Paula Gaibor is a Series 66-registered financial advisor with seven years of industry experience. She currently works at Snowden Capital Advisors LLC and Snowden Account Services since 2022. Her prior experience includes roles at Morgan Stanley and Merrill, as well as four years at the University of Miami. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, employing a multi-team approach combined with institutional capabilities and frequent use of third-party managers.

Louis Orgera is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has prior experience at Mid Atlantic Securities, Inc. and operates a CPA practice focused on tax services for small businesses and individuals. Additionally, he acts as an executor for an estate and is involved in selling life insurance on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios managed internally or through sub-advisers and third-party managers.

William Ketterer is a CFA® charterholder with 17 years of industry experience. He currently serves as an advisor at Cantor Fitzgerald Investment Advisors and has held roles at Cantor Fitzgerald & Co. and Smith Group Asset Management over the past 17 years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs a three-step process for ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation, utilizing primarily index-based ETFs for diversification.

Kevin Morse is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. since 2012. Outside of his advisory role, Morse serves as a firefighter with the Morristown Fire Department. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation and works with approved sub-advisors for day-to-day trading while maintaining supervisory oversight.

James Shagawat is a CFP® and ChFC® with 20 years of industry experience. He is currently with Mariner Independent and has previously worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, and AdvicePeriod, LLC. Outside of his advisory work, he is a composer affiliated with the American Society of Composers, Authors and Publishers. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, integrating institutional and retirement resources through affiliated companies and third-party partnerships.

Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Amanda Parness is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Kidron Capital Securities LLC, Spring Advisory Services, Caisse de Dépôt du Québec, Goldpoint Partners LLC, and NYLIFE Distributors LLC. Outside of her advisory work, she serves as Treasurer for the Columbia Jewish Alumni Association and is a member of the strategic advisory board for Vintage Investment Partners, a venture capital fund of funds based in Israel. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized and collaborative planning process that covers a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning. The firm uses third-party software and probabilistic modeling tools to support financial planning, maintaining a distinct separation between fiduciary planning roles and implementation services.

Daniel Bauers is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering multiple program structures and retirement plan ERISA fiduciary services.

Nicholas Theocharopoulos is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jefferies and Morgan Stanley. 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 various topics such as tax and estate planning, executive compensation, and philanthropic planning.

Jonathan Dreskin is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2011. Outside of his advisory role, he is involved with a family limited partnership and works as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that provides managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Jordan Price is a financial advisor at Calydon Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Calydon Capital in 2025, he worked at American Express from 2022 to 2025 and held positions at Indiana University, Publick House, and Spotify Inc. His background includes a variety of roles outside the financial advisory industry. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in assets and employs proprietary screening and factor models to allocate client assets across income-producing equity and fixed-income strategies.

J. Kelly Jr. is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Williams Jones Wealth Management and its predecessor since 2013. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, families, institutions, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios of approximately 30 positions.

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with four years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for 20 years. Gooder also provides trustee services for client trusts. F.L. Putnam serves individual and institutional clients with a range of investment management and advisory services, utilizing customized portfolios built from internally managed strategies and third-party managers across multiple asset classes. The firm is notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company, offering trust and custody services.

Brendan Bogart is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is involved in private investment entities including MEL Capital and serves as principal of Bogart Value Partners. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers a range of discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Melissa Alaimo is a financial planning associate at Pallas Capital Advisors, LLC with two years of industry experience. Her prior roles include work at PKS Investments and Preferred Pediatric Orthopedic Surgery. Outside of finance, she has connections to a consulting services firm through her spouse but holds no active duties there. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers long-term, customized wealth management using a variety of investment vehicles and provides specialized family office and retirement plan fiduciary services.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.

Eric Lalime is a CFP® professional with 18 years of industry experience. He is currently an advisor at Pallas Capital Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill Lynch. Outside of his advisory work, he owns Yellowfin Wealth Management LLC, a holding company. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm serves individuals, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and family office services, using a primarily long-term, fiduciary investment approach.

Andrew Ashkenazy is a financial advisor with Lifemark Securities Corp. and holds the Series 63 designation. He has 15 years of industry experience, including roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He also works as an independent insurance agent, providing various life, disability, health insurance, and fixed annuity products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides a range of investment programs tailored through risk assessments and manages accounts on both discretionary and non-discretionary bases.