Adam Ballout is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Modera, he attended Seton Hall University and held positions at Lifetime Fitness and various schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

David Harris is a financial advisor at Tocqueville Asset Management LP with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tocqueville Securities, L.P. since 2002. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Emily Clinton is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 28 years. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, combining multi-team scale with institutional capabilities.

James Hunt is a Series 63-licensed financial advisor with 34 years of industry experience. He has been with Tocqueville Asset Management LP since 2000, serving as a portfolio manager. Hunt is also a board director of Sofina USA. Tocqueville Asset Management LP provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach through multiple independent investment teams.

Michael Strafford is a CFP® with 34 years of industry experience, currently serving at NPA Asset Management, LLC since 2004. He is also a CPA and has been involved in tax return preparation and life insurance services through Zenith Marketing since 1991. Strafford holds Series 63 and Series 65 licenses and maintains dual registration with NPA Asset Management and Nationwide Planning Associates, Inc. NPA Asset Management, LLC is an SEC-registered adviser offering managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often utilizing approved sub-advisors for trading while retaining supervisory oversight.

Christian Gallo is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Fieldpoint Private Securities LLC, Oppenheimer, and Equitable Advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and employs a multi-team approach with a broad range of investment tools and third-party manager relationships.

Michael Kreuzer is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith, Inc., and Bank of America, N.A. since 2009. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, often utilizing third-party managers for investment implementation.

Kurt Ryden is a financial advisor at Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside its dual registration as an adviser and broker-dealer.

Gustavo Colomina is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Citigroup. He serves as a board member for Briar Bay Townhouse Homeowners Association, participating in community governance. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations, using a customized, collaborative planning process supported by third-party software and scenario analysis.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.

Gregory Kaplan is a CFA® charterholder with 17 years of industry experience. He currently works at Jefferies Investment Advisers LLC and has previously been associated with Rochdale Investment Management, Rim Securities, and City National Bank. Kaplan serves as a board member and treasurer for MIB Agents, a nonprofit organization focused on supporting children fighting osteosarcoma. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm utilizes a customized, collaborative planning process supported by third-party software to offer comprehensive financial planning without security-specific investment recommendations.

Catherine Tse is a financial advisor at Allen Investment Management, LLC with five years of industry experience. She holds a Series 63 designation and has previously worked at Qu Capital and Cascina LLC. Catherine is based in New York, NY. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs through discretionary and non-discretionary agreements, focusing on manager due diligence and a range of equity and multi-asset strategies.

Geoffrey Schiciano is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He has held various roles within Jefferies entities since 2013. Outside of his advisory work, he manages several family partnerships and LLCs that invest in private equity. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm delivers a customized planning process that incorporates third-party software and scenario analysis to support a range of financial planning needs.

Steven Dym is a financial advisor with Advisory Services Network, holding a Series 65 designation and bringing eight years of industry experience. He has worked at Advisory Services Network since 2017 and previously operated Steve I. Dym and Co. from 2011 to 2017. Outside of his advisory role, he serves as a professor of finance at Rutgers University and is a published author. Additionally, he is the rabbi of Congregation Boruch Taam, where he teaches and lectures. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and investment consulting using a variety of investment strategies and implementation options tailored to client objectives.

William Spears is a CFA® charterholder with 4 years of industry experience. He is a member of SPEARS & CO. LLC, a holding company, and has been associated with Spears Abacus Advisors LLC since 2007. He is currently with Cannell & Spears LLC in New York, NY. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, and it operates as a multi-team structure with approximately 17 advisors managing several billion dollars in assets.

John Lafferty is a financial advisor with Brownson, Rehmus & Foxworth, Inc., holding CFP® and CFA® designations and over 22 years of industry experience. He has been with the firm since 2004. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, and corporate executives. The firm focuses on personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and a tailored investment program based on each client’s written goal assessment.

Howard Reizun is a CFP® with 26 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC since 2021. Prior to Kestra, he worked for 15 years at TIAA-CREF. He is managing partner of Evoke Wealth Management and president of HKR Wealth, a separate investment-related sole proprietorship. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions, managing approximately $13.45 billion in client assets as of the end of 2025. The firm offers a broad range of investment products and specialized services, with operational attributes including a trust company affiliation and third-party adviser relationships.

John Pantowich is the sole advisor at TAG Associates LLC in New York, NY, with 14 years of industry experience. He has been with TAG Associates since 2002. TAG Associates provides multi-family office and portfolio management services primarily to high-net-worth individuals, family-related entities, trusts, estates, endowments, and certain retirement plans. The firm offers comprehensive wealth management, including portfolio management, tax planning, financial management, and estate/trust planning, and also advises pooled investment vehicles with both client and non-client investors.

Gianni Difroscia is a CFP® professional with five years of industry experience, currently associated with Citizens Private Wealth. He has worked at Citizens Bank and its affiliated entities since 2012. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alan Feldman is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He has held roles at Jefferies LLC, Leucadia Asset Management LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Feldman holds a Series 63 designation. 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 a customized, collaborative planning process covering a broad range of topics, including tax and estate planning, executive compensation, and philanthropic planning.