Ricky Rhodes is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Grey Rhodes Advisors, LLC, where he has worked since 2020, and is also the owner and CPA of Rhodes to Wealth, Inc., providing financial planning and accounting assistance primarily to litigants in divorce proceedings. Rhodes previously worked at Raymond James Financial Services Advisors, Inc. from 2010 to 2021. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, and pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing an investment approach that combines independent research, fundamental analysis, and technical factors, with both discretionary and non-discretionary account management.

Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been associated with firms including Bank of America, Merrill, and Mass Mutual. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a discretionary investment management approach that integrates fundamental, macroeconomic, and technical analysis across multiple asset classes with ongoing portfolio monitoring and integrated financial planning.

Jennifer Sheffler is a CFP® with six years of industry experience, currently serving as a financial advisor at Marchand Faries Financial Management, Inc. since 2020. Prior to this, she worked for three years at Automotive Management Services, Inc. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using fundamental analysis and coordinates with clients’ legal and tax professionals to integrate estate and tax considerations into investment decisions.

Sean Meunier is a financial advisor at Holden Family Office, LLC with a Series 65 designation and two years of industry experience. He is also the managing member and general partner of Holden Capital, LLC, a private fund based in North Palm Beach, FL. Prior to his current roles, he worked at Chimera Corporation, Trainerspace, and Lynn University. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, charitable organizations, and corporations. The firm offers customized portfolio management, family office and governance services, consolidated reporting, and business advisory work, including mergers and acquisitions advice and market research.

Ross Udine is a financial advisor at Udine Wealth Management Inc. with a Series 65 credential and five years of industry experience. His prior work includes positions at Stifel, JW Asset Management, Imperium Capital, and Mercury Capital Advisors. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates through customized portfolios of equities, ETFs, and fixed-income instruments. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to construct diversified portfolios aligned with clients’ risk profiles.

Richard Blumenfeld is a financial advisor at Stillwater Wealth Management Group LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Blumenfeld has been with Stillwater Wealth Management Group since 2020. Stillwater Wealth Management Group provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, and business entities, focusing on tailored portfolio management through Investment Policy Statements. The firm employs a blended investment approach utilizing dividend-paying large-cap equities, fixed income, ETFs, REITs, annuities, and alternative holdings, with an emphasis on long-term total return and growth.

Vedant Mimani is a financial advisor at Fortuna Investors LLC with 12 years of industry experience. He has been with Fortuna Investors since 2014 and previously worked as a self-employed advisor for three years. Outside of his advisory role, Mimani serves as Vice President and Treasurer of FOSPE Inc, a charitable foundation supporting local elementary school initiatives. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs a quantitative investment approach centered on modern portfolio theory, dynamic asset allocation, and long-term trading, with portfolios primarily constructed using exchange-traded funds.

Thomas Quealy is a financial advisor at Aureum Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TFG Financial Advisors, LLC since 2025, following a 35-year tenure at Nottingham Advisors Inc. Aureum Wealth Management is an SEC-registered advisory firm managing approximately $154 million for several hundred clients, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides tailored financial planning and portfolio management services, emphasizing asset allocation and ongoing monitoring, and incorporates third-party managers and alternative investments through the iCapital network.

Walter Burns III is a CFP® with 41 years of experience in the financial industry. He is affiliated with Family Steward Wealth Consulting®, where he has worked under Burns Financial Management since 1994. The firm serves individual clients, including high-net-worth households, and charitable organizations by providing comprehensive wealth consulting, financial planning, and portfolio management through its Winners Circle Wealth Consulting program. Family Steward Wealth Consulting® employs a process-driven, holistic planning approach and primarily uses broadly diversified, passive asset-class and index-based allocations with support from a sub-adviser that manages portfolio administration and ongoing monitoring.

Gregory Adams is a financial advisor at Optimist Capital with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Ameritas Investment Corp, Alpha Wealth Strategies LLC, and Lowry Capital Management Corporation. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized business pension plans. The firm combines fundamental security selection with portfolio-level composites and custom Investment Policy Statements, focusing on listed equities, investment-grade fixed income, and listed equity options, with a practice of regular portfolio review and client reporting.

Jacquelyn Goldstick is a CFP® with 19 years of experience in the financial industry. She has been with Core Wealth Management, Inc. since 2012, where she is part of a small advisory team. Core Wealth Management, Inc. primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model asset allocations and a mix of mutual funds, ETFs, fixed-income ladders, and unified managed account structures.

Jennifer Foster is a Series 65-licensed financial advisor with eight years of industry experience. She is affiliated with SmartPlan Investing and has been associated with Financial Planning Counselors Inc. since 2010. SmartPlan Investing primarily serves individual investors along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm employs an academic investing approach using Modern Portfolio Theory and efficient-market allocation models through the Matson Money platform, emphasizing client coaching and portfolio analysis while partnering with a third-party portfolio manager for discretionary trading and rebalancing.

Larry Aft is a CFA® charterholder with 21 years of industry experience. He has been with Aft, Forsyth and Company, Inc. since 2005 and also works at Aft, Forsyth & Sober, LLC. Aft, Forsyth and Company, Inc. provides discretionary portfolio management for individual and trust clients, including high-net-worth households, tailoring portfolios to client objectives, risk tolerance, and liquidity needs. The firm employs a combination of fundamental, technical, and economic analysis across equities, fixed income, and cash, managing accounts on a discretionary basis with ongoing supervision and formal annual reviews.

Partick Quealy is a financial advisor at Aureum Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aureum, he worked at TFG Accounting and Tax and has a background that includes roles outside finance, such as at Buffalo Aquatics and Clarence High School. Aureum Wealth Management provides financial planning, portfolio management, and pension consulting services for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, offers access to alternative investments through third-party sub-advisers, and incorporates AI tools in its investment process.

Carol Chesser is a CFP® with 30 years of industry experience. She is currently with Family Steward Wealth Consulting®, where she has worked since 1994 under Burns Financial Management. Family Steward Wealth Consulting® provides financial management, planning, wealth consulting, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm uses a process-driven advisory model with proprietary data-gathering tools to develop a Dynamic Lifetime Plan™ and emphasizes passive, asset-class/index investing with generally long-term holdings and periodic rebalancing.

Thomas Bartholomew is a financial advisor at Bartholomew & Company Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Bartholomew & Company, Inc. since 1994. Outside his advisory role, he serves as a trustee for non-family related trusts and is a course instructor for the Massachusetts Collectors & Treasurers Association. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, institutional clients, and municipalities. The firm employs a blend of active, passive, and core-satellite investment strategies and emphasizes high-grade fixed income and municipal bonds, offering both stand-alone financial planning and portfolio management services.

Bryan Courchesne is a financial advisor at Digital Asset Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BGC Financial, LP and Sunrise Brokers LLC prior to joining his current firm in 2018. Outside of advisory work, he is involved in real estate development and construction as a principal and consultant for two companies. Digital Asset Investment Management serves high-net-worth individuals, accredited investors, non-profits, and institutions, focusing on portfolio management for digital assets. The firm uses a tactical allocation approach centered on Bitcoin, combining fundamental and technical analysis, and offers services including financial planning, consulting, educational seminars, and litigation support.

Michael Dixon is a financial advisor at Your Planning Partner LLC with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory role since 2016, he is a self-employed CPA with over 40 years of experience providing accounting and tax services. Your Planning Partner LLC offers portfolio management, financial planning, pension consulting, and estate-document facilitation to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $90.7 million across about 86 client relationships, using a range of analysis techniques and investment strategies tailored to client risk profiles.

Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with First Financial Group since 2012, operating in a self-employed capacity with the firm since 1994. Outside of his advisory role, he serves on the Board of Trustees at East Carolina University and works as a boat captain and merchandise/music seller for Island Hopper Charters, LLC. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services. The firm employs a client-driven, tailored investment approach that includes fundamental and cyclical analysis, with strategies ranging from long- and short-term to option writing and margin transactions.

Monte Resnick is a financial advisor at Resnick Wealth Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Matrix Private Capital Group and Camden Capital, LLC. Resnick Wealth Alliance, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals and families, as well as business owners, attorneys, trusts, and private foundations. The firm manages approximately $110 million in client assets for about 45 clients through a two-advisor team, employing fundamental and cyclical analysis alongside modern portfolio theory across a broad investment universe.