Steven Maide is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and has prior experience with Coastal Equities, Inc. and Wells Fargo Advisors. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm focuses on fundamental analysis and customizes portfolios to clients’ goals, combining in-house management with independent managers, and providing financial planning and retirement-plan consulting services.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Laurence Greenwald is a financial advisor with BlackDiamond Wealth Management, LLC, holding the ChFC® and Series 63 credentials and bringing 38 years of industry experience. He has worked at BlackDiamond Wealth Management and Purshe Kaplan Sterling Investments since 2018, and previously spent nine years with Massmutual Life Insurance Company. In addition to his advisory role, he is a licensed notary public. BlackDiamond Wealth Management is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for around 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering long-term, diversified investment management and financial planning tailored to client objectives and risk tolerance.

Ryan Hughes is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Goldman Sachs for nine years and at Graham & Walker for one year. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm operates with multiple affiliated entities and serves a diverse client base, managing accounts primarily on a non-discretionary basis.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Devang Patel is a CFP® professional with 24 years of experience in financial advising. He is currently with Virtus Wealth Solutions and previously worked at Commonwealth Financial Network and Mass Mutual Investors Services. Outside of his advisory work, he is a general partner in a film production venture, Chyna Project Partners. Virtus Wealth Solutions provides financial planning and asset management services to individual investors, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management and comprehensive planning using a range of investment options and operates both fee-for-service and managed account programs.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

Sara Rosenberg is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior work includes roles at Bank of America, Merrill, Mass Mutual Investors Services, and Worden Capital Management. Rosenberg serves as Co-Associate Director for Emotions Matter, a charitable organization supporting individuals affected by Borderline Personality Disorder, where she is involved in strategic growth operations and fundraising. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals and business entities, focusing on portfolio management, third-party manager selection, and ongoing consultation. The firm tailors guidance to clients’ objectives and risk tolerance, primarily managing assets on a non-discretionary basis with reliance on third-party managers and model portfolios.

Eric Fishman is a financial advisor at Key Client Fiduciary Advisors, LLC with 40 years of industry experience. He has been with Key Client Fiduciary Advisors since 2004 and holds a Series 63 designation. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Coastal Equities, Inc. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, discretionary investment management, and retirement plan consulting, using fundamental analysis to create client-specific portfolios aligned with each client’s objectives and risk tolerance.

Daniel Bussiculo is a financial advisor at Masterworks Advisers, LLC with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Wells Fargo Clearing and Citigroup Global Markets. Masterworks Advisers provides investment advice to individual and high-net-worth investors focused exclusively on securitized art investments issued by Masterworks affiliates. The firm uses a rules-based investment process informed by art market research, internal appraisals, and an allocation model to recommend long-term art-related securities accessed via the Masterworks platform.

Christian Garces is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Key Client Fiduciary Advisors, LLC since 2018, following prior roles at Coastal Equities, Inc. and Wells Fargo Advisors Financial Network LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm’s investment approach focuses on fundamental analysis and customized portfolio management aligned with each client’s objectives, time horizon, liquidity needs, and risk tolerance.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

Evan Joyce is a financial advisor at Connective Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. Before joining Connective Wealth Partners in 2026, he held various roles including positions at Strix Media and Academy Service Group. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment approach with a long-term orientation, offering portfolios composed of ETFs, individual equities, bonds, mutual funds, and alternative investments.

Megan Grusczynski is a CFP® at Revolve Wealth Partners, LLC with one year of industry experience. She has been with Revolve Wealth Partners since 2018 and previously worked at Russell Research from 2014 to 2018. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and private placements for qualified clients.

Michael Prestifilippo is a CFP® professional with 18 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior roles include positions at Fidelity Investments and Securities America Inc, among others. He has worked extensively within the WealthPlan network, including WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets across more than 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, retirement plan services, and employs model-based investment strategies utilizing mutual funds, ETFs, individual securities, alternatives, and private placements for accredited investors.

Ryan Tuttle is a financial advisor at Signet Financial Management, LLC with a Series 65 designation. He has been with Signet since 2023 and previously worked at the University of New Hampshire and St Joseph Regional High School. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach combining fundamental and quantitative analysis to construct diversified portfolios.

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years at Capital Group Private Client Services. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm manages roughly $263 million in assets with a team of 14 advisors and primarily uses passive, asset-class-weighted portfolios supported by fundamental analysis.

Kathryn O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. She has been with Makrod Investment Associates since 2000. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental analysis and a value-oriented approach, focusing on long-term purchases of blue-chip, dividend-paying stocks and investment-grade fixed income, managing approximately $803.7 million on a non-discretionary basis.