Jerold Francus is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2015. Outside of his advisory role, Francus works part-time as a ski and snowboard instructor at Keystone Resort with Vail Resorts. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of 16 advisors and offers portfolio management through in-house wrap fee programs, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across about 347 client relationships.

Michael Silvestri is a financial advisor at Avestar Capital, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Jefferies, Morgan Stanley, Bank of America, and Merrill Lynch. He served in the Colorado Army National Guard from 2014 to 2017. Avestar Capital is a SEC-registered investment adviser managing over $2 billion for a diverse client base including individuals, high-net-worth clients, private funds, and corporate entities. The firm employs a mix of proprietary ETF-based strategies and third-party models, offering financial planning and portfolio management with access to private funds and special purpose vehicles.

Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.

Douglas Famigletti is a CFA® charterholder with five years of industry experience. He has been with Griffin Asset Management, LLC since 2004, contributing to the firm for over two decades. He is currently concluding administrative work for his previous firm. Griffin Asset Management provides discretionary and non-discretionary investment supervisory services and customized wealth management for high-net-worth clients, institutions, and others. The firm employs a bottom-up, value-oriented investment process combining core equity and fixed-income strategies with alternative approaches and serves as a sub-advisor and model portfolio provider.

Florence Dupont is a CFP® credentialed financial advisor at Financial Decisions, LLC with 30 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. and has held a long-term affiliation with Penn Mutual. Outside of her advisory role, Dupont serves as an officer for two charitable foundations, the New Dawn Foundation and the Mentoring Tree Foundation. Financial Decisions, LLC serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and investment advice. The firm employs a diversified investment approach with both discretionary and non-discretionary services, building portfolios from various asset classes including municipals, equities, and independent managers.

Jacob Halberstam is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following prior roles at LPS Financial, B-Tank Magazine, and Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm uses both fundamental and technical analysis to manage portfolios and integrates its partial ownership by an accounting firm into its service model.

Joseph Stabile is a CFP® with six years of industry experience, currently serving as a financial planner at Forefront. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and TD Bank. He is the founder of Coast Financial, a wealth management business affiliated with Forefront Advisor Network. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, utilizing multi-advisor collaboration and third-party managers to tailor portfolios and provide specialized planning services.

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

William Fraley is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Mobile, Alabama. He holds the Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a variety of investment strategies, offering both discretionary and non-discretionary account options, and provides portfolio management, independent money manager referrals, customized financial planning, and educational seminars.

Katelyn Gallanty is a financial advisor at GT Investment Management, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup, Wells Fargo Securities, and Grant Drive Group. GT Investment Management serves primarily high-net-worth individuals, managing approximately $5.5 million across about 35 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored portfolios.

Charles Hamowy is a CFP® with 33 years of experience in financial advisory. He is currently with Seasons of Advice Wealth Management, where he has worked since 2017, following a 27-year tenure at Ameriprise Financial Services. Outside of his advisory work, Hamowy owns and operates a dance instruction business, NY Dance Studios, Inc., and is co-authoring a book titled "Financial Secure Forever." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and uses a broad network of affiliated solutions and sub-advisors to manage portfolios.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC in New York, NY. He holds a Series 65 credential and has two years of industry experience, including roles at Banque Transatlantique and academic positions at PSL University. Transatlantique Private Wealth serves primarily high-net-worth individuals and private entities, managing approximately $879 million in assets. The firm focuses on discretionary and non-discretionary portfolio management with an emphasis on cross-border needs, using a tailored asset allocation process informed by proprietary modeling and affiliated European research teams.

Ellen Lazarus is a financial advisor at Charles Pratt & Company, L.L.C. based in New York, NY, holding Series 63 and Series 65 registrations with five years of industry experience. She has been associated with Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company provides custodial, investment, tax, accounting, and financial planning services primarily to multigenerational Pratt family members and a select group of individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a long-term, asset allocation-focused investment approach and utilizes third-party manager selection and monitoring to manage client assets.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has eight years of experience as a CPA and EA through her work at Calico CPA LLC, in addition to two years in the financial advisory industry. Her prior roles include positions at Mandel Feketi & Bloom CPAs, Robert Half, and Intuit. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and specialized strategies including options and derivatives.

Steven Lerit is a CFA® charterholder with 12 years of industry experience. He has worked at Washington Crossing Advisors LLC since 2019 and previously held positions at Stifel Nicolaus and UBS Financial Services Inc. He serves on the Journal advisory board of The Spaulding Group, contributing to investment performance consulting and article reviews. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm employs value-oriented equity strategies, tactical ETF-based asset allocation, and other approaches, delivering investment models and discretionary management through affiliated and unaffiliated platforms.

Paul Gulden is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, with 55 years of industry experience. He holds a Series 63 designation and has been with Wellington Shields and its affiliated entities since 1978. Gulden serves as Managing Director, Co-Chairman of the Investment Committee, and Portfolio Manager, overseeing day-to-day operations and investment decisions. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains comprehensive client monitoring and third-party manager due diligence.

Rodrigo Arguello Neuwald is a financial advisor at Vizcaya Capital, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at IBEX and CITIGROUP. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and involvement in private funds and pooled vehicles, including offshore structures.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. He has been with Blue Square Asset Management since 2018 as part of a seven-advisor team. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage diverse strategies, including those focused on digital assets through affiliated entities and specialized separately managed accounts.