Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.

Willie Gholston is a CFA® charterholder with 12 years of experience in the financial industry. He is currently an advisor at Re Envision Wealth, where he has worked since 2023. Prior to that, he held positions at Money Script Wealth Management, PLLC, and First Citizens Asset Management. Re Envision Wealth serves individuals, families, and institutional clients, focusing on affluent and high-net-worth households seeking alignment between their values and investments. The firm offers financial planning, investment supervisory, and wealth management services with an emphasis on disciplined asset allocation and selective separately managed account strategies.

Douglas Johnston is a financial advisor at Blank Equity Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches an undergraduate economics course at Nassau Community College. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally follows a long-term buy-and-hold investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis methods.

David Napach is the sole advisor at Pacific Strategic Management, LP, based in New York City, with 22 years of industry experience. He has worked with affiliated entities including Pacific Strategic Corp., Pacific Strategic Investors, LP, and Wolf Family Management Company since 2001. Pacific Strategic Management, LP advises a small group of individual and institutional clients, managing approximately $397 million in assets through separately managed accounts and limited partnerships. The firm employs a long-term value investment approach, focusing on a limited number of third-party mutual funds and occasional direct equity positions, with a detailed and ongoing due diligence process.

Patricia Mcdonnell is a Series 65-licensed financial advisor with MSM Financial Strategies in Manhasset, NY. She has four years of industry experience and has been with MSM Financial Strategies since 1997. MSM Financial Strategies is a state-registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds and a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

Maxwell Snyder is a financial advisor at Adalta Capital Management LLC with 5 years of industry experience. He has been with Adalta since 2017 and previously worked at Citco. Before entering the financial sector, he spent four years at Georgetown University. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies.

Taiwei Chang is a financial advisor at Basalt Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has worked at China CITIC Bank International Limited, City Investment Solutions, and Shepherd Venture. Basalt Wealth serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, customized portfolio management, and pension consulting. The firm combines fundamental and technical analysis to pursue long-term capital appreciation and uses options and derivatives as part of its strategies, providing services tailored to client objectives and constraints.

Andrew Niemoeller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Collaborative Capital Advisors LLC with two years of industry experience. Prior to joining Collaborative Capital Advisors in 2025, he worked at Savant Wealth Management from 2023 to 2025. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, trusts, estates, and certain institutional clients. The firm uses a combination of fundamental, modern portfolio theory, and quantitative analysis to construct portfolios and may include strategies such as derivatives, margin, and private market investments, while also offering access to pooled investment vehicles and third-party managers.

Edmond Franco is the principal of Franco Financial Advisors, Inc. in New York, NY, with 4 years of industry experience. He has been involved in the financial services sector since 1992, serving as president of Franco Financial Group and engaged in insurance brokerage through Franco & Son, Inc. Franco Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management, retirement planning, and financial consulting, with a focus on tailored investment programs and strategic planning for clients with complex or business-related needs.

Charles Goldblum is a CFP® and CFA® with 21 years of industry experience. He has been with Hurley Capital Management, LLC since 2003. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment process, utilizing a range of securities and occasionally less liquid or specialty investment vehicles.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Joel Schreiber is a CFP® with 24 years of industry experience, currently serving as a financial planner at SFI Advisors, LLC since 2017. His prior experience includes over a decade with Kestra Investment Services, LLC and Kestra Advisory Services, Inc. He is also a part-time lecturer at Rutgers University, teaching economics, data analytics, labor institutions, and finance courses. Additionally, Schreiber serves as a trustee for a family irrevocable life insurance trust. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans, offering discretionary portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs tailored investment approaches such as modern portfolio theory and long-term purchase strategies while providing a range of investment advice across equities, bonds, mutual funds, ETFs, and other securities.

Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.

Michael Dunne is a CFP® professional with eight years of experience, currently serving as an advisor at Cereus Financial Advisors, LLC since 2018. He is the treasurer of the Ramsey Democratic Club, where he manages the organization’s financial records and banking activities. Cereus Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a blend of passive quantitative models, selected external managers, and active tax management, supported by AI-driven research and portfolio analysis tools.

Austin Cagley is a financial advisor at IADVISE Partners with a Series 65 credential and one year of industry experience. Prior to joining IADVISE Partners in 2026, he worked in the fitness industry, including roles at Barry's Bootcamp LLC and ONE PELOTON LLC. He is involved with Barry's Bootcamp LLC and Cadence Innovation Labs LLC in fitness-related capacities. IADVISE Partners provides investment advisory and asset allocation services to individuals, corporations, trusts, and charitable organizations, typically serving high-net-worth clients. The firm offers customized portfolio management and family office services with an investment approach that includes equities, fixed income, options, alternative investments, and the use of hedging and leveraging techniques where appropriate.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Richard Polo Sr. is a financial advisor with Retirement Wealth Management, LLC, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC from 2005 to 2020 and has maintained a separate public accounting and tax consulting practice, Polo Financial, since 2000. Polo Financial provides personal and corporate tax return preparation and consulting services. Retirement Wealth Management, LLC manages approximately $60.7 million for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamentally driven investment approach, utilizing a range of investment vehicles and strategies, and offers discretionary wealth management, financial planning, and insurance consulting.

Paul Reback is a CFP® professional with 15 years of industry experience. He is the principal of Capital Estate Advisors, Inc., where he has worked since 1993. In addition to his advisory work, he holds insurance agent licenses in several states and is appointed with various carriers. Capital Estate Advisors, Inc. provides discretionary investment supervisory services primarily to individual clients, high-net-worth individuals, trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with a generally long-term holding horizon and occasional option writing, offering both portfolio management and standalone financial planning services.

Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored financial planning.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.