Michael Kissi is a financial advisor at Aegis Capital Corp. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank and RBC Capital Markets. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Zbynek Kozelsky is a financial advisor at Ashton Thomas Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. and Arax Investment Partners. Outside of his advisory role, he is the managing member of DN Athletics, LLC, an apparel and retail business. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and retirement plan consulting services through a team of 18 advisors and manages approximately $1.86 billion across multiple program structures.

Michael Brennan is a CFP® and ChFC® affiliated with Citizens Private Wealth, with five years of industry experience. He has been with Citizens Private Wealth since 2004 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, emphasizing tailored long-term asset allocation and tactical adjustments based on market conditions.

Triana Raquel Arellano is a financial advisor at Jefferies Investment Advisers LLC with a Series 66 credential and one year of industry experience. She has previously worked at Insigneo Securities LLC and Wells Fargo Clearing Services. Jefferies Investment Advisers LLC offers fee-based financial planning services to a variety of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process utilizing third-party software and Monte Carlo simulations to support goal-based financial analysis.

Mason Rothe is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Alliance Global Partners in 2023, he worked in his family’s construction business, Rothe Construction, where he performed masonry, utility work, and operated heavy equipment. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans with portfolio management, financial planning, and brokerage services. The firm employs an open-architecture investment approach with a focus on international investing and offers both discretionary and non-discretionary strategies through in-house and third-party managers.

James Wright is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. from 2015 to 2021. Outside of his advisory role, he is an investor in a technology services company, Bbot Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Emily Rosen is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds the Series 66 designation and has been with Jefferies since 2022. Prior to her financial advisory role, she studied at Syracuse University and completed her secondary education at Upper Dublin High School. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a collaborative planning process tailored to client goals and utilizes third-party software, including Monte Carlo simulations, to support probability-based financial outcomes.

Joseph Zock is a financial advisor at Tocqueville Asset Management LP with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tocqueville Securities L.P. since 2006, where he serves as a portfolio manager. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, high-net-worth investors, registered investment companies, and public pension plans. The firm employs a multi-team investment approach focused on bottom-up, value-oriented, and contrarian strategies across various asset classes and is notable for its extensive involvement with investment companies, private pooled vehicles, and affiliated broker-dealer operations.

Wendell Cayton is a ChFC® credentialed financial advisor with 38 years of industry experience, currently with Snowden Capital Advisors LLC. His prior roles include positions at Snowden Lane Partner, Triad Advisors, Inc., and Signator Investors, Inc. Outside of his advisory work, he serves as a part-time ski instructor at Sun Valley Ski School and chairs a scholarship committee within the Hailey Rotary Club. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm utilizes a multi-team approach with a wide range of investment tools and frequently employs third-party managers while maintaining client oversight.

Matthew Nurnberger is a financial advisor with Santander Securities LLC based in Bronx, NY. He holds a Series 66 designation and has three years of industry experience. His prior work includes positions at The Village Bank and LPL Financial. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, and delivers investment management primarily through the FMAX wrap-fee platform with third-party discretionary managers.

Brian Solomon is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers while maintaining client oversight.

Steven Castrello is a financial advisor at Aegis Capital Corp. with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Osaic, Ameriprise Financial Services LLC, Royal Alliance Associates, and Jhfn Sii. Outside of his advisory role, he is involved with ACC Agency Inc., an insurance general agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and managed account programs through platforms such as RBC and AXOS. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program offerings.

Kendra Rizkalla is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Siguler Guff & Company, LP for ten years. 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. The firm employs third-party financial planning software and scenario analysis to support its recommendations, while maintaining a separation between planning and implementation services.

Jaime Sanchez Yarza is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he worked for a combined 15 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, including the use of unaffiliated sub-advisers and third-party managers, and provides programs to advise on externally held assets and employer-sponsored retirement plans.

Tomas McMillan II is a financial advisor at Dynamic with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for the New York City Department of Education for sixteen years. In addition to his advisory role, he also sells life insurance. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, with a focus on customized, long-term investment strategies.

Jaclyn Green is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities and Wells Fargo Clearing. 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. The firm combines multi-team scale with institutional capabilities and employs a range of investment strategies including third-party manager selection and an Assets Held Away program.

Robert Constant is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 47 years of industry experience. He has worked at Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm offers a broad range of planning topics and uses third-party software and scenario analysis to support its financial plans.

Eric Platt is a financial advisor at Jefferies Investment Advisers LLC with seven years of industry experience. He previously worked at M&G Investment Management Limited, OneDigital, and HSBC Securities (USA) Inc. among other firms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm follows a customized, collaborative planning process that incorporates third-party financial planning software and scenario analysis to support client goals.

Jose Oliveira is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds the Series 66 designation and has 24 years of industry experience. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and employs a multi-team approach combined with institutional capabilities.

Kathryn Swain is a financial advisor with Calamos Wealth Management LLC in New York, NY. She holds Series 63, 65, and 66 credentials and has 25 years of industry experience. Her prior roles include positions at Goldman Sachs, Churchill Management, Nectar, and LPL Enterprise LLC. Swain is also a business owner of Nectar. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm utilizes a comprehensive investment process incorporating asset allocation, quantitative and qualitative evaluation, and a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.