Henry Peelle IV is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Masterworks and Masterworks Advisers since 2023, following prior roles that include positions at H&R Block and various other employers. 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 historical data analysis, primarily offering non-discretionary advisory services via the Masterworks platform.

Brandon Sisk is a financial advisor at Green Ridge Wealth Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Green Ridge Wealth Planning since 2021. Prior to that, he was employed at Cross Country Mortgage for one year. Green Ridge Wealth Planning LLC offers discretionary portfolio management, financial planning, and pension consulting services to individual clients and pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets and primarily invests in exchange-traded funds, stocks, bonds, and mutual funds using firm-developed model portfolios and discretionary authority.

Candy Miles is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. Her background includes roles at Arete Wealth Advisors, Independent Brokerage Solutions, and Artnet Auctions. She is also a Platform Associate for Masterworks, LLC, an alternative investment platform, where she performs administrative functions. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers advisory services ranging from point-in-time advice to non-discretionary programs, emphasizing long-term holdings accessed through the Masterworks platform and employing a rules-based investment process informed by art market research and third-party appraisals.

Harris Nydick is a CFP® professional with 41 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 1997. He previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Nydick is a board member of the Jewish Community Foundation of Metrowest NJ and serves on the External Review Committee for FI360. He also teaches at the Adult School of Montclair and is involved with the American Liver Foundation. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes portfolios using mutual funds, ETFs, securities, and independent managers.

Judith Lutzy is a CFP® with 37 years of industry experience, currently serving at Tilson Financial Group Inc. and American Portfolios Financial Services Inc. She holds Series 63 and Series 66 licenses. In addition to her advisory work, she is an independent insurance broker for various companies. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily composed of mutual funds and ETFs.

Roderick Mcrae is a CFA® charterholder with 23 years of industry experience. He is a founding member of Mcrae Capital Management Inc., where he has worked since 1981. The firm provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. McRae Capital Management emphasizes fundamental, long-term analysis and tailored asset allocation across equities, fixed income, and cash, with a focus on buy-and-hold strategies while occasionally employing more complex techniques such as short sales, margin, and options.

Elena Ladygina is a CFP® and Series 66-registered financial advisor at Veris Wealth Partners, LLC with 13 years of industry experience. She previously worked at Pinnacle Associates, Ltd. and Withum Wealth Management. Elena serves on the Board of Directors and the Investment, Audit, and Finance Committee of Springpoint Senior Living, a nonprofit providing senior housing and care services. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and is a majority woman-led Certified B Corporation.

Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Prudential Investment Management Services LLC and PGIM Investments, LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans, using fundamental, technical, and cyclical analysis. The firm employs derivatives, including options and structured products, in client portfolios and manages a multi-hundred-million dollar asset base with a small advisory team.

Corey Franco is a financial advisor at NobleBridge Wealth with 26 years of industry experience and holds a Series 66 designation. He has worked at several firms including Herbert J Sims & Co Inc and various NobleBridge entities since 2012. Outside of his advisory role, he is a managing member and founder of an insurance agency and serves as a volunteer on the board of trustees for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and tax-planning services. The firm employs a model-driven investment approach combining strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Robert Russo is a financial advisor with TKG Wealth Advisers LLC, holding the CFP® and PFS™ designations and possessing 32 years of industry experience. His prior roles include positions at RMR Wealth Builders, Inc., Calton & Associates, Inc., and Koenig, Russo & Associates. Outside of advisory work, he is involved as a board member and treasurer for the September 11th National Memorial Trail Alliance and provides accounting services for the From Tessa With Love Foundation, Inc. TKG Wealth Advisers LLC is a New Jersey-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and plan sponsors, managing approximately $102 million in client assets. The firm integrates investment management with affiliated accounting services and utilizes co‑advisory arrangements and third-party manager research to customize diversified portfolios.

James Cifelli is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various capacities within Masterworks-affiliated entities since 2021, as well as at Northwestern Mutual and Independent Brokerage Solutions. 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 an allocation model developed with Mercer.

Howard Hook is a CFP® with 23 years of industry experience, currently affiliated with Access Wealth. He has worked at DHH Advisors, LLC since 2013 and has been involved with Access Wealth Planning LLC since 2001. In addition to his advisory role, he provides income tax preparation services as a CPA. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm applies Modern Portfolio Theory through an investment committee that constructs diversified models and evaluates third-party managers based on performance, risk, and fees.

Robert Taylor is a CFP® professional with 30 years of experience in the financial services industry. He is currently an advisor at WealthPlan Investment Management LLC and has previously worked at firms including Fidelity Brokerage Services and Securities America. Outside of his advisory role, he manages insurance sales through WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services, utilizing model-based strategies, a diverse range of investment vehicles, and third-party sub-advisers.

Robin Condon is a financial advisor with Willis Towers Watson Securities, LLC, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He also owns Lido Consulting Group LLC, a compliance consulting firm. His work history includes roles at Georgetown Financial Group, Inc., Cetera, and Willis Towers Watson Securities. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which features web-based financial planning tools, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios guided by Monte Carlo simulations and client inputs, supported by affiliated fund research and insurance referrals.

Carol Cho is a financial advisor with Irc Wealth, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. She has worked at IRC Wealth since 2022, following roles at NYLIFE Securities LLC and New York Life from 2015 to 2022. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is noted for its affiliation with a registered Commodity Trading Advisor that allows for commodity transactions and the use of option-writing and limited short-term trades.

Robert Mascia is a financial advisor with Green Ridge Wealth Planning LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Green Ridge Wealth Planning since 2016, previously working at Gladstone Wealth Group and LPL Financial. Mascia serves as a non-profit board member for Bernards Township. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients and pension plans. The firm primarily advises on exchange-traded funds and implements client strategies using model portfolios and discretionary authority.

Michael Chomiak is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2001. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.

Reed Smith is a financial advisor with Emissary Wealth holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Morgan Stanley. Emissary Wealth serves individual clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers comprehensive financial planning and investment management, using fundamental analysis to tailor portfolios to client goals and also acts as adviser and portfolio manager for private pooled investment vehicles, particularly focusing on real estate-related investments.

Robert Tilson is a CFP® with 17 years of experience in the financial services industry. He has been with Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm uses a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and incorporates independent managers and custodial platforms in its services.