Alexander Cripps is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. His prior experience includes work at H.G. Wellington & Co Inc since 2005. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across roughly 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers.

Steven Shaiman is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2018, he worked at Calton & Associates, Inc. for 13 years. Outside of his advisory role, Shaiman provides tax and accounting services as a CPA and holds a real estate license. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities with financial planning, consulting, and portfolio management. The firm offers customized portfolios and a combination of advisory, brokerage, and insurance products.

Daniel Hayes is a financial advisor at Argos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bessemer Trust Company, N.A. for 21 years. Hayes is a limited partner in a restaurant business, Eatdrinknj LLC, located in Milburn, NJ. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation approach and integrates financial planning into portfolio management, employing a variety of investment vehicles and third-party managers tailored to client needs.

John Lyle is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Jeffrey Matthews Financial Group LLC since 2019 and at Stifel Nicolaus & Co Inc since 2016. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors managing approximately $127 million in assets. The firm offers portfolio management via an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars, using a mix of discretionary and non-discretionary strategies.

Ralph Metz is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Spartan Capital Securities, LLC since 2009. Outside of his advisory role, Ralph is a 22% owner investor in a CrossFit gym operated by his brother. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, primarily using non-discretionary arrangements and relying on third-party managers and model portfolios.

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Joseph Fantozzi is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 66 designation with five years of industry experience. Prior to joining Premier Path Wealth Partners in 2025, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-analytic investment approach across various asset classes and utilizes third-party platforms and external managers to implement strategies for both custody and held-away accounts.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. 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, employing credit research and duration management across three core mandates.

Joseph Mcclellan is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with multiple firms, including Securities America Inc. and LPL Financial, and has been with WealthPLAN Partners since 2014. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach across various asset classes and typically manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Carl Cappadona is a financial advisor at Access Wealth with 18 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. Outside of his advisory role, he provides business development and accounting and tax services at JH COHN LLP and consults on management controls and reporting for St. John Vianney High School. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to create diversified portfolios and evaluate third-party managers based on performance, risk, and fees.

Carmine Corino is a CFP® professional with 22 years of industry experience, currently serving at Cornerstone Planning Group since 2009. He previously worked with NYLIFE Securities Inc and New York Life Insurance Company from 2003 to 2020. Outside of his advisory role, he is a part-owner of a restaurant in Nutley, New Jersey. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on portfolios built around written investment policy statements and generally favoring passive, low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

James Maher is a financial advisor at WJL Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Renaissance Reinsurance US Inc and Columbia University. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and integrates tax planning within its service model.

Ashwini Patil is a financial advisor at GoalVest Advisory LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and has been with GoalVest Advisory since 2018. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm combines fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to create tailored investment strategies and generally manages accounts on a discretionary basis.

William Lachance is a CFP® with 12 years of industry experience and has been with WJL Financial Advisors since 2013. He holds a Series 65 license and also works as a health and life insurance agent. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client approval before trade execution.

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.

Christaphor Thomasian is a financial advisor at Key Client Fiduciary Advisors, LLC in Fairfield, NJ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Merrill Lynch and LPL Financial. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm uses fundamental analysis and customized portfolio strategies, combining in-house management with independent managers, and offers retirement-plan consulting and financial planning reports.

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.