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.

Andrew Schmeidler is a financial advisor at ARS Investment Partners, LLC with 24 years of industry experience. He has been with ARS Investment Partners since 2016. The firm serves individual and high-net-worth clients as well as institutional accounts, offering tailored asset allocations, separately managed accounts, and ETF-based thematic portfolios driven by a committee process that integrates macro and sector analysis with fundamental research.

Christopher Marrone is a CFP® with seven years of industry experience, currently operating Marrone Wealth Management in New York, NY. His prior roles include positions at Equity Comp Advisors, Forefront Wealth Partners, Origin Financial, and New York Life. Marrone Wealth Management provides investment management and comprehensive financial planning services to individual clients, including higher-net-worth households. The firm combines modern portfolio theory with both passive and active strategies, integrating fundamental, technical, and cyclical analysis to guide portfolio construction and tactical adjustments.

Matthew Becker is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Fruitful since 2024. He is also the owner and operator of Mom and Dad Money, a registered investment adviser in Florida, and offers educational courses and books through his website. Becker is in the process of winding down Mom and Dad Money while maintaining his role at Fruitful. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, delivering advice through a subscription model rather than traditional asset-based fees.

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.

Jeanine Kosakowski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. She has been with United Asset Strategies since 2016. 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 with an investment approach that includes diversified portfolios, active fixed-income management, and risk management strategies involving options and margin transactions.

Aron Pinson is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Equinum, LLC, where he has worked since 2019, and previously held roles at Sterne Agee and LPS Financial LLC. Outside of his advisory work, Mr. Pinson owns several businesses including PFS Trading Inc. and Freeda Health LLC, which operate in coin collecting and nutraceuticals, respectively. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of portfolio management and financial planning solutions. The firm uses both fundamental and technical analysis and maintains proprietary ETF models for its robo-advisor platform, integrating accounting firm ownership and family office services into its client offerings.

Chelsea Ransom Cooper is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Zenith Solutions, LLC since 2020 and previously held roles at Baker Avenue Asset Management LP, Brunch & Budget, and Ernst & Young. Cooper is the founder of Women with Equity, an organization focused on empowering women to build wealth through equity. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and serves entrepreneurs and employer-sponsored plans, employing a combination of active and passive investment strategies along with client-specific investment policy statements.

Ivan Lucuk is a financial advisor with Greenline Partners, holding a Series 65 designation and one year of industry experience. He has been with Greenline Partners since 2018 and previously worked at Bridgewater Associates LP from 2004 to 2018. Greenline Partners manages portfolios for individual clients, trusts, estates, and institutional clients such as foundations, endowments, pensions, and family offices. The firm employs a fundamental, long-term investment approach focused on diversified portfolios, offering discretionary and non-discretionary investment and consulting services tailored to client-specific goals and risk considerations.

Eileen Connolly is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Wellington Shields & Co., LLC since 2009 and Shields & Company since 2001. Wellington Shields Capital Management, LLC offers discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various strategies, including equity, options, and margin trading, while maintaining ongoing client monitoring and due diligence on third-party managers.

Drew Graves is a financial advisor at IDB Lido Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory role, he owns and operates Soaring Student, LLC, providing tutoring and consulting services as well as wellness and dating advice for men coping with divorce. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York. The firm offers investment management, financial planning, family office, and retirement and estate planning services to individuals, family offices, pensions, trusts, estates, charitable organizations, corporations, and insurance companies, employing an integrated wealth-management approach that includes multi-asset allocations and affiliated sub-advisory strategies.

Scott Brazina is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Capital Group and Tough Mudder. Outside of finance, he was involved with Bearded Brothers Landscaping as a self-employed individual. NerdWallet Wealth Partners is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, through discretionary investment management and integrated financial planning. The firm employs a primarily passive, asset-class-weighted investment approach supplemented by fundamental analysis and offers specialized strategies via third-party sub-advisers.

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 33 years of industry experience. He has been with Flynn Zito Capital Management, LLC since 2010 and has also worked with LPL Financial since 1997. Outside of his advisory role, he is involved in boat management through FZ Maritime Services, LLC. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and retirement plan consulting, utilizing a hybrid relationship with LPL Financial and a mix of discretionary portfolio management and sub-adviser solutions.

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.

Franco Allena is an advisor at VIM Wealth Management, LLC in New York, NY, holding Series 65 and Series 66 licenses. He joined VIM Wealth Management in 2026 and has prior experience at Random Creations Only Corp., Machinio Corp., Kelmer Group, and Martinez & Novebaci. VIM Wealth Management is a team-based investment adviser managing approximately $31 million for individuals, families, trusts, estates, businesses, charities, and qualified retirement plans. The firm uses a proprietary strategic asset allocation process and combines macroeconomic, fundamental, quantitative, and technical analysis to monitor and rebalance portfolios over time.

Miranda Pietrangelo is a financial advisor at Payne Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Morgan Stanley for five years. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk management, and personalized service.

Michael Gawlik is a CFA® charterholder with 17 years of industry experience. He has been with Francis Financial since 2026 and was self-employed from 2017 to 2026. Prior to that, he worked for Gofen and Glossberg, L.L.C. for 20 years. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing both discretionary and non-discretionary strategies.