Claudia L Cedrone

Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Karen Ogden is a CFP® with 19 years of industry experience and currently serves as an advisor at Envest Asset Management, LLC. Her prior experience includes roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management serves individual and high-net-worth clients as well as employer plan sponsors, providing portfolio management, financial planning, pension consulting, and employee benefit plan services. The firm uses a holistic investment approach that combines client-specific policy development with primarily passive strategies, incorporating ESG/SRI options and educational programs for clients and plan participants.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bay Colony Advisory Group since 2018, following three years at United Advisors Services. Outside of her advisory work, she serves as a board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamentally driven, long-term investment approach that incorporates model portfolios and third-party sub-advisers when appropriate.

David Bogonovich is a financial advisor at Centurion Wealth Management with 27 years of industry experience. He has worked at Centurion Wealth Management since 2022 and previously spent five years at Spire Wealth Management and ten years at Atlas Private Wealth. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting, with an emphasis on diversified, asset-allocation driven portfolios overseen by an investment committee. The firm also offers private investment opportunities and serves as a sub-adviser to special purpose vehicles for eligible clients.

Charles Thompson is a financial advisor at Wellington Shields Capital Management, LLC with 51 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains ongoing monitoring and due diligence on third-party managers as part of its risk oversight.

James Mirenda is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal solutions, utilizing model portfolios primarily composed of mutual funds and ETFs supplemented by alternative investments and specialty platforms.