Chen Li is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at GoalVest Advisory LLC. Prior to joining GoalVest, Chen held positions at The Ayco Company LP and Goldman Sachs. GoalVest Advisory LLC 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 to develop tailored investment strategies.

Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. 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 focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.

Brenda Sakon is a CFP® and Series 65-registered financial advisor with four years of industry experience. She is currently with Francis Financial, a team-based advisory firm in New York, NY. Her previous experience includes roles at Chicory Wealth and Benedetti, Gucer & Associates. Francis Financial manages approximately $803 million for individual and high-net-worth clients, offering investment supervisory services, personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning. The firm utilizes a mix of long- and short-term strategies with regular portfolio reviews and engages third-party discretionary managers as needed.

Carter Duddy is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Spartan Capital Securities, LLC and CB Insights, as well as work related to job searches and time as a student at Lehigh University. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities. The firm provides portfolio management and oversight of third-party money managers, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Hunter Frey is a financial advisor at Miller Tabak Asset Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Global Investment Advisory, Cape Investment Advisory, and American Global Wealth Management. Outside of his advisory role, he is a partner at BOOT64 Ventures, providing opinions on potential healthcare investments. Miller Tabak Asset Management offers discretionary and non-discretionary portfolio management primarily focused on fixed-income securities and managed municipal bond strategies. The firm serves individuals, small businesses, and investment entities, emphasizing active fixed-income management and providing clients with regular portfolio appraisals and market commentaries.

Stephen Sikes is a financial advisor with Public Advisors LLC in New York, NY, holding Series 65 and Series 66 credentials and eight years of industry experience. His prior roles include consulting at McKinsey & Company and positions with Social Finance, Inc., SoFi Securities, and SoFi Wealth. Public Advisors serves primarily individual investors through an internet-only advisory platform that offers discretionary portfolio management with software-driven processes, including Treasury ladders, direct indexing, and AI-customized indexes. The firm manages over 4,500 clients via a team of eight advisors, delivering automated trading, rebalancing, and tax-loss harvesting exclusively through its website and mobile app.

Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.

Jacob Halberstam is a financial advisor at Equinum, LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at LPS Financial and B-Tank Magazine, as well as a five-year tenure at Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment supervisory services, financial planning, retirement plan advice, family office services, and robo-advisor solutions to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary portfolio management, including proprietary ETF models and third-party manager allocations.

Mcclain Culver is a financial advisor with NerdWallet Wealth Partners, LLC, holding Series 66 and Series 65 licenses and three years of industry experience. Prior to joining NerdWallet Wealth Partners, he worked at firms including TD Securities (USA) LLC, Rosenblatt Securities, and UBS Financial Services. Culver has also been involved with the United States Tennis Association in 2024. 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 primarily implements passive, asset-class-weighted portfolios supported by fundamental analysis and engages third-party sub-advisers for specialized strategies.

Gah Wong is a financial adviser at GRANTvest Financial Group LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Calton & Associates, Inc. for six years before joining GRANTvest in 2021. Outside of his advisory role, Wong is a partner in an LLC that processes life and supplemental health insurance business and works as an insurance agent for multiple insurance carriers. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses, managing approximately $230 million in client assets. The firm builds diversified, ETF-focused portfolios tailored to client goals using both fundamental and technical analysis, and also offers held-away account management through third-party platforms.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has eight years of experience as a CPA and EA through her work at Calico CPA LLC, in addition to two years in the financial advisory industry. Her prior roles include positions at Mandel Feketi & Bloom CPAs, Robert Half, and Intuit. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and specialized strategies including options and derivatives.

Paul Gulden is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, with 55 years of industry experience. He holds a Series 63 designation and has been with Wellington Shields and its affiliated entities since 1978. Gulden serves as Managing Director, Co-Chairman of the Investment Committee, and Portfolio Manager, overseeing day-to-day operations and investment decisions. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains comprehensive client monitoring and third-party manager due diligence.

Rodrigo Arguello Neuwald is a financial advisor at Vizcaya Capital, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at IBEX and CITIGROUP. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and involvement in private funds and pooled vehicles, including offshore structures.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Inc. and Raymond James Financial Services. He has been with Blue Square Asset Management since 2018 as part of a seven-advisor team. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage exposures across multiple asset classes and provides both discretionary and non-discretionary strategies, including direct exposure to digital assets through separately managed accounts.

Ka Wai Kevin Cheng is a CFA® charterholder with three years of industry experience. He is currently with Seabridge Investment Advisors LLC and previously worked at Eastern Window Investment Ltd, TVC Management Ltd, and JW Childs Asia Equities (HK) Ltd. Outside of his advisory role, he serves as a director of Hill 38 Ltd, a holding company based in London. Seabridge Investment Advisors LLC 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. The firm constructs global, equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser to other advisers.

William Toczylowski is a CFP®-certified financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and has previously worked at Future You Wealth LLC, Capital Group Private Client Services, BNY Mellon Wealth Management, and Mariner Wealth Advisors. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, managing approximately $263 million in discretionary assets. The firm emphasizes passive, asset-class-weighted portfolios combined with comprehensive financial planning and engages third-party sub-advisers for specialized strategies.

Kevin Cox is a financial advisor at Masterworks Advisers, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Owl Rock Capital Securities LLC and Arete Wealth Advisors, LLC. In addition to his advisory role, he performs administrative functions for Masterworks, LLC, an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers non-discretionary and limited discretionary advisory services centered on a rules-based investment process involving art market research, appraisal, and allocation modeling, serving individual and high-net-worth investors.

John Rogers is a CFA® charterholder with 10 years of industry experience. He is currently with WealthCare Financial Group, Inc. and has worked previously at LPL Financial LLC, Equity Services Inc, and National Life Insurance Company, among others. Outside of advisory work, he serves as an individual insurance agent for National Life Insurance Company. WealthCare Financial Group serves individuals, families, business owners, nonprofit organizations, and retirement plan sponsors with financial planning, portfolio management, and pension consulting. The firm employs a Structured Investing approach that emphasizes diversified, customized portfolios and long-term focus, utilizing a due-diligence process for portfolio selection and managing both convergent and market-independent strategies.

Alexander Kemp is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 license and two years of industry experience. He previously worked at Zoe Financial Inc. for seven years and has additional experience at Infor and Hometeam. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, along with certain charitable organizations, through discretionary investment management and integrated financial planning. The firm employs a team approach with 14 advisors, focusing on passive, asset-class-weighted portfolios supported by fundamental analysis and providing comprehensive financial planning as part of its services.

Eric Tilson is a CFP® and holds a Series 66 license, working with Tilson Financial Group Inc. He has seven years of industry experience, including roles at PGIM Fixed Income and Prudential Insurance. He joined Tilson Financial Group in 2021 and is based in New Providence, NJ. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset class portfolios primarily using mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.