Confrence Gbaje is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Aegis Capital Corp. since 2010. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory services, and brokerage and insurance products, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships across discretionary and non-discretionary mandates.

Jeffrey Crystal is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Morgan Stanley, Prudential Insurance Company of America, and BrookeReed Consulting. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, while providing advisory services alongside operational technology solutions and a third-party asset management platform.

Nate De Groff is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at World Equity Group, Inc., Kroll, and Beacon Global Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives providing layered service arrangements.

Rodney Ibrahim is a CFP®-certified financial advisor with 25 years of industry experience, currently with A.G.P. / Alliance Global Partners since 2021. His prior roles include positions at Aegis Capital Corp, Maxim Financial Advisors LLC, and several other firms dating back to 2004. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach that includes internally managed strategies, sub-advisory relationships, model and wrap programs, and offers a range of financial planning and portfolio management services.

Timothy Figueroa is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, Daniel Investment Associates, and Preview Properties. Figueroa serves on the Audit and Finance Committees of The Scholarship Foundation of Santa Barbara. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customizable portfolio strategies and operates several affiliated funds and service platforms.

James Mota is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Arete Wealth Advisors, LLC and has previously worked at firms including B. Riley Wealth Advisor, Ameriprise Financial Services, Prudential Insurance, and Allstate Insurance Company. Outside of his advisory work, Mota is the founder and CEO of The Building Blocks Foundation, a nonprofit providing clothing and essentials to homeless students in NYC public schools, and he serves on the Alumni Council for The American College of Financial Services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based investment strategies and offers discretionary portfolio management along with access to third-party money managers.

Laurie Samay is a CFP® professional with eight years of industry experience. She currently works at United Capital Financial Advisors and previously held roles at Apexium Financial LP and Palisades Hudson Financial Group LLC. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Richard Gustafson is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Beneficial Wealth, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory role, he is an Assistant Director of Divorce Professionals of Ft. Lauderdale, a networking organization supporting professionals assisting clients with divorce-related services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing as well as technology and operational support for advisers through its managed account platform.

Alec Stevenson is an investment advisor at Siebert AdvisorNXT, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2020. Alec divides his time between these affiliated firms under the common ownership of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through a web-based platform and managed programs that incorporate Modern Portfolio Theory, third-party managers, and both discretionary and non-discretionary portfolio management strategies.

Lauren Feuer is a financial advisor at Spire Wealth Management, LLC in New York, NY, holding a Series 65 credential with two years of industry experience. She has held positions at Concurrent Investment Advisors, Marche Wealth, and Spire Investment Partners. Feuer also serves as a project analyst for Atrium Housing, a 501(c)(3) nonprofit organization, assisting in applying for low-income housing tax credits and government funding. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets across about 70 advisors and more than 6,100 clients. The firm offers advisor-led and model portfolio solutions that combine tactical, active, and passive investment strategies tailored to client objectives and risk profiles.

Dean Bantis is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and previously at Dawson James Securities. Bantis splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Reagan Meyer is a financial advisor with Jordan Park Group LLC in New York City, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Jordan Park Group, he worked at Goldman Sachs for three years and has experience with Strong Wings Adventure Camp and Morgan Stanley. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, generally managing multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, utilizing customized investment guidelines, alternative strategies, and integrating ESG considerations when requested.

Zohaib Tariq is a financial advisor at Cape Investment Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at firms including American Global Wealth Management, Citigroup, JPMorgan Chase Bank, and Spartan Capital Securities. Cape Investment Advisory, Inc. serves individuals and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s investment approach incorporates personalized financial assessments and uses historical data and optimization software to guide asset allocation, with portfolio management conducted by in-house advisors, sub-managers, or recommended external managers.

Matthew Kasper is a CFP® certified financial advisor with 16 years of industry experience. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and Cohn Financial Group, where he serves as a director and insurance producer, providing insurance consulting for corporations and high net worth clients. Kasper's prior experience includes roles at Citigroup Inc. and PriceWaterhouseCoopers LLP. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Daniel Song is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Westfield, NJ. His prior experience includes roles at Westfield Financial Planning and Newbridge Securities. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.

Jeremy Vidaic is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC and B. Riley Wealth Management. His background also includes roles outside the financial sector, such as work at Rutgers University and the UPS Store. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of models and platforms, offering a broad range of investment instruments and strategies.

Hugh Nickola Jr. is a financial advisor at GenTrust with 32 years of industry experience. He holds a Series 63 designation and has worked at GenTrust since 2011, with prior experience at Old City Securities LLC from 2015 to 2021. He is also a passive investor in Catenary Asset Management, an affiliate of GenTrust that focuses on alternative investments. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-strategy approach that includes discretionary and non-discretionary portfolios using a range of investment vehicles and analytical methods.

Hans Christian Winkler is a CFP® professional with 28 years of industry experience, currently serving at Compound Planning, Inc. He has held advisory roles at Atomi Financial Group, Winkler Wealth, and Claraphi Advisory Network. Outside of financial advising, he is president of JAC Towers, Inc., a cooperative in Jackson Heights, NY. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm emphasizes customized, risk-based investment strategies using a combination of fundamental, technical, and modern portfolio theory, supported by various third-party models and technology partnerships.

Matthew Nugent is a CFP® professional with 19 years of experience in the financial services industry. He has been with Chelsea Advisory Services, Inc. for 10 years and holds Series 63 and Series 65 registrations. Outside of his advisory role, Nugent is involved in fixed life insurance and fixed annuity sales through the Palermo Insurance Agency. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach with discretionary portfolio management, focusing on diversified holdings across equities, fixed income, mutual funds, and ETFs.

Mario Didomenico is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously held roles at StockCross Financial Services and Summit Brokerage Services Inc. Since June 2024, he has also engaged in non-investment-related consulting through DiDomenico Associates, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform alongside third-party and independent managers, employing Modern Portfolio Theory within a wrap-fee structure and offering both discretionary and non-discretionary portfolio management.