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 in New York, NY, holding a Series 65 designation with seven years at Overbrook and three years of prior experience at KPMG. Overbrook serves primarily high-net-worth individuals and institutional clients with discretionary portfolio management for separately managed accounts, family office, and reporting services. The firm’s investment process focuses on bottoms-up fundamental research and manages privately offered pooled investment vehicles alongside recommending non-affiliated 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 his advisory role, he is a passive investor in a scalp micropigmentation business and serves on the board of a charitable foundation supporting New York State troopers. AtCap Partners, LLC provides investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.

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.

John Carlson is a financial advisor at WestEnd Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Victory Capital Services, Inc., State Street Global Advisors Trust Company, and related State Street entities. WestEnd Advisors is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, focusing on sector and ETF allocations based on economic outlooks, and manages over $1.8 billion in regulatory assets under management.

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.

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.

Ryan Haiss is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Flynn Zito Capital Management, LLC. He has been with Flynn Zito since 2012 and also maintains a role at LPL Financial. Haiss contributes financial insights to websites such as MarketWatch and Yahoo Finance on an unpaid basis. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm offers customized wealth management and investment services, combining discretionary portfolio management with sub-adviser solutions and leveraging a hybrid relationship with LPL Financial.

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.

Anthony Bileddo is a Series 65 licensed advisor at Measured Risk Portfolios with one year of industry experience. His prior work includes roles at B&B Direct, Farmingdale State College, and SHRK CPAs. Measured Risk Portfolios provides discretionary portfolio management, financial planning, pension consulting, and financial consulting to a diverse client base including individuals, retirement plans, foundations, trusts, corporations, and other registered investment advisers. The firm’s investment approach combines option-based strategies and fixed income to manage risk and seeks to offer features such as performance-based fees and sub-advisory to an affiliated ETF.

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.