Wesley Llado is a CFA® charterholder with 12 years at First Long Island Investors, LLC and five years of industry experience. He is based in Jericho, NY, and works as part of a seven-advisor team. First Long Island Investors, LLC advises individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations, generally taking on new relationships with at least $5 million in assets. The firm employs a long-term, individually tailored investment approach, utilizing internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

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.

James Fahey is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Wellington Shields since 2016 and previously held positions at Oppenheimer and Merrill. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection and various investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

John Gross is a financial advisor with MayTech Global Investments in New York, NY, holding a Series 63 designation and 20 years of industry experience. He has previously worked at Polen Capital Management and BNY Mellon Distributors, both from 2011 to 2024, and more recently at Foreside Financial Services since 2026. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, focusing on a research-intensive Global Growth strategy across information technology, healthcare, and consumer sectors in U.S. and international markets. The firm also manages a private pooled vehicle and sub-advises the actively managed MayTech Global Growth ETF.

Theresa Bilello is a financial advisor with Legacy Edge Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at GWM Advisors, LLC and spent 14 years at TIAA-CREF. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on written Investment Policy Statements and employs a diverse approach that includes fundamental, quantitative, and technical analysis.

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 CFP®, CFA®, and PFS™ with 15 years of experience at Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he spent 36 years at Pace University. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized discretionary portfolios using fundamental, technical, and cyclical analysis, and provides a range of retirement plan services alongside its wealth management offerings.

Daniel O’Shea is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Ardsley Engine Company volunteer fire department. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension plans, and corporate clients, providing asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines third-party research and internal portfolio models, offering tailored portfolios that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

Mark Salerno is a CFP® with 34 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 is a team-based firm serving individual and high-net-worth clients, retirement plans, and businesses. The firm employs a multi-model core-satellite and dynamic allocation investment approach, managing approximately $472 million across bespoke individual portfolios and a suite of model options.

Alexandra Rooney is a CFP® and Series 65 licensed financial advisor at Main Street Research LLC with four years of industry experience. She has worked at several firms, including Revolve Wealth Partners, SCS Capital Management, Kilingenstein Fields Advisors, and Wolf Group Capital Advisors. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for around 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a disciplined investment process combining fundamental, quantitative, and technical analysis, and it is notable for accepting performance-based fee arrangements alongside traditional fees.

David Price is a CFP® professional with 13 years of industry experience. He is a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked since 2020. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Sanctuary Securities Inc., Bank of America, Merrill, Great Point Capital, and Quincy Wells Capital. Price also serves as a director for Navis Foundation, Inc., overseeing the foundation's activities. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, financial planning, and retirement advisory services with a focus on fundamental analysis and long-term strategies using diversified investments, including mutual funds, ETFs, equities, bonds, alternatives, and options.

Brandon Velez is a financial advisor at 5C Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 5C Capital Management, he worked at Better Mortgage Corporation, Rockit Solutions, Morgan Stanley, and JP Morgan Securities LLC. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a structured due-diligence process to build diversified portfolios using a blend of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets.

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and integrating tax-aware considerations in its investment approach.

Richard Zito is a CFP® with 34 years of experience in the financial industry. He has been with Flynn Zito Capital Management, LLC since 2010 and has concurrently worked at LPL Financial since 1997. Outside his advisory work, he is involved in boat management through a separate business, FZ Maritime Services, LLC. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with services including wealth management, investment management, financial planning, and retirement plan consulting. The firm’s investment approach incorporates fundamental and technical analysis and employs diverse strategies tailored to client objectives, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.

Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Mcglynn Advisors and Third Seven Capital Advisors. Outside of Renew Family Wealth, he is a registered representative at Third Seven Capital, a broker-dealer based in New York. Renew Family Wealth offers financial planning, discretionary portfolio management, and pension/401(k) plan consulting for individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm provides tailored investment advice with ongoing monitoring, employing a variety of analytic approaches and strategies, and may use sub-advisers or third-party model portfolios to implement client allocations.

Virginia Gray is a financial advisor at Searle & Co. with 40 years of industry experience. She has been with Searle & Co. since 1990 and holds the Series 66 designation. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships and employs a mix of fundamental, technical, and charting analysis within a seven-advisor team.

William Baxter IV is a financial advisor at Baxter Investment Management in Riverside, CT, with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach, managing approximately $1.165 billion in discretionary assets across five advisors.

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.

Bart Di Chiaro is a financial advisor with Discipline Wealth Solutions, Inc. in Tarrytown, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at CPR Investments Inc., Primerica Advisors, and Quest Capital Strategies, Inc. He is also active as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing customized investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm incorporates various investment approaches and offers both in-house management and oversight of third-party managers.

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.