Sachin Kumar is a financial advisor at Laidlaw Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2016 to 2019. Since 2019, he has been associated with both Laidlaw Wealth Management and Laidlaw & Company (UK) Ltd. Laidlaw Wealth Management LLC serves individuals—including high-net-worth clients—pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management and financial planning, constructing customized portfolios using institutional-class funds, ETFs, structured products, and fixed-income securities, while incorporating Modern Portfolio Theory and independent money managers in its approach.

David Rauch is a financial advisor at Kelleher Financial Advisors, LLC in New York, NY, with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Kelleher Financial Advisors since 2015. The firm provides investment advisory and financial planning services to individuals, families, trusts, institutions, corporations, and pension plans. Kelleher Financial Advisors manages approximately $1.15 billion in assets across a four-advisor team, offering tailored investment strategies that include long-term equity management, balanced portfolios, and a concentrated value-oriented approach that may employ options.

Michael Letzter is a financial advisor at NerdWallet Wealth Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC and Rockefeller & Co. He also has experience teaching as part of the Financial Life Skills Program at the University of Wisconsin–Madison. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm implements primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

James Albanese is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Henley & Company in various capacities since 2004, currently focusing on trading and assisting with supervision. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm builds tailored portfolios using multiple analytical approaches and regularly monitors and rebalances accounts.

Seth Hodes is a financial advisor at Able Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services, Inc. prior to joining Able Wealth Management in 2018. Able Wealth Management serves individual and high-net-worth clients, as well as pension and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses an IPS-based, diversified investment approach emphasizing ETFs and incorporates sub-advisors and third-party platforms to provide customized solutions.

Nina Spezzaferro is a CFP® professional with two years of industry experience, currently serving as an advisor at Chemistry Wealth Management LLC in New York, NY. Her prior experience includes roles at Ameriprise Financial Services, LLC and Rubenstein. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm that provides discretionary investment management and financial planning to individuals, families, and businesses. The firm utilizes a combination of fundamental and technical analysis with a primarily long-term investment approach, managing over $1.26 billion in client assets through a seven-advisor team.

Garrett Mancuso is a financial advisor at Measured Risk Portfolios with a Series 66 designation and two years of industry experience. His prior roles include positions at PGIM Investments LLC, Prudential Investment Management Services LLC, and Ameriprise Financial Services LLC. Measured Risk Portfolios provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm employs an investment approach that combines short-duration fixed income with option-based strategies aimed at downside mitigation and upside participation, and it serves as a sub-adviser to an affiliated ETF.

Samson Staff is a financial advisor at Diastole Wealth Management in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at NESS and NEC, as well as multiple terms at Diastole Wealth Management. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individual clients, charitable organizations, and pooled investment vehicles. The firm employs a variety of analytical approaches and investment strategies, providing regular account reviews and performance reporting, and also acts as adviser and affiliated general partner to a private pooled vehicle.

Alexandra Shepis is a CFP® professional at Francis Financial with five years of industry experience. She has been with Francis Financial since 2018, including the firm's current team structure since 2023. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment policy statements, comprehensive financial and divorce financial planning, and employs a mix of long- and short-term strategies with quarterly reviews.

Keith Douglas is a financial advisor at United Asset Strategies Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lantern Investments, Convera, and Peak Alliance. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and utilizes a team-based advisory model with diversified, tailored portfolios and active fixed-income management.

Kevin Smith is a financial advisor at AtCap Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aegis Capital Corp and National Asset Management. Smith serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students. AtCap Partners provides investment management and financial planning to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs proprietary strategies and a blend of analytical methods, including fundamental and technical analysis, to tailor client portfolios and incorporates alternative investments and market-timing techniques in its offerings.

Mario Giammarco is a Series 66-licensed advisor with 49 years of industry experience. He is currently with Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, and has previously worked at Everbank and Bernard Herold & Co., Inc. Giammarco also serves as president of Herold Insurance Agency, Inc., a life insurance business. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans. The firm provides discretionary and non-discretionary portfolio management using a process that combines computerized screening and fundamental analysis, focusing primarily on domestic large- and mid-cap equities with diversified fixed income and occasional foreign equities.

Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arete Wealth Management, Arete Wealth Advisors, SDDco Brokerage Advisors, and other firms. In addition to his advisory role, he serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform focused on securitized art. Masterworks Advisers specializes in providing investment advice exclusively on securitized art investments issued by Masterworks affiliates. The firm offers point-in-time and ongoing non-discretionary advisory programs, using a rules-based investment process supported by art market research, internal and third-party appraisals, and allocation models.

Sean Lawless is a CFA® charterholder based in New York, NY, with 15 years of industry experience. He has been with ARS Investment Partners, LLC since 2016 and previously worked five years at Modern Asset Management. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee process that integrates macro and sector analysis with fundamental research to construct tailored portfolios, including separately managed accounts and ETF-based strategies.

Adenikke Soremekun is a financial advisor with Chemistry Wealth Management LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include work at Chemistry Wealth Management in different capacities and a position at Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid. Chemistry Wealth Management LLC is an SEC-registered fiduciary firm serving individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis with a generally long-term investment focus and manages over $1.26 billion in client assets through a team of seven advisors.

Stephen Portas is a financial advisor with Wellington Shields & Co., LLC in New York, NY. He holds a Series 63 designation and has 31 years of industry experience. He has been with Wellington Shields since 2011. 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.

Sheila Scott is a financial advisor at Neville, Rodie & Shaw Inc with 6 years of industry experience. She holds the Series 65 designation and has been with Neville Rodie & Shaw since 2015. Outside of her advisory work, she serves as a board member of 51 Fifth Avenue Owners Corp, where she has been involved in managing building-related matters for over two decades. Neville, Rodie & Shaw Inc provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm focuses on fundamental equity analysis, long-term holdings, and balanced portfolios tailored to client objectives, with investment decisions reviewed weekly by an internal committee.

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Blue Square Asset Management since 2018 and previously held positions at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, and sub-advisory services. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified strategies across traditional and digital assets.

Rebecca Brown is a CFP® professional with 23 years of industry experience, currently serving at Visionary Horizons, LLC. She has previously worked with firms including Hawkwind Wealth Advisory, Third Eye Associates, and Commonwealth Financial Network. Outside of advisory roles, she serves as the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit organization advocating for tobacco-free finance policies. Visionary Horizons, LLC is a team-based firm providing investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and offers tailored strategies that include equities, fixed income, ETFs, mutual funds, options, and selective alternatives, with ongoing monitoring and client notifications.

Andrew Clayton is a financial advisor at Measured Risk Portfolios with a Series 66 designation and over six years of experience in the industry. His prior roles include positions at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. He also has 16 years of experience in education. Measured Risk Portfolios manages nearly $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm is known for its model portfolios that incorporate derivatives and borrowing strategies and serves as sub-adviser to the MRP SynthEquity ETF.