Claudia Cedrone

Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Karen Ogden is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. She currently works at Envest Asset Management, LLC and has held prior roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management, LLC serves individuals—including high-net-worth clients—as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm employs a holistic advisement philosophy that may include socially responsible and ESG investing, primarily using passive, asset-class oriented portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis and third-party managers.

Carmel Furtado is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group, Inc. since 2018, following three years at United Advisors Services. Furtado serves as a volunteer board member for the Israel Congregation of Manchester. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a broad range of fiduciary and non-fiduciary retirement services alongside a developed family-office and concierge service platform.

Charles Thompson is a financial advisor at Wellington Shields Capital Management, LLC with 51 years of industry experience. He has been with Wellington Shields & Co., LLC since 2009. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of fundamental and technical analysis across various equity strategies and maintains ongoing monitoring and due diligence on third-party managers as part of its risk oversight.

James Mirenda is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He has been with Wealthcare Capital Management LLC since 2012. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal solutions, utilizing model portfolios primarily composed of mutual funds and ETFs supplemented by alternative investments and specialty platforms.

Todd Walker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 credential and having 21 years of industry experience. He previously worked at Financial West Group and operated FinancialCopy.com. Outside of advisory duties, he is a founder of Greenvest and serves as a board member of 4Winds Nature Institute. Vanderbilt Advisory Services serves a broad range of clients including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and offers a variety of portfolio management and financial planning services, with a notable integration of retirement-plan and benefits firms.