Mark Malek is an Investment Advisor Representative with Siebert AdvisorNXT, LLC and Muriel Siebert & Co., Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at multiple firms, including Muriel Siebert & Co., Inc. since 2017 and Siebert Investment Advisors, Inc. since 2017. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through a web-based platform offering managed programs and access to third-party and independent managers. The firm employs a mix of Modern Portfolio Theory–based ETF/ETN allocations, fundamental and technical strategies, and sub-advised solutions within a wrap-fee structure.

Viet Bui is a financial advisor at Fiduciary Financial Advisors with one year of industry experience and holds a Series 65 designation. Prior to joining Fiduciary Financial Advisors, he worked in various roles at companies including Fully Vested LLC, Service Now, Palantir, and Korn Ferry. Fiduciary Financial Advisors serves a broad client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional and digital-asset advisory services, employs a multi-faceted investment process, and offers unique services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Katherine Gallagher is a financial advisor at Procyon with 14 years of industry experience and holds a Series 65 designation. Her prior roles include positions at Cypress Capital Group, Alpha Quant Advisors, and Crest Investment Partners. She is also a partner and minority owner of Alpha Quant Models, LLC, which builds and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm provides investment management, financial planning, consulting, and retirement plan advisory, utilizing a fundamentally driven, customized investment process through both internal management and third-party managers.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC. He holds the Series 66 designation and has three years of industry experience, all with Muriel Siebert & Co. and Siebert AdvisorNXT. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience, currently serving at Brookwood Investment Group. He has held roles at Redwood Private Wealth LLC, Protected Goals, LLC, and New Century Capital Management, LLC. Outside of his advisory work, he is president of Furraylogic, Ltd., a company specializing in the development and sale of customized software systems, and BFC Consultants, Ltd., which provides financial analysis and expert witness consulting for legal and accounting firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing tailored portfolios across passive, active, tactical, and blended strategies.

Dimitry Farberov is a CFP®, CFA®, and Series 66 credentialed advisor with 17 years of industry experience. He currently works at Compound Planning, Inc., joining the firm in 2024 after roles at Miracle Mile Advisors, LLC, Israel Discount Bank of New York, IDB Capital Corp., and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program (TAMP) for financial intermediaries. The firm uses a customized, risk-based investment approach that incorporates fundamental, technical, and modern portfolio theory analysis, offering a range of strategies including low-cost ETFs, direct indexing, and alternatives through in-house and third-party models.

Sarah Braddock is an investment advisor representative at Siebert AdvisorNXT, LLC with nine years of industry experience. She has worked at Searchlight Investments, LLC since 2017 and Searchlight Financial Advisors since 2016. Braddock holds Series 65 and Series 63 licenses and divides her time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both owned by Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform incorporating Modern Portfolio Theory and a range of sub-advised solutions, offering both discretionary and non-discretionary portfolio management.

Joseph Finnerty is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Equitable Advisors. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternatives, structured notes, and options-based strategies.

Thomas Cuoco is a financial advisor with World Equity Group, Inc. He holds Series 66 and Series 63 designations and has nine years of industry experience. Prior to joining World Equity Group in 2024, he worked at Equitable Advisors LLC, Barnum Financial Group/Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, Cuoco serves as Executive Vice President for multiple businesses, including a consulting and recruiting firm, a lifestyle and health products company, and a roller-skating and entertainment center. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines discretionary portfolio management with financial planning and third-party money managers, using a risk-tolerance questionnaire to guide asset allocation and offering various investment program options.

Gary Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Muriel Siebert & Co., Inc since 2018 and previously spent 12 years at Stockcross Financial Services, Inc. Gonzalez splits his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform utilizing Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with access to third-party and independent managers.

Kristopher Rossignoli is a CFP® professional at Cardinal Point Wealth Management with four years of industry experience. He has worked at Cardinal Point Capital Management ULC since 2020 and previously at IKO Group of Companies & Single Family Office and Deloitte LLP. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation strategy with a core-and-satellite structure that integrates various investment vehicles and operational tools, serving both U.S. and Canadian clients.

Joseph Fernandes is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Gwn Securities Inc and PlanMember Securities Corporation. Outside of his advisory work, he is involved with The 401K Group LLC, a business offering insurance, securities sales, and referral services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to support pension consulting and administration.

James Keegan is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation. He has one year of industry experience. His prior work includes roles at Astound Broadband and St. John's University. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers in its service offerings.

Stacy Dauber is a CFP® professional with 16 years of industry experience, currently an advisor at Bailard, Inc. since 2017. Prior to joining Bailard, she worked for Goldman, Sachs & Co. for ten years. Bailard provides wealth and asset management services to individual and institutional clients, delivering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm applies an active, multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

Thomas Dickey is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Apexium Financial LP and Altfest Personal Wealth Management. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its FinLife Partners technology and practice platform.

Thomas Tipton is a financial advisor with IP Financial Advisory Services LLC, holding Series 66 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he also works as a flight attendant for Delta Airlines. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs various analytical approaches and offers discretionary management, with a particular emphasis on non-high-net-worth investors and retirement plan participants.

Steven Radinsky is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Santander Securities since 2012, as well as Santander Bank, N.A. since 2006. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers and an implementation manager.

Andrew Mcdonald is an investment advisor at Siebert AdvisorNXT, LLC., with 42 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Muriel Siebert & Co., Inc. since 2017 and StockCross Financial Services since 2007. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs, utilizing a web-based platform combined with access to third-party and independent managers to deliver ETF/ETN-based portfolio allocations and rebalancing under a wrap-fee structure.

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.

Alexandra Labagh is a financial advisor at Bailard, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at First Republic Securities Company and First Republic Bank. Alexandra has been with Bailard since 2023. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, utilizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm offers financial planning, discretionary portfolio management, and sustainable investing options, serving high-net-worth individuals, endowments, foundations, and various pooled investment vehicles.