Caroline Ramirez is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Jefferies LLC, Leucadia Asset Management LLC, Hall Capital Partners, and ClearBridge Investments. Prior to her advisory roles, she was affiliated with Hughes Hubbard & Reed LLP and the University of Scranton. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

Judy Morrill is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Silvercrest since 2013. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, integrating proprietary valuation tools and quantitative risk analytics in its portfolio construction and advisory services.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

Nicholas Trifiro is a financial advisor with Aegis Capital Corp. in New York, NY, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. His prior experience includes long tenures at Investacorp Advisory Services and Securities America Advisors. Outside of his advisory role, he serves as an independent trustee for family protection trusts, managing investments and distributions. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates with a combination of discretionary and non-discretionary advisory relationships and is notable for its active broker-dealer operations alongside its investment advisory services.

Ana Paula O'Keefe is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her previous roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and JP Morgan Securities Inc. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of advisory programs, leveraging a multi-team structure and institutional capabilities to support both domestic and non-U.S. clients.

Solomon Chehebar is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Jefferies LLC since 2019 and previously held positions at Leucadia Asset Management LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 planning process. The firm offers a broad range of planning topics and employs third-party software tools to support probability-based financial outcomes while maintaining a separation between planning and implementation roles.

Rosemarie Whyte Sewell is a financial advisor at Jefferies Investment Advisers LLC with seven years of industry experience. She has held roles at Jefferies LLC since 2019 and previously worked at PNC Bank and Sagicor Group Jamaica Limited. She holds a Series 66 designation. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software and focuses on a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Carolyn Finer is a CFA® charterholder with 20 years of industry experience, currently serving at RBC Securities, Inc. She previously worked at City National Rochdale and City National Securities, Inc. Her credentials also include Series 63 and Series 65 licenses. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm combines discretionary portfolio management by an affiliated sub-advisor with custodial and cash-management features, operating within a broad financial services group that includes banking, trust, and municipal advisory services.

Peter Ostberg is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 63 designation with 22 years of industry experience. He has been with Tocqueville Securities L.P. since 2003. Tocqueville Asset Management L.P. manages approximately $10.24 billion in regulatory assets and serves a broad client base including high-net-worth individuals, institutional investors, and private investment vehicles. The firm follows a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams, offering tailored portfolio management and advisory services across multiple asset classes.

Michael Cuttita is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill. Cuttita is also involved in providing investment advisory services through an independent registered investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisers. The firm utilizes a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies, with notable integration of retirement-plan service delivery and institutional manager relationships.

Kelly Henning is a CFP® professional at Modera Wealth Management, LLC with 13 years of industry experience. Henning has been with Modera since 2014. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm uses a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services.

Maureen Tompkins is a financial advisor at Williams Jones Wealth Management, LLC with four years of industry experience. She has been with Williams Jones Wealth Management since 2019 and previously worked at Williams, Jones & Associates, LLC from 2005 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. 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.

Matthew Pereira is a financial advisor at Northern Trust Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Northern Trust Securities, he attended the University of Michigan, Stephen M. Ross School of Business. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through separately managed accounts and other managed portfolios, combining advisory, brokerage, and custody services.

Ian Dietz is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds the Series 63 designation and has 40 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Private Bank and Smith Barney. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

Robert Sherman is a CFP® and PFS™ with six years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2023. His prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, and Gerstein Fisher. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across asset classes, integrating sustainable investing options and tax-aware rebalancing.

Qing Yin is a financial advisor at Jefferies Investment Advisers LLC with credentials including Series 65, Series 63, and Series 66. Yin has one year of industry experience and has previously worked at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a collaborative and customized planning process that covers a wide range of financial topics.

Michael Schmatz is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Snowden Lane Partners since 2020. Prior to that, he was employed at Bank of America, N.A. and Merrill, with overlapping tenures from 2006 to 2020. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and financial and estate planning, employing both discretionary and non-discretionary approaches with a focus on customized model portfolios and third-party manager oversight.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. 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, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios using third-party models, mutual funds, ETFs, individual equities, and fixed income, with a notable specialization in pension transfer services for U.K. expatriates.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.