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 CFP®-credentialed financial advisor at Evolve Private Wealth, LLC with four years of industry experience. Prior to joining Evolve, he worked at Morgan Stanley & Co. LLC for four years and held roles at Bloomberg L.P. from 2019 to 2022. Evolve Private Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm manages approximately $2.15 billion in assets across 679 clients, employing a long-term, fundamental analysis approach with diversified portfolios including mutual funds, ETFs, equities, bonds, 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.

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.

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.

Mark Dorfman is a financial advisor at Seasons of Advice Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Seasons of Advice. Outside of his advisory role, Dorfman is president of an oil and gas exploration business and serves as a trustee on the board of Art21, a nonprofit organization producing the Peabody Award-winning series "Art in the 21st Century." Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and various family types, typically starting with relationships around $100,000. The firm offers financial planning and portfolio management through a structured "Seasons of Advice" process, integrating held-away accounts and collaborating with sub-advisors such as PIMCO.

Michael Strassmann is a CFP® professional with six years of industry experience. He is currently with Seasons of Advice Wealth Management, where he has worked since 2023. His prior experience includes roles at First Republic Investment Management and Lenox Advisors Inc. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families, typically starting relationships around $100,000. The firm provides financial planning and portfolio management through its "Seasons of Advice" planning process, integrating goal tracking, asset allocation, and tax planning to align advice with clients’ life stages.

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.

Gregory Kops is a financial advisor at ARS Investment Partners, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee process combining macro and sector analysis with fundamental research to build tailored strategies, and it manages both proprietary and third-party pooled investment vehicles.

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.

Tzvetelina Botchoukova is a financial advisor with Lumiere Financial who holds Series 65 and Series 63 licenses and has eight years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Fiduciary Trust International, Athena Capital Advisors, and other firms. Outside of her advisory role, she is a licensed insurance agent. Lumiere Financial provides investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm uses tailored portfolio strategies including firm model allocations, third-party managers, and both discretionary and non-discretionary implementations, and also operates an affiliated insurance agency alongside brokerage services.

Jeb Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clear Harbor since 2018. Prior to joining Clear Harbor, he was employed at Tecogen Inc and was self-employed for a period. Clear Harbor Asset Management provides financial planning, consulting, and both discretionary and non-discretionary investment management services to a range of clients including individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach and manages approximately $1.743 billion in assets across 19 advisors.

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.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Cetera Advisors LLC and First Allied Advisory Services. He serves as treasurer for the Surfrider Foundation NY City Chapter, a nonprofit organization focused on environmental issues. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with comprehensive wealth management, including discretionary investment management and financial planning. The firm employs a core/satellite investment approach that combines fundamental and technical analysis with Modern Portfolio Theory, tailoring portfolios to client risk tolerances and conducting regular reviews.

Miroslava Martinez is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Merrill and Bank of America. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.

Jennifer Henao is a Series 65-licensed advisor at Ameraudi Asset Management, Inc. in New York, NY, with seven years of industry experience. She has worked at Ameraudi since 2019 and previously held roles at Interaudi Bank and Neuropsychological Services, P.C. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolio management. The firm employs a macro, asset-allocation approach using diversified exposures primarily through index ETFs and manages approximately $1.74 billion in client assets.