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.

Carlos Batista Gutierrez is a financial advisor at Valley Wealth Managers, Inc. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior roles include positions at Neuberger Berman, Fidelity Investments, Bank of America, Merrill, and JPMorgan Chase. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process with a focus on equities, fixed income, and cash allocations, supported by an investment committee and third-party services for portfolio management.

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.

Maggie Smith is a financial advisor at Next Level Private LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining her current firm. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm provides customized portfolios through ongoing personal contact and applies both fundamental and technical analysis, maintaining a fiduciary duty and regularly reviewing client accounts.

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.

Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

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 CFP® and CFA® with 16 years of industry experience. She has been with Shufro, Rose & Co., LLC since 2002 and is currently part of a 12-advisor team based in New York, NY. Her prior experience includes roles at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm focuses on individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.

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 eight years of industry experience and currently works with Forefront Wealth Partners in New York, NY. His prior roles include positions at New York Life and Origin Financial, and he also owns Marrone Wealth Management. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm constructs customized portfolios using client-specific policies and third-party managers, while offering services that include business planning, tax and estate coordination, and special-needs planning.

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.

Jacqueline Di Santo is a Series 65-licensed advisor at Perennial in New York, NY, with one year of industry experience. Her prior work includes seven years at The Ursuline School and four years at Wake Forest University. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations with wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process incorporating fundamental research, diversification, rebalancing, and fee and tax minimization, often using equities, ETFs, fixed income, derivatives, and margin strategies.

Francis Conway is a financial advisor at Bespoke Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Bespoke Investment Group, he worked for Connecticut Premier Hoops Development for eleven years. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and a range of online subscription research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts, typically on a discretionary basis with monthly monitoring.

John Griffin is a Certified Financial Planner® with 24 years of industry experience. He has been with Wilmington Capital Securities, LLC since 2015. Outside of his advisory role, he is the sole owner of an LLC that holds a New York City taxi medallion. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a variety of securities and analytical methods, managing approximately $258 million in client assets.