Edward Doherty is a financial advisor at Ascend Interplay, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Ascend Interplay in 2025, he worked at Alastar LLC for three years and spent 12 years at Houlihan Lokey. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, offering non-discretionary portfolio management, financial planning, and referral services. The firm employs an asset allocation approach focused on third-party model portfolios and serves a small client roster with approximately $390 million in assets under management.

Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Prudential Investment Management Services LLC and PGIM Investments, LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans, using fundamental, technical, and cyclical analysis. The firm employs derivatives, including options and structured products, in client portfolios and manages a multi-hundred-million dollar asset base with a small advisory team.

Robert Russo is a financial advisor with TKG Wealth Advisers LLC, holding the CFP® and PFS™ designations and possessing 32 years of industry experience. His prior roles include positions at RMR Wealth Builders, Inc., Calton & Associates, Inc., and Koenig, Russo & Associates. Outside of advisory work, he is involved as a board member and treasurer for the September 11th National Memorial Trail Alliance and provides accounting services for the From Tessa With Love Foundation, Inc. TKG Wealth Advisers LLC is a New Jersey-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and plan sponsors, managing approximately $102 million in client assets. The firm integrates investment management with affiliated accounting services and utilizes co‑advisory arrangements and third-party manager research to customize diversified portfolios.

James Cifelli is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various capacities within Masterworks-affiliated entities since 2021, as well as at Northwestern Mutual and Independent Brokerage Solutions. 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 an allocation model developed with Mercer.

Robert Taylor is a CFP® professional with 30 years of experience in the financial services industry. He is currently an advisor at WealthPlan Investment Management LLC and has previously worked at firms including Fidelity Brokerage Services and Securities America. Outside of his advisory role, he manages insurance sales through WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services, utilizing model-based strategies, a diverse range of investment vehicles, and third-party sub-advisers.

Robin Condon is a financial advisor with Willis Towers Watson Securities, LLC, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He also owns Lido Consulting Group LLC, a compliance consulting firm. His work history includes roles at Georgetown Financial Group, Inc., Cetera, and Willis Towers Watson Securities. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which features web-based financial planning tools, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios guided by Monte Carlo simulations and client inputs, supported by affiliated fund research and insurance referrals.

Carol Cho is a financial advisor with Irc Wealth, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. She has worked at IRC Wealth since 2022, following roles at NYLIFE Securities LLC and New York Life from 2015 to 2022. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is noted for its affiliation with a registered Commodity Trading Advisor that allows for commodity transactions and the use of option-writing and limited short-term trades.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of experience in the financial industry. He is the principal of Satovsky Asset Management LLC, where he has worked since 2007, and he also has been affiliated with Purshe Kaplan Sterling since 2009. Satovsky is the author of the book "Your Rich Life" and hosts a podcast focused on industry insights. He volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in assets and emphasizes goals-based planning, tax-efficient portfolios, and low-cost, often passive investment strategies, while maintaining flexibility to include structured notes, private placements, and third-party managers.

Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. 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 employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.

Robert Tilson is a CFP® with 17 years of experience in the financial services industry. He has been with Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm uses a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and incorporates independent managers and custodial platforms in its services.

Matthew Falkowski is a CFA® charterholder with eight years of industry experience. He has been with Seabridge Investment Advisors LLC since 2014. The firm 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. Seabridge constructs global, equity-focused portfolios using research on companies, funds, and macro conditions, and also serves other investment advisers as a sub-adviser.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He has held positions at Triad Securities Corp. and Sandler Capital Management before joining Argus in 2018. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, offering Core Equity strategies focused on bottom-up stock selection and specialized approaches such as activist turnaround and sustainable impact portfolios. The firm also licenses model portfolios and provides model-management and consulting services to other investment advisers and platform sponsors.

Russell Bailyn is a financial advisor at Premier Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he owns a marketing and professional networking business. Premier Wealth Advisors, LLC serves individuals, corporations, and other entities with financial planning, investment consulting, and wealth management services. The firm employs a core/satellite investment approach, combining fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios according to client risk tolerances.

Christopher White is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and two years of industry experience. Prior to joining Masterworks Advisers, he worked at Jenkinson's South Inc for four years. He is also employed as a Masterworks Platform Associate at Masterworks, LLC, focusing on administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice exclusively on securitized art investments issued by its affiliates, serving individual and high-net-worth investors. The firm’s approach centers on rules-based recommendations of single-artwork investments, bundles, and model portfolios, supported by proprietary art market research and third-party appraisals.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

Jeffrey Kerman is a financial advisor at Premier Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory role, Mr. Kerman is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and broader wealth management services. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios tailored to client risk tolerances.

Richard Wolffe is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with TSP Capital Management Group, LLC since 2004. Wolffe serves on the boards of several non-profit charitable institutions and is a member of an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, business entities, and an investment club. The firm manages customized portfolios focused on publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis to align investments with clients’ objectives.

Gary Mannuzza Jr. is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently a member of TKG Wealth Advisers LLC and has held roles at multiple firms including RMR Wealth Builders, Inc., Calton & Associates, Inc., and Avantax Advisory Services. Outside of his advisory work, he is a partner at an accounting firm, The Koenig Group, LLC, and serves as a Commissioner for the Housing Authority of the City of Linden. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm providing discretionary investment management, financial planning, and retirement plan consulting services to individuals, families, businesses, and plan sponsors. The firm manages diversified portfolios utilizing institutional mutual funds, ETFs, individual equities, and fixed income, and maintains operational ties to an affiliated accounting practice that supports cross-referrals and integrated service offerings.

Roderick McRae III is a CFP®, CFA®, and Series 63 credentialed advisor with 23 years of industry experience. He has been with McRae Capital Management Inc. since 1997. Outside of his advisory role, he serves as a trustee of the Fred Fatzler Foundation. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. The firm emphasizes fundamental, long-term analysis and tailored asset allocation, generally focusing on buy-and-hold strategies while employing more complex techniques under specific circumstances.

Robert Keating is a financial advisor at WealthPlan Investment Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Securities America, Inc., and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for a diverse client base including individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles.