Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Anthony Walley is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 credential and located in Brooklyn, NY. He has experience at J.O.Y. Wealth Partners and Charles River Laboratories, along with roles at Icahn School of Medicine at Mount Sinai and Umass Chan Medical School. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory styles and third-party manager relationships.

James Colavita is a CFP® with 15 years of experience in the financial services industry, currently serving as an advisor at GenTrust since 2012. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent with 1847 Financial, where he sells life, health, and long-term care insurance products. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional investors. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, and macroeconomic analysis with tailored portfolio construction and risk management.

Murry Shapero is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Maxim Financial Advisors since 2020 and has also worked with Maxim Group LLC since 2004. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a wide range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering tailored advice either through direct management or allocation to managed account programs.

Ronan Cox is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Wells Fargo Advisors. Outside of his advisory work, he serves as a director for Clothes for Kids, a charitable organization providing clothing to impoverished children in Fairfield County. Arete Wealth Advisors delivers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm primarily manages assets on a discretionary basis and employs a combination of advisor-driven and proprietary rule-based model allocations, along with third-party sub-advisers, while acting as an ERISA fiduciary when applicable.

Jack Kaplan is a CFA® charterholder with eight years of industry experience. He has been with Carret Asset Management, LLC since 2006 and previously worked at DDA Investors, LLC from 2002 to 2004. Carret Asset Management is a multi-team SEC-registered investment adviser managing approximately $3.46 billion for individuals, retirement plans, and institutional clients. The firm employs fundamental research and periodic rebalancing across a range of fixed income, equity, and leverage-enabled strategies, while also serving as a sub-advisor to other registered investment advisers and managing a registered mutual fund.

Eric Siss is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Wealthstream Advisors and Rockwood Wealth Management. He serves on the planning committee for the NAPFA Large Firm Forum without compensation. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a notable suite of retirement services, including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Ronald Roberts is a Series 63-licensed financial advisor with 36 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 18 years at Stockcross, Inc. Roberts divides his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform leveraging Modern Portfolio Theory to build and periodically rebalance ETF/ETN-based portfolios alongside fundamental and technical strategies, offering both discretionary and non-discretionary engagement options.

Adam Wachtel is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Maxim Group LLC and Maxim Financial Advisors since 2008. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients, including individuals, trusts, estates, corporations, and institutional entities such as sovereign wealth funds and municipal governments. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.

Stuart Steinberg is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. He has worked at LPL Financial for 17 years and operates Erock Tax & Financial Planning LLC, where he provides tax preparation, planning, and advocacy services. In addition to his advisory role, he maintains licenses as a life and disability insurance agent. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement consulting, typically allocating assets among diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Taylor Hogarth is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at firms including Lord Abbett, Mass Mutual, and Merrill. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and a mix of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, focusing primarily on index-based ETFs for diversification.

Neil Klein is a financial advisor at Carret Asset Management, LLC in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret since 2008. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and offers a range of approaches such as fixed income, equity, and leveraged opportunities, managing accounts primarily on a discretionary basis.

Andrew Brower is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corp. Outside of advisory roles, he is involved with HudsonPoint Capital as an investment executive and owns The Brower Group, a non-investment-related entity. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management and proprietary model allocations, leveraging affiliated financial businesses and product channels as part of its integrated approach.

Nicolas Valdes Fauli is a CFP® with 11 years of industry experience, currently serving at Main Street Financial Solutions, LLC in New York, NY. He has been affiliated with Main Street Financial Solutions and its dba Thin Blue Line Financial since 2010. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach that incorporates mutual funds, passive ETFs, and selected actively managed funds, tailoring portfolios to client objectives and risk profiles.

Karim Khairallah is a financial advisor at Sapient Capital LLC with a Series 65 credential and one year of industry experience. He previously worked at Oaktree Capital Management, L.P. for 19 years before joining Sapient Capital. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis to construct diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Gregory Timeranko is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Private Bank, Wilmington Trust, Bank of America, and Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale combined with institutional capabilities.

Edwin Sze is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs in both New York and Singapore from 2017 to 2023. Prior to that, he was employed at CVE Holdings LLC and has academic experience from New York University's Stern School of Business. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers a broad platform that supports customized investment solutions, access to alternative investments, and various affiliated services including legal and trust companies.

Brendan Devine is a financial advisor at Carret Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at MarketAxess and Tesla Motors. Prior to his professional roles, he studied at Bentley University. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion across individuals, retirement plans, investment companies, and institutional clients. The firm employs fundamental research and periodic rebalancing to manage tailored portfolios emphasizing fixed income, enhanced cash, large-cap equity, and a Leveraged Opportunity Strategy, and provides both sub-advisory services and registered mutual fund management.

William Simmons is a financial advisor at Ingalls Investment Management, LLC with 49 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1975. Simmons is also a managing member of two family-formed limited liability companies investing in a bio-tech company, a role he performs without compensation. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, with strategies ranging from long-term equity holdings to short-term trading and option writing.

Mier Wang is a financial advisor at Maridea Wealth Management in Brooklyn, NY with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Silver Point Capital and MGG Investment Group. Outside of his advisory role, Wang is the owner of AYS Noodle Company LLC, which operates multiple restaurants in New York City. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing about $1.97 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a long-term investment horizon, supplementing its process with approved AI tools under human oversight.