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.

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 CFP®-credentialed financial advisor at Evolve Private Wealth, LLC with four years of industry experience. Prior to joining Evolve, he worked at Morgan Stanley & Co. LLC for four years and held roles at Bloomberg L.P. from 2019 to 2022. Evolve Private Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm manages approximately $2.15 billion in assets across 679 clients, employing a long-term, fundamental analysis approach with diversified portfolios including mutual funds, ETFs, equities, bonds, 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.

Matthew Battipaglia is a financial advisor at Washington Crossing Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Stifel since 2011. Outside of finance, he is a general partner in Mac's Tavern, a bar and restaurant in Philadelphia. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions, specializing in value-oriented equity strategies, bond ladders, tactical ETF allocation, and balanced income strategies.

Mathew Moschovas is a financial advisor at Laidlaw Wealth Management LLC in New York, NY, with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Laidlaw Wealth Management since 2020. In addition to his advisory role, he is an associate at Lucius Partners LLC, where he supports board communications, research, and presentations. Laidlaw Wealth Management LLC serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds customized portfolios using strategic asset allocation and institutional-class investments while emphasizing international investing and maintaining affiliations with related entities.

Nicholas King is a financial advisor with Fort Point Capital Partners LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC and Uhlmann Price Securities, LLC. Outside of finance, he serves as Executive Director of After Arts, an LLC that connects professionals and musicians through mentorship and events, and is a board member of the nonprofit Project Music Heals Us, which provides musical performances to hospital patients. Fort Point Capital Partners offers financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes global diversification, active risk management, cost control, and tax-aware strategies, and sponsors a multi-series fund-of-funds private investment program across various alternative asset classes.

Mark Dorfman is a financial advisor at Seasons of Advice Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Seasons of Advice. Outside of his advisory role, Dorfman is president of an oil and gas exploration business and serves as a trustee on the board of Art21, a nonprofit organization producing the Peabody Award-winning series "Art in the 21st Century." Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and various family types, typically starting with relationships around $100,000. The firm offers financial planning and portfolio management through a structured "Seasons of Advice" process, integrating held-away accounts and collaborating with sub-advisors such as PIMCO.

Michael Strassmann is a CFP® professional with six years of industry experience. He is currently with Seasons of Advice Wealth Management, where he has worked since 2023. His prior experience includes roles at First Republic Investment Management and Lenox Advisors Inc. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families, typically starting relationships around $100,000. The firm provides financial planning and portfolio management through its "Seasons of Advice" planning process, integrating goal tracking, asset allocation, and tax planning to align advice with clients’ life stages.

Elizabeth Wohlforth is a CFP® professional at Angeles Wealth Management, LLC with seven years of experience, including three years at Bridgewater Advisors. She has been with Angeles Wealth Management since 2019. Angeles Wealth Management serves high-net-worth individuals, charitable organizations, and corporations by providing discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting. The firm focuses on managing substantial assets through a manager-of-managers approach, incorporating alternative investments and proprietary manager research.

Filip Wolfe is a CFP® with 18 years of industry experience, currently serving at Altfest Personal Wealth Management since 2005. He is based in New York, NY, and holds the Series 65 designation. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis with continuous supervision guided by client objectives and tax considerations.

Gregory Kops is a financial advisor at ARS Investment Partners, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee process combining macro and sector analysis with fundamental research to build tailored strategies, and it manages both proprietary and third-party pooled investment vehicles.

Walter Kelley is a financial advisor at MayTech Global Investments with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory work, he is an equity owner in Payment Approved Technologies. MayTech Global Investments manages approximately $895 million in assets, serving individual investors, wealth management platforms, and institutional clients. The firm follows a research-driven Global Growth strategy focused on sectors such as information technology, healthcare, and consumer companies.

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He previously worked at FOURPOINTS Asset Management, Inc. for six years before joining Transatlantique Private Wealth in 2020. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure that facilitates cross-border custody and European trade execution.

Tzvetelina Botchoukova is a financial advisor with Lumiere Financial who holds Series 65 and Series 63 licenses and has eight years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Fiduciary Trust International, Athena Capital Advisors, and other firms. Outside of her advisory role, she is a licensed insurance agent. Lumiere Financial provides investment advisory and planning services to individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm uses tailored portfolio strategies including firm model allocations, third-party managers, and both discretionary and non-discretionary implementations, and also operates an affiliated insurance agency alongside brokerage services.