Michael Brod is a financial advisor at Maxim Financial Advisors LLC with eight years of industry experience. He holds the Series 66 designation and has been with Maxim Financial Advisors since 2019. His prior experience includes roles at Maxim Group and Indiana University. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, estates, corporations, retirement accounts, and various institutional clients. The firm’s advisors tailor investment strategies using mutual funds, ETFs, equities, fixed income, options, and active reallocation, relying on both individual advisor styles and third-party research.

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.

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.

Christopher Yost is a financial advisor at Cantor Fitzgerald Investment Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cantor Fitzgerald & Co. since 2016. Based in New York, NY, he operates within a multi-team firm environment. Cantor Fitzgerald Investment Advisors, L.P. 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 employs proprietary ETF model portfolios based on strategic asset allocation and macroeconomic research, managing various registered investment companies and private pooled funds.

Gerald Seigel is a financial advisor with Aegis Capital Corp. in Sarasota, FL, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Aegis Capital Corp. since 2015. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by 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 handles trade execution, clearing, custody, and reporting services.

Seymour Williams is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Lifemark Securities Corp. and has previously worked at SunStreet Securities, LLC. In addition to his advisory work, he is engaged in tax preparation, independent insurance sales, mortgage brokerage, and real estate brokerage. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at NPA Asset Management and Nationwide Planning Associates since 2010 and previously spent six years with Investment Advisors Asset Management, LLC. Outside of his advisory role, he serves as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, including high-net-worth clients, corporations, pension, and charitable accounts. The firm manages approximately $1.065 billion in assets across about 2,293 client relationships and offers multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Joseph Daneshgar is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, since 2015. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a broad range of clients, including individuals, trusts, estates, and institutional entities. The firm’s representatives customize advice based on client interviews and employ a variety of investment strategies incorporating mutual funds, ETFs, equities, fixed income, options, and active reallocation.

Alexandra Panora is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and J.P. Morgan Securities prior to joining Insigneo in 2021. Alexandra has full ownership of AEGA21 LLC, a non-securities pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized allocations alongside firm-modeled portfolios, utilizing a range of investment strategies and third-party research to manage portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Dylan Hallard is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Webull Financial and UBS Financial Services. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a customized planning process utilizing third-party software and probability-based analyses, focusing on a broad range of financial planning topics while maintaining a separation between fiduciary planning and implementation services.

Maria Govea is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Outside of her advisory role, she is involved in a family-owned Italian kitchen cabinet import business as a partner. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning and uses third-party software and simulations to illustrate financial outcomes.

Lynn Sperandeo is a financial advisor at Wedbush Securities Inc. based in New York, NY, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, Dominick & Dickerman LLC, and Credit Suisse Securities. Outside of his financial career, he serves as a notary public and is a member of the Council of Greenburgh Civic Associations. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and securities lending services. The firm combines portfolio management tailored to client objectives with operational capabilities including custodial, clearing, and prime services.

James Colleary is a financial advisor with NPA Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Nationwide Planning Associates, Inc. since 2010. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts, MA Direct third-party sub-advisor programs, and MA Custom AdvisorFlex model portfolios. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation.

Jarita Liang is a financial advisor at Jefferies Investment Advisers LLC with seven years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Moelis & Company LLC, and Goldman Sachs. 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 that incorporates third-party software and scenario analysis to support goal definition and financial review.

Keith Schaber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he operates College Point Tax Service, providing tax preparation services, and serves as a trustee and executor for the Harvey Whiting Trust and Estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Luis Tascon is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bancolombia Capital Advisers, Safra National Bank of New York, Raymond James & Associates, and Jefferies LLC. Luis is based in New York, NY. 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 customized, collaborative planning that covers various financial topics and utilizes third-party software to support probability-based outcomes in its analyses.

Daniel Wetchler is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and previously worked at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm follows a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, trusts, and corporations.