Anthony Bileddo is a Series 65 licensed advisor at Measured Risk Portfolios with one year of industry experience. His prior work includes roles at B&B Direct, Farmingdale State College, and SHRK CPAs. Measured Risk Portfolios provides discretionary portfolio management, financial planning, pension consulting, and financial consulting to a diverse client base including individuals, retirement plans, foundations, trusts, corporations, and other registered investment advisers. The firm’s investment approach combines option-based strategies and fixed income to manage risk and seeks to offer features such as performance-based fees and sub-advisory to an affiliated ETF.

Matthew Becker is a CFP® professional with 12 years of industry experience. He is currently with Fruitful, where he has worked since 2024. Prior to that, he operated Mom and Dad Money, an investment advisory firm registered in Florida, which he is in the process of winding down. He also offers courses and books on personal finance through his website. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management to individual clients who hold an active membership. The firm focuses on low-cost, passive investment strategies using ETFs and index funds, and delivers personalized planning through licensed Fruitful Guides.

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.

Leon Cherniavsky is a financial advisor at Fairport Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Fairport Advisors since 2012, also having worked at Fairport Capital, Inc. Prior to his current role, he was associated with Fairport Capital from 2008 to 2021. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-high-net-worth clients using model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI-driven analysis.

Joseph Blaney is a financial advisor at Next Level Private LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of the Joe Namath Foundation, a charitable organization supporting children's charities and neurological research, and serves as CEO of Broadway Joe Media, a media and marketing company associated with Joe Namath. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a long-term investment approach with diversified portfolios and combines fundamental and technical analysis alongside regular client reviews.

Jeanine Kosakowski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, where she has worked for 10 years. She holds relevant credentials and has five years of industry experience as an advisor. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, business entities, and charitable organizations. The firm manages over $2 billion in client assets and employs a diversified investment approach that combines strategic asset allocation, active fixed-income management, and tailored portfolios.

Lauro Akira Neuppmann Takata is a financial advisor at Simetria Advisory Group LLC with a Series 65 designation and two years of industry experience. His career includes roles at Brasil Plural Investment Advisor LLC and Sympatheia Advisory LLC, as well as positions in the banking and capital markets sectors. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets, serving individuals, corporations, and institutions through customized portfolio management. The firm employs a research-driven approach, utilizing third-party macroeconomic research and in-house analysis across various asset classes, including equities, fixed income, options, and alternatives.

Nicole Scarpati is a financial advisor with Capital Counsel LLC in New York, NY, holding five years of industry experience and fourteen years at Capital Counsel. The firm provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. Capital Counsel employs a valuation-based fundamental investment strategy focused on profitable, free-cash-flow-generating businesses, managing both separately managed accounts and private partnerships with a concentrated portfolio approach.

Mary Catherine Mcrae is a CFA® charterholder with six years of industry experience. She has been with American Capital Management, Inc. since 2010. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, corporations, foundations, and institutional clients, focusing on individually managed equity portfolios supplemented with convertible and fixed-income investments. The firm emphasizes fundamental analysis of small- and medium-sized growth companies in health care and technology sectors, with a preference for long-term holdings and lower turnover.

Courtney Mckenna is a CFP® with 27 years of industry experience, currently serving at Altfest Personal Wealth Management since 2022. Prior to that, she worked at Iam Capital Corporation and Iridian Asset Management LLC. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a disciplined investment approach overseen by a committee and offers specialized retirement-plan services alongside wealth management.

Wesley Llado is a CFA® charterholder with 12 years at First Long Island Investors, LLC and five years of industry experience. He is based in Jericho, NY, and works as part of a seven-advisor team. First Long Island Investors, LLC advises individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations, generally taking on new relationships with at least $5 million in assets. The firm employs a long-term, individually tailored investment approach, utilizing internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

James Fahey is a financial advisor at Wellington Shields & Co., LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wellington Shields since 2016, following a four-year tenure at Oppenheimer. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory and brokerage account options.

John Gross is a financial advisor at MayTech Global Investments with 20 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Polen Capital Management and BNY Mellon Distributors. MayTech Global Investments provides discretionary portfolio management for individual, high-net-worth, and institutional clients, specializing in a research-intensive Global Growth strategy that targets companies with above-average growth, including those in Greater China markets. The firm also manages a private pooled vehicle and acts as sub-adviser to an actively managed ETF launched in 2026.

Theresa Bilello is a financial advisor with Legacy Edge Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at GWM Advisors, LLC and spent 14 years at TIAA-CREF. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on written Investment Policy Statements and employs a diverse approach that includes fundamental, quantitative, and technical analysis.

Lewis Altfest is a CFP®, CFA®, and PFS™ with 15 years of experience at Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he spent 36 years at Pace University. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized discretionary portfolios using fundamental, technical, and cyclical analysis, and provides a range of retirement plan services alongside its wealth management offerings.

Karim Harrell is a financial advisor at Aimcdonnaugh & Co. Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Harrell is involved in several business ventures, including real estate development and management, a frozen yogurt retail operation, a trucking company, and a federal government contracting firm. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, incorporating both fundamental and technical analysis, and offers both discretionary and non-discretionary management options.

Mark Salerno is a CFP® with 33 years of industry experience, currently serving as an advisor at WealthEdge Investment Advisors LLC since 2015. He also operates as an independent insurance broker, a role he has held since 2000. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services, managing approximately $402 million across a six-advisor team. The firm uses personal investment policy statements and combines asset allocation with fundamental and technical analysis to manage accounts.

Richard Zito is a CFP® with 34 years of experience in the financial industry. He has been with Flynn Zito Capital Management, LLC since 2010 and has concurrently worked at LPL Financial since 1997. Outside his advisory work, he is involved in boat management through a separate business, FZ Maritime Services, LLC. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with services including wealth management, investment management, financial planning, and retirement plan consulting. The firm’s investment approach incorporates fundamental and technical analysis and employs diverse strategies tailored to client objectives, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.