Richard Backer is a CPA with over 20 years of industry experience, currently serving as an advisor at Apella Wealth. He has held roles at Park Piedmont Advisors and runs his own accounting practice, Richard A. Backer, CPA, P.C., where he spends a significant portion of his time. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering investment management, financial planning, and consulting services. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies and integrates multiple third-party technologies to support client solutions.

Anthony Isola is a financial advisor at Ritholtz Wealth Management in New York, NY, holding a Series 65 credential with 11 years at the firm and five years of industry experience. He is also a writer and blogger for TeachableMoment/Teacher Money Matters, contributing about five hours per month. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments.

Gustave Scacco is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He previously worked for ten years at Hudson Valley Investment Advisors, Inc. Scacco holds the Series 63 designation. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, employing both top-down and bottom-up investment analysis across equity, fixed income, and tactical approaches.

Lynn Williams is a CFP® with 36 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. His prior experience includes roles at Securities America Advisors, Securities Service Network, and Williams Capital Corporation. Outside of financial advising, he is an attorney handling estate planning and probate matters, owns a tax preparation and planning business, and teaches Zumba and group fitness classes. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management, as well as integrated retirement plan consulting and administration.

Nicholas Carlozzi is an investment advisor at Tocqueville Asset Management LP with 30 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. He holds Series 63 and Series 65 designations. Tocqueville Asset Management LP is a multi-team registered investment adviser managing approximately $10.24 billion in regulatory assets. The firm provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. Its investment approach is bottom-up, contrarian, and value-oriented, focusing on fundamental research across various strategies.

Edward Donnellan Jr. is a financial advisor at Latitude Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2010. In addition to his advisory role, Donnellan is a CPA and officer at Tax Shoppe, where he provides tax preparation and accounting services. He is also involved in managing social networking websites that provide platforms for amateur musicians to showcase their talents. Latitude Advisors serves individual and business clients, including high-net-worth individuals, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Salvatore Fradella is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Outside of his advisory role, he is president of Boulder Road & Associates in Manhasset, NY. 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 diverse investment vehicles and analytical methods, managing assets through multiple program types and serving both retail and specialized institutional clients.

Vallerie Diaz is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and one year of industry experience. Prior to joining Jefferies in 2025, she worked for Maxwell Medical for 11 years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software to support goal-setting and scenario analysis.

Jack Chite is a CFP® with 42 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He has been self-employed since 1972 and operates J. Chite & Associates, Inc., a firm he founded in 1991. Outside of investment advisory, he is president of Vanderbilt Insurance, focusing on fixed-rate insurance products, and provides tax consulting services in collaboration with a CPA. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical techniques tailored to client objectives.

Elizabeth Walton is a financial advisor with 35 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in New York, NY. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and model portfolios.

David Larado is a financial advisor at Sapient Capital LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to construct diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Jose Ramirez is a financial advisor at Snowden Capital Advisors LLC with 7 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized portfolios and a range of investment tools across mutual funds, ETFs, fixed income, alternatives, and derivatives.

Hugh Maginnis Jr. is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Capital Wealth Advisors, Triad Advisors, Pinnacle Private Wealth, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is registered as an insurance agent and sells fixed insurance and annuity contracts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Kevin Glueckert is a financial advisor at RBC Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Securities, Merrill, Morgan Stanley, U.S. Trust, Bank of America, and was affiliated with the New York Football Giants, Inc. for six years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, delegating investment management to an affiliated sub-advisor that implements diversified strategies across mutual funds, ETFs, SMAs, and individual securities.

Albert Messina is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and manages approximately $36.5 billion in assets under advisement.

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He has been with Cantor Fitzgerald since 2021 and previously worked at SC Distributors. Reinhart holds Series 63 and Series 65 licenses. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Guy Clemente is a financial advisor with Aegis Capital Corp., holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He previously worked for Andrew Garrett, Inc. for 16 years before joining Aegis in 2023. Clemente is also the managing member of Clemente Capital Management LLC, an investment-related entity established for tax and investment purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through platforms like RBC and AXOS. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Serena Castellano is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds the Series 66 designation and has prior work experience at Jefferies LLC, PwC, K2 Intelligence, Ettain Group, JP Morgan Chase, and Citigroup. 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 range of planning services through a customized, collaborative process supported by third-party financial planning software and probabilistic outcome analysis.

Peter Jones is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. He previously worked at Nippon Life Global Investors Americas and spent four years at Trillium Trading. Jones is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

John Conover is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, since 2012. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a diverse client base including individuals, trusts, corporations, and institutional clients. The firm employs a range of investment vehicles and analytical methods and serves both retail and less common institutional clients such as other investment advisers and government entities.