Kevin Oconnor is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jeffrey Matthews Wealth Management since 2011, following prior work with The Jeffrey Matthews Financial Group. Outside of his advisory role, he serves as Secretary/Treasurer of C.S. Trendt, Inc., a public relations consulting company, and is a member of the advisory board of First Bank of Greenwich. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across 347 client relationships.

James Cappello is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with nine years of industry experience. He has worked at Gagnon Securities since 2017 and previously at Invicta Investor from 2015 to 2017. Outside of his advisory role, he is the founder of Jono Enterprises, LLC, which produces the Shoot n Scoop Lacrosse Trainer. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, executing transactions through its own platform and offering a combination of transaction-based and advisory fee structures.

Boris Mirvis is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2017 and previously at RBC Capital Markets from 2009 to 2017. Mirvis is also a licensed insurance producer with his current firm. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients with a team of 16 advisors managing approximately $127 million in assets. The firm offers portfolio management through an in-house wrap fee program, access to independent money managers, customized financial planning, and educational seminars, using both discretionary and non-discretionary strategies.

Leo Tropeano is a financial advisor with Tilson Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Tilson Financial Group since 1999 and at American Portfolios Financial Services, Inc. since 2012. Tropeano is also Co-President of Tropeano & McGrady PC, an accounting practice providing tax and accounting services, and serves as an independent insurance broker. Tilson Financial Group serves individuals, trusts, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory approach, focusing on globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, and utilizes institutional custodial platforms alongside sub-advisory arrangements.

Akil Lamy is a financial advisor at Seasons of Advice Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bshapiro Financial and Commonwealth Financial Network. Lamy has served at Seasons of Advice Wealth Management since 2021. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income solutions through a network of sub-advisors.

Trevor Sarif Killea is a financial advisor at Geometric Wealth Advisors, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Mount Sinai Health Partners and Boston Consulting Group. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, by providing personalized wealth management that integrates discretionary investment management with comprehensive financial planning, including tax and estate planning support. The firm focuses on long-term, broadly diversified investment strategies and employs a multi-owner model with a sizable organizational footprint relative to its size.

Arnold Schmeidler is a financial advisor with ARS Investment Partners, LLC who holds 51 years of industry experience. He has worked at ARS Investment Partners since 2016 and has been with Aresco Management, Inc. since 1989. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients with separately managed accounts, financial planning, third-party manager referrals, and ETF sponsorship and sub-advisory services. The firm’s investment process combines macro and sector analysis with fundamental research to create tailored portfolios, and it manages approximately $2.7 billion in assets with a small team.

Edward Alf IV is an advisor at Gagnon Securities, LLC in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at McKinsey & Company for three years. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm uniquely combines investment advisory and brokerage services, executing transactions through its broker-dealer platform and offering both commission-based and asset-based fee structures.

Robert Bezzone is a financial advisor with Transcend Capital Advisors, LLC, holding a Series 63 license and possessing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Purshe Kaplan Sterling Investments. He serves on the board of St. Paul - Inside The Walls and is a committee member of the Sisters of Christian Charity, both religious charities. Transcend Capital Advisors, LLC manages approximately $2.9 billion, serving individual and institutional clients with a focus on long-term, diversified asset allocation across a broad range of investments. The firm offers comprehensive financial planning, portfolio management, retirement-plan advisory, and manages privately offered pooled investment vehicles with oversight and monitoring.

Philip Walkley III is a financial advisor at Wellington Shields & Co., LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wellington Shields since 2009, having also worked at H. G. Wellington & Co., Inc. since 1994. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, high-net-worth clients, corporations, trusts, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory accounts and commission-based brokerage services.

Peter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.

Joseph Okaly is a CFP® with 18 years of industry experience, currently affiliated with New Horizons Wealth Management. He has worked at World Investments, Inc. since 2008 and held roles at New Horizons Wealth Management, LLC from 2008 to 2022, and NHWM LLC since 2023. Outside of his advisory work, Okaly hosts the "Enjoy More 30s" family finance podcast and is the author of financial education resources targeted at middle-class families. New Horizons Wealth Management is an SEC-registered firm serving individual clients across income levels, including middle-class households, high-net-worth families, and businesses. The firm offers discretionary investment management and comprehensive financial planning, employing a portfolio approach based on modern portfolio theory that integrates both active and passive funds with occasional buffered ETFs for downside protection.

Cynthia Roberts is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2010. In addition to her advisory role, she is a partner in Gagnon Administrative Services and in the firm's private partner funds. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Chad Morganlander is a financial advisor at Washington Crossing Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Crossing Advisors and Stifel since 2007. Washington Crossing Advisors provides investment management services primarily to high-net-worth individuals, defined benefit plans, investment companies, and other financial institutions. The firm offers value-oriented equity strategies, dividend-focused approaches, tactical ETF-based asset allocation, and blended balanced strategies, delivering models and discretionary management through wrap fee programs and model platforms.

Joshua Seward is a CFA® charterholder with five years of industry experience. He has worked at Quent Capital, LLC since 2018, following roles at Deloitte LLP and the Financial Accounting Standards Board. Seward is based in New York, NY. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a blend of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include global long/short small-cap funds, ETFs, mutual funds, and individual equities.

Thomas Hayes is a financial advisor at Great Hill Capital, LLC with 13 years at the firm and three years of industry experience. He holds a Series 65 designation. Great Hill Capital manages discretionary portfolios and separately managed accounts primarily for high-net-worth individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis strategies, including the use of derivatives and leverage, and manages approximately $1.006 billion in assets with a unique fee structure based on tiered performance-based fees.

Richard Chen is a financial advisor at Veris Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Veris Wealth Partners since 2020. In addition to his advisory role, Chen is president of Richard L. Chen PLLC, a law firm he has operated since 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, incorporating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Eric Block is a financial advisor with Circle Advisers Inc in New York, NY, holding a Series 63 designation and five years of industry experience. He has been with Circle Advisers since 1985, spanning over 40 years at the firm. Circle Advisers Inc serves primarily high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages assets with a focus on fundamental analysis and a mix of long- and short-term strategies, including options for hedging or income.

Sean Yang is a financial advisor at Herold Advisors, Inc. in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Herold & Lantern Investments, Inc. since 2020 and Bernard Herold & Co., Inc. from 2013 to 2020. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a combination of computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with occasional foreign equities and fixed income instruments.

Yoel Felberbaum is a financial advisor at Park Avenue Investment Advisory, LLC with 8 years of industry experience. He holds the Series 66 designation and has worked with Park Avenue Securities, LLC since 2017 and Guardian Life Insurance Company of America since 2012. Outside of his advisory role, he is involved in software design consulting and serves on the board of a nonprofit organization, Reprieve. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and offers additional services including financial planning and business exit consulting.