Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

Jamie Cox is a financial advisor at New Horizons Wealth Management with one year of industry experience. He holds the Series 65 credential and has worked with firms including Begnaud Wealth Management Group of Janney Montgomery Scott and Tfs Securities Inc. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels, multi-generational families, and businesses. The firm employs a portfolio management approach grounded in modern portfolio theory, integrating active and passive funds with financial planning tailored to clients’ objectives and risk tolerances.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds a Series 66 credential and has worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation firm, CoganWorks, and serves as treasurer for several local organizations, including a church, an education foundation, and the League of Women Voters of Morristown Area, as well as being a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving retail and high-net-worth clients with portfolio management, retirement planning, tax preparation, and insurance placement. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and access to alternative investments.

Reese Little is a financial advisor at Key Client Fiduciary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities. 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, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct portfolios tailored to each client’s objectives and risk tolerance.

Nina Spezzaferro is a CFP® professional with two years of industry experience, currently serving as an advisor at Chemistry Wealth Management LLC in New York, NY. Her prior experience includes roles at Ameriprise Financial Services, LLC and Rubenstein. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm that provides discretionary investment management and financial planning to individuals, families, and businesses. The firm utilizes a combination of fundamental and technical analysis with a primarily long-term investment approach, managing over $1.26 billion in client assets through a seven-advisor team.

Reynold Musell is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Jeffrey Matthews Wealth Management, he worked at RBC Capital Markets, LLC for 14 years. He has a 5% ownership interest in Mullen Farms LP, a family business in Iowa City, Iowa. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm manages approximately $127 million in assets across about 347 client relationships, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

Giro Maddaluna is a financial advisor at Cornerstone Planning Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LUNA Financial Group, BM Financial Group, Eagle Strategies LLC, and New York Life. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Alexandra Shepis is a CFP® professional at Francis Financial with five years of industry experience. She has been with Francis Financial since 2018, including the firm's current team structure since 2023. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment policy statements, comprehensive financial and divorce financial planning, and employs a mix of long- and short-term strategies with quarterly reviews.

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Kevin Smith is a financial advisor at AtCap Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aegis Capital Corp and National Asset Management. Smith serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students. AtCap Partners provides investment management and financial planning to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs proprietary strategies and a blend of analytical methods, including fundamental and technical analysis, to tailor client portfolios and incorporates alternative investments and market-timing techniques in its offerings.

Jaysen Bohrod is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Pegasus Asset Management Inc. since 2022 and previously was with Charles Schwab for five years. Pegasus Asset Management provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and allocates assets across equities, fixed income, mutual funds, and ETFs, employing model portfolios that range from Conservative to Growth, and utilizes options strategies primarily for income generation or hedging.

Carmine Coppola is a financial advisor at Cornerstone Planning Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Strata Capital Group, NYlife Securities, Eagle Strategies, New York Life Insurance, Mass Mutual Investors Services, and Metlife Securities. He is involved in insurance brokering through Strata Capital Group, focusing on non-registered insurance products. Cornerstone Planning Group serves individuals, businesses, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-based investment approach emphasizing low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting for retirement plans.

Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arete Wealth Management, Arete Wealth Advisors, SDDco Brokerage Advisors, and other firms. In addition to his advisory role, he serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform focused on securitized art. Masterworks Advisers specializes in providing investment advice exclusively on securitized art investments issued by Masterworks affiliates. The firm offers point-in-time and ongoing non-discretionary advisory programs, using a rules-based investment process supported by art market research, internal and third-party appraisals, and allocation models.

Zane Belcak is a financial advisor at Cornerstone Planning Group with one year of industry experience. He holds a Series 65 designation and previously worked at Zynergy Retirement Planning, as well as in educational roles at Monmouth University and Flanders School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and educational seminars. The firm employs a model-based investment approach focusing on low-cost, passive ETFs and mutual funds and offers ERISA fiduciary consulting and flexible financial planning engagement structures.

Adenikke Soremekun is a financial advisor with Chemistry Wealth Management LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Chemistry Wealth Management in different capacities and a position at Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a generally long-term investment focus and manages over $1.26 billion in client assets through a team of seven advisors.

Stephen Portas is a financial advisor with Wellington Shields & Co., LLC in New York, NY. He holds a Series 63 designation and has 31 years of industry experience. He has been with Wellington Shields since 2011. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Blue Square Asset Management since 2018 and previously held positions at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, and sub-advisory services. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified strategies across traditional and digital assets.

Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.

Michael Lehman is a CFP® with 29 years of experience in the financial industry. He is currently with Premier Path Wealth Partners, LLC, a team-based firm, and has prior experience at Bank of America NA and Merrill Lynch Pierce, Fenner & Smith, Inc. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm utilizes multiple analytic approaches across various instruments and emphasizes continuous monitoring, rebalancing, and a combination of internal and third-party investment solutions.