Noel Kezsbom is a financial advisor at Wellington Shields & Co., LLC with 56 years of industry experience. He holds a Series 63 designation and has worked at Wellington Shields since 2018 and Janney Montgomery Scott LLC since 2003. 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.

Daniel Delaney is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arete Wealth Management, Masterworks Investor Services, and JPMorgan Chase Bank. He also serves as a platform associate for Masterworks, LLC, performing administrative functions related to an 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 rules-based selection of single artwork investments, bundles, and model portfolios, with most assets managed on a non-discretionary basis via the Masterworks platform.

Anthony Depersio is a financial advisor at Cornerstone Planning Group with a Series 65 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Petracco & Sons Deli and the Nutley School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm combines fundamental analysis with a preference for low-cost, passive ETFs and mutual funds, offering ERISA fiduciary consulting and flexible financial planning fee structures.

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blue Square in 2018, he worked at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary sourcing and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage exposures across various asset classes and provides specialized strategies including digital-asset separately managed accounts.

Brian Glenn is a CFA® charterholder with eight years of industry experience. He is currently with Premier Path Wealth Partners, LLC and previously worked at Olcott Square Investment Partners, LLC and W.R. Huff Asset Management. He serves on the board of directors for IEH Corporation, a company that designs and manufactures HYPERBOLOID connectors for aerospace, defense, industrial, and medical applications. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and quantitative analysis, and utilizes third-party managers and advanced platforms to support its clients.

Logan Trenz is a financial advisor at Revolve Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. from 2009 to 2017 before joining Revolve Wealth Partners in 2017. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes diversified portfolios with growth and value integration, global diversification, tax sensitivity, and discretionary management coordinated with clients’ other professional advisors.

Nicholas Taber is a CFP® with eight years of industry experience, currently serving at Vision Retirement. His prior experience includes roles at John Hancock and LPL Financial. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, fiduciary investment management, and automated investing solutions. The firm combines third-party strategist models with advisor judgment and integrates technology and tax-aware techniques in its investment approach.

Howard Chin is a CFA® charterholder with 11 years of industry experience, currently serving at Seabridge Investment Advisors LLC since 2012. He holds the Series 63 designation and is based in Summit, NJ. Outside of his advisory role, he serves as Treasurer for Crossroads Community Church, where he manages financial donations and budgeting. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a sub-adviser to other advisers while supporting a diverse range of investment vehicles.

Keegan Sullivan is a financial advisor at Chemistry Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previous experience at Advice and Planning Services LLC, TIAA-CREF, and L3 HomeLending LLC. Chemistry Wealth Management LLC is an SEC-registered fiduciary that provides discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term investment approach, managing over $1.26 billion in client assets across a seven-advisor team.

George Cleffi is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining his current firm in 2019. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of about 16 advisors and manages approximately $127 million in assets, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

Christopher Tomolonis is a financial advisor at Woodstock Wealth Management, Inc. in Jersey City, NJ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Wealth Management since 2018, following four years at Woodstock Financial Group, Inc. Tomolonis also operates a separate advisory business focused on insurance agency services. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program alongside other managed account offerings.

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.

Tracy Byrnes is a financial advisor at Lebenthal Global Advisors, LLC with seven years of industry experience. Prior to joining Lebenthal in 2025, she worked at UBS Financial Services Inc. for seven years and has experience in financial media as a correspondent for Newsmax Media. Byrnes also operated her own consulting service and worked at TheStreet.com. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

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.

Lonniece Mc Donald is a CFP® professional with experience at multiple firms including Corient, Pathstone, and Hall Capital Partners. She has been with HIGHLAND Financial Advisors, LLC since 2026. HIGHLAND Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and integrates tax-aware strategies, supported by a team that includes a licensed CPA offering part-time tax services.

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.

Thomas Sokira is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Sokira serves as Managing Partner of Anthem Financial Services, conducting 401(k) consulting. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment options and offers fiduciary consulting and retirement-plan services while operating as a fee-only, independent SEC-registered adviser.