Christopher Marrone is a CFP® with seven years of industry experience, currently operating Marrone Wealth Management in New York, NY. His prior roles include positions at Equity Comp Advisors, Forefront Wealth Partners, Origin Financial, and New York Life. Marrone Wealth Management provides investment management and comprehensive financial planning services to individual clients, including higher-net-worth households. The firm combines modern portfolio theory with both passive and active strategies, integrating fundamental, technical, and cyclical analysis to guide portfolio construction and tactical adjustments.

Matthew Becker is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Fruitful since 2024. He is also the owner and operator of Mom and Dad Money, a registered investment adviser in Florida, and offers educational courses and books through his website. Becker is in the process of winding down Mom and Dad Money while maintaining his role at Fruitful. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, delivering advice through a subscription model rather than traditional asset-based fees.

John Griffin is a Certified Financial Planner® with 24 years of industry experience. He has been with Wilmington Capital Securities, LLC since 2015. Outside of his advisory role, he is the sole owner of an LLC that holds a New York City taxi medallion. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a variety of securities and analytical methods, managing approximately $258 million in client assets.

Leon Cherniavsky is a financial advisor at Fairport Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Fairport Advisors since 2012, also having worked at Fairport Capital, Inc. Prior to his current role, he was associated with Fairport Capital from 2008 to 2021. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-high-net-worth clients using model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI-driven analysis.

Jeanine Kosakowski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. She has been with United Asset Strategies since 2016. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with an investment approach that includes diversified portfolios, active fixed-income management, and risk management strategies involving options and margin transactions.

Lauro Akira Neuppmann Takata is a financial advisor at Brasil Plural Investment Advisor LLC with a Series 65 designation and two years of industry experience. His work history includes roles at Sympatheia Advisory LLC, C6 Bank, and Icap Capital Markets. Brasil Plural Investment Advisor, LLC is an SEC-registered firm managing approximately $201.6 million in assets. The firm serves individuals, corporations, and institutions with customized portfolio management based on macroeconomic research and in-house analysis, employing strategies that may involve derivatives, hedging, and exposure to foreign currency and emerging-market risks.

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 holds a Series 65 license with seven years of industry experience. She has worked at Zenith Solutions, LLC since 2020 and previously held roles at Baker Avenue Asset Management LP, Brunch & Budget, and Ernst & Young. Cooper is the founder of Women with Equity, an organization focused on empowering women to build wealth through equity. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and serves entrepreneurs and employer-sponsored plans, employing a combination of active and passive investment strategies along with client-specific investment policy statements.

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 19 years of industry experience. He holds a Series 63 designation and has worked at firms including Polen Capital Management and BNY Mellon Distributors. MayTech Global Investments is a registered investment adviser managing 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 companies impacted by globalization, digitalization, and demographic trends, with an emphasis on information technology, healthcare, and consumer sectors.

Kenneth Botwinick is a Series 66 licensed financial advisor at Signature Wealth Management Partners, LLC with 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp., and has been associated with Botwinick & Company, LLC since 1997, where he serves as a Certified Public Accountant and partner. His non-investment activities include accounting, audit, tax services, and consulting on business financing strategies. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a range of securities and employs a blend of fundamental, technical, and cyclical analysis with periodic rebalancing.

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.

Steven Longa is a financial advisor at Emissary Wealth with a Series 65 designation and three years of industry experience. Prior to joining Emissary Wealth in 2022, he played professional football in the National Football League from 2016 to 2020. Outside of advising, he owns and manages businesses in transportation and property management. Emissary Wealth serves a diverse client base including individuals, trusts, business entities, and charitable organizations, providing comprehensive financial planning and investment management services. The firm is noted for its role as adviser and manager of private pooled investment vehicles, alongside offering tailored portfolio management based on fundamental analysis and client-specific objectives.