Leah Adamucci is a financial advisor at Robertson Stephens with a Series 65 designation and four years of industry experience. Prior to joining Robertson Stephens in 2025, she worked at Baldwin Wealth Partners, LLC for five years and at Fiduciary Trust Company International for another five years. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm offers comprehensive investment advisory services combining individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee.

Brian Murphy is a financial advisor at NewEdge Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Mariner Wealth Advisors, Embark, Financial Engines Advisors L.L.C, and Fisher Investments. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Kelly Lavin is a financial advisor at O'Shaughnessy Asset Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining O'Shaughnessy Asset Management, Lavin worked at Goldman Sachs Ayco for three years. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside managed options overlays.

Wilton Mejia is a financial advisor at Snowden Capital Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Snowden Lane Partners and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Playa Please Inc., a rental property business in the Bronx. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and estate planning, utilizing multi-team resources and institutional capabilities to manage a broad range of investment strategies and client types.

Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Matthew Braver is a Series 66 licensed financial advisor at Stephens with one year of industry experience. His professional background includes roles at New Haven Capital, MTN Capital Partners, and Selkirk Partners. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Timothy Daly is a CFP® professional with two years of industry experience, currently with Greenspring Advisors, LLC. He has prior experience at Wealthstream Advisors, Inc. and PricewaterhouseCoopers. Outside of his advisory role, he owns a certified public accounting firm specializing in tax preparation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, using a multi-disciplinary investment approach and offering both discretionary and non-discretionary portfolio management.

Steven Muehlgay is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Michael Dejana is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He has worked at Bolton Securities and Bolton Global Capital since 2017 and was previously with J Safra Asset Management from 2015 to 2017. Dejana is also the owner of AiM Fidelis Asset Management LLC and serves as plan sponsor and trustee of the AiM Fidelis 401(k) plan. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized portfolio management using a combination of internal management, third-party managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income securities with a long-term investment approach.

Michael Zappier is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2008. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis across a range of securities.

James Lamar is a financial advisor at Gilder Gagnon Howe & Co. LLC with 16 years of industry experience. He holds a Series 63 designation and has been with Gilder Gagnon Howe since 2011. Outside of his advisory role, he is a co-founder and advisor of AT4k, a healthcare diagnosis business, where he advises on operational execution. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management services to individuals, charitable organizations, corporations, and various retirement and non-retirement accounts. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and operates both advisory and broker-dealer activities.

Gary Lofgren is a CFP® with 43 years of industry experience. He is associated with TSA Management Inc and has been with HRC Financial Planners and HRC Services, Inc. since 1986. Lofgren serves as president and 50% owner of ELH Associates, Inc., an investment-related business, and acts as co-trustee for multiple charitable and living trusts with investment responsibilities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts. The firm emphasizes strategic asset allocation, diversified portfolios, and a disciplined investment approach, managing approximately $1.285 billion in assets across five advisors.

Kenan Kashlan is a CFA® charterholder with 20 years of industry experience. He has worked at Summit Financial, LLC since 2018 and previously held roles at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2009 to 2018. Kashlan also offers insurance products through affiliated companies. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm provides a blend of discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing various portfolio management programs and third-party platforms.

Jonathan Heines is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Wealth Management for seven years before joining NewEdge Wealth in 2021. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Brian Hipwell is a CFP® with eight years of industry experience, currently with Simon Quick Advisors, LLC since 2023. He previously worked at Thrive Wealth Management, LLC and Santander Securities, LLC. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and related administrative services. The firm uses proprietary quantitative analysis combined with due diligence to allocate client assets across various investment vehicles and also sponsors affiliated pooled investment funds.

Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions while integrating AI-assisted analytics alongside human oversight.

Michael Jensen is a CFP® and ChFC® with Series 63 licenses, currently serving as a financial advisor at Douglas C. Lane & Associates. He has seven years of experience in financial services, including prior roles at Charles Schwab and Pinnacle Financial Services, Inc. Jensen has also worked in design management and spent four years at Delaware Valley University. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and offers customized portfolios with a long-term investment approach across equity and fixed income, as well as financial planning and access to third-party cash, credit, and insurance solutions.

Craig Laub is a Certified Financial Planner® with 26 years of industry experience. He has been with Klingman and Associates, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. from 2005 to 2020. Laub is also a licensed insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets across 14 advisors and about 655 clients, employing a Modern Portfolio Theory-based investment approach with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Franklin Distributors, LLC, Franklin Templeton Financial Services Corp, and American Century Investment Services, Inc. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF strategies.