Cary Schwartz is a financial advisor at Blackhill Capital, Inc. with 13 years of industry experience. He has been with Blackhill Capital since 1988. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on larger-cap, globally oriented companies and manages nearly $2 billion with a small advisory team.

Barbara Silverman is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Shufro, Rose & Co., LLC since 2002. She holds Series 63 and Series 65 licenses and is based in New York, NY. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing approximately $2.165 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities. The firm provides discretionary and non-discretionary portfolio management and fee-based financial planning, employing a long-term investment horizon and individualized portfolio management by a small team of experienced principals.

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.

Edward Leach is a CFP® professional with 12 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. He holds a New Jersey real estate license and works occasionally as a referral agent for real estate transactions, receiving fees solely on a referral basis without vested interest. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services emphasizing Modern Portfolio Theory, strategic asset allocation, and tax-efficient portfolio construction.

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.

Matthew Becker is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Fruitful since 2024. He is also the owner and operator of Mom and Dad Money, a registered investment adviser in Florida, and offers educational courses and books through his website. Becker is in the process of winding down Mom and Dad Money while maintaining his role at Fruitful. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, delivering advice through a subscription model rather than traditional asset-based fees.

Jacqueline Di Santo is a Series 65-licensed advisor at Perennial in New York, NY, with one year of industry experience. Her prior work includes seven years at The Ursuline School and four years at Wake Forest University. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations with wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process incorporating fundamental research, diversification, rebalancing, and fee and tax minimization, often using equities, ETFs, fixed income, derivatives, and margin strategies.

Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

Gregory Nardolillo is a financial advisor with Aurora Private Wealth, Inc. and holds Series 63 and Series 66 credentials. He has 33 years of industry experience and has worked with firms including Summit Financial, LLC and Feltz Wealthplan. Outside of advisory roles, he is owner of Nardolillo Wealth Advantage, Inc., a marketing and expense management business, and serves as a brand ambassador for a company promoting golf-related products. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of advisors using customized strategies and third-party platforms to serve a diverse client base.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.

Scott Gegerson is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Magnus Financial Group LLC. His prior experience includes roles at Stratos Wealth Partners, LPL Financial, Trivium Wealth Management, Trivium Financial Group, and Guardian Life. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to a diverse client base, including individuals, family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs a tailored, committee-driven approach to portfolio construction, featuring proprietary quantitative strategies and unique operational tools such as the Pontera platform for managed account oversight.

John Moynihan is a CFP® with 24 years of industry experience. He is currently with Accretive Wealth Partners, LLC, where he has worked for one year following a 20-year tenure at Waterstone Wealth Advisors, LLC. Moynihan holds a Series 63 license and is based in Parsippany, NJ. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis, with portfolio construction that may include mutual funds, ETFs, individual securities, and options.

John Bartlett is a CFP® with 13 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 2012. He previously worked at Cambridge Investment Research, Inc. Bartlett volunteers as a coach at Animal CrossFit in Lyndhurst, NJ, and owns Harrisons Bagel Shop in Harrison, NJ. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers.

Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.

Lauro Akira Neuppmann Takata is a financial advisor at Brasil Plural Investment Advisor LLC with a Series 65 designation and two years of industry experience. His work history includes roles at Sympatheia Advisory LLC, C6 Bank, and Icap Capital Markets. Brasil Plural Investment Advisor, LLC is an SEC-registered firm managing approximately $201.6 million in assets. The firm serves individuals, corporations, and institutions with customized portfolio management based on macroeconomic research and in-house analysis, employing strategies that may involve derivatives, hedging, and exposure to foreign currency and emerging-market risks.

Nicole Scarpati is a financial advisor with Capital Counsel LLC in New York, NY, holding five years of industry experience and fourteen years at Capital Counsel. The firm provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. Capital Counsel employs a valuation-based fundamental investment strategy focused on profitable, free-cash-flow-generating businesses, managing both separately managed accounts and private partnerships with a concentrated portfolio approach.

Ivan Lucuk is a financial advisor with Greenline Partners, holding a Series 65 designation and one year of industry experience. He has been with Greenline Partners since 2018 and previously worked at Bridgewater Associates LP from 2004 to 2018. Greenline Partners manages portfolios for individual clients, trusts, estates, and institutional clients such as foundations, endowments, pensions, and family offices. The firm employs a fundamental, long-term investment approach focused on diversified portfolios, offering discretionary and non-discretionary investment and consulting services tailored to client-specific goals and risk considerations.

Mary Catherine Mcrae is a CFA® charterholder with six years of industry experience. She has been with American Capital Management, Inc. since 2010. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, corporations, foundations, and institutional clients, focusing on individually managed equity portfolios supplemented with convertible and fixed-income investments. The firm emphasizes fundamental analysis of small- and medium-sized growth companies in health care and technology sectors, with a preference for long-term holdings and lower turnover.

Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.

Courtney Mckenna is a CFP® with 27 years of industry experience, currently serving at Altfest Personal Wealth Management since 2022. Prior to joining Altfest, she worked at Iam Capital Corporation and Iridian Asset Management LLC. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a diverse client base including individuals, retirement plans, and private funds. The firm employs a disciplined investment approach involving fundamental, technical, and cyclical analysis, along with ongoing monitoring and portfolio rebalancing under an investment committee.