Roman Yakubov is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Citigroup, TD Ameritrade, and Scottrade. Outside of his advisory work, he volunteers as an EMT with the Morganville First Aid and Rescue Squad. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages discretionary accounts using a range of investment vehicles and employs a platform for due diligence and manager selection.

Yan Agrachev is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Santander Bank, NA since 2006 and held prior roles at Essex National Securities, LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based planning, and access to securities-based lending and insurance products.

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eversource in 2024, he worked at Equitable Advisors and operated Nelson Financial Services. Since 2023, he has also been an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and institutional clients through a national network of investment advisor representatives, offering wealth management, financial planning, investment advisory, and consulting services. The firm employs multiple investment programs and conducts operational and investment due diligence, including on private market funds, and manages private pooled investments alongside advisory services.

Rebecca Jin is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers as part of its offering.

Charles Frentz is a CFA® charterholder currently with Douglass Winthrop Advisors LLC, where he has worked since 2026. He previously worked at Frentz O'Donnell Investments Limited from 2022 to 2026 and at Tree Line Advisors from 2013 to 2022. Douglass Winthrop Advisors provides customized investment management primarily for individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term horizons and fundamental stock research, offering equity and balanced portfolio strategies including a distinct Sustainable Equity program with an environmental value filter.

Paul Kleinberg is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Raymond James Financial Services and Paul Louis Financial Management. Kleinberg has been with The Pinnacle Financial Group since 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement for each client and uses fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Joseph Shalom is a financial advisor at The Partners Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of his advisory role, Joseph operates a travel agency where he researches and books hotel accommodations for clients. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers a combination of customized portfolios and model-based management, utilizing both internally developed and third-party investment models and managers.

Matthew Ragone is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC in New York, NY. He has previously worked at Bank of America and Merrill, and he owns MRagsTV, an entertainment and gaming streaming business on Twitch, operated outside of business hours. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to model portfolios alongside third-party strategies and tax-aware direct indexing, integrating AI tools to assist in portfolio management.

Joseph Cutler is a financial advisor with Arete Wealth Advisors, LLC, based in Jersey City, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Hudson Point Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its advisory approach.

Priscilla Vultaggio is a financial advisor at StoneX Advisors Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at StoneX entities since 2020, previously serving at Millennial Advisers, LLC and Allied Millennial Partners, LLC. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms like Envestnet and Advyzon.

Deven Markase is a financial advisor at Gilder Gagnon Howe & Co. LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Outside of finance, Markase is a self-employed DJ and music producer, performing at venues and producing music. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Daniel Bauers is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering multiple program structures and retirement plan ERISA fiduciary services.

James Thatcher is a financial advisor with Ingalls Investment Management, LLC and holds a Series 66 designation. He has 15 years of industry experience, including 16 years at Ingalls & Snyder LLC. Outside of his advisory role, he serves as a trustee for four family trusts and one friend trust. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

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.

Daniel Bermiss is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, HSBC Securities (USA) Inc., and BNY Mellon Securities Corporation. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm offers investment advisory services, portfolio management via wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

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.

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.

Cedric Welch is a financial advisor at Gilder Gagnon Howe & Co. LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gilder, Gagnon, Howe & Co. since 2020. Prior to joining the firm, he was self-employed for two years and spent twelve years at Black Coffee Channel, Inc. Outside of advising, Welch is President and CEO of Hip-Hoppreneur, Inc., a consulting firm focused on executive coaching and business strategy, and he serves as a panelist, curator, and facilitator at The Gathering Spot, a private members-only city club. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion, resulting in varied client account positions and typically high turnover.

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.