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 66 and Series 65 licenses. His prior roles include positions at Masterworks Advisers, United American Securities, Bank of America, Merrill, and AXA Advisors. Retirable primarily serves individuals who are retired or approaching retirement, providing financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolio options.

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 Series 66-licensed financial advisor with seven years of industry experience. He is currently with Masterworks Advisers, LLC, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and Arete Wealth Management LLC. In addition to his advisory work, he serves as a Platform Associate at Masterworks, LLC, an alternative investment platform, performing administrative functions related to the Masterworks Platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers both non-discretionary and limited discretionary advisory services, utilizing a rules-based investment process informed by proprietary art market research and external appraisals, with assets accessed and managed through the Masterworks online 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.

Matthew Wasp is a CFP® with five years of industry experience, currently serving as a financial advisor at Arca Wealth, LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of advising, he has involvement with Tenacious Turtles Lacrosse. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, utilizing a broad toolkit including mutual funds, ETFs, individual equities, fixed income, REITs, ETNs, cryptocurrency exposure, and options strategies.

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.

Nicholas Sullivan is a CFP® with 11 years of industry experience. He is currently with KFA Private Wealth Group, LLC and has previously worked at Facet Wealth, PrairieView Partners, and All Star Financial. KFA Private Wealth Group serves individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and integrated tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a combination of passive and active management and operates a wrap fee program designed to reduce transaction costs.

James Russo is a financial advisor with Altrius Capital Management, Inc. in Jersey City, NJ. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having been with Altrius since 2000. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios tailored to client objectives.

Roger Chen is a CFA® charterholder with one year of industry experience. He has worked at Milliman since 2023 and previously spent 13 years at New York Life Insurance Company. He is based in New York, NY. He is part of MYeCFO, a team-based advisory firm with nine advisors managing approximately $211 million in assets. The firm serves individuals, including high-net-worth clients, businesses, and non-profits, offering portfolio management, financial planning, and project-based consulting. MYeCFO integrates accounting and tax-preparation services into its advisory offering and emphasizes a client-specific investment approach that primarily utilizes passive investment vehicles.

Richard Zeitz is a financial advisor at Bravias Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, as well as Bravias Financial and Bravias Capital Group since 2008. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm employs a risk-based model portfolio approach that includes mutual funds, ETFs, and individual securities across diverse asset classes.

Cary Schwartz is a financial advisor at Blackhill Capital, Inc. with 13 years of industry experience. He has been with Blackhill Capital since 1988. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on larger-cap, globally oriented companies and manages nearly $2 billion with a small advisory team.