John Conover is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, since 2012. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a diverse client base including individuals, trusts, corporations, and institutional clients. The firm employs a range of investment vehicles and analytical methods and serves both retail and less common institutional clients such as other investment advisers and government entities.

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.

James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a distinctive service mix.

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.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. 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-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Jeffrey Deiss is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2016. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, using a blend of top-down macro and bottom-up security analysis across multiple asset classes.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Sapient Capital in 2025, he worked at Bofa Securities, Inc. for four years and held roles at Plan Forward, Indiana University, Giant Eagle, and Brebeuf Jesuit High School. Sapient Capital LLC 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 employs a primarily long-term investment process that combines fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Victoria Jung is a CFP® with four years of industry experience, currently serving at Robertson Stephens. She has held roles at various entities including Robertson Stephens Wealth Management and United Nations Federal Credit Union Advisors. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a business focused on rental property management. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets as of December 2025. The firm offers portfolio management, planning services, and utilizes a range of investment vehicles, with oversight from an internal Investment Office and Committee.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Joseph Piropato is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 19 years at the firm and four years of industry experience. He holds a Series 63 designation. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and maintains distinct governance and operational practices.

Libertad Rosenkranz is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at Nationwide Planning Associates, Inc. since 2010 and previously spent three years at Cetera Wealth Services, LLC. Rosenkranz has served as president of the PWN Account Association Tri-State and as auditor of the Kindoreno USA Association. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a network of 51 advisors managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Garrett Wells is a CFP® with nine years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he worked at First Derivatives and was a full-time student for four years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, as well as tax planning, compliance, and administrative services. The firm employs proprietary quantitative analysis combined with due diligence and monitoring to allocate assets across various investment vehicles and operates several affiliated pooled investment funds.

Lydia Nunez Ferrari is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has previously worked at Merrill and Morgan Stanley. She serves as secretary on the board of Milagros Hope, a nonprofit focused on providing financial assistance to high school students pursuing college or vocational training. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm provides a customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.

Anthony Gallardo is a financial advisor at RMR Wealth Builders, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco Distributors, Inc. and Oppenheimerfunds Distributor, Inc. Outside of his advisory role, he serves as a golf coach at Morristown-Beard School. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Evelyn Benbrahim is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 18 years. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a customized investment process supported by a dedicated Investment Committee and offers a range of managed accounts, third-party manager oversight, and proprietary private placement vehicles.

Ruth Mejia is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at Jefferies LLC, Leucadia Asset Management LLC, 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 through a customized, collaborative process that includes a range of planning topics such as tax and estate planning, executive compensation, and philanthropic planning.

Anatoly Khait is a financial advisor at Prospera Financial Services, Inc. with 23 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Anatoly has worked previously at World Investments, LLC and World Investment Advisors, LLC. Additionally, he owns and operates Eco Tax Inc., a tax and accounting service serving individuals and small business owners. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms.