Emanuel Weintraub is a CFA® charterholder with five years of industry experience. He is currently with Cannell & Spears LLC and has prior experience at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, operating within a multi-team structure of about 17 advisors.

John Winthrop is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and serves as a director of Groton Land Co. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts, emphasizing all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income.

Joshua Brown is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ritholtz since 2013. Brown is also a contributor to CNBC's Fast Money and serves on advisory boards for several investment-related firms, including Osprey Funds LLC and Vestwell Holdings, Inc., as well as being a writer and blogger for reformedbroker.com. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Salvatore Benigno is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a mix of third-party managers, custodian platforms, and proprietary models to create client-specific portfolios and integrates technology and operational outsourcing into its service model.

Alexandra Chan is a financial advisor at Snowden Capital Advisors LLC with 13 years of industry experience. She holds a Series 66 credential and has worked at Snowden Lane Partners since 2017 and AllianceBernstein from 2012 to 2017. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, and financial planning services. The firm offers customized portfolios using a range of investment tools and frequently engages third-party managers while maintaining overall client oversight.

Jenna Morr is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2013. Based in New York, she has focused her career at Simon Quick Advisors, a firm that provides wealth management, investment consulting, financial and tax planning, and administrative services to individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients. Simon Quick Advisors employs a diverse investment approach, including allocation among independent managers, mutual funds, ETFs, and affiliated private funds, and integrates tax and back-office services such as tax return preparation and bill-pay.

Joshua Peltz is a CFP® professional with four years of industry experience, currently serving at Joel Isaacson & Co., LLC since 2010. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors, offering services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Anna Mullen is a financial advisor at Brave Warrior Advisors, LLC with eight years at the firm and a total of five years of industry experience. She previously worked at Select Equity Group for two years. Outside of her advisory role, she is the founder of Layette Inc., a company developing a web application to help first-time parents coordinate hand-me-downs and recommendations. Brave Warrior Advisors provides discretionary investment supervisory services to individuals, trusts, estates, endowments, corporations, and pooled private fund investors through separately managed accounts and private funds. The firm focuses on a concentrated portfolio of fewer than 20 long equity positions selected through internal fundamental research and expert input.

John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. He is also president of Sound Wealth Management, LLC, a private wealth management firm. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and is known for active brokerage and product-distribution activities beyond standard advisory services.

Eric Passin is a financial advisor at Savvy with 33 years of industry experience, holding Series 63 and Series 66 licenses. His prior roles include positions at Farther Finance Advisors and Prudential Insurance Company of America. Outside of his advisory work, he is an insurance agent affiliated with DPL Financial Partners. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, providing a range of investment and financial planning services. The firm customizes investment plans based on client objectives and employs a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware strategies, and specialized sub-adviser solutions.

Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Ryan Schoeffield is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Hennion & Walsh since 2016. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across various asset classes and offers both discretionary and non-discretionary management, with multiple program options including wrap-fee and personalized UMA programs.

Sydney Mcgrew is a CFP® professional at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick Advisors in 2022, Mcgrew worked at Wilmington Trust from 2020 to 2022 and was a full-time student from 2015 to 2020. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a diversified investment approach including independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.

John Howley is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudent Financial Solutions and Merrill Lynch. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Travis Anderson is a financial advisor at Gilder Gagnon Howe & Co. LLC with 47 years of industry experience. He has been with Gilder Gagnon Howe since 1977. Anderson serves as a member of the board of trustees and chairman of the finance committee for the American Battlefield Trust, a charitable organization focused on preserving historic battlefields. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and institutional clients. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research across separately managed accounts and retirement wrap programs.

John Pawlik is a financial advisor at Beacon Trust with 16 years of industry experience. He holds the Series 65 designation and has worked at Lassus Wherley since 2000. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and a proprietary mutual fund focused on capital preservation and appreciation.

Michael Meltzer is a Series 66-credentialed financial advisor with Tocqueville Asset Management LP in New York, NY. He has 25 years of industry experience and has worked at Tocqueville Securities L.P. since 2008. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm uses a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams.

Walter Karle is a CFP® with 14 years of industry experience, currently associated with Cantor Fitzgerald Investment Advisors. His prior roles include positions at Cantor Fitzgerald Energy Advisors, O'Connor Alternative Investments, and Smith Group Asset Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individuals, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios that utilize strategic asset allocation and macroeconomic research, alongside managing multiple registered investment companies and private pooled funds.

Kevin Kreuzer is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include work with Purshe Kaplan Sterling Investments and several Summit entities, including Summit Risk Management, Inc., where he sells insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Joshua Feldman is a financial advisor with Aegis Capital Corp. in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Aegis Capital since 2011. Feldman is also senior managing director of The Feldman Group, focusing on marketing and financial advisory services. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.