Joseph Stabile is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forefront in Jersey City, NJ. His prior experience includes roles at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and TD Bank. In addition to his work at Forefront, he founded and serves as a financial planner for Coast Financial, a wealth management business operating through the Forefront Advisor Network. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and asset allocation strategies, along with business, succession, and special-needs planning, leveraging multiple offices and affiliated services including tax and insurance solutions.

Gah Wong is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Calton & Associates, Inc. since 2015 and joined Grantvest Financial Group in 2021. Outside of his advisory role, Wong is involved as an insurance agent and a partner in a firm that processes life and supplemental health insurance business. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm primarily constructs portfolios using diversified exchange-traded funds, employing both fundamental and technical analysis, and offers discretionary management alongside consulting and held-away account management.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has one year of industry experience and has worked as a CPA and enrolled agent at Calico CPA LLC since 2018. Her prior work includes roles at Mandel Feketi & Bloom CPAs, Robert Half, Intuit, and operating Sharkey Tax LLC. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-style investment approach with a focus on value investing, using various strategies including derivatives, structured products, and allocations to mutual funds, ETFs, and private funds.

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 18 years of industry experience. He holds a Series 66 designation and previously worked 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 serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage diverse strategies, including those focused on digital assets through affiliated entities and specialized 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.

Chris Zhang is a financial advisor at Ascend Interplay, LLC with seven years of industry experience. He previously worked at Morgan Stanley Asia Limited and Morgan Stanley & Co LLC before joining Ascend Interplay in 2022. Chris holds Series 63 and Series 65 licenses. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and offers a broad range of investment options, including private placements, real estate, digital assets, and derivatives, while also providing no-cost travel planning services.

John Rogers is a CFA® charterholder with 10 years of industry experience. He is currently with WealthCare Financial Group, Inc. in New York, NY, and has held previous positions at LPL Financial LLC, Equity Services Inc, and National Life Insurance Company, Inc. In addition to his advisory work, Rogers is a licensed insurance agent involved in insurance product sales. WealthCare Financial Group serves individuals, families, business owners, non-profit organizations, and retirement plan sponsors with services including financial and retirement planning, portfolio management, and pension consulting. The firm employs a Structured Investing approach focused on diversification, customization, and long-term strategies, managing Hybrid Model Portfolios primarily composed of mutual funds and ETFs.

Alexander Kemp is a Series 65-licensed financial advisor with one year of industry experience, currently working at NerdWallet Wealth Partners, LLC. He previously held roles at Zoe Financial Inc., infor, and Hometeam. NerdWallet Wealth Partners, LLC serves individual and high-net-worth clients, as well as certain charitable organizations, providing discretionary investment management and integrated financial planning through a team of 14 advisors managing approximately $263 million in assets. The firm employs a primarily passive, asset-class-weighted investment approach, complemented by specialized sub-adviser strategies and AI-assisted client services.

James Balk is a financial advisor with American Trust Investment Services Advisory, Inc. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Fortis Capital Advisors, LLC and Dominari Securities LLC. Outside of advising, he is the owner and founder of JCB4 Holding, a holding company focused on incubating start-up entities. American Trust Investment Services Advisory, Inc. serves individual investors, retirement accounts, trusts, estates, and corporate clients. The firm uses a bottoms-up fundamental screening process to build portfolios aligned with client risk profiles, offering both non-discretionary and discretionary management options and providing financial planning and estate 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.

Bryan Katz is a financial advisor at OMNI 360 Wealth, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OMNI 360 Wealth since 2018, as well as at Northwestern Mutual and its affiliated companies since 2013. Katz also earns commissions from sales of non-variable life, health, annuity, and disability income insurance products through unrelated insurance companies. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm manages approximately $425.7 million in assets and offers tailored investment strategies using fundamental, technical, and cyclical analysis, complemented by coordinated tax, legal, and insurance planning through affiliated professional entities.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

Richard Terry is a CFP® professional with 10 years of industry experience. He has worked at Merit Financial Partners LLC since 2018 and previously spent 11 years with Mtp Advisors. Merit Financial Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, providing fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach combining fundamental and technical analysis with an emphasis on strategic asset allocation and diversified portfolios, using low-cost index funds and ETFs alongside active strategies when appropriate.

Stephen Montez is a financial advisor with NerdWallet Wealth Partners, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, Bank of America, Merrill, Fidelity Investments, JP Morgan Securities, and NYLIFE Securities. Outside of finance, he was involved with Fun Times Productions for three years. 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 employs primarily passive, asset-class-weighted portfolios and utilizes third-party sub-advisers for specialized strategies.

Michael Meyers is a financial advisor at Mountain Hill Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Hill Investment Partners since 2007, following a one-year tenure at Mutual Securities, Inc. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser managing approximately $360 million in assets for individuals, families, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm constructs portfolios in-house using a combination of fundamental and technical analysis along with asset allocation to pursue capital appreciation, preservation, and risk management.

Gary Scarboro is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Spartan Capital Private Wealth Management since 2019 and has also worked with Spartan Capital Securities, LLC since 2011. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.