Alexandra Rooney is a CFP® and Series 65 licensed financial advisor at Main Street Research LLC with four years of industry experience. She has worked at several firms, including Revolve Wealth Partners, SCS Capital Management, Kilingenstein Fields Advisors, and Wolf Group Capital Advisors. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for around 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a disciplined investment process combining fundamental, quantitative, and technical analysis, and it is notable for accepting performance-based fee arrangements alongside traditional fees.

David Price is a CFP® with 13 years of industry experience, currently serving as a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY. His prior roles include positions at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, and Clarfeld Financial Advisors. He is a director of Navis Foundation, Inc., overseeing the foundation's activities. Navis Wealth Advisors is an SEC-registered firm that provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets and employs a fundamentally driven, long-term investment strategy using diversified mutual funds, ETFs, individual securities, alternative investments, and options.

Brandon Velez is a financial advisor at 5C Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 5C Capital Management, he worked at Better Mortgage Corporation, Rockit Solutions, Morgan Stanley, and JP Morgan Securities LLC. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a structured due-diligence process to build diversified portfolios using a blend of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets.

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and integrating tax-aware considerations in its investment approach.

Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Renew Family Wealth since 2021. His prior roles include Founder of Mcglynn Advisors and positions at Third Seven Capital, LLC and Third Seven Capital Advisors, LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analytic approaches along with both long- and short-term strategies, including options and margin trading, to deliver tailored investment advice with ongoing monitoring and rebalancing.

Virginia Gray is a financial advisor at Searle & Co. with 40 years of industry experience. She has been with Searle & Co. since 1990 and holds the Series 66 designation. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships and employs a mix of fundamental, technical, and charting analysis within a seven-advisor team.

William Baxter IV is a financial advisor at Baxter Investment Management in Riverside, CT, with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach, managing approximately $1.165 billion in discretionary assets across five advisors.

Bart Di Chiaro is a financial advisor with Discipline Wealth Solutions, Inc. in Tarrytown, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at CPR Investments Inc., Primerica Advisors, and Quest Capital Strategies, Inc. He is also active as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing customized investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm incorporates various investment approaches and offers both in-house management and oversight of third-party managers.

James Rank is a financial advisor at Aspire Advisors, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Aspire Advisors since 2012. Outside of his advisory role, he dedicates a portion of his time to consulting on retirement plan service engagements and client relations for Hamilton Cavanaugh & Associates, Inc., a broker-dealer. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting services to individuals, corporations, and employee benefit plans. The firm manages client assets predominantly through discretionary model portfolios and combines fundamental and technical analysis in its research.

Terence Greene is an advisor at Capital Counsel LLC with five years of industry experience. He has been with Capital Counsel, a firm established in 1999, for 27 years. Greene serves as a Non-Executive Director for The Needham Funds, Inc., participating in periodic meetings. Capital Counsel provides discretionary asset management and occasional financial planning to individuals, families, foundations, endowments, pension plans, and corporations. The firm employs a valuation-based fundamental investment strategy focusing on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Akshat Piprottar is a financial advisor at Night Owl Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Night Owl Capital since 2022. Prior to that, he held positions at Bank of America and Zimmer Biomet and spent several years as a student. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients, focusing on concentrated, long-term public equity investments primarily in mid- and large-cap companies. The firm manages approximately $865.8 million in client assets through separately managed accounts and private pooled vehicles, employing fundamental analysis and valuation discipline.

Elizabeth Wohlforth is a CFP® professional at Angeles Wealth Management, LLC with seven years of experience, including three years at Bridgewater Advisors. She has been with Angeles Wealth Management since 2019. Angeles Wealth Management serves high-net-worth individuals, charitable organizations, and corporations by providing discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting. The firm focuses on managing substantial assets through a manager-of-managers approach, incorporating alternative investments and proprietary manager research.

Filip Wolfe is a CFP® with 18 years of industry experience, currently serving at Altfest Personal Wealth Management since 2005. He is based in New York, NY, and holds the Series 65 designation. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis with continuous supervision guided by client objectives and tax considerations.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at D.H. Hill Advisors and its related entities since 2015 and has been involved with Capital Growth Corp since 1989, where he also operates as an insurance agent. Additionally, he serves as an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors offers wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, combining discretionary and nondiscretionary investment management with financial planning. The firm employs a range of investment strategies, including tactical asset allocation and tax-aware techniques, while managing assets through both firm-level strategies and advisor-managed custom portfolios.

Walter Kelley is a financial advisor at MayTech Global Investments with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory work, he is an equity owner in Payment Approved Technologies. MayTech Global Investments manages approximately $895 million in assets, serving individual investors, wealth management platforms, and institutional clients. The firm follows a research-driven Global Growth strategy focused on sectors such as information technology, healthcare, and consumer companies.

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He previously worked at FOURPOINTS Asset Management, Inc. for six years before joining Transatlantique Private Wealth in 2020. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure that facilitates cross-border custody and European trade execution.

Michael Schmidig is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has recent experience at Traphagen Investment Advisors LLC since 2026. Prior to this, he worked in various roles including at Hoboken FC and Become Elite. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Benjamin Manley is a CFP® professional with 15 years of industry experience. He is currently with Matauro, LLC and has previously worked at Simplicity Investments, Inc., Purshe Kaplan Sterling Investments, Equitable Advisors, and AXA Advisors, LLC. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that incorporates fundamental, macro, technical, and ESG analysis and utilizes a broad range of investment instruments and third-party managers.

Kevin Mccabe is a financial advisor at 5C Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and worked previously at Clark Dodge Asset Management LLC from 2014 to 2017. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm combines quantitative portfolio measures, fundamental and technical analysis, and tax-aware portfolio construction in its fiduciary investment approach.

Alexander Macchio is a financial advisor at Traphagen Financial Group with 10 years of industry experience. He holds a Series 65 designation and has been with Traphagen Financial Group, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company since 2014. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs both fundamental and technical analysis, manages discretionary model portfolios, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.