Lee Clay is a financial advisor at Regatta Capital Group, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Regatta Capital Group since 2018. Prior to that, he was self-employed for ten years. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to portfolio construction and offers a range of services including wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Sara Hudson is a financial advisor at Fairport Advisors, Inc. in New York, NY, with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fairport Advisors and its affiliated firms since 2011. Outside of her advisory role, she is involved with The Mount, a nonprofit organization focused on development and fundraising for high-net-worth clientele. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, closely held businesses, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients, employing model-based portfolios that integrate tactical and strategic asset allocation with proprietary technical, quantitative, and AI-supported analysis.

Shweta Lawande is a CFP® professional with five years of experience at Francis Financial in New York, NY. She has been with Francis Financial continuously since 2016, working alongside a team of ten advisors. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized investment management and comprehensive financial planning, including specialized divorce financial planning, and utilizes both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

Michael Dwyer is a CFP® with 42 years of industry experience, currently serving at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ. He has worked at Purshe Kaplan Sterling Investments and Strategic Family Wealth Counselors since 2007. In addition to his advisory role, he is licensed as an insurance agent and sells insurance to clients when financial plans warrant. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a multi-tiered discovery process, tailoring portfolios with active and passive strategies while integrating financial planning and portfolio implementation.

Henry Mccormack is a financial advisor at Laidlaw Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Laidlaw & Co (UK) Ltd since 2009. Outside of his advisory role, he coaches soccer for the Paramus Spartans SC and teaches chess at the GM Valery Filippov Chess Academy. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation with no-load or institutional mutual funds, ETFs, structured products, and fixed-income securities, and employs methods including Modern Portfolio Theory and both fundamental and technical analysis.

Timothy Boulanger is a financial advisor with Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2007. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes a multi-tiered discovery process with tailored portfolios that incorporate both active and passive strategies, managing approximately $1.31 billion in assets.

Lawrence Zagarola is a Series 65 licensed financial advisor with 23 years of industry experience. He has been with Access Wealth Planning LLC since 2004. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

Larry Moons is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Concourse Financial Group Securities for 16 years. Outside of his advisory role, he owns ProInvestment Solutions, which provides securities and insurance products. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Ginny Colarusso is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at The GMS Group, L.L.C. for over 20 years. Outside of her advisory role, she is a yoga instructor, owns an online small business called Good Karma Chick, and volunteers as a troop treasurer for local Girl Scout troops. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a range of portfolio management strategies and customized financial planning, with the majority of assets managed on a non-discretionary basis.

Alexandre Chasseriaud is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at BNP Paribas, Credit Suisse Securities (USA) LLC, and Spark Labs Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process combines macroeconomic and thematic research from affiliated European teams with fundamental and technical analysis to construct and monitor portfolios.

John Levin is a financial advisor with Levin Capital Strategies, L.P. in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at affiliated entities including LCS Securities, LLC and LCS, LLC since 2006, and has served as managing general partner and chairman of several related investment management firms. Levin also chairs a tax-preparation subsidiary associated with his firm. Levin Capital Strategies, L.P. provides discretionary portfolio management and advisory services to individual and institutional clients, managing assets through long-only large-cap equity portfolios and a private investment fund. The firm employs a bottom-up, value-oriented investment process for separately managed accounts and operates a short/long alternative strategy in its private fund, which utilizes derivatives, leverage, and participates in IPOs and secondary offerings.

Eric Naphor is a financial advisor with Fortis Group Advisors LLC and holds the Series 66 designation. He has four years of industry experience and has worked at Fortis Group Advisors and LPL Financial since 2021. Prior to his advisory career, he held roles in various sectors including technology services and education. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and integrates tax-aware considerations in its investment approach.

Daniel Moskowitz is a CFP® with 15 years of industry experience and has been with Chatham Wealth Management since 2000. He holds a Series 63 license and is based in Chatham, NJ. Chatham Wealth Management is a four-advisor team managing approximately $601 million in discretionary assets, serving individuals, high-net-worth investors, trusts, corporations, and retirement plans. The firm offers tailored portfolio management that includes a range of instruments such as options and structured derivatives, with ongoing monitoring conducted under discretionary authority.

Kevin Leahy is a financial advisor with Herold Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Herold & Lantern Investments, Inc., Bernard Herold & Co., Inc., and Locust Advisory LLC, where he serves as chairman providing consulting services in strategic planning and business process reengineering. Outside of finance, he is also involved in the arts as an artist with MSL Galleries, LLC. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with occasional foreign equities and fixed income securities.

Devin Cottrell is a financial advisor at Revere Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at High Point from 2020 to 2024. Cottrell is based in New York, NY. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management for individual and institutional clients, managing roughly $78 million in assets across about 101 accounts. The firm combines fundamental, technical, and macro analysis to tailor portfolios across various asset classes, and offers financial planning and consulting services alongside portfolio management.

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Alexander Cripps is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also serves as an investment committee member, research analyst, and portfolio manager at Wellington Shields Capital Management. His prior experience includes work at H.G. Wellington & Co Inc since 2005. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across roughly 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

William Prendergast is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding a Series 65 designation with 20 years of industry experience. He has been with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with individualized, primarily discretionary supervision using a combination of fundamental, technical, and cyclical analysis alongside long- and short-term strategies.

Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios and engages third-party sub-advisers for specialized strategies, offering ongoing portfolio monitoring and comprehensive financial planning.

Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers.