Charles Bailey is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B Riley from 2015 to 2018. Outside of his advisory role, he is a passive investor in a manufacturing business focused on wind turbines. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of approximately 16 advisors. The firm offers portfolio management, financial planning, and educational seminars, employing both discretionary and non-discretionary account strategies.

Michael Russo is a financial advisor at Retirable with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IBC Global Inc., Hornor Townsend & Kent LLC, and Northwestern Mutual in various capacities. Retirable primarily serves individuals who are retired or nearing retirement, along with trusts and retirement accounts, offering financial planning and discretionary investment management focused on diversified ETF portfolios and customized investment policy statements. The firm utilizes an online platform to deliver services and incorporates client life-stage assumptions with quarterly reviews and rebalancing.

Theologos Basis is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Laidlaw Wealth Management, Vanderbilt Securities, Principal Securities Inc., and Signature Securities Group Corp. He is based in New York, NY. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities, focusing on portfolio management, third-party money manager selection and oversight, and ongoing investment consultation. The firm customizes guidance based on clients’ objectives, risk tolerance, and liquidity needs, primarily managing assets on a non-discretionary basis and frequently utilizing third-party managers and model portfolios.

Michael Leanza is a CFP® with 32 years of industry experience, currently serving at The GenWealth Group, Inc. since 2010. He previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Leanza is also a licensed independent insurance agent involved in fixed insurance sales. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, employs socially responsible investing screens, and offers both long- and short-term strategies with regular account reviews.

Ty Buckelew is a financial advisor at Watts Capital Partners LLC with 14 years of industry experience. He has worked at Edward Jones and Arrowpoint Asset Advisors, LLC before joining Watts Capital Partners in 2017. Buckelew holds Series 63, Series 65, and Series 66 licenses. Watts Capital Partners serves individuals, families, business owners, and enterprises, including Gen X/Gen Y professionals and clients managing divorce, by offering financial planning, wealth management, and investment management services. The firm employs a documented four-step planning process and implements investment strategies across core, tactical, and alternative categories, including proprietary quantitative models and the use of derivatives and options strategies.

John Petrella is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Access Wealth Planning, LLC since 2013 and is also associated with Tuthill and Merker, LLC, and Morris Merker & Co, LLC. Access Wealth serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to build diversified models and evaluate third-party managers.

William Mcfadden is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009 and also associated with Shields and Company since 2006. Outside of his advisory work, he consults on vineyard and organic foods management for a family-owned farm and serves as a director advising on marketing and financial matters for Flowers Foods, Inc. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, combining fundamental and technical analysis, third-party manager selection, mutual funds and ETFs, as well as long- and short-term approaches, while offering multiple execution and servicing options.

Robert Epes is a financial advisor at Retirable with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at firms including Masterworks Advisers, United American Securities, Bank of America, Merrill, and AXA Advisors. Retirable primarily serves retirees and those nearing retirement, along with trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform focused on diversified ETF portfolios and personalized Investment Policy Statements. The firm emphasizes fiduciary-standard retirement advice and uses a business model that includes third-party promoter compensation and licensed advisors who may recommend fixed annuities.

Daniel O'rourke is a financial advisor at Archford Capital Strategies, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Archford, he was affiliated with the University of South Carolina and Indiana University. Archford Capital Strategies serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm provides investment management, financial planning, and retirement plan advisory services, employing a customized, long-term asset-allocation approach using a variety of investment vehicles and specialized client offerings.

Erik Bringsjord is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Arete Wealth Advisors. In addition to his advisory role, he is a Masterworks Platform Associate involved in administrative functions for an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm’s approach combines art market research, an internal appraisal process, and a data-driven allocation model to offer long-term investment options accessed via the Masterworks platform.

Michael Strang is a financial advisor with Masterworks Advisers, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Masterworks, LLC as a Platform Associate since 2023, performing administrative functions, and previously held positions at Arete Wealth Advisors and Wells Fargo. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm’s approach combines art market research, third-party appraisal review, and a model portfolio allocation developed with Mercer to recommend long-term investments accessed through the Masterworks platform.

Jason Ross is a financial advisor at Atwood Financial Planning LLC with seven years of industry experience. He holds a Series 65 designation and has been with Atwood Financial Planning since 2019. In addition to his advisory role, he works full-time as Manager of Financial Analysis and Business Intelligence at Xaxis. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, offering comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management with client-approved trade execution.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

Marybeth Garry is a financial advisor at Woodstock Wealth Management, Inc. in Springfield, NJ, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Woodstock Financial Group, Inc. since 2011. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

Lyle Hatch is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. Prior to joining his current firm, he worked at The GMS Group, LLC for 16 years. He serves as a board member on the Hawthorne, NJ zoning board. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plan participants, trusts, and charitable institutions. The firm offers various portfolio management strategies and financial planning options, including wrap-fee programs and money-manager referrals.

Pasquale Recupido is a CFP® with six years of industry experience, currently serving as an advisor at New Horizons Wealth Management. He has previously worked at Bank of America and Merrill and is also active with TFS Securities, Inc. Outside of advisory work, he is involved as an insurance producer through TFS Insurance Agency. New Horizons Wealth Management is an SEC-registered firm that provides discretionary investment management and financial planning to a diverse client base, including middle-class households, high-net-worth individuals, multi-generational families, and businesses. The firm employs a portfolio management approach based on modern portfolio theory, integrating both active and passive funds alongside financial planning tailored to clients’ objectives and risk tolerance.

Lauren Sterling is a financial advisor at NerdWallet Wealth Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Future You Wealth and Golub Capital. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations by providing discretionary investment management and integrated financial planning. The firm employs a primarily passive, asset-class-weighted investment approach supported by fundamental analysis and offers access to alternative investments and specialized sub-adviser strategies.

Marc Goldstein is a financial advisor at Atcap Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, Inc. and B. Riley Wealth Management. Outside of finance, he is a passive investor in a scalp micropigmentation business and serves as a board member for the New York State Troopers Signal 30 Benefit Fund charitable foundation. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to alternative investments and affiliated private fund offerings.

Thomas Grant is a managing director at Wellington Shields Capital Management, LLC, with 57 years of industry experience. He has been with Wellington Shields Capital Management and its related entities since 1991. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering a wrap-fee program and employing third-party managers as part of its risk management approach.

Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. His prior experience includes roles at O'Neil Securities, Incorporated, and William O'Neil + Company, each since 2016. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build tailored portfolios and utilizes derivatives such as options and structured products in managed accounts.