Tatiane Maeda Pascoal is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. She holds a Series 66 designation and has seven years of industry experience, including eight years at Citigroup and recent roles at Jefferies LLC and LPL Enterprise LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm emphasizes a customized and collaborative planning process using third-party software and scenario analysis, focusing on comprehensive financial planning rather than security-specific investment recommendations.

Paul Benziger Jr. is a financial advisor at 1919 Investment Counsel, LLC in New York, NY, with 37 years of industry experience. He has been with 1919 Investment Counsel since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm specializes in customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a variety of other financial services.

Michael Cally is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Velocity Capital, LLC and Jefferies LLC. Outside of finance, he has experience working in the hospitality sector at Jake's Bar and Grill. Jefferies Investment Advisers LLC provides 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 utilizing third-party software and offers a broad range of planning topics including tax, estate, and philanthropic planning.

Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Roosevelt Investment Group and Unified Financial Securities. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining macroeconomic and security-level analysis across various asset classes.

Salvatore Renzo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at A.G.P. since 2019 and concurrently at Aegis Capital Corp since 2014. Renzo is president of RS Unlimited dba The Reliance Group, where he manages day-to-day activities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial planning, and a range of investment programs including model portfolios and separately managed accounts.

Joseph Russo is a financial advisor at RMR Wealth Builders, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2004, with prior experience at Calton & Associates, Inc. from 2012 to 2023. Outside of his advisory role, he serves as a director for HR Ease, LLC, a benefit administration platform, and is president and director of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory program options.

Michael Cottet is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds the Series 66 designation and has previously held roles at Madison Avenue Securities and Stansberry Research. Outside of his advisor role, he serves as Chief Strategy Officer at E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and growth/value analysis, and is notable for its use of options strategies and integration of outside money managers and third-party planning tools.

Andrew Schiff is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and 66 credentials and 18 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of his advisory role, Schiff receives royalties from a non-investment-related book published by Wiley & Sons. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial and estate planning, and brokerage services.

Gabriella Visconti is a financial advisor at Aegis Capital Corp. based in New York, NY. She holds Series 63 and Series 66 licenses and has been with Aegis Capital Corp. since 2025. Gabriella's experience in the industry is currently under one year. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on primarily non-discretionary advisory relationships.

Kamaldai Rahman is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He has held positions at several firms, including HSBC Securities (USA) Inc., Citigroup, and Signature Securities Group. Rahman holds Series 63 and Series 66 licenses. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

August Miele is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities and Santander Bank since 2013. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across some 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors through platforms co-sponsored by Fidelity Institutional Wealth Adviser and implemented with third-party discretionary managers.

Marina Milner is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. Her prior employment includes roles at Nick's Del Mar, Copa Health, and John Cabot University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at Lord Abbett & Co. LLC for two years and has been with Alliance Global Partners since 2026. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm provides a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with a notable emphasis on international investing.

Nicole Boutmy De Katzmann is a financial advisor at Snowden Capital Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Fieldpoint Private Securities, LLC and Oppenheimer & Co. Inc. Outside of her advisory role, she serves as President of the Board for the Westchester Ballet Company’s Resource Development Committee and sits on the Advisory Committee of the Ballet Support Foundation, both unpaid volunteer positions. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and manager selection. The firm combines multi-team scale with institutional capabilities, frequently utilizing third-party managers and offering specialized advisory programs including Assets Held Away and retirement plan management.

Christopher Hopkins is a financial advisor at SEIA with 20 years of industry experience. He holds Series 66 and Series 63 licenses and worked for Fidelity Brokerage Services LLC for 10 years before joining SEIA and SES LLC in 2025. SEIA is a multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Angelo Odore is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he is a consultant and coach at MLL Consulting Inc., focusing on agency and distribution best practices and professional coaching. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven advice and multiple managed account programs.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on discretionary or non-discretionary bases.

Christopher Buckman is a financial advisor at Jefferies Investment Advisers LLC with eight years of industry experience. He holds Series 63 and 66 licenses and has worked at Jefferies LLC since 2019, with prior roles including positions at Paulson Investment Company and Teamsters Local 817. Outside of finance, he is a member of the Teamsters Local 817 Union, working as a production assistant on television shows, movies, and concerts. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, and corporations. The firm offers a customized, collaborative planning process supported by third-party software and scenario analysis, while maintaining a clear separation between fiduciary planning and implementation roles.

Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at National Asset Management, National Securities Corporation, Eagles Coast Capital, Guardian Life Insurance, and Park Avenue Securities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm employs a multi-team platform with a notable emphasis on international investing and offers a range of portfolio management and financial planning services.