Joshua Rubin is a financial advisor with NerdWallet Wealth Partners, LLC, holding CFP® and Series 66 credentials and bringing four years of industry experience. His prior roles include positions at NewEdge Wealth and UBS Financial Services. Rubin also works as an analyst for Rubin Capital Corp, a boutique investment banking company focused on raising capital for smaller private businesses. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations. The firm manages discretionary portfolios primarily through passive, asset-class-weighted strategies complemented by comprehensive financial planning and utilizes third-party sub-advisers and AI tools for specialized mandates and operational support.

Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. 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.

Sandra Turner is a financial advisor at Watts Capital Partners LLC with 15 years of industry experience. She has been with Watts Capital Partners since 2018 and previously worked at Atlantis Asset Management from 2012 to 2018. She holds Series 63 and Series 65 designations. Watts Capital Partners serves individuals, families, business owners, and enterprises in the U.S. and internationally, including Gen X/Gen Y professionals and clients managing divorce. The firm provides financial planning, wealth management, and investment management services using a structured four-step planning process and implements investment strategies across Core, Tactical, and Alternative categories, including proprietary quantitative tactical models and options strategies.

Tara Recupido is a financial advisor at New Horizons Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at New Horizons Wealth Management since 2003. Outside of her advisory role, she is a Zumba instructor in Denville, NJ. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels as well as corporations and businesses. The firm manages discretionary assets of approximately $203 million and employs an investment approach grounded in modern portfolio theory, combining active and passive funds with financial planning tailored to clients’ objectives and risk tolerance.

Nicholas Churkovich is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 credential and experience spanning multiple roles in financial services since 2017. His prior positions include roles at Koda Capital, Garnaut Private Wealth, and Deloitte. 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 operates as a team, managing approximately $263 million in discretionary assets, and primarily implements passive, asset-class-weighted portfolios supported by fundamental analysis.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company, Incorporated. 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 constructs diversified, globally aware portfolios using a range of investment vehicles and emphasizes tax sensitivity, periodic rebalancing, and customized risk-based allocations.

David Palamar is a financial advisor at Patriot Investment Management Group Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 19 years. Patriot Investment Management Group serves individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

William Hayes is a financial advisor at Wellington Shields & Co., LLC with one year of industry experience. He holds a Series 66 designation. Hayes is the founder of Rondevoo LLC, a non-investment business that previously operated a platform allowing fans to Facetime with college athletes. 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.

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. She has been with Grandfield & Dodd, LLC since 2016. 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’s investment approach focuses on long-term, fundamental equity analysis and diversified portfolios designed to preserve and enhance clients’ real purchasing power, incorporating tax and estate considerations.

Hans Taenzer is a financial advisor at Alliance Wealth Management Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Alliance Wealth Management Group since 2018. Prior to that, he operated Hans J. Taenzer, CPA, LLC, providing tax preparation, tax planning, and fiduciary services. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary investment and wealth management, financial planning, and consulting, using a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios to client risk tolerance and time horizons.

Richard Ciuba is a financial advisor at Argus Investors' Counsel, Inc. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at H.D. Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions. The firm’s investment approach focuses on bottom-up stock selection and long-term, low-turnover strategies, offering diversified portfolios alongside specialized strategies and model portfolio licensing to other advisers and platforms.

Madison Mount is a Certified Financial Planner (CFP®) with four years of industry experience. She has worked at Francis Financial since 2022 and previously held positions at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing a mix of long- and short-term strategies alongside quarterly portfolio reviews.

Daniel Smith is a CFP® and holds a Series 65 license with two years of industry experience. He joined Francis Financial in 2026 after roles at Lido Advisors, LLC, and Exchange Capital Management Inc. Earlier in his career, he worked in pediatric dentistry and held an academic position at Michigan State University. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, individualized portfolio management, comprehensive financial planning, and specialized divorce financial planning, utilizing both discretionary and non-discretionary strategies with regular portfolio reviews.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years and Certuity for one year before joining Serenus in 2024. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a mix of fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and periodic rebalancing to align portfolios with client objectives.

Donald Chappell is a financial advisor at Wellington Shields & Co., LLC with five years of industry experience. He has been with Wellington Shields since 2009. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies, and offers multiple execution and servicing options through its dual registration as both an investment adviser and broker-dealer.

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Blair Cohen is a financial advisor at GoalVest Advisory LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guggenheim Securities, EY LLP, and Mizuho Securities USA. Cohen serves as managing partner at GoalVest Venture Capital and is an advisory board member of Alervio. 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 employs a combination of fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis, managing accounts chiefly on a discretionary basis.

Eric Maidenberg is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and UBS Hedge Fund Solutions, as well as leadership in his own consultancy, EJM Impact Solutions. In addition to advisory work, he is involved in management and strategy consulting for early to mid-stage businesses through his ownership of EJM Impact Solutions and a forthcoming growth strategy consultancy, Sublime Growth. Blue Square Asset Management provides financial planning, investment management, sub-advisory, and due diligence services to individuals, family offices, retirement plans, and charitable organizations. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across multiple asset classes and offers specialized digital asset investment strategies.

Keith Tucholski is a CFP® with 23 years of industry experience, serving as an advisor at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and is based in Chatham, NJ. Hamel Associates, Inc. is a fiduciary wealth management firm that serves high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach, incorporating dividend-paying large-cap stocks and investment-grade fixed income, and offers alternative investments and authorized use of derivatives and margin for very high-net-worth clients.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.