Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked since 2002. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.

Robert Mehlin is a financial advisor at Key Client Fiduciary Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coastal Investment Advisors, Coastal Equities, and Wells Fargo Advisors Financial Network. Mehlin is the sole member of Ryan Gregory Securities, LLC, where he performs payroll and bill paying duties without compensation. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to construct and monitor portfolios.

Ting Wang is a CFP® professional with one year of industry experience, currently serving at Altfest Personal Wealth Management. Prior to joining Altfest, Wang worked at SLP Wealth and held roles at Boston University, Student Loan Planner, and Avenues The World School. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles for a diverse client base including individuals, retirement plans, and private funds. The firm employs individualized investment policies, ongoing monitoring, and portfolio rebalancing, and offers fiduciary services and participant education for retirement-plan clients.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Satovsky Asset Management since 2015. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for structured notes, private placements, and third-party managers.

Joao Viscardo is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Bolton Global Capital/Interaudi Bank and Raymond James Financial Services. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with investment advisory and portfolio management services, employing a macro, asset-allocation approach primarily through diversified index ETFs while also using individual securities and derivatives as appropriate. The firm manages a significant amount of assets with a focus on both discretionary and non-discretionary accounts and operates as a subsidiary of Interaudi Bank.

Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.

John O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. He works within a two-advisor team based in Verona, NJ. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with semi-annual portfolio reviews.

Brenda Sakon is a CFP® with three years of industry experience currently advising at Francis Financial in New York, NY. Her prior roles include positions at Chicory Wealth and Benedetti, Gucer & Associates. Outside of finance, she has experience working with Immaculate Heart of Mary Catholic Church and previously operated Numma Numma LLC. Francis Financial is an SEC-registered advisory firm managing approximately $803 million, serving individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce planning, and emphasizes strategies including asset allocation and mutual fund/ETF analysis.

Stuart Katz is a financial advisor with IDB Lido Wealth, LLC and holds a Series 66 designation, bringing 15 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 10 years and has been associated with Lido Advisors, LLC since 2021. Katz provides advisory services to IDB Lido Wealth under a services agreement between the two firms. IDB Lido Wealth, LLC is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers investment management, financial planning, family office, and retirement and estate planning services to a diverse client base including high- and ultra-high-net-worth individuals, family offices, and institutional clients. The firm employs a multi-asset allocation approach implemented through direct management, sub-advisers, and affiliates, and benefits from its bank ownership and affiliated service entities.

Carter Duddy is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Spartan Capital Securities, LLC and CB Insights, as well as work related to job searches and time as a student at Lehigh University. Spartan Capital Private Wealth Management offers personalized investment advisory services to individuals, corporations, and other business entities. The firm provides portfolio management and oversight of third-party money managers, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Neil Nejame is a financial advisor at Neville, Rodie & Shaw Inc with five years of industry experience. He has been affiliated with Neville, Rodie & Shaw Inc since 1993. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm focuses on fundamental equity analysis, long-term holdings, and a balanced use of common stocks, fixed income, mutual funds, and ETFs, tailoring portfolios to client objectives and reviewed regularly by an investment committee.

Patrick York is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Premier Path Wealth Partners, LLC, joining the firm in 2023 after 11 years at Bank of America and 12 years at Merrill. Premier Path Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process that incorporates fundamental, technical, and portfolio construction methods across various instruments and uses third-party platforms and managers to implement strategies in both custody and held-away accounts.

Philip Abdo is a Series 65-licensed financial advisor at Ameraudi Asset Management, Inc. in New York, NY, with one year of industry experience. Prior to joining Ameraudi Asset Management in 2026, he was employed at Interaudi Bank from 2023 to 2026 and has experience in academic roles at Northeastern University and the University of Connecticut. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, emphasizing a macroeconomic investment approach centered on asset allocation. The firm offers both discretionary and non-discretionary programs, primarily advising on exchange-traded funds and collaborating with third-party managers and sub-advisers.

Stephen Sikes is a financial advisor with Public Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at McKinsey & Company from 2013 to 2017 and various firms affiliated with Social Finance, Inc. since 2017. Public Advisors serves primarily individual retail clients through discretionary portfolio management delivered exclusively online via its platform and mobile app. The firm uses proprietary technology for account implementation, rebalancing, and tax-loss harvesting, and offers investment options including U.S. Treasury ladders, direct indexing, and AI-generated custom index accounts.

Richard Flora is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Realta Equities, Inc. Flora is also a co-owner of Key Client Financial Advisors LLC, where he subleases office space. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct client-specific portfolios with ongoing monitoring and quarterly reviews.

Pablo Jimenez is an investment advisor at Ameraudi Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameraudi Asset Management since 2018, with prior experience at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management serves primarily high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolios, employing a macro, asset-allocation approach that uses diversified exposures through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.

Elizabeth Rogers is a CFA® charterholder with 15 years of experience in the financial industry. She currently serves as an advisor at Angeles Wealth Management, LLC and has previously worked at Ellevest and multiple divisions of JPMorgan, including JPMorgan Institutional Investments and JPMorgan Chase Bank. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, allocating capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Alexander Paszkiewicz is a financial advisor with CFS Investment Advisory Services LLC, holding a Series 65 credential and five years of industry experience. Before joining CFS in 2020, he worked in various roles including at Professional Title Associates, Inc. and engaged in tennis instruction. He serves on the board of Ability School, a private education organization for children ages 3-13. CFS Investment Advisory Services provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities, managing approximately $2.73 billion in assets as of year-end 2025. The firm tailors portfolios using mutual funds, ETFs, individual securities, and Independent Managers, and offers both discretionary and non-discretionary account management.

Lin Shiow is a financial advisor at Stratton Capital Investment Advisory LLC and holds a Series 65 designation. She has been with Stratton Capital since 2021 and has experience investing in startups as part of an angel investor group. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, including a significant number of non-U.S. clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and other securities, employing fundamental analysis and ongoing monitoring to align with client objectives and risk tolerance.

Jill Ganey is a financial advisor at Strategic Wealth Management Group with 12 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Sidoti and Cantor Fitzgerald. Strategic Wealth Management Group offers discretionary and non-discretionary investment management and consulting to individuals, pension plans, trusts, and other entities. The firm employs customized asset allocation using a combination of fundamental, technical, and modern portfolio theory analyses, including proprietary ETF strategies and third-party manager programs.