Aron Pinson is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Equinum, LLC, where he has worked since 2019, and previously held roles at Sterne Agee and LPS Financial LLC. Outside of his advisory work, Mr. Pinson owns several businesses including PFS Trading Inc. and Freeda Health LLC, which operate in coin collecting and nutraceuticals, respectively. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering a range of portfolio management and financial planning solutions. The firm uses both fundamental and technical analysis and maintains proprietary ETF models for its robo-advisor platform, integrating accounting firm ownership and family office services into its client offerings.

Chelsea Ransom Cooper is a CFP® and Series 65-licensed advisor with eight years of industry experience. She is currently with Zenith Wealth Partners, where she has worked since 2020, following roles at Baker Avenue Asset Management, Brunch & Budget, and Ernst & Young. Outside of her advisory work, she is the founder of Women with Equity, an organization focused on empowering women to build wealth through equity. Zenith Wealth Partners provides wealth planning and investment management to individuals, small businesses, and charitable organizations. The firm employs both active and passive management approaches, conducts educational workshops, and offers services including financial planning, portfolio management, retirement consulting, and business advisory support.

Nicole Scarpati is a financial advisor with Capital Counsel LLC in New York, NY, holding five years of industry experience and fourteen years at Capital Counsel. The firm provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. Capital Counsel employs a valuation-based fundamental investment strategy focused on profitable, free-cash-flow-generating businesses, managing both separately managed accounts and private partnerships with a concentrated portfolio approach.

Ivan Lucuk is a financial advisor with Greenline Partners, holding a Series 65 designation and one year of industry experience. He has been with Greenline Partners since 2018 and previously worked at Bridgewater Associates LP from 2004 to 2018. Greenline Partners manages portfolios for individual clients, trusts, estates, and institutional clients such as foundations, endowments, pensions, and family offices. The firm employs a fundamental, long-term investment approach focused on diversified portfolios, offering discretionary and non-discretionary investment and consulting services tailored to client-specific goals and risk considerations.

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 joining Altfest, she worked at Iam Capital Corporation and Iridian Asset Management LLC. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a diverse client base including individuals, retirement plans, and private funds. The firm employs a disciplined investment approach involving fundamental, technical, and cyclical analysis, along with ongoing monitoring and portfolio rebalancing under an investment committee.

Joyce Zhang is a financial advisor at Seasons of Advice Wealth Management with 8 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Seasons of Advice Wealth Management in 2022, she worked at JP Morgan Securities and JP Morgan Chase Bank from 2015 to 2022. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, and professionals, offering financial planning and portfolio management through a structured planning process tailored to clients’ life stages. The firm manages multiple investment programs and integrates held-away accounts with third-party solutions.

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 at MayTech Global Investments with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Polen Capital Management and BNY Mellon Distributors. MayTech Global Investments manages approximately $895 million in assets, serving individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on companies impacted by globalization, digitalization, and demographic change, with an emphasis on information technology, healthcare, and consumer sectors.

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 financial advisor at Altfest Personal Wealth Management in New York, NY, holding the CFP®, CFA®, and PFS™ designations with 14 years of industry experience. He has worked at Altfest Personal Wealth Management since 2009 and previously had a long tenure at Pace University from 1984 to 2020. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis with a focus on client objectives, asset allocation, and tax considerations. Additionally, the firm sponsors and advises private pooled vehicles, including alternative and real estate funds.

Mark Salerno is a CFP® with 33 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 serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services, managing approximately $402 million across a six-advisor team. The firm uses personal investment policy statements and combines asset allocation with fundamental and technical analysis to manage accounts.

Richard Zito is a CFP® with 33 years of industry experience. He has been with Flynn Zito Capital Management, LLC since 2010 and has also worked with LPL Financial since 1997. Outside of his advisory role, he is involved in boat management through FZ Maritime Services, LLC. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and retirement plan consulting, utilizing a hybrid relationship with LPL Financial and a mix of discretionary portfolio management and sub-adviser solutions.

Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Renew Family Wealth since 2021. His prior roles include Founder of Mcglynn Advisors and positions at Third Seven Capital, LLC and Third Seven Capital Advisors, LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analytic approaches along with both long- and short-term strategies, including options and margin trading, to deliver tailored investment advice with ongoing monitoring and rebalancing.

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 at VIM Wealth Management, LLC in New York, NY, holding Series 65 and Series 66 licenses. He joined VIM Wealth Management in 2026 and has prior experience at 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, estates, businesses, charities, and qualified retirement plans. The firm uses a proprietary strategic asset allocation process and combines macroeconomic, fundamental, quantitative, and technical analysis to monitor and rebalance portfolios over time.

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.

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.