A. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves a diverse client base, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, providing wealth management, retirement plan consulting, and portfolio management through a multi-team approach. The firm combines discretionary asset management with access to a broad range of securities and insurance products and operates as a wholly owned subsidiary of Flagstar Bank.

Chris Zhang is a financial advisor at Ascend Interplay, LLC with seven years of industry experience. He previously worked at Morgan Stanley Asia Limited and Morgan Stanley & Co LLC before joining Ascend Interplay in 2022. Chris holds Series 63 and Series 65 licenses. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and offers a broad range of investment options, including private placements, real estate, digital assets, and derivatives, while also providing no-cost travel planning services.

Isaac Claar is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Revolve Wealth Partners, LLC since 2023 and previously worked for ten years at Solomon Schechter Middle School. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes discretionary portfolio management, global diversification, and tax sensitivity while coordinating with clients’ other professional advisors.

John Rogers is a CFA® charterholder with 10 years of industry experience. He currently works at WealthCare Financial Group, Inc., where he has been since 2023, and previously held roles at Equity Services Inc and National Life Insurance Company. Outside of his advisory work, Rogers is an individual insurance agent involved in insurance product sales. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a “Structured Investing” approach with customized portfolios and offers services including retirement planning, portfolio management, and pension consulting through a six-advisor team.

Debra Burnham is a financial advisor with Premier Wealth Advisors, LLC, holding a Series 63 designation and bringing 40 years of industry experience. Her career includes roles at Cetera Advisors LLC, First Allied Advisory Services, RMB Capital Management, and she founded Burnham Securities Inc., where she worked for 27 years. Outside of her advisory work, she serves as a co-trustee for the Bernheim Arboretum and Research Forest Trust and volunteers on the board of the Scarsdale Transfer Education Plan, a nonprofit organization. Premier Wealth Advisors, LLC provides financial planning, investment consulting, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a combination of fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios using a core/satellite approach tailored to clients’ risk tolerances.

Alexander Kemp is a Series 65-licensed financial advisor with one year of industry experience. He is currently with NerdWallet Wealth Partners LLC and previously worked at Zoe Financial, Inc. for seven years, as well as holding roles at infor and Hometeam. Zoe Financial, Inc. provides an online referral service that connects individual and high-net-worth users to third-party registered investment advisers through its Zoe Advisor Network. The firm focuses on referrals and platform services, offering a turnkey asset management platform that supports participating RIAs rather than directly managing retail client accounts.

Kevin De Rosa is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at BlackDiamond Wealth Management, Inc. since 2021 and previously held roles at Your Planning Partner, LLC and McAdam LLC. BlackDiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.

Stephen Farinacci is a financial advisor at Flagstar Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Signature Securities Group Corp. and HSBC Bank USA. In addition to his advisory role, he serves 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 employs a multi-team approach to wealth management, offering discretionary portfolio management, retirement plan consulting, and financial planning with access to a broad range of securities and insurance products.

Henry Beinstein is a financial advisor at Gagnon Securities, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 2002. Beinstein is a Certified Public Accountant and Chartered Global Management Accountant, serving as an Independent Director and Chairman of the Audit Committee at Vector Group LTD, as well as holding independent board roles at the Lombardy Hotel and the Omega Institute, a nonprofit organization. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Olabode Aladenika is a financial advisor at Bridgewater Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bridgewater Advisors since 2022. His prior roles include positions at Relax and Company and Tekoa Missions. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporations, using a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Brian Gagnon is a financial advisor at Gagnon Securities, LLC with 34 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 1999. Outside of his advisory role, he serves as President of Hilltop Aviation Services, LLC and acts as a trustee for the Gagnon Family Foundation. He is also an advisory council member of the National Kidney Foundation Innovation Fund. 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 affiliated pooled vehicles alongside its broker-dealer platform.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

Henry Beck is a financial advisor at UAS Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at the State of Maine, McKee Law, and Jabar LaLiberty Dubord LLC. UAS Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm emphasizes fundamental security analysis and concentrated equity positions for long-term value, while also managing a private pooled investment vehicle that employs a more speculative strategy.

Michael Schwartz is a CFP® with 24 years of industry experience. He has worked at Magnus Financial Group LLC since 2017 and previously spent 18 years with Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is an independent insurance agent. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets and employs a team-based approach that integrates comprehensive planning with diversified asset allocation across various investment vehicles.

Harold Sasnowitz is a CFP® with 18 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and other business entities. The firm offers financial planning, wealth and investment management, and retirement-plan consulting, applying a long-term investment approach based on Modern Portfolio Theory with diversified, buy-and-hold allocations.

Richard Terry is a CFP® professional with nine years of experience in financial advising. He has worked at Merit Financial Partners LLC since 2018 and previously at Mtp Advisors from 2006 to 2017. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, portfolio management, and wealth-management services. The firm employs a fiduciary, consultative investment process that emphasizes asset allocation and low-cost index funds and ETFs, with discretionary management primarily through Charles Schwab.

Michael Payan is a financial advisor at Quent Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Wilmington Trust and People's United Advisors. 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, hedging, and tax-loss harvesting.

Gabrielle Rosenfeld is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds a Series 63 designation and has worked at Gagnon Securities since 2019, following a year at Third Bridge and three years at Bucknell University. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, offering both investment advisory and brokerage services. The firm employs a research-intensive, generalist, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles and partner funds alongside its broker-dealer platform.

Donald Bond is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds the Series 63 designation and has been with Edge Wealth Management since 2012. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and customized to client objectives, managing approximately $770.7 million in discretionary assets across a range of securities.

Deborah Paulhus is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She is also a licensed part-time real estate agent with Beachfront Realty in Florida. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, using a strategic asset-allocation process and model portfolios tailored to client risk tolerance and time horizon.