Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.

Dajun Xu is a financial advisor at Revere Wealth Management LLC in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Revere, Xu was affiliated with Revere Securities LLC and has academic experience at New York University and the University of California at Irvine. Revere Wealth Management LLC is a seven-advisor team managing approximately $78 million across 101 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services, using a research-driven approach that integrates fundamental, technical, and macro analysis tailored to client objectives.

Matthew Falkowski is a CFA® charterholder with eight years of industry experience. He has been with Seabridge Investment Advisors LLC since 2014. The firm provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, and private investment funds. Seabridge constructs global, equity-focused portfolios using research on companies, funds, and macro conditions, and also serves other investment advisers as a sub-adviser.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He has held positions at Triad Securities Corp. and Sandler Capital Management before joining Argus in 2018. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, offering Core Equity strategies focused on bottom-up stock selection and specialized approaches such as activist turnaround and sustainable impact portfolios. The firm also licenses model portfolios and provides model-management and consulting services to other investment advisers and platform sponsors.

Russell Bailyn is a financial advisor at Premier Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he owns a marketing and professional networking business. Premier Wealth Advisors, LLC serves individuals, corporations, and other entities with financial planning, investment consulting, and wealth management services. The firm employs a core/satellite investment approach, combining fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios according to client risk tolerances.

Christopher White is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and two years of industry experience. Prior to joining Masterworks Advisers, he worked at Jenkinson's South Inc for four years. He is also employed as a Masterworks Platform Associate at Masterworks, LLC, focusing on administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice exclusively on securitized art investments issued by its affiliates, serving individual and high-net-worth investors. The firm’s approach centers on rules-based recommendations of single-artwork investments, bundles, and model portfolios, supported by proprietary art market research and third-party appraisals.

James Haire is a financial advisor at Brave Family Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Millennium Management before joining Brave Asset Management in 2019. Brave Family Advisors serves individual clients, including high net worth individuals, as well as charitable institutions, foundations, estates, trusts, and participant-directed retirement plans. The firm offers discretionary portfolio management and investment consulting, employing a balanced approach to equity and fixed-income portfolios with selective use of derivatives and borrowing in separately managed accounts.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

Zacharia Waxler is a financial advisor at Equinum, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following a year at RVW Wealth LLC. Waxler is also the president and owner of ZACHARIA WAXLER CPA P.C., where he provides accounting services to businesses and individuals. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of services including portfolio management, financial planning, and family office solutions. The firm uses both fundamental and technical analysis to manage portfolios and integrates its affiliation with Roth & Company LLP into its service model.

Jeffrey Kerman is a financial advisor at Premier Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory role, Mr. Kerman is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and broader wealth management services. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios tailored to client risk tolerances.

Philip Perry is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over two decades at Signature Securities Group Corp./Signature Bank before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs discretionary account management with documented Investment Policy Statements, utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Josefine Cays is a CFP® professional with six years of industry experience, currently serving at Bridgewater Advisors Inc. in New York, NY. She has been with Bridgewater Advisors since 2001. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Richard Wolffe is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with TSP Capital Management Group, LLC since 2004. Wolffe serves on the boards of several non-profit charitable institutions and is a member of an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, business entities, and an investment club. The firm manages customized portfolios focused on publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis to align investments with clients’ objectives.

Carly Doshi is a Series 66-credentialed advisor with two years of industry experience, currently with Flagstar Securities, Inc. She has held positions at Flagstar Bank, N.A., HSBC Securities, JPMorgan Chase Bank, and Evercore Wealth Management. Doshi also serves as Chair-Board Member for the Society of Trust and Estate Practitioners. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers.

Ronald Geffen is a financial advisor at ELCO Management Company, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at ELCO since 2019. Prior to that, he was with RMB Capital Management and Revere Securities LLC. ELCO Management Company, LLC provides discretionary portfolio management to individual and high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and a private pooled vehicle. The firm employs a combination of fundamental and technical analysis across various investment strategies and utilizes options, short selling, and leverage where appropriate.

Gary Mannuzza Jr. is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently a member of TKG Wealth Advisers LLC and has held roles at multiple firms including RMR Wealth Builders, Inc., Calton & Associates, Inc., and Avantax Advisory Services. Outside of his advisory work, he is a partner at an accounting firm, The Koenig Group, LLC, and serves as a Commissioner for the Housing Authority of the City of Linden. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm providing discretionary investment management, financial planning, and retirement plan consulting services to individuals, families, businesses, and plan sponsors. The firm manages diversified portfolios utilizing institutional mutual funds, ETFs, individual equities, and fixed income, and maintains operational ties to an affiliated accounting practice that supports cross-referrals and integrated service offerings.

Barbara Leclerc is a CFP® and CFA® with five years of industry experience. She has been with Bridgewater Advisors Inc. since 2003. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes, using a combination of actively managed and index-related strategies, and conducts due diligence on third-party managers as part of its investment process.

James Kephart is a financial advisor with Magnus Financial Group LLC, holding Series 63 and Series 66 designations and over 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Modus Park Advisors, and Northwestern Mutual. In addition to his advisory work, Kephart is involved in individual and group life and health insurance sales. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities such as family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets, offering tailored portfolios with a focus on long-term allocations across diverse investment vehicles, proprietary quantitative strategies, and specialized services including oversight of employer-sponsored retirement plans.

Edward Esposito is a financial advisor at Merit Financial Partners LLC with four years of industry experience. He holds a Series 65 designation and has been with Merit Financial Partners since 2021. Outside of advising, he works part-time as a self-employed tax accountant providing tax preparation and accounting services. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations with fee-only financial planning, investment consultation, portfolio management, and wealth-management services. The firm employs a fiduciary and consultative investment process that emphasizes asset allocation and low-cost index funds and ETFs, offering discretionary investment management with a minimum investment horizon of about three years.

William Phelan is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Signature Securities Group Corp. and Flagstar Advisors before joining Flagstar Securities. Outside of finance, Phelan is president and sole owner of WGPhelan Fine Art Photography LLC, a business focused on retailing his photographs. Flagstar Securities provides advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis using a variety of investment vehicles and third-party managers, and is a wholly owned subsidiary of Flagstar Bank, N.A.