Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.

Danielle Wauchope is a financial advisor at Paradiem, LLC with 12 years of industry experience. She holds a Series 65 credential and has been with Paradiem since 2014. Outside of her advisory role, Ms. Wauchope volunteers with Grace Missionary Church, where she teaches Bible study, coaches basketball, and participates in mission trips and mentoring. She also serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University, working with students on career and networking topics. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, financial planning, and insurance services. The firm focuses on long-term investment strategies and coordinates tax, estate, and charitable planning through a family CFO approach that includes values-based giving and succession strategies.

Jack Wooton is a financial advisor at Aptus Financial, LLC with a Series 65 designation and two years of industry experience. His work history includes roles at Aptus Financial since 2023 and prior experience at Trusty Oak and Incontext Creations. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, focusing on passive, long-term indexing, asset allocation, and client education through regular interactions and targeted programming.

Theologos Basis is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Laidlaw Wealth Management, Vanderbilt Securities, Principal Securities Inc., and Signature Securities Group Corp. He is based in New York, NY. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities, focusing on portfolio management, third-party money manager selection and oversight, and ongoing investment consultation. The firm customizes guidance based on clients’ objectives, risk tolerance, and liquidity needs, primarily managing assets on a non-discretionary basis and frequently utilizing third-party managers and model portfolios.

Ty Buckelew is a financial advisor at Watts Capital Partners LLC with 14 years of industry experience. He has worked at Edward Jones and Arrowpoint Asset Advisors, LLC before joining Watts Capital Partners in 2017. Buckelew holds Series 63, Series 65, and Series 66 licenses. Watts Capital Partners serves individuals, families, business owners, and enterprises, including Gen X/Gen Y professionals and clients managing divorce, by offering financial planning, wealth management, and investment management services. The firm employs a documented four-step planning process and implements investment strategies across core, tactical, and alternative categories, including proprietary quantitative models and the use of derivatives and options strategies.

John Caroli is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at BCS Private Wealth Management since 2015 and previously with Western International Securities from 2009 to 2015, while also maintaining a role at Bernard Caroli Wealth Management, Inc. since 2009. BCS Private Wealth Management serves high-net-worth individuals, corporations, and other business entities by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets and employs multiple analytical methods to create tailored portfolios incorporating equities, fixed income, ETFs, and mutual funds.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.

William Mcfadden is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also associated with Shields and Company since 2006. Outside of his advisory work, he consults on vineyard and organic foods management for a family-owned farm and serves as a director advising on marketing and financial matters for Flowers Foods, Inc. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, combining fundamental and technical analysis, third-party manager selection, mutual funds and ETFs, as well as long- and short-term approaches, while offering multiple execution and servicing options.

Sheldon Steuer is a financial advisor at Equinum, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2020 before joining Equinum in 2021. Equinum provides investment supervisory services, financial planning, retirement plan advice, family office services, robo-advisor solutions, and access to third-party managers and variable annuities for individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, applies fundamental and technical analysis across a variety of strategies, and operates proprietary ETF models within its digital advisory platform.

Erik Bringsjord is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Arete Wealth Advisors. In addition to his advisory role, he is a Masterworks Platform Associate involved in administrative functions for an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm’s approach combines art market research, an internal appraisal process, and a data-driven allocation model to offer long-term investment options accessed via the Masterworks platform.

Michael Strang is a financial advisor with Masterworks Advisers, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Masterworks, LLC as a Platform Associate since 2023, performing administrative functions, and previously held positions at Arete Wealth Advisors and Wells Fargo. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm’s approach combines art market research, third-party appraisal review, and a model portfolio allocation developed with Mercer to recommend long-term investments accessed through the Masterworks platform.

Jason Ross is a financial advisor at Atwood Financial Planning LLC with seven years of industry experience. He holds a Series 65 designation and has been with Atwood Financial Planning since 2019. In addition to his advisory role, he works full-time as Manager of Financial Analysis and Business Intelligence at Xaxis. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, offering comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management with client-approved trade execution.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

Marybeth Garry is a financial advisor at Woodstock Wealth Management, Inc. in Springfield, NJ, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Woodstock Financial Group, Inc. since 2011. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

Lauren Sterling is a financial advisor at NerdWallet Wealth Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Future You Wealth and Golub Capital. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations by providing discretionary investment management and integrated financial planning. The firm employs a primarily passive, asset-class-weighted investment approach supported by fundamental analysis and offers access to alternative investments and specialized sub-adviser strategies.

Marc Goldstein is a financial advisor at Atcap Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, Inc. and B. Riley Wealth Management. Outside of finance, he is a passive investor in a scalp micropigmentation business and serves as a board member for the New York State Troopers Signal 30 Benefit Fund charitable foundation. Atcap Partners provides investment management and financial planning 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 alternative investments and affiliated private fund offerings.

Thomas Grant is a managing director at Wellington Shields Capital Management, LLC, with 57 years of industry experience. He has been with Wellington Shields Capital Management and its related entities since 1991. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering a wrap-fee program and employing third-party managers as part of its risk management approach.

Nicholas Sullivan is a CFP® professional with 12 years of experience in the financial industry. He is currently with KFA Private Wealth Group, LLC and has previously worked at Facet Wealth, PrairieView Partners, All Star Financial Inc, and Vanguard Advisers. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm uses goal-based portfolios with a strategic asset allocation approach that combines passive and active management and offers in-house tax preparation and accounting services.

James Russo is a financial advisor at Altrius Capital Management, Inc. in Jersey City, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Altrius Capital Management since 2000. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios and also serves as sub-adviser to the Altrius Global Dividend ETF.

Roger Chen is a CFA® charterholder with one year of industry experience. He has worked at Milliman since 2023 and previously spent 13 years at New York Life Insurance Company. He is based in New York, NY. He is part of MYeCFO, a team-based advisory firm with nine advisors managing approximately $211 million in assets. The firm serves individuals, including high-net-worth clients, businesses, and non-profits, offering portfolio management, financial planning, and project-based consulting. MYeCFO integrates accounting and tax-preparation services into its advisory offering and emphasizes a client-specific investment approach that primarily utilizes passive investment vehicles.