Jennifer Aimone Seiler is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at RMR Wealth Builders since 2019 and has been associated with Calton & Associates, Inc. since 2012. Outside of advisory duties, she is involved in insurance sales, representing various companies in life, health, disability, annuities, and long-term care insurance. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Jay Shah is a financial advisor at A.G.P. / Alliance Global Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Outside of his advisory role, he is a consultant and part-owner of 360EMED LLC, an online medical appointment scheduling business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is notable for its active brokerage and product-distribution activities beyond standard advisory offerings.

John Passios is a financial advisor at Pinnacle Associates, Ltd. with 12 years of industry experience. He is based in Westport, CT. Mr. Passios is also an owner of two real estate holding companies, Beechwood, LLC and Fairfield Beach Rd., LLC, on which he spends less than 1% of his time monthly. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across equity and fixed income portfolios, serving both retail and institutional accounts.

Michael Kimble is a CFA® charterholder with 15 years of industry experience. He has worked at firms including MacKay Shields LLC and Sanctuary Investors, and has been with Ingalls Investment Management, LLC since 2026. He also holds Series 63 and Series 65 licenses and is based in New York, NY. Ingalls Investment Management, LLC serves individuals, financial institutions, pension plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services. The firm employs a variety of asset-management styles, including fundamental, technical, and cyclical analysis, and manages accounts ranging from long-term equity holdings to short-term trading and private investment partnerships.

Brogan O'Connor is a CFP® and holds a Series 66 license, with 12 years of experience in the financial services industry. He has worked at Sentinel Benefits & Financial Group for 11 years before joining RMR Wealth Builders, Inc., where he has been since 2024. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and digital-asset management, with a distinctive approach that integrates insurance product sales and a variety of specialized service lines.

Stephen Ong is a financial advisor at Savvy with two years of industry experience. He holds a Series 65 designation and has previously worked at Ballentine Partners LLC and Fidelity Investments. His background also includes roles outside the financial sector, such as at Tufts University and Market Basket. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and integrates third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate-planning support.

Rush James is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include seven years at Advocacy Wealth Management, LLC, where he was affiliated with Forge Consulting LLC, an insurance agency. He also held positions at Bank of America and Merrill. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm features a turnkey asset management platform and distinctive investment strategies incorporating alternatives and option-based overlays through affiliated sub-advisers.

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.

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.

Yitzchok Goodman is a financial advisor with B. Riley Wealth Advisors, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and National Securities Corp. Goodman is also involved in insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs and financial planning services through multiple program structures and both proprietary and third-party investment models.

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.

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.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background, having worked at The O'Reilly Law Firm PLLC and LoPresti & O'Reilly LLP. Outside of advising, he owns Summit Estate Planning Group, PLLC, a law firm focused on estate planning and trust administration. Integrity Advisory Solutions serves individual, high-net-worth, trust, estate, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and uses various analytical and asset-allocation strategies supported by multiple third-party platforms.

Brett Sonzogni is a financial advisor with Siebert AdvisorNXT, LLC. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Muriel Siebert & Co., Revere Securities LLC, Empower Private Wealth, and B. Riley Wealth Advisors. Outside of finance, he is CEO of Social Sound Club LLC, a music production and entertainment company. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities, utilizing a web-based platform that incorporates Modern Portfolio Theory and access to third-party managers. The firm offers both discretionary and non-discretionary portfolio management with a focus on low-cost ETFs, mutual funds, and Independent Managers, alongside specialized strategies such as a covered-call transition approach.