Mary Catherine Mcrae is a CFA® charterholder with six years of industry experience. She has been with American Capital Management, Inc. since 2010. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, corporations, foundations, and institutional clients, focusing on individually managed equity portfolios supplemented with convertible and fixed-income investments. The firm emphasizes fundamental analysis of small- and medium-sized growth companies in health care and technology sectors, with a preference for long-term holdings and lower turnover.

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.

Courtney Mckenna is a CFP® with 27 years of industry experience, currently serving at Altfest Personal Wealth Management since 2022. Prior to that, she worked at Iam Capital Corporation and Iridian Asset Management LLC. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a disciplined investment approach overseen by a committee and offers specialized retirement-plan services alongside wealth management.

Joyce Zhang is a financial advisor at Seasons of Advice Wealth Management in New York, NY, holding Series 63 and Series 66 licenses with nine years of industry experience. She previously worked at JP Morgan Securities and JP Morgan Chase Bank, where she held various roles between 2015 and 2022. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families with financial planning and discretionary investment management. The firm employs a proprietary "Seasons of Advice" process to tailor planning and investment recommendations to clients’ goals and risk tolerances, utilizing external partners such as a PIMCO sub-advisor for fixed-income portfolios while maintaining comprehensive oversight.

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.

John Gross is a financial advisor with MayTech Global Investments in New York, NY, holding a Series 63 designation and 20 years of industry experience. He has previously worked at Polen Capital Management and BNY Mellon Distributors, both from 2011 to 2024, and more recently at Foreside Financial Services since 2026. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, focusing on a research-intensive Global Growth strategy across information technology, healthcare, and consumer sectors in U.S. and international markets. The firm also manages a private pooled vehicle and sub-advises the actively managed MayTech Global Growth ETF.

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.

Lewis Altfest is a CFP®, CFA®, and PFS™ with 15 years of experience at Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he spent 36 years at Pace University. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized discretionary portfolios using fundamental, technical, and cyclical analysis, and provides a range of retirement plan services alongside its wealth management offerings.

Mark Salerno is a CFP® with 34 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 is a team-based firm serving individual and high-net-worth clients, retirement plans, and businesses. The firm employs a multi-model core-satellite and dynamic allocation investment approach, managing approximately $472 million across bespoke individual portfolios and a suite of model options.

Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Mcglynn Advisors and Third Seven Capital Advisors. Outside of Renew Family Wealth, he is a registered representative at Third Seven Capital, a broker-dealer based in New York. Renew Family Wealth offers financial planning, discretionary portfolio management, and pension/401(k) plan consulting for individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm provides tailored investment advice with ongoing monitoring, employing a variety of analytic approaches and strategies, and may use sub-advisers or third-party model portfolios to implement client allocations.

Tyler Allen is a financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cornerstone in 2022, he worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2018 to 2022. Outside of financial advising, he tutors at the Huntingdon Learning Center. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to a diverse client base including individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting services for plan sponsors.

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 with VIM Wealth Management, LLC in New York, NY, holding Series 65 and Series 66 licenses. He has been with VIM Wealth Management since 2026 and has prior experience at firms including 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, businesses, charities, and qualified retirement plans. The firm uses a proprietary strategic asset allocation process and combines macroeconomic, fundamental, quantitative, and technical analyses to build and monitor custom portfolios.

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.

Daniel O’halloran is a CFP® with three years of industry experience, currently serving as a financial advisor at The GenWealth Group, Inc. He previously worked at Emissary Wealth, Martlet Creative, Rodale Inc., and Robot Fondue. In addition to his advisory role, he is a licensed insurance agent specializing in accident, health, and life insurance. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, incorporates ESG criteria in its investment decisions, and offers tax-aware features alongside regular account reviews.

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 financial advisor at Evolve Private Wealth, LLC with CFP® certification and Series 63 and 66 licenses. He has four years of industry experience, including prior roles at Morgan Stanley & Co. LLC and Bloomberg L.P. Evolve Private Wealth provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a fundamentally driven, long-term investment approach that incorporates diversified portfolios of mutual funds, ETFs, equities, bonds, independent managers, 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.

Gregory Makowski is a CFP® with 44 years of experience in the financial services industry. He has been with CFS Investment Advisory Services LLC since 1997 and previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Outside of advisory work, he serves as a trustee for a family trust and is a member of the advisory and advancement board at William Paterson University’s Cotsakos College of Business. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as trusts, estates, and business entities. The firm uses a range of investment strategies, including mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary account management.