Virginia Gray is a financial advisor at Searle & Co. with 40 years of industry experience. She has been with Searle & Co. since 1990 and holds the Series 66 designation. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships and employs a mix of fundamental, technical, and charting analysis within a seven-advisor team.

William Baxter IV is a financial advisor at Baxter Investment Management in Riverside, CT, with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach, managing approximately $1.165 billion in discretionary assets across five advisors.

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.

Bart Di Chiaro is a financial advisor with Discipline Wealth Solutions, Inc. in Tarrytown, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at CPR Investments Inc., Primerica Advisors, and Quest Capital Strategies, Inc. He is also active as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing customized investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm incorporates various investment approaches and offers both in-house management and oversight of third-party managers.

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.

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.

James Rank is a financial advisor at Aspire Advisors, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Aspire Advisors since 2012. Outside of his advisory role, he dedicates a portion of his time to consulting on retirement plan service engagements and client relations for Hamilton Cavanaugh & Associates, Inc., a broker-dealer. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting services to individuals, corporations, and employee benefit plans. The firm manages client assets predominantly through discretionary model portfolios and combines fundamental and technical analysis in its research.

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 with MayTech Global Investments in New York, NY, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Foreside Financial Services, Brookmont Capital Management, and J.P. Morgan Securities. Outside of advisory work, he has equity ownership interests in companies such as Game Safe and Payment Approved Technologies. MayTech Global Investments manages approximately $895 million in assets and serves individual investors, wealth platforms, and institutional clients. The firm employs a research-driven Global Growth strategy focused on sectors like information technology, healthcare, and consumer names, with investment activities that include discretionary management, model delivery, and sub-advisory services.