John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Mark Neely is a Series 65-licensed financial advisor at GenTrust with two years of industry experience. He previously worked at EIF Capital LLC for 12 years. GenTrust is an SEC-registered investment adviser that provides wealth and investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm uses an asset-allocation driven investment approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and may allocate to independent managers and private placements for qualified investors.

Timothy Collier is a financial advisor with Cantor Fitzgerald Investment Advisors, holding the Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill and Griffin Capital Securities. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios, employs a combination of strategic and tactical asset allocation, and manages several registered investment companies and pooled funds.

Maxwell Cheng is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He has been with Jefferies & Company, Inc. since 2005 and also worked at Leucadia Asset Management LLC for 18 years. He holds the Series 63 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 offers a customized, collaborative planning process covering a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Xiangyu Lai is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation and experience at several firms including JP Morgan Asset Management, Northwestern Mutual Life Insurance, and Investment Technology Group. Lai has been with O'Shaughnessy since 2025. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside sub-advisory and third-party managed strategies.

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS, NewEdge Advisors, and Periscope Wealth Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios with a focus on strategic and tactical asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and over 42 years of industry experience. She has worked at GWN Securities, Inc. since 2018 and previously at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Valente is also a licensed insurance agent specializing in life, accident, health, variable, credit, and travel insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of in-house and external model strategies to manage portfolios on a discretionary basis with continuous monitoring and rebalancing in line with client objectives.

Guy Riegel is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and over 44 years of industry experience. He has been associated with Ingalls & Snyder, LLC since 1982 and joined Ingalls Investment Management in 2026. Riegel serves as the trustee of several family and friends' trusts and manages the estate planning entity Pakeen LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, and other clients. The firm employs varied asset-management styles and offers services including financial planning, third-party manager selection, and portfolio consulting across multiple investment strategies.

David Maldonado is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Gradient Advisors, LLC since 2021 and previously spent three years at AE Wealth Management, LLC and two years at Gebhardt Group Inc. Maldonado is also the owner of Income Harbor Wealth Management and Income Harbor Financial Group, where he provides financial planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing approximately $289 million in assets and administering about $1.10 billion.

Larry Mazzoni Jr. is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and also has experience at National Securities Corporation. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, estates, corporations, retirement accounts, and various institutional entities. The firm’s advisors customize advice based on client interviews and may manage accounts directly or allocate assets across multiple investment platforms and strategies.

Richard Benedetti is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2007. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm offers diversified portfolio construction and monitoring, discretionary and non-discretionary asset management, and utilizes both in-house and third-party asset managers with various investment styles.

Lynn O'Shea is a financial advisor at Clinton Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with Clinton Investment Management since 2021. Prior to this, she worked at Foley Carrier Services LLC and attended Fairfield University. Clinton Investment Management specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm focuses on maximizing after-tax total return through research-based strategies and offers services including sub-advisory relationships and state-specific portfolio options.

Alan Chidsey is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Edge Wealth in 2024, he worked at Computacenter for eight years and Phineus Partners, L.P. for thirteen years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, using a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics with human oversight.

Theodore Mcdonagh is a financial advisor at Ashton Thomas Securities, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates. Outside of his advisory role, he serves on the Board of Trustees for Seton Hall Prep. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across 2,281 clients through a team of 18 advisors and offers various investment programs, including wrap and non-wrap options, model portfolios, and third-party sub-advisory arrangements.

Andrew Kaskel is a financial advisor at New Edge Wealth with Series 63 and Series 65 licenses. He has over 12 years of experience in the financial industry, including an 11-year tenure at Morgan Stanley Private Bank and Morgan Stanley. He joined New Edge Wealth and NewEdge Securities LLC in 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary investment solutions across multiple asset classes.

William Jones, Jr. Jr. is a financial advisor at Williams Jones Wealth Management, LLC with 22 years of industry experience. He has worked at Williams Jones Wealth Management since 2019 and previously spent 31 years at Williams, Jones & Associates, LLC. Williams Jones Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth families, 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 intermediate-term fixed-income management, typically constructing concentrated portfolios of about 30 positions.

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.

Geoffrey Hulme is an advisor at Ingalls Investment Management, LLC with six years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Steel Valley Advisors LLC, Gerber, LLC, Innoviva Inc., and NCT Ventures. Ingalls Investment Management provides discretionary and non‑discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies from long-term equity holdings to option writing and short-term trading.

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.