Donald Chappell is a financial advisor at Wellington Shields & Co., LLC with five years of industry experience. He has been with Wellington Shields since 2009. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for 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 various investment strategies, and offers multiple execution and servicing options through its dual registration as both an investment adviser and broker-dealer.

Blair Cohen is a financial advisor at GoalVest Advisory LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guggenheim Securities, EY LLP, and Mizuho Securities USA. Cohen serves as managing partner at GoalVest Venture Capital and is an advisory board member of Alervio. 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 employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis, managing accounts chiefly on a discretionary basis.

Eric Maidenberg is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and UBS Hedge Fund Solutions, as well as leadership in his own consultancy, EJM Impact Solutions. In addition to advisory work, he is involved in management and strategy consulting for early to mid-stage businesses through his ownership of EJM Impact Solutions and a forthcoming growth strategy consultancy, Sublime Growth. Blue Square Asset Management provides financial planning, investment management, sub-advisory, and due diligence services to individuals, family offices, retirement plans, and charitable organizations. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across multiple asset classes and offers specialized digital asset investment strategies.

Keith Tucholski is a CFP® professional with 23 years of industry experience, currently serving at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and operates out of Chatham, NJ. Hamel Associates, Inc. is a wealth management firm that primarily serves high-net-worth individuals, offering investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach focused on large-cap dividend-paying stocks and investment-grade fixed income, and it manages both discretionary and non-discretionary accounts.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.

Thomas Woloszyn is a financial advisor at Cornerstone Planning Group with seven years of industry experience. He holds a Series 66 designation and has worked at Strata Capital, LLC, Eagle Strategies LLC, and New York Life Insurance Co. Woloszyn has also been involved with IDA Art Vinyl Graphics and The Clubhouse on Whitney. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and qualified retirement plans. The firm operates as a fee-only fiduciary, focusing on passive investment strategies through low-cost mutual funds and ETFs while tailoring asset allocation to client needs.

Derek Wittjohann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2010 to 2023 before joining Premier Path Wealth Partners, LLC in 2023. Derek is based in Madison, NJ, and is part of a four-advisor team at Premier Path. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combined fundamental, technical, and quantitative investment approach and utilizes third-party platforms and managers to support client strategies.

Michael Bozzone is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has worked at Cornerstone Planning Group since 2015 and previously held roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. In addition to his advisory work, Bozzone is appointed as an insurance broker for non-registered insurance products. Cornerstone Planning Group is a fee-only, independent SEC-registered adviser serving individuals, businesses, qualified retirement plans, foundations, trusts, and estates. The firm uses a model-based investment approach with a focus on low-cost, passive ETFs and mutual funds and offers fiduciary consulting and retirement-plan services.

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.

Matthew Borriello is a CFP® with ten years of industry experience currently serving at Transcend Capital Advisors, LLC. His prior experience includes roles at Fidelity Investments and Transcend Capital Insurance Services. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning and portfolio management with an emphasis on long-term, diversified asset allocation across a wide range of investment types, including both marketable securities and alternative investments.

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.

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.