Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Brogan O'Connor is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He joined RMR Wealth Builders, Inc. in 2024 after spending 11 years at Sentinel Benefits & Financial Group. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Emanuel Weintraub is a CFA® charterholder with five years of industry experience. He is currently with Cannell & Spears LLC and has prior experience at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, operating within a multi-team structure of about 17 advisors.

Alexandra Chan is a financial advisor at Snowden Capital Advisors LLC with 13 years of industry experience. She holds a Series 66 credential and has worked at Snowden Lane Partners since 2017 and AllianceBernstein from 2012 to 2017. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, and financial planning services. The firm offers customized portfolios using a range of investment tools and frequently engages third-party managers while maintaining overall client oversight.

Jenna Morr is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2013. Based in New York, she has focused her career at Simon Quick Advisors, a firm that provides wealth management, investment consulting, financial and tax planning, and administrative services to individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients. Simon Quick Advisors employs a diverse investment approach, including allocation among independent managers, mutual funds, ETFs, and affiliated private funds, and integrates tax and back-office services such as tax return preparation and bill-pay.

John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Outside of his advisory role, he serves as President of Sound Wealth Management, LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicles alongside brokerage and insurance product distribution.

Mingqi Li is a financial advisor with Arkadios Wealth Advisors, holding Series 66 and Series 63 licenses, and has seven years of industry experience. Li serves as an independent board director for two publicly listed companies in Hong Kong, Synertone Communications Corporation and Neo-Neon Holdings Limited. Outside of investment advising, Li is also involved in real estate brokerage through Portunes LLC. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions that incorporate fundamental, technical, and cyclical analyses, deploying portfolios through various managed account programs and third-party managers.

Sydney Mcgrew is a CFP® at Simon Quick Advisors, LLC with four years of experience in the financial industry, including two years at Wilmington Trust. Based in New York, NY, Mcgrew joined Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across various investment vehicles and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

William Brancaccio is a CFP®-credentialed advisor with 15 years of industry experience. He is currently affiliated with Moneco Advisors and has held roles at LPL Financial, Independent Advisor Alliance, and Independent Financial Partners. Outside of his advisory duties, he is involved in a property and casualty insurance agency and owns a real estate business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a broad range of portfolio management and retirement plan consulting services tailored to client goals through multiple custodial platforms.

John Howley is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudent Financial Solutions and Merrill Lynch. 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 topics such as tax and estate planning, executive compensation, and philanthropic planning.

William White is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Belpointe since 2017 and previously held roles at Lexco Wealth Management Inc, Calder Service Systems, and National Planning Corp. White is also involved in selling life settlements and fixed insurance products on a limited basis. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and a variety of portfolio strategies, combining internal portfolio construction with third-party manager relationships tailored to client objectives and risk tolerance.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Michael Meltzer is a Series 66-credentialed financial advisor with Tocqueville Asset Management LP in New York, NY. He has 25 years of industry experience and has worked at Tocqueville Securities L.P. since 2008. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm uses a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams.

Walter Karle is a CFP®-designated financial advisor with Cantor Fitzgerald Investment Advisors, bringing 15 years of industry experience. He has held roles at several related firms within the Cantor Fitzgerald group as well as positions at O'Connor Alternative Investments and Resolution Recovery Partners. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, institutions, and financial intermediaries. The firm offers proprietary ETF model portfolios utilizing a systematic approach to asset allocation and emphasizes fundamental analysis in its Value and Income strategies.

Joshua Feldman is a financial advisor with Aegis Capital Corp. in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior firms include LPL Financial, First Midwest Securities, and Merrill. He is also involved as a producer and agent for an insurance general agency. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a notable focus on non-discretionary client portfolios.

Joshua Kaufthal is a financial advisor at Tocqueville Asset Management LP with 25 years of industry experience. He has been with Tocqueville Securities, L.P. since 2009. Kaufthal holds a Series 63 designation and serves as president of the TLK Foundation Inc., a private family charitable foundation where he assists in managing the endowment. Tocqueville Asset Management L.P. provides portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private funds, insurance companies, and public pension plans. The firm employs a multi-team structure with a bottom-up, value-oriented investment approach and is notable for its involvement with investment companies, private pooled vehicles, and affiliated broker-dealer services.

Roy Corr is a financial advisor at Citizens Private Wealth with Series 65 and Series 63 licenses and 27 years of industry experience. His prior roles include positions at Faraday Capital, L.P., Unique, Inc., First Republic Investment Management, Inc., and Guggenheim Partners Investment Management, LLC. He has been with Citizens Private Wealth and its affiliated entities since 2024. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Stuart Katz is a financial advisor at Robertson Stephens with eight years of experience at the firm and a total of five years in the industry. His prior roles include positions at Reserve Capital and The Heyman Enterprise LLC. He also serves as CEO of Robertson Stephens Holdings, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of year-end 2025. The firm offers discretionary and non-discretionary portfolio management and a range of planning services, using in-house and third-party investment resources overseen by its Investment Office and Committee.

James Cantela is a CFP® professional at MissionSquare Retirement with 14 years of industry experience. His career includes roles at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways provides discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, with investment advice and model portfolios developed by Morningstar Investment Management.

Robert Kleinschmidt is a financial advisor at Tocqueville Asset Management L.P. in New York, NY, with 47 years of industry experience. He has been with Tocqueville since 1991 and holds the Series 63 designation. Kleinschmidt serves as Chief Investment Officer and Executive Chairman of the general partner at Tocqueville Management Corp. Tocqueville Asset Management 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 multi-team, bottom-up, value-oriented, and contrarian investment approach across various equity and fixed-income strategies, and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.