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.

Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.

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.

Brian Mayer is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Dinosaur Securities, LLC and RMR Wealth Management since 2010. RMR Wealth Management serves individuals, high-net-worth clients, retirement plans, and corporate/business clients through discretionary portfolio management and multiple managed-account programs, utilizing third-party platforms and a variety of investment strategies tailored to client objectives and risk tolerance.

Daniel Katz is a CFP® with 21 years of industry experience, currently serving as a partner at Revolve Wealth Partners, LLC. He has worked at Revolve Wealth Partners and Purshe Kaplan Sterling Investments, Inc. since 2017 and previously spent eight years at Oppenheimer & Co. Inc. Katz is also a licensed fixed insurance agent offering fixed insurance solutions to clients. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a variety of investment vehicles and emphasizes global diversification, tax sensitivity, and ongoing due diligence.

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.

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.

Jon Tarno is a financial advisor at Cornerstone Planning Group with 15 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Planning Group since 2015. Outside of his advisory role, he is involved in real estate investment through an LLC focused on renovating and selling properties. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing low-cost, passive investment strategies tailored to client objectives and risk tolerance.

Brandon Bottari is a CFP® professional with one year of industry experience, currently working at SeaBridge Investment Advisors LLC. His prior experience includes roles at Blue Ocean Wealth and six years in education before joining SeaBridge. SeaBridge Investment Advisors LLC 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, and private investment funds. The firm constructs global, equity-focused portfolios across various defined strategies and serves other investment advisers as a sub-adviser, supporting both domestic and foreign investment vehicles.

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.

Alexander Orlando is a CFP® with 12 years of industry experience, currently serving as an advisor at Key Client Fiduciary Advisors, LLC. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. He is also involved with Realta Investments Advisors, Inc. and operates under the dba Tributary Wealth Management. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to manage portfolios.

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.

Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, 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.

Scott Clements is a financial advisor at RMR Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Capital Management and Merrill Lynch, Pierce, Fenner & Smith Incorporated. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, using a combination of fundamental and technical investment analysis and leveraging third-party platforms and sub-advisers for manager selection and asset allocation.

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.