Wayne Reisner is a financial advisor at Carret Asset Management, LLC with 21 years of industry experience. He holds the Series 65 designation and has been with Carret since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, using a variety of techniques such as long and short positions, options, and leveraged ETFs.

Nicholas Theocharopoulos is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jefferies and Morgan Stanley. 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 various topics such as tax and estate planning, executive compensation, and philanthropic planning.

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Jordan Price is a financial advisor at Calydon Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Express for three years, along with roles at Indiana University and other firms. Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities focused on dividend-oriented companies, combined with credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

Thomas Musto is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 23 years of industry experience. He has worked with The Pinnacle Financial Group and LPL Financial since 2017, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Outside of his advisory work, he is involved with Zer Hour Music, Inc., a business entity established for tax and investment purposes. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

Arthur Forget III is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds the Series 63 designation and has prior experience at The Investment Center Inc., LPL Financial, and Capital Financial Planning. Outside of advising, he owns Symmetry Tax Solutions, an accounting services firm, and Sterling Capital LLC, which provides tax preparation and financial advisory services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Alexander Zias is a financial advisor at Flagstar Securities, Inc. in New York, NY, with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Signature Securities, as well as at Rutgers University. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets using a mix of mutual funds, ETFs, alternative investments, and third-party managers, and offers wealth management, a Managed Account Program, and retirement plan consulting.

Marieteo Padiong is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2020. Prior to that, he held roles at Utah Valley University and Accuvest Global Advisors. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers services including discretionary portfolio management, financial planning, tax preparation, and family office administrative support.

J. Kelly Jr. is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Williams Jones Wealth Management and its predecessor since 2013. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, families, institutions, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios of approximately 30 positions.

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with four years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for twenty years. He also provides trustee services for client trusts. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering a range of investment management and advisory services. The firm employs a team-based approach with customized strategies that integrate internal and third-party management across multiple asset classes.

Thomas Murray is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he teaches business education at Immaculata High School. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering a variety of investment programs and managing approximately $4.21 billion in assets through about 173 advisors.

Brendan Bogart is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is involved in private investment entities including MEL Capital and serves as principal of Bogart Value Partners. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers a range of discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Paul La Rosa is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Maxim Financial Advisors and its broker-dealer affiliate, 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 variety of clients, including individuals, trusts, corporations, and institutional entities. The firm employs a range of investment vehicles and analytical methods, managing assets through direct management or allocation to multiple account programs.

Bruce Cukaj is a financial advisor at Maxim Financial Advisors LLC in New York, NY, holding a Series 66 credential with two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, J.P. Morgan Securities, and JPMorgan Chase Bank. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse range of clients, including individuals, trusts, corporations, and institutional entities. The firm’s investment approach integrates multiple asset types and strategies, combining advisor discretion with third-party research and model providers.

Christopher Fiore is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Maxim Financial Advisors and its affiliated entities since 2002. 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, estates, corporations, and retirement accounts. The firm employs a range of investment vehicles and analytical methods, serves a diverse client base including institutional investors, and reported assets under management of $386 million as of December 31, 2024.

John Spinelli is a CFP® professional with 26 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He also has a background as a CPA with over 30 years of experience leading his own CPA practice, John P Spinelli, CPA, which provides accounting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, managing portfolios for both short-term and long-term objectives while integrating retirement-plan and benefits services.

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined Modera in 2026 and previously worked in retail and apparel companies including PVH and The Gap. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation and combines investment management with in-house accounting, tax services, and business coaching.

Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.

Michael Demkiw is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and previously worked at Third Tier Wealth Management LLC. He is also involved with Third Tier Advisors as an insurance agent, spending part of his time in fixed insurance sales. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a range of model strategies supported by quantitative and fundamental analysis, while integrating tax and accounting capabilities through affiliated entities.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.