Julian Lecraw III is a financial advisor with Wellington Shields Capital Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has nine years of industry experience, all with Wellington Shields & Co. since 2017 except for a one-year period of unemployment. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $1.17 billion across several hundred accounts and employs a combination of fundamental and technical analysis, alongside long- and short-term strategies, including options and margin use where appropriate.

Dorota Warchol is a financial advisor at Virtus Wealth Solutions with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and 65 licenses. Her prior experience includes roles at MetLife Securities Inc., Metropolitan Life Insurance Company, Mass Mutual Investors Services, and Commonwealth Financial Network. Warchol serves on the boards of the nonprofit organizations Blue Parasol Home Care and PSC Community Services. Virtus Wealth Solutions provides financial planning and asset management to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and access to a broad range of investment products, utilizing both third-party platforms and in-house strategies.

Danielle Wauchope is a Series 65 licensed financial advisor with Paradiem, LLC, where she has worked since 2014 and has 11 years of industry experience. She is involved in community activities including coaching basketball and teaching Sunday School, and serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University. Paradiem, LLC serves individuals, high-net-worth clients, families, and charitable organizations with investment management, financial planning, and consulting services. The firm emphasizes customized portfolio construction, ongoing client communication, and coordinated planning for complex households and business clients through a multi-advisor team approach.

Jack Wooton is a financial advisor at Aptus Financial, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at Trusty Oak and Incontext Creations, as well as experience in educational institutions such as the University of Southern California and Wheaton Warrenville South High School. Aptus Financial provides flat-fee financial planning and advisory services primarily to early- to mid-career professionals, business owners, and medical/dental trainees. The firm emphasizes a passive, long-term investment approach focused on tax-aware asset allocation using low-cost index funds and ETFs, and offers tiered subscription support alongside educational programs.

Gary Ribe is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at MACRO Consulting Group from 2015 to 2018. He serves on an oversight board for a company currently in the process of liquidating. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, corporations, estates, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers a Client Alignment Program that passes economies of scale back to clients through fee waivers.

Edward Swikart III is a CFP® professional with 44 years of industry experience, currently with CFS Investment Advisory Services LLC since 2018 and previously with the firm from 1995 to 2018. His background includes positions at EF Legacy Securities, LLC and Edelman Financial Services, LLC. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds for Penn Sailing’s varsity team. CFS Investment Advisory Services, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $2.73 billion in assets and employs a tailored, multi-asset approach with ongoing monitoring and review processes for its clients.

Steve Garrett is a financial advisor at Revolve Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Revolve Wealth Partners since 2023, following a prior role at VIA Insurance & Financial Services beginning in 2014. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a range of investment vehicles and emphasizes growth and value integration, global diversification, and tax sensitivity.

Peter Mcrae is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at McRae Capital Management Inc. since 2004. He holds Series 63 and Series 65 licenses and works from Morristown, NJ as part of a five-advisor team. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, long-term investment approach with tailored asset allocation and offers financial planning through CFP-qualified professionals at no additional charge.

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.

Barjes Angulo is a financial advisor at Cornerstone Planning Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cornerstone in 2022, Angulo worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He also operates Angulo Strategies LLC, through which he sells insurance products and services. 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, emphasizes passive investment strategies using low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting for plan sponsors.

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.

Ethan Kupfer is a financial advisor at Cornerstone Planning Group with a Series 66 credential and one year of industry experience. His prior work includes roles at Capri Holdings Limited and a variety of positions during his education at James Madison University. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a fee-only, independent model with a preference for low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting for retirement plans.

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 financial advisor at Wellington Shields & Co., LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Wellington Shields since 2009. Mcfadden also serves as President and CEO of Capital Management Investment Trust and is involved as a consultant for a family-owned vineyard specializing in organic foods and plants, as well as a director consulting on marketing and financial issues 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 integrates fundamental and technical analysis, third-party manager selection, and a range of investment strategies, while offering multiple servicing and execution options including a wrap-fee program and advisory brokerage services.

Dov Fobar is a financial advisor with Comprehensive Capital Management, Inc. in Jersey City, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at APW Capital, Inc. since 2014 and has been self-employed since 2005. Outside of his advisory role, he provides general management consulting and insurance services through his own business. Comprehensive Capital Management, Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a combination of strategic and tactical asset-allocation approaches and provides discretionary and non-discretionary portfolio management, model portfolio programs, third-party money manager selection, and retirement plan consulting.

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.

Gina Stormont is a financial advisor at Cornerstone Planning Group with 22 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at New York Life, Eagle Strategies, and operating her own firm, Stormont Financial Strategies. She serves as a volunteer community leader for the Million Dollar Round Table (MDRT), acting as a communications liaison for educational initiatives. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client goals and risk tolerance.