Daniel Humphrey is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously held roles at Hightower Advisors, Equitable Advisors, Madison Trust, and several other firms. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation aligned with Modern Portfolio Theory and integrates traditional investment management with in-house accounting, tax services, and business coaching.

Brian Early is a CFP® professional with 32 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Mid Atlantic Securities, Inc. for 25 years and Brown & Overton for over 30 years. Outside of advisory work, he is also licensed as an insurance agent, focusing on life, disability, and fixed and variable insurance products. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving individual investors, retirement plans, corporations, and nonprofit entities. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management and sub-advisory relationships.

Manuel Escobar is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Nationwide Planning Associates, Inc. since 2019 and previously at Oriental Financial Services from 2013 to 2019. Outside of his advisory role, Dr. Escobar teaches investment theory and principles twice a year to the retirement board of the Panama Canal retirees association and has served as an analyst reviewing fixed income valuations for the University of Puerto Rico Retirement Board. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Glenn Ambach is a CFA® charterholder based in New York, NY, with 18 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2017 and previously held roles at Efficient Market Advisors, Morgan Stanley, FAC Wealth Management, and Ameriprise. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual investors, institutions, 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.

Kenneth Biebel is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at David Lerner Associates and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of about 131 advisors managing nearly $3 billion for more than 7,000 clients. The firm uses an open-architecture investment approach combining internally managed strategies, sub-advisory relationships, and separately managed accounts, offering a range of advisory, brokerage, and retirement-plan services.

Aster Getahun is a financial advisor with RMR Wealth Builders, Inc. holding Series 63, 65, and 66 licenses and 13 years of industry experience. Prior to joining RMR in 2020, Getahun worked at Calton & Associates, Inc. and is a partner at Sidney Finkelstein, a public accounting firm. Outside of advising, Getahun owns a small insurance business. RMR Wealth Builders, Inc. is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, including specialist options such as annuity management and digital asset advisory.

Marc Guido is a financial advisor at RMR Wealth Builders, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Calton & Associates, Inc. Outside of his advisory role, he works as a performance coach and personal trainer and coaches youth hockey. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, and digital-asset management.

Richard Rose is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NPA Asset Management and its affiliated broker-dealer, Nationwide Planning Associates, Inc., since 2010. Outside of his advisory role, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Bernard Picchi is a financial advisor at Palisade Capital Management, LP with 14 years of industry experience. He holds the CFA® designation and a Series 63 license. Since 2009, he has been with Palisade Capital Management and serves as a director and chair of the Compensation and Human Resources Committee on the board of Mercer International, a manufacturing company based in Vancouver, BC. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various equity and convertible bond strategies and also serves as a sub-adviser to mutual funds and a fiduciary to collective investment trusts.

Steven Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is a member of Milton Skinner, LLC, a holding company for bill paying purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

Andrew Shields is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, employing proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs. The firm advises multiple registered investment companies and operates private and public pooled funds across various investment strategies.

Aaron Stone is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. Since 2016, he has been with Snowden Lane Partners. Snowden Capital Advisors LLC serves 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 a multi-team approach with 121 advisors and approximately $8.9 billion in regulatory assets under management.

William Andrews is a Series 66-licensed advisor at RMR Wealth Builders, Inc. with five years of industry experience. Prior to joining RMR Wealth Builders in 2025, he worked at Hightower Advisors for four years and held positions at Farr Miller & Washington, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Kyle Eager is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has eight years of industry experience. His prior roles include positions at HighTower Advisors, UBS Financial Services, and Williams, Jones & Associates. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pension plans, charitable organizations, and corporations. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies, alongside access to alternative investments and affiliated private funds.

Harrison Lindman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 credential and has prior work experience across several organizations, including Florida Gulf Coast University Athletics and The Sagamore Resort. Outside of his advisory role, Lindman is the CEO and founder of Harrison Lindman Golf Services, providing golf instruction. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts, pension plans, and foundations. The firm’s services encompass wealth management, fixed income, commodities, capital markets, and research, with tailored portfolio management strategies and an operational capacity for custodial, clearing, and prime services.

Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Andrew Leventhal is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley Private Bank. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.

Edward Majtenyi is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He has been with RMR Wealth Builders since 1986 and previously worked at Calton & Associates, Inc. for 10 years. Outside of advisory work, he owns HR Ease LLC, a technology company focused on software and services. RMR Wealth Builders is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, and specialized advisory programs including annuity management and digital asset management.

Samuel Baker is a financial advisor with Allen Investment Management, LLC and holds a Series 63 designation. He has 5 years of industry experience and has worked at Allen Investment Management since 2012. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs through discretionary and non-discretionary agreements, focusing on manager due diligence and a range of long-only equity and thematic strategies.

Jesse Moreno is a CFP® with 17 years of experience in the financial services industry. He is currently with Cantor Fitzgerald Investment Advisors and has prior work history including MBSC Securities Corporation and LPL Financial. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.