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 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors from 2010 to 2020 before joining Equinum in 2021. Equinum provides investment supervisory services, financial planning, retirement plan advice, and family office services to individuals, high-net-worth clients, corporations, and charitable organizations, employing both fundamental and technical analysis alongside third-party managers and automated ETF-based models.

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.

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 in New York, NY, holding Series 65 and 66 licenses with 18 years of industry experience. She has been with ELCO since 2004. ELCO Management Company, LLC provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and a private pooled vehicle. The firm employs a combination of fundamental and technical analysis across various investment strategies and utilizes options, short selling, and leverage where appropriate.

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.

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.

Thomas Grant is a managing director at Wellington Shields Capital Management, LLC, with 57 years of industry experience. He has been with Wellington Shields Capital Management and its related entities since 1991. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering a wrap-fee program and employing third-party managers as part of its risk management approach.

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.

James Russo is a financial advisor at Altrius Capital Management, Inc. in Jersey City, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Altrius Capital Management since 2000. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios and also serves as sub-adviser to the Altrius Global Dividend ETF.

Roger Chen is a CFA® charterholder with one year of industry experience. He has worked at Milliman since 2023 and previously spent 13 years at New York Life Insurance Company. He is based in New York, NY. He is part of MYeCFO, a team-based advisory firm with nine advisors managing approximately $211 million in assets. The firm serves individuals, including high-net-worth clients, businesses, and non-profits, offering portfolio management, financial planning, and project-based consulting. MYeCFO integrates accounting and tax-preparation services into its advisory offering and emphasizes a client-specific investment approach that primarily utilizes passive investment vehicles.