Keegan Sullivan is a financial advisor at Chemistry Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previous experience at Advice and Planning Services LLC, TIAA-CREF, and L3 HomeLending LLC. Chemistry Wealth Management LLC is an SEC-registered fiduciary that provides discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term investment approach, managing over $1.26 billion in client assets across a seven-advisor team.

George Cleffi is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining his current firm in 2019. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of about 16 advisors and manages approximately $127 million in assets, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

Christopher Tomolonis is a financial advisor at Woodstock Wealth Management, Inc. in Jersey City, NJ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Wealth Management since 2018, following four years at Woodstock Financial Group, Inc. Tomolonis also operates a separate advisory business focused on insurance agency services. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program alongside other managed account offerings.

Maria Keith is a financial advisor with Public Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her career includes positions at Public Holdings, Inc., JW Cole Financial, Inc., Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors. Outside of her advisory role, she serves as an arbitrator for FINRA and holds an administrative position with DLK Systems Engineering. Public Advisors LLC serves primarily individual investors through an internet-only platform, offering discretionary portfolio management via software-driven processes that include Treasury ladders, direct indexing, and AI-generated custom indices. The firm manages over 4,500 clients and delivers automated trading, rebalancing, and tax-loss harvesting services exclusively through its website and mobile app.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.

Samuel Eilbaum is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Chemistry Wealth Management in 2025, he worked for seven years at Park Avenue Securities LLC dba Strategies for Wealth. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, utilizing customized portfolios primarily composed of ETFs, mutual funds, individual stocks, and bonds with a generally long-term investment approach.

Kenneth Lafreniere is a financial advisor at Empirical Research Partners LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Empirical since 2012. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm uses quantitative models that integrate macroeconomic and industry data with statistical analysis to support professional investors’ independent decision-making.

Alan Merker is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been associated with Access Wealth Planning, LLC since 2013 and has longstanding roles at Tuthill & Merker, LLC and Morris Merker & Co, LLC, the latter being a non-investment related business. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm applies Modern Portfolio Theory through an investment committee that constructs diversified models and evaluates third-party managers based on performance, risk, and fees.

Thomas Watts IV is a CFA charterholder with 29 years of experience in the financial industry. He is a principal at Watts Capital Partners LLC and previously worked at Watts Capital, LLC and Karbone Capital Markets, LLC for nine years. He also serves as Chief Investment Officer of WealthEdge Investment Advisors, LLC and manages private broadband investments through Radius Management, LLC. Watts Capital Partners LLC provides comprehensive financial planning, wealth management, and investment services to individuals, families, business owners, and enterprises, including specialized tax planning for non-U.S. investors. The firm employs a combination of core, tactical, and alternative investment strategies, utilizing proprietary quantitative models and derivatives, with options for discretionary and non-discretionary management.

Longying Zhao is a CFA® charterholder with 18 years of industry experience. He has been with Empirical Research Partners LLC since 2007, where he serves as part of a four-advisor team. Empirical Research Partners provides data-driven subscription research and customized investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. The firm’s approach integrates proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or serving retail clients.

Linda Ray is a financial advisor at The Northstar Group, Inc. in New York, NY, with 45 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with The Northstar Group since 1986 and Osaic Wealth, Inc. since 1989. The Northstar Group, Inc. provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, pension plans, and business entities. The firm manages over $870 million in discretionary assets for approximately 244 clients through a team of five advisors, emphasizing individualized portfolio recommendations and detailed client risk assessments.

James Colby is a financial advisor with Gagnon Securities, LLC in New York, NY, holding Series 63 and Series 65 registrations and 12 years of industry experience. His prior experience includes roles at Btig LLC and Ladenburg Thalmann & Co. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements. The firm employs a research-intensive, generalist equity approach focused on stock-by-stock selection for capital appreciation with a long-term orientation.

Kumi Ichikawa is a financial advisor at Golden Eagle Capital Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Golden Eagle Capital Advisors since 2019. Additionally, Ichikawa has been associated with the Prudential Insurance Company of America and PRUCO Securities, LLC since 2012. Outside of her advisory role, she serves as a health insurance agent for Kure Grinding Wheel America, assisting with the company’s medical and dental insurance reviews. Golden Eagle Capital Advisors is an SEC-registered investment adviser providing portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing, offering both discretionary and non-discretionary advisory programs.

Samuel Magid is a financial advisor at Capital Counsel LLC in New York, NY, with five years of industry experience. He has been with Capital Counsel since 2009. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships, serving a diverse client base including institutional-style clients.

David Muller is a financial advisor at NerdWallet Wealth Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC, Equitable Advisors, and Bank of America Merrill Lynch, among others. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a primarily passive, asset-class-weighted investment approach supported by fundamental analysis and offers access to alternative investments and specialized third-party sub-advisers.

Harrison Schaefer is a Series 65-licensed financial advisor at Retirable with five years of industry experience. He has worked at several organizations, including Heartland Alliance and Johnson Becker PLLC, before joining Retirable in 2021. Retirable serves individuals who are retired or nearing retirement, along with trusts and retirement accounts, providing financial planning and discretionary investment management primarily through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolio options with ongoing rebalancing and reviews.

Gregory Lesko is a CFA® charterholder based in New York, NY, with four years of industry experience. He is affiliated with Deltec Asset Management LLC, where he has worked since 2001. Deltec Asset Management LLC provides discretionary investment management for pooled investment vehicles and separately managed accounts, serving clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an actively managed, fundamental security-level research approach focused on positive absolute returns by targeting out-of-favor sectors and underfollowed opportunities, with an emphasis on special situations and tailored investment solutions.

Henry Asher is a financial advisor with The Northstar Group, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with The Northstar Group since 1986 and is also affiliated with Osaic Wealth Inc. since 1989. Outside of advisory work, he is a licensed insurance agent, reviewing clients' insurance needs in that capacity. The Northstar Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm bases its investment recommendations on client-specific information and adapts portfolios based on changes in client circumstances and market conditions, managing roughly $1.01 billion in discretionary assets.

Matthew Flood is a financial advisor at Abner, Herrman & Brock, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Abner, Herrman & Brock provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets, employing a top-down investment approach that integrates fundamental, technical, cyclical, and quantitative analysis.

Amanda Spiteri is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC and positions alongside Louis Cannataro and Aaron Bell. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with portfolios often including individual stocks and bonds alongside mutual funds and ETFs when suitable.