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.

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.

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.

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.

Cary Schwartz is a financial advisor at Blackhill Capital, Inc. with 13 years of industry experience. He has been with Blackhill Capital since 1988. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on larger-cap, globally oriented companies and manages nearly $2 billion with a small advisory team.

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.

Edward Leach is a CFP® professional with 12 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. He holds a New Jersey real estate license and works occasionally as a referral agent for real estate transactions, receiving fees solely on a referral basis without vested interest. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services emphasizing Modern Portfolio Theory, strategic asset allocation, and tax-efficient portfolio construction.

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.

Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

Gregory Nardolillo is an investment advisor with Aurora Private Wealth, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at firms including Summit Financial, LLC, Feltz Wealthplan, and LPL Financial. Outside of advisory roles, he owns Nardolillo Wealth Advantage, Inc. and serves as a brand ambassador for Kalo Brands, LLC. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm manages approximately $374 million in assets through a team of 18 advisors, offering financial planning and both discretionary and non-discretionary investment management using a variety of strategies and third-party platforms.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.

John Moynihan is a CFP® with 24 years of industry experience. He is currently with Accretive Wealth Partners, LLC, where he has worked for one year following a 20-year tenure at Waterstone Wealth Advisors, LLC. Moynihan holds a Series 63 license and is based in Parsippany, NJ. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis, with portfolio construction that may include mutual funds, ETFs, individual securities, and options.