Sarah Silverio is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She currently works at NewEdge Wealth and previously held roles at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets.

Kenneth Schnoll is a financial advisor at NPA Asset Management, LLC with 38 years of industry experience. He holds Series 63 and 66 licenses and has worked with firms including Nationwide Planning Associates, Cetera Advisor Networks, and Summit Financial Group. Outside of his advisory role, he is involved in buying and selling collectibles as a personal interest. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a network of 51 advisors. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to a variety of investment products.

Pooran Sharma is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He is currently an advisor at Stephens and has previously worked at Epoch Investment Partners and ICR. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by equity research and diverse investment strategies.

Robert Ford is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has a long tenure with the affiliated broker-dealer Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base that includes individuals, trusts, estates, corporations, retirement accounts, sovereign wealth funds, and governmental entities. The firm’s advisors tailor advice through client interviews and use a range of investment strategies involving mutual funds, ETFs, equities, fixed income, options, and third-party research.

Edward Giles is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been associated with Peter B. Cannell & Co., Inc. since 2011. 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 strategy based on proprietary fundamental research and concentrated security selection.

Benny Torres Sanchez is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Snowden Lane Partners, UBS Financial Services, Barclays Capital Inc., and Lehman Brothers Inc. Outside of his advisory role, he serves on the development committee of a nonprofit organization. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of investment services including portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Alexander Salton is a CFP® with 16 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. His prior roles include positions at Raymond James Financial Services and Legg Mason Asset Management. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with offerings that include specialist advisory options such as annuity management and a discretionary Digital Asset management program.

Gerard Clark Jr. is a financial advisor at Accurate Wealth Management, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including RJL Financial Group and Global Financial Private Capital, LLC. Clark also serves as president of RJL Financial Group, an investment-related business. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Gabriella Milley is a financial advisor with NPA Asset Management, LLC, holding the Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Nationwide Planning Associates, Inc. since 2016. Outside of her advisory work, she teaches financial planning classes to adults at Princeton Adult School and is involved in manufacturing and selling wearable art made from natural materials through a family-related business. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors, managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs and third-party asset manager referrals, providing services via its Advisor’s Edge platform that include discretionary and non-discretionary portfolio management and performance monitoring.

Lisa Kennedy is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been with Spears Abacus Advisors LLC 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 strategy based on proprietary fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Jared Krim is a financial advisor at United Capital Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services and Bank of America. His background includes roles in financial planning and investment advisory services, as well as involvement in insurance planning and sales. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams develop client-specific financial plans and manage assets through a range of strategies, including ESG and faith-based options, supported by a broad affiliate network and a platform that also serves independent advisors.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

Javier Torres Noriega is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked with firms including PNC and BBVA in various financial services roles. 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 software and analytical tools to address a broad range of planning topics.

Joseph Circosta is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer from 2021 to 2023. Outside of finance, he was involved with Ralph's Famous Italian Ices for seven years. Ingalls Investment Management serves individuals, financial institutions, and various organizations with discretionary and non-discretionary advisory services. The firm employs multiple asset-management styles ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

Andrew Chang is an advisor at Gilder Gagnon Howe & Co. LLC with two years of industry experience. He holds a Series 66 designation and has worked at Capvision and Pulsafeeder prior to joining Gilder Gagnon Howe & Co. Andrew’s background includes roles outside of finance, such as work with party rentals and a dumpling house. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion and may engage in frequent trading and the use of margin, short sales, and limited options or fixed-income exposure.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience. He holds a Series 63 designation and has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers on the investment committee of the IIT Madras Foundation, where he reviews investment allocations and performance on a quarterly basis without compensation. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analyses with scenario-based risk management and uses AI-enabled tools alongside human oversight to construct customized portfolios.

Dilnaman Sachdeva is a CFA® charterholder with eight years of industry experience. He has worked at Aegis Capital Corp. since 2020 and previously held positions at MD Global Partners and Duke University’s Fuqua School of Business. Sachdeva is based in New York, NY. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms.

Daniel Mazurek Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with NPA Asset Management since 2008 and also maintains long-standing roles with Highland Wealth Management, Corridor Financial LLC, and Nationwide Planning Associates Inc. Additionally, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts and third-party sub-advisor solutions. The firm serves individual and high-net-worth investors, corporations, pension plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and managing over $1 billion in client assets.

Jonathan Shapero is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Maxim Group LLC, BNY Mellon, and Edward Jones. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, serving both individual and institutional clients, including other investment advisers and government entities.

Erkan Afacan is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining International Assets Investment Management in 2022, he worked at Nationwide Planning Associates and Cambridge Investment Research for over 15 years. Outside of his advisory role, Afacan serves as the president of a homeowners association in Ridgewood, NJ. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and third-party manager referrals.