Matthew Friedman is a financial advisor at Capital Counsel LLC with 13 years at the firm and 5 years of industry experience. He operates within a team-based environment in New York, NY. Capital Counsel provides discretionary asset management and financial planning services to individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm uses a valuation-based fundamental strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Sheldon Steuer is a financial advisor at Equinum, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 employs both fundamental and technical analysis and integrates its partial ownership by Roth & Company LLP into its service model.

Daniel O'rourke is a financial advisor at Archford Capital Strategies, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Archford, he was affiliated with the University of South Carolina and Indiana University. Archford Capital Strategies serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm provides investment management, financial planning, and retirement plan advisory services, employing a customized, long-term asset-allocation approach using a variety of investment vehicles and specialized client offerings.

Erik Bringsjord is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Masterworks Advisers, LLC, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and Arete Wealth Management LLC. In addition to his advisory work, he serves as a Platform Associate at Masterworks, LLC, an alternative investment platform, performing administrative functions related to the Masterworks Platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm offers both non-discretionary and limited discretionary advisory services, utilizing a rules-based investment process informed by proprietary art market research and external appraisals, with assets accessed and managed through the Masterworks online platform.

Michael Strang is a financial advisor with Masterworks Advisers, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Masterworks, LLC as a Platform Associate since 2023, performing administrative functions, and previously held positions at Arete Wealth Advisors and Wells Fargo. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm’s approach combines art market research, third-party appraisal review, and a model portfolio allocation developed with Mercer to recommend long-term investments accessed through the Masterworks platform.

Jason Ross is a financial advisor at Atwood Financial Planning LLC with seven years of industry experience. He holds a Series 65 designation and has been with Atwood Financial Planning since 2019. In addition to his advisory role, he works full-time as Manager of Financial Analysis and Business Intelligence at Xaxis. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, offering comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management with client-approved trade execution.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

Marybeth Garry is a financial advisor at Woodstock Wealth Management, Inc. in Springfield, NJ, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Woodstock Financial Group, Inc. since 2011. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

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.

Lyle Hatch is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. Prior to joining his current firm, he worked at The GMS Group, LLC for 16 years. He serves as a board member on the Hawthorne, NJ zoning board. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plan participants, trusts, and charitable institutions. The firm offers various portfolio management strategies and financial planning options, including wrap-fee programs and money-manager referrals.

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.

Lauren Sterling is a financial advisor at NerdWallet Wealth Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Future You Wealth and Golub Capital. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations by providing discretionary investment management and integrated financial planning. The firm employs a primarily passive, asset-class-weighted investment approach supported by fundamental analysis and offers access to alternative investments and specialized sub-adviser strategies.

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.

Marc Goldstein is a financial advisor at Atcap Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, Inc. and B. Riley Wealth Management. Outside of finance, he is a passive investor in a scalp micropigmentation business and serves as a board member for the New York State Troopers Signal 30 Benefit Fund charitable foundation. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to alternative investments and affiliated private fund offerings.

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.