Joseph Lucia is a financial advisor with Joseph P. Lucia & Associates, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Great American Investors while leading his own firm since 2008. Lucia also engages in insurance and annuity business through Ash Brokerage. Joseph P. Lucia & Associates serves individuals, including high net worth clients, and small businesses with integrated wealth management services encompassing portfolio management, financial planning, insurance planning, and estate planning. The firm emphasizes client suitability in its investment strategies, utilizes both long-term and tactical techniques, and manages an unusually high client load relative to its size.

Jay Goodgal is a financial advisor with J.C. Goodgal, Inc. based in Pound Ridge, NY, holding Series 63 and Series 65 licenses and four years of industry experience. He has served as Chief Executive Officer of Pawwtners Inc., a social media company, since 2021. His background includes involvement with multiple investment and agricultural companies in director and managing partner roles. J.C. Goodgal, Inc. provides discretionary investment advisory and asset management services to individuals, high-net-worth clients, small pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with active satellite positions, managing globally diversified portfolios across various asset classes.

Richard Taylor is a financial advisor at Plan First Wealth LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at DeVere USA INC. from 2015 to 2018 before joining Plan First Wealth in 2018. Plan First Wealth serves individual clients and families, specializing in British expatriates living in the United States. The firm addresses cross-border financial issues related to UK domicility and provides investment management and financial planning services, including advisory services through the Betterment for Advisors platform.

Daniel Griffin is a financial advisor at Wesfair Advisory Group, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles at Wesfair Advisory Group and affiliated entities since 2014. Outside of advising, he is co-owner of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and owner of Wesfair Agency, Inc., a property casualty insurance firm. Wesfair Advisory Group provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing individualized investment strategies and quarterly reviews, and maintains affiliations with licensed insurance and tax services.

Steven Sanders is a financial advisor with Sanders Smith Limited, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Sanders Smith Limited since 1994 and concurrently at Osaic Wealth, Inc. since 2006. Sanders Smith Limited provides hourly financial planning and advisory services to individuals, trusts, companies, and pension plans, focusing on analysis and recommendations rather than discretionary portfolio management. The firm uses fundamental and technical analysis to develop tailored, long-term mutual fund strategies and collaborates with affiliated broker-dealer and insurance entities to facilitate trade execution and product sales.

James Osborn is a financial advisor at Envest Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Energy Power Management I, LLC. Osborn maintains membership interests in Energy Power Investment Holdings, an activity that occupies less than 10% of his time. Envest Asset Management advises individuals, including high-net-worth clients, as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers portfolio management and financial planning services, applying a holistic approach that may include socially responsible and ESG investing alongside traditional strategies.

Kenneth Marshall is a financial advisor at Development Group LLC with 23 years at the firm and 5 years of industry experience. He holds the CFP® designation along with Series 66 and Series 65 licenses. Development Group LLC provides non-discretionary investment consulting and research services to middle-market institutional clients, including corporations, foundations, and endowments. The firm utilizes quantitative and risk-analytic methods to offer asset allocation advice, advisor selection, due diligence, and portfolio modeling without managing client assets directly.

James Cook is a CFP® with 20 years of industry experience, currently serving as an advisor at TJT Capital Group, LLC. He previously worked at JC Capital Advisors Group LLC and has been with TJT Capital Group for 17 years. Cook is also the editor of the newsletter The Investors Strategist. TJT Capital Group provides discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients, focusing on asset allocation and mutual fund and ETF selection. The firm employs a combination of fundamental, technical, and cyclical analysis to manage accounts aligned with four objective profiles and oversees approximately $294 million in assets under management.

John Sloan is a financial advisor at Joseph P. Lucia & Associates, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with Joseph P. Lucia & Associates since 2008. Joseph P. Lucia & Associates serves individuals, including high net worth clients, and small businesses by providing integrated wealth management services such as portfolio management, financial planning, insurance planning, and estate planning. The firm uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical trading strategies, maintaining a high client-to-advisor ratio.

Michael Madorsky is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding a Series 65 designation. He has experience working with Amberwave Capital Management, Orsid Realty, and Atreaus Capital Management, with a total of one year at Grant Wealth Advisors. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including equities, mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm employs various analytical methods and offers complex investment vehicles while maintaining a distinctive practice that includes free financial planning for portfolio management clients and a refusal to accept performance-based fees.

Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

Jonathan Varelas is a financial advisor at Sterling Legacy Advisors Inc. with four years of industry experience. He has previously worked at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. Since 2006, he has been an independent insurance agent specializing in various life and disability insurance products. Sterling Legacy Advisors Inc. is a New Jersey-based investment adviser providing portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm uses an individualized approach incorporating fundamental and technical analysis, modern portfolio theory, option strategies, and may manage accounts on a discretionary basis.

Joseph Gallo is a CFP® professional at Fieldstone Money Management, Inc. with three years of advisory experience and over two decades as a CPA. He is based in Ossining, NY, and has maintained his CPA credentials since 2000. Fieldstone Money Management provides discretionary portfolio management to individual and high-net-worth clients, using a combination of technical and fundamental analysis alongside various trading strategies. The firm manages approximately $9.1 million and integrates accounting and tax services through its principals, dedicating a significant portion of their time to these activities.

Seth Luxenberg is a financial advisor at Lexington Avenue Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Kosmos Energy and Skibo Energy. Seth also serves in a non-investment role at the U.S. Embassy in Abidjan. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services for individuals, trusts, small businesses, retirement plans, corporations, and nonprofits. The firm focuses on long-term, diversified portfolios using low-fee passive funds and ETFs, applying behavioral finance insights and a formal ERISA fiduciary framework for retirement-plan advice.

Robert Zsolt Kazinczy Vamos is a financial advisor at VII Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining VII Capital Management in 2022, he has operated an online photography sales business since 2017. He also worked with Centro Brasil no Clima / The Climate Reality Project from 2016 to 2017. VII Capital Management manages equity portfolios for individual and corporate clients using separately managed accounts and pooled investment funds. The firm employs a bottom-up fundamental analysis approach focused on publicly traded common stocks, offering three standardized equity portfolio styles tailored to clients’ investment objectives and risk tolerance.

Sarah Schroeder is a Series 65 licensed financial advisor at Coinbase Advisors with six years of prior experience at AQR Capital Management and roles at One River Digital and Coinbase Asset Management. She has been with Coinbase Advisors since 2026. Coinbase Advisors offers automated, internet-based investment recommendations to clients with active Coinbase trading accounts, providing model-driven advice on equities, derivatives, and digital assets while leaving trade execution decisions to clients. The firm uses proprietary Large Language Models with human oversight and conducts periodic reviews of recommendations.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

Cody Laidlaw is a financial advisor at DBA Seaside Financial & Insurance Services with a Series 65 designation and four years of industry experience. He has worked at Seaside Advisory Services, Inc. since 2021 and has been involved with Belpointe since 2013. Outside of advisory work, Laidlaw serves as Head of Investor Relations for Belpointe Real Estate Development, a private equity firm specializing in real estate development. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, and pension consulting, using a combination of fundamental, technical, cyclical, and quantitative analysis to inform its long-term and occasional short-term investment strategies.

Joseph Dowling is a financial advisor with The Dowling Group Wealth Management in Greenwich, CT, holding 36 years of industry experience. He has been with The Dowling Group since 2010. Outside of his advisory role, he operates an independent insurance agency, holds a real estate broker license, and owns an income tax preparation firm. The Dowling Group Wealth Management provides portfolio management, financial planning, and third-party adviser selection services to individuals, pensions, and business entities. The firm emphasizes goal-based planning using fundamental and technical analysis, primarily pursuing long-term investment strategies tailored to client objectives.