Leo Tropeano is a financial advisor with Tilson Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Tilson Financial Group since 1999 and at American Portfolios Financial Services, Inc. since 2012. Tropeano is also Co-President of Tropeano & McGrady PC, an accounting practice providing tax and accounting services, and serves as an independent insurance broker. Tilson Financial Group serves individuals, trusts, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory approach, focusing on globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, and utilizes institutional custodial platforms alongside sub-advisory arrangements.

Trevor Sarif Killea is a financial advisor at Geometric Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Mount Sinai Health Partners and Boston Consulting Group. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and in-house tax support. The firm employs a long-term, broadly diversified investment approach with a national presence across ten offices.

Philip Walkley III is a financial advisor with Wellington Shields & Co., LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining Wellington Shields in 2009, he worked at H. G. Wellington & Co., Inc. from 1994 to 2010. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies, including options and margin where appropriate, to implement client portfolios.

Joseph Okaly is a CFP® with 18 years of industry experience, currently affiliated with New Horizons Wealth Management. He has worked at World Investments, Inc. since 2008 and held roles at New Horizons Wealth Management, LLC from 2008 to 2022, and NHWM LLC since 2023. Outside of his advisory work, Okaly hosts the "Enjoy More 30s" family finance podcast and is the author of financial education resources targeted at middle-class families. New Horizons Wealth Management is an SEC-registered firm serving individual clients across income levels, including middle-class households, high-net-worth families, and businesses. The firm offers discretionary investment management and comprehensive financial planning, employing a portfolio approach based on modern portfolio theory that integrates both active and passive funds with occasional buffered ETFs for downside protection.

Chad Morganlander is a financial advisor at Washington Crossing Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Crossing Advisors and Stifel since 2007. Washington Crossing Advisors provides investment management services primarily to high-net-worth individuals, defined benefit plans, investment companies, and other financial institutions. The firm offers value-oriented equity strategies, dividend-focused approaches, tactical ETF-based asset allocation, and blended balanced strategies, delivering models and discretionary management through wrap fee programs and model platforms.

Thomas Hayes is a financial advisor at Great Hill Capital, LLC with 13 years at the firm and three years of industry experience. He holds a Series 65 designation. Great Hill Capital manages discretionary portfolios and separately managed accounts primarily for high-net-worth individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis strategies, including the use of derivatives and leverage, and manages approximately $1.006 billion in assets with a unique fee structure based on tiered performance-based fees.

Richard Chen is a financial advisor at Veris Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Veris Wealth Partners since 2020. In addition to his advisory role, Chen is president of Richard L. Chen PLLC, a law firm he has operated since 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, incorporating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Ted Zhang is a financial advisor at Revere Asset, holding a Series 65 designation with three years of industry experience. Prior to joining Revere Asset Management, he worked as an Uber driver and was employed in education from 2012 to 2019. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach and emphasizes systematic risk control and daily transparency.

Karina Sales Linehan is a financial advisor at SageBroadview Wealth Management, LLC with seven years of industry experience. She holds Series 63 and 65 licenses and has worked at SageBroadview since 2018, following prior roles at Northwestern Mutual and Jeffrey Buffum. SageBroadview Wealth Management provides wealth and portfolio management, financial and tax planning, and consulting services to individuals, including high-net-worth clients and early-career business leaders through its Young Professionals Program. The firm applies Modern Portfolio Theory with a long-term, buy-and-hold investment approach and integrates specialized planning such as stock option analysis and coordinated tax preparation.

Miho Common is a financial advisor at Ascend Interplay, LLC in New York, NY, with seven years of industry experience. She holds Series 65 and Series 63 designations and previously worked at RBC Capital Markets, LLC. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and third-party model portfolios rather than individual security selection. The firm manages a broad investment universe and offers tailored onboarding arrangements based on committed capital.

Damian Defex is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Asset Management and National Securities Corporation. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of analytical methods, including fundamental and technical analysis, and incorporates alternative investments and market-timing strategies in client portfolios.

Franklin Waung is a financial advisor at Watts Capital Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Catapult Systems and China Soft International. Outside of advising, he operates a translation service from Chinese to English and is a partner at Cubic AI Technologies, managing partners' funds. Watts Capital Partners serves individuals, families, business owners, and enterprises, including Gen X/Gen Y professionals and clients navigating divorce, by providing financial planning, wealth management, and investment management services. The firm employs a documented four-step planning process and uses a combination of Core, Tactical, and Alternative investment strategies, including proprietary quantitative tactical models and options trading.

Mark Weisholtz is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. In addition to his advisory role, he has operated Mark Weisholtz CPA since 1982. Access Wealth serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and comprehensive financial planning, employing Modern Portfolio Theory and an investment committee to guide diversified investment strategies.

Timothy Kingsbury is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Veris Wealth Partners, LLC since 2019 and previously spent six years at Wetherby Asset Management. Veris Wealth Partners, LLC advises endowments, foundations, high-net-worth individuals, and families, offering investment management, financial planning, OCIO, and consulting services. The firm emphasizes sustainable and impact investing with ESG integration, employing a goals-based process and an Inclusion and Belonging framework in its manager due diligence.

Julian Lecraw III is a financial advisor with Wellington Shields Capital Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has nine years of industry experience, all with Wellington Shields & Co. since 2017 except for a one-year period of unemployment. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $1.17 billion across several hundred accounts and employs a combination of fundamental and technical analysis, alongside long- and short-term strategies, including options and margin use where appropriate.

Dorota Warchol is a financial advisor at Virtus Wealth Solutions with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and 65 licenses. Her prior experience includes roles at MetLife Securities Inc., Metropolitan Life Insurance Company, Mass Mutual Investors Services, and Commonwealth Financial Network. Warchol serves on the boards of the nonprofit organizations Blue Parasol Home Care and PSC Community Services. Virtus Wealth Solutions provides financial planning and asset management to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and access to a broad range of investment products, utilizing both third-party platforms and in-house strategies.

Danielle Wauchope is a financial advisor at Paradiem, LLC with 12 years of industry experience. She holds a Series 65 credential and has been with Paradiem since 2014. Outside of her advisory role, Ms. Wauchope volunteers with Grace Missionary Church, where she teaches Bible study, coaches basketball, and participates in mission trips and mentoring. She also serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University, working with students on career and networking topics. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, financial planning, and insurance services. The firm focuses on long-term investment strategies and coordinates tax, estate, and charitable planning through a family CFO approach that includes values-based giving and succession strategies.

Jack Wooton is a financial advisor at Aptus Financial, LLC with a Series 65 designation and two years of industry experience. His work history includes roles at Aptus Financial since 2023 and prior experience at Trusty Oak and Incontext Creations. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, focusing on passive, long-term indexing, asset allocation, and client education through regular interactions and targeted programming.

Philip Rabinovich is a financial advisor at RMR Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Management since 2010. Prior to that, he was with McGinn, Smith Advisors LLC for three years. Outside of his advisory role, he is the managing member of SP Capital Partners LLC, where he is involved in investment selection and management. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and multiple managed-account programs, utilizing third-party platforms and managers to tailor portfolios to client objectives and risk tolerance.

Peter Mcrae is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at McRae Capital Management Inc. since 2004. He holds Series 63 and Series 65 licenses and works from Morristown, NJ as part of a five-advisor team. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, long-term investment approach with tailored asset allocation and offers financial planning through CFP-qualified professionals at no additional charge.