Reynold Musell is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Jeffrey Matthews Wealth Management, he worked at RBC Capital Markets, LLC for 14 years. He has a 5% ownership interest in Mullen Farms LP, a family business in Iowa City, Iowa. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm manages approximately $127 million in assets across about 347 client relationships, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Giro Maddaluna is a financial advisor at Cornerstone Planning Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LUNA Financial Group, BM Financial Group, Eagle Strategies LLC, and New York Life. 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 passive investment strategies through low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

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.

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Kevin Smith is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Aegis Capital Corp. He serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students and participates in advisory meetings. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Jaysen Bohrod is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Pegasus Asset Management Inc. since 2022 and previously was with Charles Schwab for five years. Pegasus Asset Management provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and allocates assets across equities, fixed income, mutual funds, and ETFs, employing model portfolios that range from Conservative to Growth, and utilizes options strategies primarily for income generation or hedging.

Carmine Coppola is a financial advisor at Cornerstone Planning Group with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Strata Capital Group, NYlife Securities, Eagle Strategies, and New York Life Insurance. He also operates a business under the name Strata Capital Group that brokers non-registered insurance products. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm emphasizes fee-only fiduciary services, using written investment policy statements and generally favoring passive investment strategies tailored to client objectives and risk tolerance.

Joseph Vanacore is a financial advisor at Fortis Group Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial and MassMutual Life Insurance Company. Outside of advisory roles, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management, financial planning, and ERISA plan services, using risk-profiling technology and tax-aware strategies to tailor client portfolios.

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.

Zane Belcak is a financial advisor at Cornerstone Planning Group with one year of industry experience. He holds a Series 65 designation and previously worked at Zynergy Retirement Planning, as well as in educational roles at Monmouth University and Flanders School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and educational seminars. The firm employs a model-based investment approach focusing on low-cost, passive ETFs and mutual funds and offers ERISA fiduciary consulting and flexible financial planning engagement structures.

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.

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.

Anna Marie Mock is a CFP® professional with seven years of experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. She is part of a seven-advisor team based in Wayne, NJ. HIGHLAND Financial Advisors provides wealth management and investment services to individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation, using broadly diversified mutual funds and ETFs, and offers integrated tax support and educational programs for clients.

Paul Cummings is a financial advisor at Transcend Capital Advisors, LLC with three years of industry experience. He holds the Series 66 and Series 65 credentials. Prior to joining Transcend, he worked at Arax Advisory Partners, Corient, Geller Advisors, Fiduciary Trust Company International, and Abbott Downing, a Wells Fargo Business. Transcend Capital Advisors, LLC manages approximately $2.9 billion for individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning, portfolio management, retirement-plan advisory, and a sponsored wrap fee program, emphasizing long-term diversified asset allocation and oversight of both marketable and non-marketable investments.

Michael Lehman is a CFP® professional with 28 years of industry experience. He is currently with Premier Path Wealth Partners, LLC and has previously worked at Bank of America NA and Merrill Lynch Pierce, Fenner & Smith, Inc. He holds Series 63 and Series 66 licenses. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis, and manages approximately $1.1 billion in discretionary assets across a four-advisor team.

John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.

Mark Chemtob is a CFP® with 27 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for Ameriprise Financial Services, Inc. for 16 years. He holds a Series 63 license and is also a licensed insurance professional. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing over $1 billion for more than 500 clients. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, stocks, bonds, and options with a generally long-term approach.