Stuart Conley is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is a founding partner of Hyperion Wealth Advisors LLC and serves as a board officer and temporary president of a residential cooperative in New York City. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Anthony Mcelynn is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Prudential Customer Solutions LLC, PRUCO Securities, LLC, and E*Trade Securities LLC. He is currently affiliated with both Summit Financial and LS Securities, LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including both discretionary and consultative services, financial planning, and retirement plan advisory.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Harold Kalkstein is a financial advisor with Latitude Advisors, LLC in New York, NY, holding a Series 63 credential and over 43 years of industry experience. He has been with Latitude Advisors since 2014 and has a background that includes long-term involvement with Personnel Resources Consultants and Benefits Dynamics. Outside of his advisory work, Kalkstein owns and operates businesses in property and casualty insurance, meeting planning services, and marine accessories. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority on third-party model implementations.

Kyle Fischbach is a Series 65-licensed financial advisor with Summit Financial, LLC, where he has worked since 2018. He has seven years of industry experience and has held prior roles outside of financial services. Mr. Fischbach is an independent contractor for the Vermont Chamber of Commerce and co-founded a group of independent business contractors called On The Fly, assisting Vermont businesses through grant-funded consulting efforts. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, operating both discretionary and consultative platforms.

David Weinerman is a financial advisor at Summit Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Weinerman is also involved in insurance brokerage, earning compensation through sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Matthew Wolcott is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2006 to 2019 before joining Hennion & Walsh in 2019. He holds the Series 63 and Series 66 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers both discretionary and non-discretionary management using a variety of investment strategies across multiple asset classes and provides financial planning services at no cost upon request.

Bryan Pinedo is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 license and three years of industry experience. His background includes roles at Merrill, Optima Fund Management, and Cerulli Associates. Bryan is based in New York, NY. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis tools.

John Patterson is a CFP® credentialed financial advisor with over 32 years of experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual and LPL Financial. His outside activities include managing a business entity unrelated to investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a broad client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a client-specific investment approach with a mix of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

Daniel Field is a CFP® professional with 11 years of industry experience. He is currently affiliated with Summit Financial, LLC and has held roles at firms including Purshe Kaplan Sterling Investments and Fidelity. His career includes experience in financial planning and wealth advisory services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

Philip Roberts is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bleakley Financial Group, LLC, Private Advisor Group, LLC, and Round Table Services, LLC. Mr. Roberts serves as Treasurer and Board Member for Working for Women. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.

Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. 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 based on Modern Portfolio Theory, utilizing diversified portfolios and supplementary strategies such as independent managers, private placements, and optional ESG integration.

Jaime Fals Jr. is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Jefferies LLC since 2015. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis to develop comprehensive financial plans.

Michelle Begina is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, she is the author of *Deep Pockets: Creating Wealth from the Inside Out*, engaging in various promotional and educational activities related to the book. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm utilizes a multi-team approach combined with institutional capabilities, employing customized model portfolios and third-party managers while managing a diverse set of investment tools.

Eric Serfaty is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at UBS Financial Services and Oppenheimer & Co. Inc. He is currently affiliated with both Insigneo Advisory Services LLC and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a process that combines individual advisor allocations with firm-modeled portfolios overseen by an Investment Committee.

Kevin Mahn is a financial advisor at Hennion & Walsh Asset Management, Inc. with 32 years of industry experience. He has been with Hennion & Walsh since 2004. Mahn serves on the Board of Directors Committee for NISCA, a nonprofit trade association in the wealth management industry, and is an Executive in Residence at Fairleigh Dickinson University, where he mentors MBA students and guest lectures in their corporate MBA programs. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis and offers various program structures, managing assets for over a thousand clients through a team of 73 advisors.

Christian Bonnesen is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Summit Financial, LLC since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, Summit Financial Resources, Inc., Summit Equities, Inc., and JMJ Sales Company Inc. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments through a mix of discretionary and consultative approaches.

Jessy Mogro is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Prior to joining Snowden Lane Partners in 2021, Mogro worked at Wells Fargo Clearings Services and J.P. Morgan Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and frequently employs third-party managers in customized investment strategies.

Teigyoku Springer is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. Prior to joining Modera in 2026, Springer worked at Sanctuary Advisors, Sanctuary Securities, Park Avenue Securities, and several insurance and financial services firms. Outside of advising, Springer volunteers on an election committee for Ridgewood, District 7 of Bregen County. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated services including tax planning, trust services, and business coaching.