Matthew Falkowski is a CFA® charterholder with eight years of industry experience. He has been with Seabridge Investment Advisors LLC since 2014. The firm provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, and private investment funds. Seabridge constructs global, equity-focused portfolios using research on companies, funds, and macro conditions, and also serves other investment advisers as a sub-adviser.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He has held positions at Triad Securities Corp. and Sandler Capital Management before joining Argus in 2018. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, offering Core Equity strategies focused on bottom-up stock selection and specialized approaches such as activist turnaround and sustainable impact portfolios. The firm also licenses model portfolios and provides model-management and consulting services to other investment advisers and platform sponsors.

Christopher White is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and two years of industry experience. Prior to joining Masterworks Advisers, he worked at Jenkinson's South Inc for four years. He is also employed as a Masterworks Platform Associate at Masterworks, LLC, focusing on administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice exclusively on securitized art investments issued by its affiliates, serving individual and high-net-worth investors. The firm’s approach centers on rules-based recommendations of single-artwork investments, bundles, and model portfolios, supported by proprietary art market research and third-party appraisals.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

Zacharia Waxler is a financial advisor at Equinum, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following a one-year tenure at RVW Wealth LLC. Outside of his advisory role, Waxler is the president and owner of ZACHARIA WAXLER CPA P.C., where he provides accounting services to businesses and individuals. Equinum offers investment supervisory services, financial planning, retirement plan advice, and family office services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm uses both fundamental and technical analysis, providing discretionary and non-discretionary portfolio management, including automated ETF-based model portfolios via its robo-advisor platform.

Neel Shah is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is a founder and partner of Shah & Associates, PC, a legal practice he has been involved with since 2010. Shah currently works with OMNI 360 Wealth, Inc., a team-based firm of five advisors in Plainsboro, NJ. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts and estates, charitable organizations, businesses, and employee benefit plans. The firm manages approximately $425.7 million in assets and offers tailored portfolios using multi-disciplinary analysis, along with affiliated tax, accounting, insurance, and legal services.

Richard Wolffe is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with TSP Capital Management Group, LLC since 2004. Wolffe serves on the boards of several non-profit charitable institutions and is a member of an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, business entities, and an investment club. The firm manages customized portfolios focused on publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis to align investments with clients’ objectives.

Gary Mannuzza Jr. is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently a member of TKG Wealth Advisers LLC and has held roles at multiple firms including RMR Wealth Builders, Inc., Calton & Associates, Inc., and Avantax Advisory Services. Outside of his advisory work, he is a partner at an accounting firm, The Koenig Group, LLC, and serves as a Commissioner for the Housing Authority of the City of Linden. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm providing discretionary investment management, financial planning, and retirement plan consulting services to individuals, families, businesses, and plan sponsors. The firm manages diversified portfolios utilizing institutional mutual funds, ETFs, individual equities, and fixed income, and maintains operational ties to an affiliated accounting practice that supports cross-referrals and integrated service offerings.

Peter Cardillo is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Spartan Capital Securities LLC since 2018 and previously at Rockwell Global Capital, LLC from 2011 to 2018. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, selection and oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

James Sosinski is a financial advisor at TKG Wealth Advisers LLC with Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Villa Nova Financing Group, Inc., Canopy Mortgage, and Instamortgage. Outside of his advisory work, he holds officer and partner roles in several nonprofit organizations and runs a subscription-based educational platform for CPAs. 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 employs a customized, diversified investment approach and maintains operational ties to an affiliated accounting practice.

Ashish Sharma is a CFA® charterholder with 11 years at DGS Capital Management and 3 years of industry experience. He is based in Jersey City, NJ, and works as part of a four-advisor team at the firm. DGS Capital Management serves registered investment advisors, wealth managers, and high-net-worth individuals through sub-advisory and separately managed accounts. The firm employs a systematic, quantitative approach with an emphasis on direct indexing strategies that incorporate tax management, factor tilts, and ESG customizations.

Tyler Turtoro is a financial advisor with Herold Advisors, Inc. and holds a Series 66 designation. He has seven years of industry experience, including roles at Bank of America, Merrill Lynch, and Mass Mutual Insurance Company. Herold Advisors serves individual and institutional clients such as high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses computerized screening and fundamental analysis to construct diversified portfolios, emphasizing domestic large- and mid-cap equities with occasional foreign equities and bonds, and provides regular supervisory reviews and written quarterly evaluations.

Christopher Bernard is a CFP®, CFA®, and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at firms including Lehman Brothers, UBS Financial Services, and Western International Securities before joining BCS Private Wealth Management in 2015. Bernard also operates Bernard Caroli Wealth Management, Inc., a firm he has been associated with since 2009. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles, providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets across 213 client accounts, utilizing multiple analytical methods and offering tailored portfolios with ongoing monitoring and coordination alongside clients’ other professionals.

David Shields is a financial advisor with Wellington Shields Capital Management, LLC, holding a Series 63 designation and over 59 years of industry experience. He has been with Wellington Shields Capital Management and its related entities since 2009 and has prior experience dating back to 1982 with Shields & Company. Shields serves as an interested trustee for the Capital Management Investment Trust, a registered open-end investment management company, a position he has held since 1994. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including equity, options, and margin trading, with documented client suitability and ongoing monitoring processes.

Anthony Caputo is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Grantvest since 2020 and has been affiliated with Calton & Associates, Inc. since 2013. Outside of his advisory role, Caputo is the owner of Aspire Capital Holdings, a startup franchise investor in the fast food sector, and is also involved as an insurance agent and partner in entities focused on life and supplemental health insurance. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm constructs diversified portfolios primarily using exchange-traded funds, applying both fundamental and technical analysis, and manages client assets on a discretionary basis with ongoing monitoring and regular reviews.

Noel Kezsbom is a financial advisor with Wellington Shields & Co., LLC, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Wellington Shields since 2018 and previously worked for 15 years at Janney Montgomery Scott. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, and a variety of investment strategies, supported by an integrated broker-dealer operation.

Daniel Delaney is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arete Wealth Management, Masterworks Investor Services, and JPMorgan Chase Bank. He also serves as a platform associate for Masterworks, LLC, performing administrative functions related to an 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 rules-based selection of single artwork investments, bundles, and model portfolios, with most assets managed on a non-discretionary basis via the Masterworks platform.

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blue Square in 2018, he worked at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary sourcing and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage exposures across various asset classes and provides specialized strategies including digital-asset separately managed accounts.

Howard Chin is a CFA® charterholder with 11 years of industry experience, currently serving at Seabridge Investment Advisors LLC since 2012. He holds the Series 63 designation and is based in Summit, NJ. Outside of his advisory role, he serves as Treasurer for Crossroads Community Church, where he manages financial donations and budgeting. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a sub-adviser to other advisers while supporting a diverse range of investment vehicles.

Keegan Sullivan is a financial advisor at Chemistry Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previous experience at Advice and Planning Services LLC, TIAA-CREF, and L3 HomeLending LLC. Chemistry Wealth Management LLC is an SEC-registered fiduciary that provides discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term investment approach, managing over $1.26 billion in client assets across a seven-advisor team.