Angelo Lekanides is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses multiple investment vehicles and analytical methods, serves both retail and institutional clients, and manages assets through various programs and external sub-managers.

Frank Maniscalco is a financial advisor at Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Maxim Group LLC since 2010. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses various investment vehicles and analytical methods, serving both retail and institutional clients with tailored portfolio management and asset allocation strategies.

Robert Reilly is a financial advisor at B. Riley Wealth Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, having previously worked at B. Riley Securities since 2015. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves around 16,821 clients through about 274 advisors. The firm offers a range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Thomas Ausfahl is a CFP® with 15 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. He previously worked at Greystone Wealth Advisors LLC for 11 years. Ausfahl holds leadership roles as Secretary and Membership Director for the Financial Planning Association’s Greater Hudson Valley Chapter. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

James Fasolino is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 63 designation and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory work, Fasolino serves as a board member for Marien Heim of Brooklyn, a healthcare services organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes an in-house Investment Management & Research team to manage discretionary portfolios and offers both wrap and non-wrap programs with custom and model portfolios.

Adam Stanley is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He has been with Aspiriant, LLC since 2012, currently based in New York, NY. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs a customized investment approach utilizing internal Capital Market Expectations and diverse implementation options, with distinctive family office capabilities and an affiliation with Strategic Planning Law Group, PC.

Richard Backer is a CPA with over 20 years of industry experience, currently serving as an advisor at Apella Wealth. He has held roles at Park Piedmont Advisors and runs his own accounting practice, Richard A. Backer, CPA, P.C., where he spends a significant portion of his time. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering investment management, financial planning, and consulting services. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies and integrates multiple third-party technologies to support client solutions.

Anthony Isola is a financial advisor at Ritholtz Wealth Management in New York, NY, holding a Series 65 credential with 11 years at the firm and five years of industry experience. He is also a writer and blogger for TeachableMoment/Teacher Money Matters, contributing about five hours per month. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments.

Lynn Williams is a CFP® with 36 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. His prior experience includes roles at Securities America Advisors, Securities Service Network, and Williams Capital Corporation. Outside of financial advising, he is an attorney handling estate planning and probate matters, owns a tax preparation and planning business, and teaches Zumba and group fitness classes. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management, as well as integrated retirement plan consulting and administration.

Nicholas Carlozzi is an investment advisor at Tocqueville Asset Management LP with 30 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. He holds Series 63 and Series 65 designations. Tocqueville Asset Management LP is a multi-team registered investment adviser managing approximately $10.24 billion in regulatory assets. The firm provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. Its investment approach is bottom-up, contrarian, and value-oriented, focusing on fundamental research across various strategies.

Edward Donnellan Jr. is a financial advisor at Latitude Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2010. In addition to his advisory role, Donnellan is a CPA and officer at Tax Shoppe, where he provides tax preparation and accounting services. He is also involved in managing social networking websites that provide platforms for amateur musicians to showcase their talents. Latitude Advisors serves individual and business clients, including high-net-worth individuals, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Salvatore Fradella is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Outside of his advisory role, he is president of Boulder Road & Associates in Manhasset, NY. 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 diverse investment vehicles and analytical methods, managing assets through multiple program types and serving both retail and specialized institutional clients.

Vallerie Diaz is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and one year of industry experience. Prior to joining Jefferies in 2025, she worked for Maxwell Medical for 11 years. Jefferies Investment Advisers LLC offers 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 using third-party software to support goal-setting and scenario analysis.

Jack Chite is a CFP® with 42 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He has been self-employed since 1972 and operates J. Chite & Associates, Inc., a firm he founded in 1991. Outside of investment advisory, he is president of Vanderbilt Insurance, focusing on fixed-rate insurance products, and provides tax consulting services in collaboration with a CPA. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical techniques tailored to client objectives.

Elizabeth Walton is a financial advisor with 35 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in New York, NY. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and model portfolios.

David Larado is a financial advisor at Sapient Capital LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to construct diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Jose Ramirez is a financial advisor at Snowden Capital Advisors LLC with 7 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. Snowden Capital Advisors serves a diverse client base including 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, and financial and estate planning, utilizing customized portfolios and a range of investment tools across mutual funds, ETFs, fixed income, alternatives, and derivatives.

Hugh Maginnis Jr. is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Capital Wealth Advisors, Triad Advisors, Pinnacle Private Wealth, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is registered as an insurance agent and sells fixed insurance and annuity contracts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Kevin Glueckert is a financial advisor at RBC Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Securities, Merrill, Morgan Stanley, U.S. Trust, Bank of America, and was affiliated with the New York Football Giants, Inc. for six years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, delegating investment management to an affiliated sub-advisor that implements diversified strategies across mutual funds, ETFs, SMAs, and individual securities.

Albert Messina is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and manages approximately $36.5 billion in assets under advisement.