Samuel Eilbaum is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Chemistry Wealth Management in 2025, he worked for seven years at Park Avenue Securities LLC dba Strategies for Wealth. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, utilizing customized portfolios primarily composed of ETFs, mutual funds, individual stocks, and bonds with a generally long-term investment approach.

Alan Merker is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been associated with Access Wealth Planning, LLC since 2013 and has longstanding roles at Tuthill & Merker, LLC and Morris Merker & Co, LLC, the latter being a non-investment related business. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm applies Modern Portfolio Theory through an investment committee that constructs diversified models and evaluates third-party managers based on performance, risk, and fees.

Thomas Watts IV is a CFA charterholder with 29 years of experience in the financial industry. He is a principal at Watts Capital Partners LLC and previously worked at Watts Capital, LLC and Karbone Capital Markets, LLC for nine years. He also serves as Chief Investment Officer of WealthEdge Investment Advisors, LLC and manages private broadband investments through Radius Management, LLC. Watts Capital Partners LLC provides comprehensive financial planning, wealth management, and investment services to individuals, families, business owners, and enterprises, including specialized tax planning for non-U.S. investors. The firm employs a combination of core, tactical, and alternative investment strategies, utilizing proprietary quantitative models and derivatives, with options for discretionary and non-discretionary management.

Kumi Ichikawa is a financial advisor at Golden Eagle Capital Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Golden Eagle Capital Advisors since 2019. Additionally, Ichikawa has been associated with the Prudential Insurance Company of America and PRUCO Securities, LLC since 2012. Outside of her advisory role, she serves as a health insurance agent for Kure Grinding Wheel America, assisting with the company’s medical and dental insurance reviews. Golden Eagle Capital Advisors is an SEC-registered investment adviser providing portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing, offering both discretionary and non-discretionary advisory programs.

David Muller is a financial advisor at NerdWallet Wealth Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC, Equitable Advisors, and Bank of America Merrill Lynch, among others. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a primarily passive, asset-class-weighted investment approach supported by fundamental analysis and offers access to alternative investments and specialized third-party sub-advisers.

Matthew Flood is a financial advisor at Abner, Herrman & Brock, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Abner, Herrman & Brock provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets, employing a top-down investment approach that integrates fundamental, technical, cyclical, and quantitative analysis.

Jeffrey Macdonagh is a CFA® charterholder with 18 years of experience at Grandfield & Dodd, LLC, where he has worked since 2008. He has five years of industry experience and is based in New York, NY. Mr. Macdonagh serves on the Board of Directors of Pro Mujer, Inc., a nonprofit organization focused on financial services and microfinance. 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 emphasizes long-term, fundamental equity analysis and diversified portfolios that incorporate tax and estate considerations.

Logan Wadsworth is a financial advisor at Bravias Financial with Series 65 and Series 66 licenses and three years of industry experience. He has worked with firms including Cetera Investment Advisers LLC, Northwestern Mutual Investment Services LLC, and Securian Financial Services Inc. Prior to his financial career, he was involved in landscape and lawncare services and managed a sports bar. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm employs a model portfolio approach tailored by client risk assessments and incorporates a range of asset classes, offering financial planning as part of its investment management services or on a stand-alone basis.

Jay Bluestine is a financial advisor with Blue Square Asset Management, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at EPIC Insurance Brokers and Consultants, Norwood Financial Group, The Hotaling Group, Raymond James Financial Services, and UBS Financial Services. He serves on the board of directors of Tactual Labs Co. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm utilizes a proprietary Dynamic Cash Allocation® process to rebalance exposures across various asset classes and provides discretionary and non-discretionary strategies, including specialized digital asset offerings.

Geza Marx is a financial advisor at Wellington Shields Capital Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Marlcroft Asset Management LLC for 23 years. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and offers services including direct portfolio management, third-party manager oversight, and a wrap-fee program.

Brandon Bottari is a CFP® professional at Seabridge Investment Advisors LLC with two years of industry experience. He previously worked at Blue Ocean Wealth and has a background in education. Seabridge serves a diverse client base including individuals, institutional, and tax-exempt clients, offering discretionary portfolio management and financial planning. The firm is notable for its global equity-focused strategies and its role as a discretionary sub-adviser for other investment advisers.

Natalie Colley is a CFP® professional with Francis Financial in New York, NY, where she has worked since 2015. She has four years of industry experience as part of a seven-advisor team at the firm. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm specializes in investment supervisory services, comprehensive financial planning, and divorce financial planning, employing a range of strategies with quarterly portfolio reviews.

Jorge Pizarro Jr. is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Capital One Advisors, LLC, and Capital One Bank. BlackDiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for around 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning with a generally long-term, diversified approach that incorporates low-cost mutual funds, ETFs, and independent managers.

Abraham Luciano is a financial advisor at Masterworks Advisers, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Masterworks and NetElixir, as well as teaching experience at Rider University and Union City High School. 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, internal appraisals, and allocation models developed with Mercer.

John Kelly is a financial advisor at Wellington Shields Capital Management, LLC with 37 years of industry experience. He has been with Wellington Shields and its affiliated firms since 1989. He holds the Series 63 designation. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of fundamental and technical analysis, employing various equity strategies, options, and margin trading, while maintaining formal suitability assessments and ongoing monitoring.

Oscar Santaella is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercam Advisor, Inc., Intercam Securities, and Banorte Asset Management. Santaella dedicates a portion of his professional time to an affiliated investment-related business based in Miami, Florida. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

David Linsen is a financial advisor at Abner, Herrman & Brock, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lord Abbett Distributor LLC for 20 years and Summit Financial, LLC for one year. Outside of his advisory role, he manages the finances for a real estate business that builds and sells spec homes. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a top-down investment process combining fundamental, technical, cyclical, and quantitative analysis, with tailored portfolios focused on large-cap equities and laddered, investment-grade fixed income.

Justin Nestle is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 65 designation. He has experience working at Kearny Bank and TD Bank, N.A., among other roles, and has been with Premier Path Wealth Partners since 2026. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process across various instruments and supports employer plan sponsors, using third-party managers and tools to implement strategies in both custody and held-away accounts.

Chen Li is a CFA® charterholder with six years of industry experience, currently serving as an advisor at GoalVest Advisory LLC since 2024. Prior to joining GoalVest, Chen worked at Goldman Sachs for five years and has experience with The Ayco Company LP. Outside of finance, Chen has been involved with the United Nations and entrepreneurial ventures such as Anything But Beer. GoalVest Advisory LLC primarily serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build customized long-term portfolios and sponsors private investment funds with performance-based compensation structures.

Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. 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 focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.