John Osorio is a financial advisor with Imperity Wealth Alliance LLC and holds the CFP® and Series 63 designations. He has 34 years of industry experience, including prior roles at Comprehensive Financial Partners, Commonwealth Financial Network, LPL Financial, and INVEST Financial Corporation. Outside of advising, he is involved in tax preparation through Comprehensive Financial Partners. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses, offering a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk-management solutions. The firm employs an open-architecture investment approach, combining in-house and third-party strategies tailored to client needs.

Maneesh Shanbhag is a CFA® charterholder with 8 years of industry experience and has been with Greenline Partners since 2012. Greenline Partners serves individual clients, trusts and estates, and institutional clients, offering discretionary portfolio and asset management alongside non-discretionary investment and consulting services. The firm uses a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes, with processes in place for regular portfolio review and risk management.

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.

Luke Mc Grath is a financial advisor at Evolve Private Wealth, LLC with CFP® certification and Series 63 and 66 licenses. He has four years of industry experience, including prior roles at Morgan Stanley & Co. LLC and Bloomberg L.P. Evolve Private Wealth provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a fundamentally driven, long-term investment approach that incorporates diversified portfolios of mutual funds, ETFs, equities, bonds, independent managers, and alternative investments.

Matthew Pelz is a CFP® professional with 11 years of industry experience, currently serving at Bridgewater Advisors Inc. since 2010. He is based in New York, NY. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, emphasizing thoughtful asset allocation across traditional and alternative asset classes.

Edward Palleschi is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with First Long Island Investors, LLC since 2003 and serves as the firm's Executive Managing Director and a member of its Investment Committee. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation strategy and manages multiple private funds and pooled vehicles while maintaining affiliated broker-dealer and referral arrangements.

Mathew Moschovas is a financial advisor at Laidlaw Wealth Management LLC in New York, NY, with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Laidlaw Wealth Management since 2020. In addition to his advisory role, he is an associate at Lucius Partners LLC, where he supports board communications, research, and presentations. Laidlaw Wealth Management LLC serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds customized portfolios using strategic asset allocation and institutional-class investments while emphasizing international investing and maintaining affiliations with related entities.

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 19 years of industry experience, currently serving at Altfest Personal Wealth Management in New York, NY. He has been with Altfest L J & Co Inc since 2005. Altfest provides investment management, financial planning, ERISA fiduciary services, and manages pooled investment vehicles for a variety of clients including individuals, retirement plans, trusts, corporations, and private funds. The firm offers discretionary wealth and portfolio management, develops customized investment policies, and uses a combination of fundamental, technical, and cyclical analysis under the oversight of an investment committee.

Gregory Kops is a financial advisor with ARS Investment Partners, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and PINE Distributors LLC. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients, offering services such as separately managed accounts, financial planning, and third-party manager referrals. The firm employs an Investment Committee process to build tailored portfolio strategies and manages approximately $2.7 billion in assets with a small team.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with D.H. Hill Advisors since 2015 and has extensive prior experience with Capital Growth Corp, where he has worked since 1989. Bedard is also an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies including tactical asset allocation, quantitative and technical analysis, and tax-aware techniques, and offers both advisor-managed and sub-advised portfolios.

Walter Kelley is a financial advisor at MayTech Global Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory role, he is an equity owner in Payment Approved Technologies. MayTech Global Investments manages approximately $895 million in regulatory assets, providing discretionary portfolio management, model delivery to wealth platforms, and sub-advisory services. The firm serves individual investors, wealth management platforms, and institutional clients, implementing a research-intensive Global Growth strategy focused on information technology, healthcare, and consumer sectors.

Brian Foote is a CFA® charterholder affiliated with Miramontes Capital, LLC and holds a Series 63 license. He has been with the firm since 2026 and has over a decade of experience at Broadway Capital Management, LLC and Broadway Capital Advisors, LLC. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management services. The firm utilizes a range of investment approaches, including long-term and short-term trading strategies, ETFs, mutual funds, and options, and serves clients through both discretionary and non-discretionary account management.

Samuel Epstein is a financial advisor at Hurwitz Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Financial Services, Inc., Lighthouse Planning LLC, and currently serves as COO of TGI Solar Power, a company focused on smart city construction and environmental monitoring. Epstein also holds leadership roles in geological consulting and serves on the boards of Touro College and Congregation Ohav Zedek. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, utilizing a long-term, low-turnover investment approach centered on asset allocation guided by Modern Portfolio Theory. The firm emphasizes client involvement in setting objectives and maintains a small team structure with an internal continuity governance plan.

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, with five years of industry experience. He holds a Series 65 credential and previously worked at FOURPOINTS Asset Management, Inc. from 2014 to 2020. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, managing about $879 million in regulatory assets across roughly 400 client relationships. The firm focuses on discretionary and non-discretionary portfolio management and asset allocation advice tailored to cross-border needs, using a proprietary investment process that integrates macro analysis with fundamental and technical research.

Sarah Miller is a financial advisor at Zoe Financial, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Zoe Financial, she worked at AlphaSights and Clinii, and has six years of experience at American University. Zoe Financial operates an online referral service that connects individuals and high-net-worth households with third-party registered investment advisers in its Advisor Network. The firm also provides a Wealth Platform offering reporting, administrative, sub-advisory, and wrap-fee services to RIAs, while its referral service does not manage client assets or charge users for referrals.

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.

Andy Selfors is a financial advisor with United Asset Strategies Inc. in Garden City, NY, where he has worked since 2017. He has five years of industry experience and previously was affiliated with Baruch College from 2016 to 2018. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that employs diversified and tailored portfolios combining core holdings, ETFs, options strategies, and active fixed-income management.

Isaac Goldowitz is a financial advisor at Natural Investments with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and Manulife Securities. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts.

Wei Lee is a financial advisor at United Asset Strategies Inc. with four years of industry experience and has been with the firm since 2011. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model focused on diversified, tailored portfolios using a variety of investment strategies including options and active fixed-income management.