Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and Calton & Associates since 2013. Outside of advisory services, he is an insurance agent involved in the sale of disability and voluntary benefits. GRANTvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm focuses on discretionary portfolio management primarily using diversified exchange-traded funds, with investment decisions tailored to client objectives and risk tolerance.

Russell Babiarz is a financial advisor with Transcend Capital Advisors, LLC, holding a Series 65 designation and three years of industry experience. He is also the founder of Babz LLC, where he has been developing a social networking mobile app since 2019. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, as well as various entities such as family offices, trusts, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation across multiple investment types and offers a range of advisory services including portfolio management and retirement-plan consulting.

James Lombardo II is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory role, he serves as CEO of a real estate company. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers as well as alternative investments through affiliated entities.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

Cheung Chan is a financial advisor with Chemistry Wealth Management LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Before joining Chemistry in 2021, Chan spent nine years at Ameriprise Financial Services, Inc. He is involved in real estate development and management through a business ownership role in Brooklyn, NY. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a mix of fundamental and technical analysis with a predominantly long-term investment approach and manages over $1.26 billion in client assets.

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Masterworks Advisers since 2023, with prior roles at Arete Wealth Advisors, Arete Wealth Management, and Masterworks, IO. Outside of advisory work, he is employed as a Masterworks Platform Associate, performing administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through a rules-based investment process that incorporates art market research, third-party appraisals, and allocation models, delivering long-term art-related investment solutions primarily on a non-discretionary basis.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

Mark Pankoff is a financial advisor at Wellington Shields & Co., LLC in New York, NY, holding a Series 66 designation with 15 years of industry experience. He worked at Oppenheimer & Co. Inc. from 2010 to 2018 before joining Wellington Shields, where he has been since 2018. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a range of investment methods and offering both advisory and brokerage account options.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Anisha Mittal is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding the Series 65 and Series 63 designations. She has one year of industry experience, including prior roles at Charles Rutenberg and other financial firms. She also works as a Platform Associate for Masterworks, LLC, performing administrative functions related to alternative investments. Masterworks Advisers specializes in investment advice for individual and high-net-worth clients focused on securitized art investments issued by Masterworks affiliates. The firm utilizes a rules-based investment process informed by art market research and appraisal, offering non-discretionary and limited discretionary advisory services primarily accessed through the Masterworks platform.

Joseph Barbera is a Series 66-credentialed financial advisor at Wellington Shields & Co., LLC with three years of industry experience. Before joining Wellington Shields in 2023, he worked at Fidelity Investments and has held roles outside of finance, including positions in the restaurant and media industries. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and a variety of investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

Kevin Earls is a ChFC® with 43 years of industry experience, currently affiliated with Willis Towers Watson Securities, LLC. His career history includes roles at Cetera and Willis Towers Watson entities dating back to 2009. Outside of his investment-related work, he serves as Vice President of SNT Associates, a firm focused on occupational therapy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, which offers personalized financial planning and asset allocation tools combined with discretionary model portfolios. The firm’s approach utilizes diversified model portfolios and Monte Carlo simulations to guide investment decisions for individuals and high-net-worth clients.

Keith Lindberg is a financial advisor at Freedom Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3D/L Capital Management, LLC and 3D Asset Management Inc., as well as operating Keith Lindberg Associates since 1996. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic investment approaches, combining passive asset-class index funds and ETFs to construct diversified portfolios and manage risk.

Farrel Liger is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Atcap Partners, LLC, where he has worked since 2022. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses to CPAs and is involved with nonprofit organizations focused on humanitarian education and community support. Atcap Partners provides investment management and financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm uses proprietary strategies, sub-advisors, and a blend of analytical methods including fundamental and technical analysis, incorporating market-timing techniques and alternative investments alongside traditional portfolios.

Adam Sussman is a financial advisor at Bravias Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bravias Capital Group since 2017, following four years at 180 South Group. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm manages approximately $181 million in assets across 400 client relationships, using a model portfolio approach that incorporates various asset classes and includes financial planning as part of its investment management services.

Robert Waas is a financial advisor at RSW Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RSW Investments and its related entities since 2005. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, using credit research, yield-curve targeting, and duration management across three core mandates.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at LifeMark Securities Corp., Securities America Inc., and he has operated Drawbaugh Financial, LLC and College Funding Associates, LLC for multiple years. Outside of his advisory work, he is involved in providing workshops and services that assist families with college planning. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and constructs diversified, ETF-focused portfolios tailored to client goals using fundamental and technical analysis with periodic rebalancing.

Peter Dizdar is a financial advisor with Palumbo Wealth Management LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Private Client Services, LLC, TrueNorth Financial Solutions, AXA Advisors, and INVEST Financial Corp. He serves as vice president of the Association for Croatian American Professionals, organizing social events for the New York chapter. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million and employs a primarily long-term, fiduciary investment approach with a small advisory team.

Matthew Haertzen is a CFP® and CFA® with 13 years of industry experience. He is currently with Francis Financial and has held prior roles at Cornerstone Portfolio Research, WT Wealth Management, and Four Peaks Wealth Management. He is also a finance lecturer at the University of Arizona, teaching college students since 2017. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for high-net-worth individuals. The firm offers personalized investment policy development, portfolio management, and specialized divorce financial planning, employing a mix of long- and short-term strategies with regular portfolio reviews.

Gregg Abella is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to his current role, he spent 17 years at T.R. Winston & Company, LLC. Investment Partners Asset Management provides discretionary and non-discretionary investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm employs a range of investment strategies across equities, fixed income, mutual funds, ETFs, and more complex instruments, with a generally value-oriented approach.