Matthew Arpano is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Silvercrest since 2006. Silvercrest provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services.

James Pino is a financial advisor at TSA Management Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HRC Services, Inc. since 1997. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $1.479 billion across about 2,566 clients and emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, combining in-house management with third-party managers.

Josette Egan is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Jefferies and its related entities since 2010. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party financial planning software and probabilistic analysis tools.

Rocco Lafaro is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2011. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Harry Figgie is a financial advisor with Greenwich Wealth Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Greenwich Wealth Management since 2009, with a one-year tenure at Private Client Services, LLC from 2015 to 2016. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds bespoke portfolios using fundamental, technical, and macro analysis across a wide range of instruments and typically manages accounts with discretionary authority tailored to each client’s objectives.

Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and 66 designations and 15 years of industry experience. She has worked at Alliance Global Partners since 2022 and previously held roles at National Securities Corporation and National Asset Management. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and involvement in pooled vehicles and private funds.

Michael Tong is a financial advisor at Robertson Stephens Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Fiduciary Trust International. Robertson Stephens Wealth Management serves individual clients, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with model portfolios overseen by an Investment Committee.

John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Bacigalupi serves as the president of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with strategic allocation informed by macroeconomic research and manages multiple registered investment companies and private funds.

Sean Fellin is a financial advisor at United Capital Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at M Holdings Securities, Inc. and Apexium Financial LP. He is also a licensed insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through its affiliate network and technology platform, FinLife Partners.

Nelson Matzen is a CFP® professional with 10 years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior experience includes roles at HSBC Securities, Avantax Investment Services, Mariner Wealth Advisors, and HD Vest Investment Services. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, consulting, and retirement plan services. The firm emphasizes customized asset allocation and an Investment Policy Statement tailored to client objectives, combining active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Scott Weinfeld is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank from 2002 to 2023 and has been with Flagstar in various roles since 2023. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp, affiliated with Flagstar. Flagstar Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering wealth management, managed account programs, and retirement plan consulting with approximately $784 million in discretionary assets under management as of 2025. The firm manages accounts primarily on a discretionary basis, allocating across multiple investment vehicles and third-party managers while operating as a wholly owned non-bank subsidiary of Flagstar Bank, N.A.

Andrew Anello is a CFP® with 18 years of industry experience and is currently with Beacon Global Advisor Network, LLC. His prior roles include positions at Brite Advisors USA, Inc., DeVere USA INC., Transamerica Financial Advisors, MSI Financial Services, Inc., Citicorp Investment Services, and Morgan Stanley Dw Inc. Beacon Global Advisor Network, LLC serves individuals of varying net worth, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and specialized pension services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, equities, and fixed income, with accounts typically managed on a discretionary basis through unified managed account platforms.

Rachel Pino is a financial advisor at TSA Portfolio Management Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HRC Services, Inc. since 1993. Outside of advising, she is a partner in MII Holdings, LLC, a real estate holding company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.5 billion using model allocations and emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing.

Cody Rominger is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cantor Fitzgerald since 2017, following a two-year tenure at Efficient Market Advisors, LLC. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm emphasizes proprietary ETF model portfolios, utilizing strategic and tactical asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Robert Eising is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection.

Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Smith Asset Management Group for 10 years before joining Cantor Fitzgerald in 2023. 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 utilizes proprietary ETF model portfolios and employs a combination of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at his current firm since 2018, following five years at Aegis Capital Corp. Plaine serves as co-trustee of the Michael Nissen 2010 Insurance Trust, a role involving oversight of a managed account. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial and estate planning, and brokerage services.

Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at NPA Asset Management and Nationwide Planning Associates since 2008 and has been self-employed since 1994. Costa also provides estate planning services through an online platform that offers initial client guidance and data entry. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors and manages approximately $1.065 billion in assets. The firm offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Robert Nepo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining A.G.P. in 2020, he worked at Five Rings Capital LLC from 2012 to 2020. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management, financial planning, and brokerage services, with a notable emphasis on international investing and the management of pooled-vehicle accounts.