Joseph De Martinis is a CFP® professional at Prosperity - An EisnerAmper Company with one year of industry experience. Prior to joining Prosperity in 2025, he worked at EisnerAmper from 2022 and at Raich Ende Malter, Co. LLP from 2007 to 2022. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using a range of discretionary and non-discretionary management strategies and leveraging third-party managers and technology platforms.

Selene Zhao is a CFP® with six years of industry experience, currently serving at Flagstar Securities, Inc. in New York, NY. She has held prior roles at Raymond James & Associates, Jefferies LLC, Lenox Wealth Advisors, Morgan Stanley, and CITIC Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a mix of mutual funds, ETFs, alternative investments, and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Adam Betancourt is a CFA® charterholder with five years of industry experience. He currently works at New Edge Wealth and previously held roles at Summit Trail Advisors, LLC and Bank of America. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Kamaldai Rahman is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He has held positions at several firms, including HSBC Securities (USA) Inc., Citigroup, and Signature Securities Group. Rahman holds Series 63 and Series 66 licenses. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Christian Park is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Ingalls Investment Management since 2026 and previously worked at Ingalls & Snyder, LLC beginning in 2013. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management strategies and participates in third-party wrap programs, donor-advised fund operations, and private investment partnerships.

August Miele is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities and Santander Bank since 2013. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across some 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors through platforms co-sponsored by Fidelity Institutional Wealth Adviser and implemented with third-party discretionary managers.

Karen Legotte Langdon is a financial advisor at Gilder Gagnon Howe & Co. LLC with 33 years of industry experience. She has been with the firm since 1991 and holds a Series 63 designation. Outside of her advisory role, she serves as Treasurer and on the Finance and Executive Committees of Concerned Citizens Of Montauk, a nonprofit organization. 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 focusing primarily on stocks and combines fundamental and technical research to manage separate client accounts.

Marina Milner is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. Her prior employment includes roles at Nick's Del Mar, Copa Health, and John Cabot University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds a Series 65 designation and has worked with First Citizens Investor Services since 2026 and SVB Wealth since 2024. Her career also includes over a decade of experience at SVB Private, Boston Private, and KLS. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a comprehensive investment process involving third-party manager selection and oversight, and operates as a wholly owned subsidiary of First‑Citizens Bank & Trust Company.

Michael Farrell is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Arax Advisory Partners. He has previously worked at Piton Investment Management and U.S. Capital Wealth Advisors. Outside of his advisory role, Michael is Vice President of Farr Education, a nonprofit assisting charter schools, where he performs due diligence, financial modeling, and performance reporting. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management, third-party models, and customized asset allocation to meet client objectives, distinguishing itself through the use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, with two years of industry experience. He holds a Series 66 designation and has worked at Alliance Global Partners since 2026 and Lord Abbett & Co. LLC since 2022. A.G.P. / Alliance Global Partners operates a multi-team platform of about 131 advisors, managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with sub-advisory relationships and offers portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Nicole Boutmy De Katzmann is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Fieldpoint Private Securities, LLC since 2018 and Oppenheimer & Co. Inc. since 2015. Outside of her financial advisory work, she serves as President of the Board and Resource Development Committee member for the Westchester Ballet Company and is on the Advisory Committee of the Ballet Support Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, institutions, and pension plans by providing portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, offering customized investment solutions that include third-party manager selection and oversight.

Christopher Hopkins is an associate advisor at SEIA with 20 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Fidelity Brokerage Services LLC for 10 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach integrates strategic macro asset allocation with tactical adjustments, combining quantitative and qualitative research, and primarily manages assets on a non-discretionary basis.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Angelo Odore is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he is a consultant and coach at MLL Consulting Inc., focusing on agency and distribution best practices and professional coaching. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven advice and multiple managed account programs.

Brian Robertson is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Laidlaw & Co (UK) Ltd for eight years before joining Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, in 2018. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services to individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment approaches and vehicles, serving both retail and institutional clients, including other investment advisers and government entities.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on discretionary or non-discretionary bases.

Leonard Parisi is a financial advisor at Maxim Financial Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Maxim Group LLC since 2002, joining Maxim Financial Advisors in 2017. Outside of finance, he is the owner of AR Sports, a company developing augmented reality software for fantasy sports. 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, corporations, and unique client types such as sovereign wealth funds and municipal governments. The firm’s investment approach combines various asset classes and strategies, drawing on individual advisor expertise alongside third-party research and model portfolios.

Christopher Buckman is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Paulson Investment Company and Leucadia Asset Management LLC. Outside of finance, he is a member of the Teamsters Local 817 Union, working as a production assistant on various television shows, movies, and concerts. Jefferies Investment Advisers LLC provides 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 to address topics such as tax and estate planning, executive compensation, and philanthropic planning.