Nicholas Theocharopoulos is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jefferies and Morgan Stanley. 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 various topics such as tax and estate planning, executive compensation, and philanthropic planning.

Jonathan Dreskin is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2011. Outside of his advisory role, he is involved with a family limited partnership and works as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that provides managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Allen Sista is a CFA® charterholder affiliated with RMR Wealth Builders, Inc. He has seven years of industry experience, including previous roles at Meteora Capital and independent advisory work. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, sub-advisory roles, and educational seminars, with a range of traditional and specialist investment strategies.

Jordan Price is a financial advisor at Calydon Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Express for three years, along with roles at Indiana University and other firms. Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities focused on dividend-oriented companies, combined with credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

Alexander Zias is a financial advisor at Flagstar Securities, Inc. in New York, NY, with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Signature Securities, as well as at Rutgers University. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets using a mix of mutual funds, ETFs, alternative investments, and third-party managers, and offers wealth management, a Managed Account Program, and retirement plan consulting.

J. Kelly Jr. is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Williams Jones Wealth Management and its predecessor since 2013. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, families, institutions, and charitable organizations. 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 of approximately 30 positions.

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with four years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for twenty years. He also provides trustee services for client trusts. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering a range of investment management and advisory services. The firm employs a team-based approach with customized strategies that integrate internal and third-party management across multiple asset classes.

Cedric Welch is a financial advisor at Gilder, Gagnon, Howe & Co. LLC with five years of industry experience. He has held roles at Gilder, Gagnon, Howe & Co. since 2020 and was previously self-employed from 2018 to 2020. Welch is also the President and CEO of Hip-Hoppreneur, Inc., a consulting firm focused on executive coaching and business strategy. Additionally, he serves as a panelist, curator, and facilitator for events at The Gathering Spot, a private members-only city club for professionals and entrepreneurs. Gilder, Gagnon, Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Brendan Bogart is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is involved in private investment entities including MEL Capital and serves as principal of Bogart Value Partners. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers a range of discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Paul La Rosa is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Maxim Financial Advisors and its broker-dealer affiliate, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, corporations, and institutional entities. The firm employs a range of investment vehicles and analytical methods, managing assets through direct management or allocation to multiple account programs.

Bruce Cukaj is a financial advisor at Maxim Financial Advisors LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Creative Financial Group, J.P. Morgan Securities, and JPMorgan Chase Bank. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm serves retail and high-net-worth clients as well as less common client types such as sovereign wealth funds and state or municipal governments, using a range of investment strategies that combine mutual funds, ETFs, individual equities, fixed income, and alternatives.

Christopher Fiore is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Maxim Financial Advisors and its affiliated entities since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs a range of investment vehicles and analytical methods, serves a diverse client base including institutional investors, and reported assets under management of $386 million as of December 31, 2024.

Michael Surbrug is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been associated with Lord Abbett Distributor LLC since 2003. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm integrates top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets and supporting approximately 17,842 clients.

Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.

Melissa Alaimo is a financial planning associate at Pallas Capital Advisors, LLC with two years of industry experience. Her prior roles include work at PKS Investments and Preferred Pediatric Orthopedic Surgery. Outside of finance, she has connections to a consulting services firm through her spouse but holds no active duties there. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers long-term, customized wealth management using a variety of investment vehicles and provides specialized family office and retirement plan fiduciary services.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.

Eric Kesselman is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all with Maxim Financial Advisors and its affiliate Maxim Group LLC. Outside of his advisory role, he spends time creating games and books. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm uses a variety of investment vehicles and analytical methods and serves both individual and institutional clients, including other investment advisers and government entities.

Athishay Gangadharan is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC since 2021. Prior to joining Kestra, he worked at TIAA and FIFTH THIRD SECURITIES, Inc., as well as Merrill. He is managing partner and senior wealth advisor at Evoke Wealth Management, an independent RIA platform, and is also a partner in a personal investment LLC and president of a tax entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including third-party manager platforms and annuity subaccount management.