Matthew Healey is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Signature Securities Group Corp. and Cronin and Cronin PLLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse clientele including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and employs a multi-manager approach utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Jacob Turner is a Series 65-licensed financial advisor with two years of industry experience, currently working at Jim Saulnier & Associates, LLC. Prior to joining the firm, he worked at Financial Design Studios and spent 14 years at AbbVie, Inc. Jim Saulnier & Associates provides retirement-focused financial planning, tax-aware planning, and discretionary portfolio management primarily for individual and high-net-worth clients approaching or in retirement. The firm emphasizes comprehensive retirement analyses and offers both passive investment models and targeted portfolio positioning based on detailed tax-focused planning.

Joseph Fantozzi is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 66 designation with five years of industry experience. Prior to joining Premier Path Wealth Partners in 2025, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-analytic investment approach across various asset classes and utilizes third-party platforms and external managers to implement strategies for both custody and held-away accounts.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, employing credit research and duration management across three core mandates.

Joseph Mcclellan is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with multiple firms, including Securities America Inc. and LPL Financial, and has been with WealthPLAN Partners since 2014. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach across various asset classes and typically manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Carl Cappadona is a financial advisor at Access Wealth with 18 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. Outside of his advisory role, he provides business development and accounting and tax services at JH COHN LLP and consults on management controls and reporting for St. John Vianney High School. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to create diversified portfolios and evaluate third-party managers based on performance, risk, and fees.

Carmine Corino is a CFP® professional with 22 years of industry experience, currently serving at Cornerstone Planning Group since 2009. He previously worked with NYLIFE Securities Inc and New York Life Insurance Company from 2003 to 2020. Outside of his advisory role, he is a part-owner of a restaurant in Nutley, New Jersey. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on portfolios built around written investment policy statements and generally favoring passive, low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

James Maher is a financial advisor at WJL Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Renaissance Reinsurance US Inc and Columbia University. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and integrates tax planning within its service model.

Ashwini Patil is a financial advisor at GoalVest Advisory LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and has been with GoalVest Advisory since 2018. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The firm combines fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to create tailored investment strategies and generally manages accounts on a discretionary basis.

Daniel Sterling is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at NerdWallet Wealth Partners, LLC, where he has worked since 2025. Prior to this, he worked at Future You Wealth, LLC for six years and Capital Guardian Trust Company for four years. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser that manages roughly $263 million in discretionary assets for individual and high-net-worth clients as well as certain charitable organizations. The firm employs passive, asset-class-weighted portfolios combined with fundamental analysis and offers integrated financial planning, portfolio construction, and access to alternative investments for eligible clients.

Robert Biesiada is a CFP® professional with two years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. 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, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

Russell Babiarz is a financial advisor with Transcend Capital Advisors, LLC, holding a Series 65 designation and three years of industry experience. He is also the founder of Babz LLC, where he has been developing a social networking mobile app since 2019. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, as well as various entities such as family offices, trusts, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation across multiple investment types and offers a range of advisory services including portfolio management and retirement-plan consulting.

William Lachance is a CFP® with 12 years of industry experience and has been with WJL Financial Advisors since 2013. He holds a Series 65 license and also works as a health and life insurance agent. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client approval before trade execution.

Scott Wallach is an advisor at Aurora Private Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Aurora and Comprehensive Asset Management and Servicing, Inc. since 2017. Previously, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of finance, he is involved in music production on a limited basis. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

James Lombardo II is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory role, he serves as CEO of a real estate company. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers as well as alternative investments through affiliated entities.

Cara Mastrangelo is a CFP® professional with four years of industry experience currently advising with Revolve Wealth Partners, LLC. Her prior experience includes roles at Apollo Global Securities, Apollo Global Management, AllianceBernstein, and Sanford C. Bernstein & Co., LLC. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm emphasizes diversified, globally aware portfolios tailored to client risk profiles and goals, offering a range of financial planning, consulting, and wealth management services.

Cheung Chan is a financial advisor with Chemistry Wealth Management LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Before joining Chemistry in 2021, Chan spent nine years at Ameriprise Financial Services, Inc. He is involved in real estate development and management through a business ownership role in Brooklyn, NY. 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 mix of fundamental and technical analysis with a predominantly long-term investment approach and manages over $1.26 billion in client assets.

Christaphor Thomasian is a financial advisor at Key Client Fiduciary Advisors, LLC in Fairfield, NJ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Merrill Lynch and LPL Financial. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm uses fundamental analysis and customized portfolio strategies, combining in-house management with independent managers, and offers retirement-plan consulting and financial planning reports.

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Masterworks Advisers since 2023, with prior roles at Arete Wealth Advisors, Arete Wealth Management, and Masterworks, IO. Outside of advisory work, he is employed as a Masterworks Platform Associate, performing administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through a rules-based investment process that incorporates art market research, third-party appraisals, and allocation models, delivering long-term art-related investment solutions primarily on a non-discretionary basis.