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.

Mayra Santos is a financial advisor at ELCO Management Company, LLC with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has been with ELCO since 2004. 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 as adviser to a private pooled vehicle, ELCO Select Fund, L.P. The firm combines fundamental and technical analysis across multiple strategies and employs options, short selling, and leverage where appropriate.

Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

William Bowden is a financial advisor at Magnus Financial Group LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Modus Park Advisors, and Northwestern Mutual in various capacities. Outside of his advisory role, he is a passive investor and co-founder of an internet marketing company. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets for over 1,000 clients through a multi-advisor team that emphasizes comprehensive planning and diversified, long-term asset allocation.

Scott Kimelman is a financial advisor at Kimelman & Baird, LLC with 33 years of industry experience. He has worked at Kimelman & Baird since 1994, with a 24-year tenure at Daeg Capital Management, LLC from 2000 to 2024. He holds the Series 63 designation. Kimelman & Baird provides discretionary portfolio management to individuals, families, trusts, charitable, and institutional investors, primarily through separately managed accounts. The firm uses fundamental and technical analysis to tailor long- and short-term trading strategies under written guidelines and conducts quarterly reviews.

Erick Aguayo is a financial advisor at Aerodigm Wealth LLC in New York, NY, with credentials including Series 63 and Series 65 licenses. He has about 10 years of experience in the industry, having previously worked at firms such as Merriman Wealth Management and Concreit, Inc. Aguayo is also affiliated with Confluence Technologies. Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm follows a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and employs independent third-party money managers as part of its strategy.

Barry Gladstein is a financial advisor at Legacy Edge Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthshield Partners, LLC and TIAA-CREF. Gladstein is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm tailors investment strategies based on written Investment Policy Statements and employs a combination of fundamental, modern portfolio theory, quantitative, and technical analysis across a range of asset classes.

Wade Goehle is a financial advisor at Overbrook Management Corporation with a Series 65 designation and seven years of experience. He previously worked at KPMG for three years before joining Overbrook in 2019. Overbrook serves primarily high-net-worth individuals and institutional clients with discretionary portfolio management for separately managed accounts, family office services, and reporting. The firm employs a bottoms-up fundamental research approach and manages privately offered pooled investment vehicles, alongside providing administrative services for unaffiliated private funds.

Michael O'Shaughnessy is an investment advisor representative at Ameraudi Asset Management, Inc. with 36 years of industry experience. He has worked at Ameraudi Asset Management since 2018 and previously held roles at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management provides investment advisory and portfolio management services primarily to high-net-worth individuals, corporations, and trusts, employing a macro, asset-allocation approach that uses diversified exposure through index ETFs alongside individual securities and derivatives. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets, with a significant portion maintained on a non-discretionary basis.

Stephen Farrell Jr. is a financial advisor at Oppenheimer + Close, LLC with five years of industry experience. He has been with Oppenheimer + Close since 2016. Oppenheimer + Close provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and retirement plan participants. The firm employs a long-term value investing approach focused on fundamental research and balance-sheet strength, while also sponsoring private partnerships that pursue opportunistic strategies through affiliated pooled investment vehicles.

Lawrence Herold is a CFA® charterholder with 47 years of industry experience. He is president and a principal of Herold Advisors, Inc., where he has worked since 1980. Prior to that, he was associated with Bernard Herold & Co., Inc. He is also chairman of Herold Insurance Agency, Inc., a role he has held since the late 1980s. Herold Advisors, Inc. provides portfolio management services to individuals, business entities, trusts, estates, pension and profit-sharing plans, foundations, and other U.S. institutions. The firm utilizes a tailored investment approach focused on equities, fixed income, mutual funds, ETFs, and money market instruments, applying computer screening and fundamental analysis primarily to domestic large- and mid-cap securities.

Carlos Batista Gutierrez is a financial advisor at Valley Wealth Managers, Inc. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior roles include positions at Neuberger Berman, Fidelity Investments, Bank of America, Merrill, and JPMorgan Chase. 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 with a focus on equities, fixed income, and cash allocations, supported by an investment committee and third-party services for portfolio management.

Jeffrey Coe is a financial advisor at Neville, Rodie & Shaw Inc with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Neville, Rodie & Shaw since 2011. Outside of his advisory role, he serves on the investment committee of Burke Rehabilitation Hospital, assisting with oversight of the foundation’s investment portfolio. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, and qualified retirement plans. The firm’s investment approach focuses on fundamental equity analysis and long-term holding periods, employing a balanced mix of equities, fixed income, mutual funds, and ETFs tailored to client objectives and reviewed regularly by its investment committee.

George Stock III is a financial advisor at Meristead Wealth, LLC with a Series 65 credential and three years of industry experience. His prior work includes roles at Stansberry Asset Management, LLC, Zsenia Investments INC., and KPMG. Outside of advising, he has been involved with ventures such as DraftDay Gaming Group and LRG Venture Inc. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis and fundamental bottom-up research, and it manages multiple private credit funds alongside separately managed accounts.

Maggie Smith is a financial advisor at Next Level Private LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services, Inc. for eight years before joining Next Level Private in 2021. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, combined with fundamental and technical analysis and regular portfolio reviews.

Gerard Addeo is a Series 63 certified financial advisor at WealthEdge Investment Advisors, LLC with five years of industry experience. He has been affiliated with related entities within the WealthEdge group since 1985, including WealthEdge Tax Advisors LLC and WealthEdge Advisors LLC. WealthEdge Investment Advisors serves individual and high-net-worth clients, retirement plans, and businesses by providing discretionary portfolio management, model-portfolio services, and access to third-party strategists. The firm employs multi-model core-satellite and dynamic allocation strategies with active asset allocation, managing approximately $472 million for about 290 clients.

Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

Barbara Silverman is a CFP® and CFA® with 16 years of industry experience. She has been with Shufro, Rose & Co., LLC since 2002 and is currently part of a 12-advisor team based in New York, NY. Her prior experience includes roles at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm focuses on individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.

Mark Davis is a financial advisor at Ascend Interplay, LLC with two years of industry experience. He holds a Series 65 designation and has been with Ascend Interplay since 2023. Outside of his advisory role, he is involved as a business owner in starting, advising, servicing, and funding high-growth technology startups, receiving equity and profits from these ventures. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and advises across a broad range of investments, including private placements, real estate, digital assets, and derivatives, while also offering no-cost travel planning services.

Andrew Schmeidler is a financial advisor at ARS Investment Partners, LLC with 24 years of industry experience. He has been with ARS Investment Partners since 2016. The firm serves individual and high-net-worth clients as well as institutional accounts, offering tailored asset allocations, separately managed accounts, and ETF-based thematic portfolios driven by a committee process that integrates macro and sector analysis with fundamental research.