Keith Lester is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Ethos Technologies and Retirement Wealth Advisors, Inc. Outside of his advisory role, he operates KBL Enterprises, which manages his streaming activities on Twitch. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and selected individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational support for other advisers through its managed account platform.

Frank Malpigli is a financial advisor at Savvy with 44 years of industry experience. He holds the Series 63 designation and has worked at Savvy since 2023, following six years at LPL Financial. In addition to his advisory role, he owns Malpigli & Associates Insurance Agency, Inc., an insurance business he has operated since 2010. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans with options for active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Jeffrey Gitterman is a financial advisor at Perigon Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors, Inc. He serves as a board member of the Childrens Health Institute, advising on fundraising for nonprofit research. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating investment management to independent managers while retaining oversight and proxy-voting responsibilities.

Denis O'kane II is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 2009. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Shaiza Rizavi is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. She has been with the firm since 1996. Rizavi serves on the boards of Columbia Business School and Vanderbilt University, and is involved with the Tamer Institute for Social Enterprise as well as the Beaverkill Valley Land Trust. She is also co-owner of a regenerative organic farm. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Nicholas Iarrobino is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously at Regulus Advisors from 2015 to 2019. Outside of his advisory role, he is a licensed insurance agent and is involved in managing multiple real estate partnerships and property management entities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis.

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and avoid duplicate holdings across 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.

Christopher Vetrano is a financial advisor at Chelsea Advisory Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chelsea Financial Services since 2007. In addition to his advisory role, he is involved in life insurance with National Life Group and Innovative Underwriters and spends time meeting with clients about retirement income needs through CV Wealth Management. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Roseann Palermo is a financial advisor with Chelsea Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Chelsea Advisory Services in 2012, she has been associated with Johnjoseph Financial Group since 1996. Outside of her advisory work, she is the president and owner of Palermo Insurance Agency, where she is involved in insurance sales. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm typically follows a fundamental, long-term investment approach and manages diversified portfolios on a discretionary basis, with an emphasis on compliance and client-directed restrictions.

Russell Babiarz is a financial advisor at Arax Advisory Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at Transcend Capital Advisors and OneValley. Outside of advising, he is the founder of Babz LLC, where he is developing a social networking mobile app. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Selene Zhao is a CFP® with six years of industry experience, currently serving at Flagstar Securities, Inc. in New York, NY. She has held prior roles at Raymond James & Associates, Jefferies LLC, Lenox Wealth Advisors, Morgan Stanley, and CITIC Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a mix of mutual funds, ETFs, alternative investments, and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Bradley Repinsky is a financial advisor at SEIA with 20 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and its related entities from 2015 to 2025 before joining SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research and manages assets primarily on a non-discretionary basis.

Justin Calderon is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank since 2018, as well as at People's United Bank from 2016 to 2018. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 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.

Christian Giannangeli is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior experience includes roles at LPL Financial, Stratos Wealth Partners, Bank of America, Merrill, and JPMorgan Chase. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized portfolio management and planning solutions, employing primarily index-based, long-term strategies alongside active equity and tax-aware direct indexing approaches.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

Jesse Christensen is a financial advisor with New Edge Wealth in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Chesapeake Asset Management and Cherry Lane Capital. Christensen is also associated with NewEdge Advisors, LLC, an investment advisory firm connected to Chesapeake Asset Management. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions supported by technology and AI-assisted analytics.

Karen Legotte Langdon is a financial advisor at Gilder Gagnon Howe & Co. LLC with 33 years of industry experience. She has been with the firm since 1991 and holds a Series 63 designation. Outside of her advisory role, she serves as Treasurer and on the Finance and Executive Committees of Concerned Citizens Of Montauk, a nonprofit organization. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focusing primarily on stocks and combines fundamental and technical research to manage separate client accounts.

Stephen Bene is a financial advisor with Simplicity Wealth, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at The Leaders Group Inc, Prosperity Capital Advisors, Beneficial Wealth, and Merrill. He is also involved in business health insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering advisory services combined with technology-driven solutions and a managed account platform featuring a multi-manager investment approach.

Christina Massalay is a CFP® with 12 years of industry experience. She currently works at Main Street Financial Solutions, LLC and previously spent 11 years at Credit Suisse Securities (USA) LLC. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional-level services.