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.

Jason Purvis is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently affiliated with Simplicity Wealth and owns Next Phase Money Management. Outside of his advisory roles, he is involved in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors, offering financial planning, portfolio management, and managed account services. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and selected securities, and provides technology and operational platforms for other advisers.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

Daniel Otoole is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Meeder Investment Management, Quasar Distributors, Horizon Investments, and Assetmark, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

Arthur Grutt Jr. is a financial advisor with Capitol Securities Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capitol Securities in 2019, he worked at LPL Financial and has been involved with Cambridge Life Brokerage LLC since 2006, where he serves as president overseeing employee benefits brokerage operations. Capitol Securities Management provides brokerage and advisory services to individuals, corporate and charitable clients, trustees, and plan sponsors. The firm offers comprehensive financial planning, pension consulting, insurance products, and manages assets through various programs including separately managed accounts and third-party money managers.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, among others. Outside of his advisory role, he serves as president of Furraylogic, Ltd., a company specializing in customized software development, and BFC Consultants, Ltd., which provides financial analysis and expert witness services. Brookwood Investment Group serves individual investors, businesses, and retirement plans by offering customized portfolio management and financial planning using a combination of passive, active, and tactical strategies. The firm supports both discretionary and non-discretionary management and provides ongoing due diligence and access to various investment instruments.

Steven Topal is a financial advisor at Perigon Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Perigon since 2022. In addition to his advisory role, he is a partner at Prager Metis CPAs, LLC, an accounting firm, and serves as a board member and officer of MJHS Health System Inc., as well as chairman of the board at Menorah Nursing Home. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm specializes in individualized portfolio construction and acts as sponsor and overseer of wrap-fee programs, serving banking and thrift institutions among its diverse client base.

Daniel Mc Gurl is a financial advisor at Savvy with five years of industry experience. He holds a Series 65 designation and has previously worked at Fortis Capital Advisors, MML Investors Services, MassMutual Life Insurance, Sentinel Benefits & Financial Group, and Patriot Properties. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and typically employs an index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools.

Arthur Ferreri is a financial advisor at Gilder Gagnon Howe & Co. LLC with 30 years of industry experience. He has been with the firm since 2000. Ferreri holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Robert Sayre is a financial advisor at Simplicity Wealth with 23 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Mid-Atlantic Wealth Advisory, Creative Planning Institutional Advisors, and Ameriprise. Outside of his advisory work, Sayre serves as president of Phyxius Capital Management and is involved as an insurance agent selling life, health, disability, annuities, and long-term care products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios monitored and rebalanced regularly, and offers advisory and operational services including a managed account platform for advisers.

Joseph Medina is a financial advisor with Infinity Financial Services Advisory and holds Series 63, 65, and 66 licenses. He has 26 years of industry experience and previously worked at firms including NewBridge Securities Corporation, Cetera Advisors LLC, and Chase Investment Services Corp. Outside of his advisory role, Medina is involved in commercial and residential real estate sales and serves as an independent public notary. He is also a limited partner in several Brooklyn-based bars. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients, employing a multi-method investment approach that includes technical and fundamental analysis, modern portfolio theory, and the use of complex products such as options for portfolio construction and risk management.

Kristen Breault is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2007. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, focusing on clients with around $50 million in investable assets. The firm develops tailored Investment Policy Statements and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Lucy Tang is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 10 years of industry experience. She has been with Gilder Gagnon Howe & Co. LLC since 2011. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Dimitry Farberov is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. His prior experience includes roles at Miracle Mile Advisors, Israel Discount Bank of New York, IDB Capital Corp., RSM US Wealth Management, Comerica Securities, and Wells Fargo Clearing. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process with a variety of strategies, including low-cost ETFs, direct indexing, and alternative investments such as private REITs and private credit.

Sarah Braddock is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Searchlight Financial Advisors since 2016 and was with Searchlight Investments, LLC in 2017. Braddock divides her time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the common ownership of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based AdvisorNXT platform that uses Modern Portfolio Theory and risk-tolerance assessments to create ETF/ETN-based portfolios, complemented by access to third-party and independent managers.

Joseph Finnerty is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Equitable Advisors. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternatives, structured notes, and options-based strategies.

Connor Barbella Roesler is a CFP® professional with four years of industry experience, currently affiliated with Kintra Wealth, LLC. He previously worked at Commonwealth Financial Network and Tupler Financial. Outside of advisory work, he is involved in fixed insurance sales during business hours. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and utilizes a model-driven investment process focused on tax efficiency and integrated planning.

Joseph Hibert is a CFP® professional with six years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. His prior experience includes roles at Bank of America/Merrill Lynch, J.P. Morgan Securities, JPMorgan Chase Bank, TP ICAP, and BGC Financial. He has also worked at the University of Delaware and the YMCA of Greater New York. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies with tactical adjustments reviewed by an Investment Committee.

Gregory Tomczak is an advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has experience as a practicing attorney, maintaining an active law practice through Tomczak Law, PLLC. His professional background includes legal work and licensed insurance activities related to accident, health, life, and variable annuities. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management using proprietary and third-party model portfolios. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and offers specialized retirement account management.