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.

Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. His prior experience includes roles at O'Neil Securities, Incorporated, and William O'Neil + Company, each since 2016. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build tailored portfolios and utilizes derivatives such as options and structured products in managed accounts.

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.

Nicholas Sullivan is a CFP® with 11 years of industry experience. He is currently with KFA Private Wealth Group, LLC and has previously worked at Facet Wealth, PrairieView Partners, and All Star Financial. KFA Private Wealth Group serves individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and integrated tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a combination of passive and active management and operates a wrap fee program designed to reduce transaction costs.

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.

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.

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.

Christopher Marrone is a CFP® with seven years of industry experience, currently operating Marrone Wealth Management in New York, NY. His prior roles include positions at Equity Comp Advisors, Forefront Wealth Partners, Origin Financial, and New York Life. Marrone Wealth Management provides investment management and comprehensive financial planning services to individual clients, including higher-net-worth households. The firm combines modern portfolio theory with both passive and active strategies, integrating fundamental, technical, and cyclical analysis to guide portfolio construction and tactical adjustments.

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.

Leon Cherniavsky is a financial advisor at Fairport Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Fairport Advisors since 2012, also having worked at Fairport Capital, Inc. Prior to his current role, he was associated with Fairport Capital from 2008 to 2021. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-high-net-worth clients using model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI-driven analysis.

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.

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.

Aron Pinson is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Equinum, LLC, where he has worked since 2019, and previously held roles at Sterne Agee and LPS Financial LLC. Outside of his advisory work, Mr. Pinson owns several businesses including PFS Trading Inc. and Freeda Health LLC, which operate in coin collecting and nutraceuticals, respectively. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of portfolio management and financial planning solutions. The firm uses both fundamental and technical analysis and maintains proprietary ETF models for its robo-advisor platform, integrating accounting firm ownership and family office services into its client offerings.

Chelsea Ransom Cooper is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Zenith Solutions, LLC since 2020 and previously held roles at Baker Avenue Asset Management LP, Brunch & Budget, and Ernst & Young. Cooper is the founder of Women with Equity, an organization focused on empowering women to build wealth through equity. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and serves entrepreneurs and employer-sponsored plans, employing a combination of active and passive investment strategies along with client-specific investment policy statements.

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.