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.

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.

Anthony Lupo is a CFP® professional with four years of industry experience, currently serving at Tilson Financial Group Inc in New Providence, NJ. He has been with Tilson Financial Group since 2010, contributing to a team of eight advisors. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Bruce Milove is a financial advisor at Access Wealth with 38 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments since 2015. Milove has been involved with Access Wealth Planning LLC since 2001 and BAM Associates since 1985. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory and an investment committee to construct diversified models, monitor portfolios, and evaluate third-party managers.

Adrian Morffi is a CFA® charterholder with nine years of industry experience, currently serving at Seabridge Investment Advisors LLC. He has been with Seabridge since 2011. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm manages global, equity-focused portfolios across various strategies and also serves other advisers as a discretionary sub-adviser.

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.

Fahmin Fardous is a CFP® professional with three years of industry experience, currently serving as an advisor at Zenith Wealth Partners. He previously worked at PNC Bank for 12 years and held roles at Securities America, Inc. and Zenith Solutions, Inc. Outside of his advisory work, he manages investment property ownership responsibilities. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs a combination of active and passive investment strategies and offers services including estate and tax planning, private investment sourcing, and capital-raising support.

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 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.