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.

Brian Foote is a CFA® charterholder affiliated with Miramontes Capital, LLC and holds a Series 63 license. He has been with the firm since 2026 and has over a decade of experience at Broadway Capital Management, LLC and Broadway Capital Advisors, LLC. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management services. The firm utilizes a range of investment approaches, including long-term and short-term trading strategies, ETFs, mutual funds, and options, and serves clients through both discretionary and non-discretionary account management.

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.

Andy Selfors is a financial advisor with United Asset Strategies Inc. in Garden City, NY, where he has worked since 2017. He has five years of industry experience and previously was affiliated with Baruch College from 2016 to 2018. 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 through a team-based advisory model that employs diversified and tailored portfolios combining core holdings, ETFs, options strategies, and active fixed-income management.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Cetera Advisors LLC and First Allied Advisory Services. He serves as treasurer for the Surfrider Foundation NY City Chapter, a nonprofit organization focused on environmental issues. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with comprehensive wealth management, including discretionary investment management and financial planning. The firm employs a core/satellite investment approach that combines fundamental and technical analysis with Modern Portfolio Theory, tailoring portfolios to client risk tolerances and conducting regular reviews.

Wei Lee is a financial advisor at United Asset Strategies Inc. with four years of industry experience and has been with the firm since 2011. 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 focused on diversified, tailored portfolios using a variety of investment strategies including options and active fixed-income management.

Adam Aksamit is a financial advisor at Connective Wealth Partners, LLC in Jersey City, NJ, holding a Series 65 credential. He has one year of industry experience and joined Connective Wealth Partners in 2026. Prior to his advisory role, he held positions in various sectors including hospitality and retail. Connective Wealth Partners is an SEC-registered advisory serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies while utilizing a range of investment vehicles and offering customized portfolio management.

Miroslava Martinez is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Merrill and Bank of America. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.

Anthony Daprato is a financial advisor at Wellington Shields & Co., LLC with 39 years of industry experience. He has been with Wellington Shields since 2015 and holds Series 63 and Series 65 designations. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and maintaining client-specific objectives with ongoing monitoring and annual reviews.

Jennifer Henao is a Series 65-licensed advisor at Ameraudi Asset Management, Inc. in New York, NY, with seven years of industry experience. She has worked at Ameraudi since 2019 and previously held roles at Interaudi Bank and Neuropsychological Services, P.C. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolio management. The firm employs a macro, asset-allocation approach using diversified exposures primarily through index ETFs and manages approximately $1.74 billion in client assets.

Dwight Fulton Jr. is a financial advisor at Aimcdonnaugh & Co. Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including McDonnaugh Securities LLC and Global 1 Group Incorporated. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management services. The firm emphasizes long-term allocation across stocks, bonds, and mutual funds and offers both discretionary and non-discretionary management.

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.

Eli Graham is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation and beginning his industry career in 2023. He was previously affiliated with High Trail Capital before joining Ascend Interplay. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and use of third-party model portfolios rather than individual security selection. The firm manages client assets across a broad investment universe and includes several affiliated entities offering diverse financial services.

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, with seven years of experience at the firm and a total of eight years in the industry. He holds Series 65 and Series 63 licenses. Williams Jones Wealth Management serves high-net-worth individuals, families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated portfolio approach with an emphasis on mid- to large-cap equities using a growth-at-a-reasonable-price framework, alongside active, tax-aware fixed-income management and access to alternative strategies.