Richard Ciuba is a financial advisor at Argus Investors' Counsel, Inc. with 23 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior experience includes roles at H.D.Vest Investment Services, Freedom Financial Advisors LLC, Edward Jones, and Argus Research Co. Argus Investors’ Counsel provides discretionary portfolio management to individuals and a variety of institutional clients. The firm emphasizes a bottom-up stock selection process and a long-term, low-turnover investment approach, offering both core equity strategies and specialized portfolios, as well as licensing model portfolios to other advisers.

Madison Mount is a Certified Financial Planner (CFP®) with four years of industry experience. She has worked at Francis Financial since 2022 and previously held positions at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing a mix of long- and short-term strategies alongside quarterly portfolio reviews.

Daniel Smith is a CFP® and holds a Series 65 license with three years of industry experience. He currently serves as a financial advisor at Francis Financial, where he has worked since 2026. Prior to that, he was with Lido Advisors, LLC, and Exchange Capital Management Inc. Outside of finance, he has experience working at a pediatric dentistry practice and spent four years at Michigan State University. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specializes in divorce financial planning, employing a mix of asset allocation and third-party discretionary managers.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC in New York, NY, holding the Series 66 designation with 13 years of industry experience. His prior roles include nine years at Merrill Lynch and one year at Certuity before joining Serenus Wealth Advisors. Serenus Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a multi-faceted investment approach that combines fundamental, technical, quantitative, sector, and ETF analysis, managing assets both directly and through third-party managers.

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 in New York, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Mizuho Securities USA LLC, Guggenheim Securities, and EY LLP. Outside of advisory work, he serves as an advisory board member for Alervio, a non-investment-related venture. GoalVest Advisory LLC serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, providing discretionary portfolio management, financial planning, and subadvisory services. The firm’s investment approach integrates fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to develop tailored Investment Policy Statements and model allocations.

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.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.

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.

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.

Adam Godino is a financial advisor with SB Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily delivers non-discretionary advice, employing fundamental, technical, and qualitative analysis to tailor client portfolios across mutual funds, ETFs, individual equities, and third-party managers.

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.

Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.

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.

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.

Christopher Hamilton is a CFP® and CFA® with 26 years of industry experience. He is currently with Empire Financial Management Company, LLC and Empire Asset Management Company, LLC, having previously worked at R F Lafferty & Co Inc. and Kern, Suslow Securities, Inc. He is based in New York, NY. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm offers tailored investment strategies that include a range of asset classes and may involve concentrated positions, options, short selling, and limited leverage.

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.

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.