Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 65 and Series 63 credentials and bringing 33 years of industry experience. He has been with D.H. Hill Advisors since 2015 and has previous experience at Horter Investment Management and Capital Growth Corp, where he also operates as an insurance and financial asset manager. Additionally, he serves as an insurance agent for Omni Financial & Insurance Services. D.H. Hill Advisors provides wealth-management services, including financial planning and investment management for individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs multiple investment strategies overseen by an Investment Committee and offers access to alternative investments and insurance-related advice.

Walter Kelley is a financial advisor with MayTech Global Investments, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory work, he is an equity owner in two businesses related to payment technologies. MayTech Global Investments manages discretionary portfolios for high-net-worth individuals, family offices, and institutional clients, employing a research-intensive Global Growth strategy focused on information technology, healthcare, and consumer sectors. The firm also manages a private fund and serves as sub-adviser to an actively managed ETF launched in 2026.

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.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Nathan & Lewis Securities, Inc. Diaz serves as treasurer for the Surfrider Foundation New York City Chapter, a nonprofit organization. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, providing financial planning, discretionary investment management, and comprehensive wealth management to individual and corporate clients. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create portfolios tailored to client risk tolerance and goals.

Gregory Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners and Purshe Kaplan Sterling Investments since 2018. Emr is a board member of the Mansion Ridge Home Owners Association, where he participates in contract negotiations and operational decisions. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers customized and model-based portfolio management across various risk strategies, utilizing fundamental, technical, and cyclical analysis alongside periodic rebalancing.

Adam Aksamit is an advisor with Connective Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2026 and has prior experience in various roles outside the financial industry, including positions in retail and hospitality. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach with a long-term investment orientation, offering portfolios constructed from ETFs, equities, bonds, mutual funds, and alternative investments.

Anthony Daprato is a financial advisor at Wellington Shields & Co., LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wellington Shields since 2015, following five years at RBC Capital Markets. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection and employs a range of investment strategies, monitoring accounts through regular reviews and custodial reporting.

Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Ronald Murtha is a financial advisor at Acrylic Financial, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Brooklight Place Securities, PRUCO Securities, Prudential Insurance, Lifemark Securities, KALO, Allstate Insurance, and Asset Consulting. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, using a combination of passive and active investment strategies along with third-party manager selection. The firm manages both discretionary and non-discretionary portfolios and serves high-net-worth clients, offering solutions that include firm-sponsored private pooled vehicles.

Shyamli Milam is a financial advisor at Perennial with 10 years of industry experience. She holds a Series 65 designation and has been with Perennial Advisors since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment approach that includes fundamental research, diversification, rebalancing, and use of individual equities, ETFs, and fixed-income securities, along with alternative investments and derivative strategies.

Timothy Molloy is a financial advisor at Argos Wealth Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bessemer Trust for 25 years. Argos Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and selective use of third-party money managers.

Henry Wilmerding III is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with 7 years at the firm and 13 years of industry experience. Prior to his current role, he worked at Williams Jones & Associates, Inc. from 2013 to 2019. Williams Jones Wealth Management serves high-net-worth individuals, families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes a growth-at-a-reasonable-price framework focused on mid-to-large cap equities and offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative strategies through affiliated private investment vehicles.

Cynthia Stroik is a financial advisor at Fifth Third Wealth Advisors LLC with 14 years of industry experience. She holds a Series 65 designation and has previously worked at M&T Bank, Millington Securities, WBI Investments, and Harthorne Group. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often utilizing third-party managers and affiliated model strategies.

Thomas Dowling is a CFP® and CFA® with 31 years of industry experience, currently serving at A.G.P. / Alliance Global Partners since 2021. His prior experience includes roles at Aegis Capital Corp., FSC Securities Corp., and Gunnallen Financial, Inc. In addition to his advisory work, he is president of Mark Up Equity Ventures, Inc., a company providing accounting services. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies.

Michael Schessler is a financial advisor with Foundations Investment Advisors LLC in Union City, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at The Retirement Advantage, First Advisors National, and Ohio National Financial Services. He is also the founder of Sustainable Retirement Solutions, an insurance and investment-related practice. Foundations Investment Advisors serves a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management using fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing strategy.

Brandon Sim is a financial advisor at Silvercrest Asset Management Group LLC with 4 years of industry experience. He holds a Series 63 designation. His prior experience includes working at IEQ Capital, LLC since 2026, and he spent 19 years at Silvercrest in various roles from 2007 to 2026. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and integrating quantitative risk analytics as part of its investment approach.

Adam Janovic is a financial advisor at Ingalls Investment Management, LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Ingalls & Snyder LLC since 2002. He serves as a trustee for three family trusts and one friend's trust, devoting limited time to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary advisory services to a range of clients, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.