Melissa Thier is a Certified Financial Planner (CFP®) at Main Street Financial Solutions, LLC with six years of industry experience. She has been with Main Street Financial Solutions since 2018 and previously worked as a consultant from 2013 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing a mix of passive and active strategies tailored to client objectives and risk profiles, and provides ERISA fiduciary consulting and institutional advisor services.

Kelly Lynch Moloney is a CFP® and Series 65 registered financial advisor at Palisade Capital Management, LP with five years of industry experience. She has worked at Palisade since 2025 and previously spent time with Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across multiple strategies and serves as a sub-adviser to mutual funds and collective investment trusts.

Nicholas Carlozzi is an investment advisor at Tocqueville Asset Management LP with 30 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. He holds Series 63 and Series 65 designations. Tocqueville Asset Management LP is a multi-team registered investment adviser managing approximately $10.24 billion in regulatory assets. The firm provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. Its investment approach is bottom-up, contrarian, and value-oriented, focusing on fundamental research across various strategies.

Edward Donnellan Jr. is a financial advisor at Latitude Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2010. In addition to his advisory role, Donnellan is a CPA and officer at Tax Shoppe, where he provides tax preparation and accounting services. He is also involved in managing social networking websites that provide platforms for amateur musicians to showcase their talents. Latitude Advisors serves individual and business clients, including high-net-worth individuals, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Vallerie Diaz is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and one year of industry experience. Prior to joining Jefferies in 2025, she worked for Maxwell Medical for 11 years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software to support goal-setting and scenario analysis.

Jeremy Lieberman is a CFA® charterholder with nine years of industry experience. He has been with Advisors Capital Management, LLC since 2015. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8 billion in assets and serving a large number of clients through an intermediary model.

Elizabeth Walton is a financial advisor with 35 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in New York, NY. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and model portfolios.

Jose Ramirez is a financial advisor at Snowden Capital Advisors LLC with 7 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. Snowden Capital Advisors serves a diverse client base including 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, and financial and estate planning, utilizing customized portfolios and a range of investment tools across mutual funds, ETFs, fixed income, alternatives, and derivatives.

Albert Messina is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and manages approximately $36.5 billion in assets under advisement.

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He has been with Cantor Fitzgerald since 2021 and previously worked at SC Distributors. Reinhart holds Series 63 and Series 65 licenses. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Guy Clemente is a financial advisor with Aegis Capital Corp., holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He previously worked for Andrew Garrett, Inc. for 16 years before joining Aegis in 2023. Clemente is also the managing member of Clemente Capital Management LLC, an investment-related entity established for tax and investment purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through platforms like RBC and AXOS. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Robert Dowling Jr. is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Westwood, NJ. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Serena Castellano is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds the Series 66 designation and has prior work experience at Jefferies LLC, PwC, K2 Intelligence, Ettain Group, JP Morgan Chase, and Citigroup. 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 range of planning services through a customized, collaborative process supported by third-party financial planning software and probabilistic outcome analysis.

Henry Hagedorn IV is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Messiah University and LifeGuide Financial Advisors. Outside of financial services, he has experience working in the food service and recreation sectors. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with an in-house accounting and tax service capability, supporting a range of clients including high-net-worth individuals and businesses.

Zachary Smith is a Series 65–licensed financial advisor with Advisors Capital Management, LLC, where he has worked for a total of eight years including his current tenure since 2025. Based in Ridgewood, NJ, he has five years of industry experience following his time as a full-time student. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and other financial intermediaries, providing discretionary portfolio management through customized accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm integrates macroeconomic analysis with security selection across a range of asset classes and manages over $8 billion in assets.

Nicholas Bozek is a Series 65-licensed financial advisor at F.L. Putnam Investment Management Company with seven years of experience, including a prior role at Timberland and earlier work at Rollins College. He is based in New York, NY. F.L. Putnam serves a diverse client base ranging from individual investors and families to institutions such as foundations and endowments. The firm provides customized, team-based investment management and advisory services across equities, fixed income, and alternatives, combining internally managed and third-party strategies with a research process that integrates macroeconomic and security-level analysis.

John Ores is a CFA® charterholder and Series 66 licensed financial advisor with nine years of industry experience. He has been with Tocqueville Securities L.P. since 2016, where he currently serves as an Assistant Portfolio Manager. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts, employing a bottom-up, contrarian, value-oriented investment approach across multiple asset classes.

Ariel Materin is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bolton Securities Corporation, Bolton Global Capital, and Morgan Stanley in various roles from 2010 to 2025. Outside of his advisory role, he is the sole owner and president of an online tutoring school, mylearninglodge.com. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions that combine adviser-managed accounts with firm-modeled portfolios, utilizing a range of asset classes and strategies.

Alina Miska is a financial advisor at Cannell & Spears LLC in New York, NY, holding a Series 63 designation with five years of industry experience. She has worked at Cannell & Spears since 2016 and previously at Foreside Fund Services LLC. Miska serves as a Client Service and Planning Manager, focusing on marketing, financial planning, client reporting, client services, and operations. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on fundamental research and concentrated security selection, customizing asset allocation and security choices to client objectives.

Anita Bosch is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 designations. She has 20 years of industry experience, including 12 years at Citigroup Global Markets and multiple roles within the Citizens organization since 2020. She currently serves as a board member of the Moxxie Mentoring Foundation, where she assists in strategic planning and implementation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm employs a long-term, open-architecture investment approach, offering both discretionary and non-discretionary portfolio management along with tax, estate, and business consulting services.