Selene Zhao is a CFP® with six years of industry experience, currently serving at Flagstar Securities, Inc. in New York, NY. She has held prior roles at Raymond James & Associates, Jefferies LLC, Lenox Wealth Advisors, Morgan Stanley, and CITIC Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a mix of mutual funds, ETFs, alternative investments, and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Michael Kimmel is a CFP® and Series 65-registered advisor at Greenspring Advisors, LLC with nine years of industry experience. He previously worked at Wealthstream Advisors, Inc. for 14 years before joining Greenspring in 2025. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

John Ronan is a CFP® and Series 65 licensed advisor with five years of industry experience. He is currently with RWA Wealth Partners, where he has worked since 2020. Prior to that, he held roles at UBS and One Charles Private Wealth. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management strategies.

Christian Giannangeli is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior experience includes roles at LPL Financial, Stratos Wealth Partners, Bank of America, Merrill, and JPMorgan Chase. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized portfolio management and planning solutions, employing primarily index-based, long-term strategies alongside active equity and tax-aware direct indexing approaches.

Jesse Christensen is a financial advisor with New Edge Wealth in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Chesapeake Asset Management and Cherry Lane Capital. Christensen is also associated with NewEdge Advisors, LLC, an investment advisory firm connected to Chesapeake Asset Management. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions supported by technology and AI-assisted analytics.

Christina Massalay is a CFP® with 12 years of industry experience. She currently works at Main Street Financial Solutions, LLC and previously spent 11 years at Credit Suisse Securities (USA) LLC. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional-level services.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds a Series 65 designation and has worked with First Citizens Investor Services since 2026 and SVB Wealth since 2024. Her career also includes over a decade of experience at SVB Private, Boston Private, and KLS. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a comprehensive investment process involving third-party manager selection and oversight, and operates as a wholly owned subsidiary of First‑Citizens Bank & Trust Company.

Monica Calabrese is a financial advisor at Bolton Securities Corporation with four years of industry experience. She previously worked at LifeInvest Wealth Management, LTD for seven years and EMC Managers Consulting, Ltd for eleven years. Monica is the founder and partner of Moneyology LLC, a company focused on providing financial education for women. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach tailors portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. 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 offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Jason Weisfeld is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation. He has experience at multiple firms, including Chase Instrument Company and CPEX Real Estate, prior to joining Arkadios Capital and Arkadios Wealth Advisors in 2025. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and a variety of portfolio management options, combining fundamental, technical, and cyclical investment analysis.

King Harris is a financial advisor at Pinnacle Associates, Ltd. with five years of industry experience. He holds Series 63 and Series 65 licenses and is based in New York, NY. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm emphasizes fundamental, bottom-up analysis with valuation-sensitive, long-term strategies primarily focused on individual equities.

Georgia Lord is a CFP® professional with four years of industry experience. She is affiliated with Spire Wealth Management, LLC and has held roles at firms including Concurrent Investment Advisors, Oppenheimer & Co, and Wealthsimple. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, serving over 6,100 clients with approximately $4.5 billion in assets under management. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches that utilize tactical, active, and passive investment techniques tailored to client risk profiles.

Zachary Banks is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Siebert AdvisorNXT, LLC. His prior roles include positions at Muriel Siebert & Co., LLC, LPL Financial, and Rollstone Bank and Trust. He is a dual employee of 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, offering investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory and risk-tolerance assessments to create and rebalance ETF/ETN-based portfolios, combining automated management with access to third-party and sub-advisory solutions.

Laurence Golding is a financial advisor at Carret Asset Management, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret Asset Management since 2007. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment strategies based on fundamental research and employs various techniques such as long and short positions, options, and leveraged ETFs, managing accounts primarily on a discretionary basis.

Boyan Doytchinov is a CFP® and CFA® credentialed advisor at Compound Planning, Inc. in New York, NY, with seven years of industry experience. His prior roles include positions at Savvy, Osaic Wealth Inc, Mark J. Snyder Financial Services, Inc., and Altfest Personal Wealth Management. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program (TAMP). The firm emphasizes customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, employing a range of strategies including low-cost ETFs, direct indexing, and specialized alternative investments.

Cristina Pratt is a financial advisor at New Edge Wealth with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. 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, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.

Eduard Kazatsky is a Series 66-licensed financial advisor at Kingswood Wealth Advisors, LLC with four years of industry experience. He has held roles at Kingswood Capital Partners and Benchmark Investments, Inc., among others. Outside of his advisory work, he is the managing member of Martin-Kazatsky Motors, LLC, which involves race car ownership and operations. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm delivers investment advice on both discretionary and non-discretionary bases, employing an open-architecture platform and integrating insurance-linked account management through affiliated entities.

Jacob Saxton is a financial advisor with Advisors Capital Management, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with customized private accounts, model strategies, and a self-directed brokerage solution, managing over $8 billion in discretionary assets across a broad range of equity and fixed-income approaches.