Susan Hayes is a financial advisor at Beacon Trust with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fahnestock & Co., Inc. for 13 years before joining Beacon Trust in 2016. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform that emphasizes risk diversification, tax-aware management, and customization, supported by its affiliation with a chartered trust company and bank holding company.

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.

Stephen Ong is a Series 65-registered financial advisor at Savvy with three years of industry experience. He has held positions at Ballentine Partners, Fidelity Investments, and Beach Point Capital Management, among others. Prior to entering finance, he was affiliated with Tufts University and worked in various roles outside the financial sector. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm creates customized plans using a primarily index-based, long-term approach, supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Rush James is a financial advisor at Bison Wealth, LLC with 10 years of industry experience. He previously worked at Advocacy Wealth Management, LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he acts as an agent for Forge Consulting LLC, an insurance agency affiliated with his former firm. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm employs an outcome-focused, multi-manager approach that combines tactical and strategic allocations across liquid and private-market strategies and provides turnkey platform services to other registered investment advisers.

Peter Savva is a financial advisor at Leo Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked in disclosure monitoring at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by offering portfolio management, financial planning, model portfolio management, fiduciary services, and consulting. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies and utilizes a combination of internal and third-party resources to construct diversified, risk-tiered allocations.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

Gyssel Materon Arboleda is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Santander Securities, Arboleda worked at Hollister Co and has been involved in a photography business since 2022. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management and provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multiple investment strategy options through third-party managers.

Eric Passin is a financial advisor at Savvy with 33 years of industry experience, holding Series 63 and Series 66 licenses. His prior roles include positions at Farther Finance Advisors and Prudential Insurance Company of America. Outside of his advisory work, he is an insurance agent affiliated with DPL Financial Partners. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, providing a range of investment and financial planning services. The firm customizes investment plans based on client objectives and employs a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware strategies, and specialized sub-adviser solutions.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brokers International Financial Services and Summit Estate Planning Group. Outside of his advisory role, O'Reilly owns and operates a law firm specializing in estate planning and trust administration. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a variety of investment models and third-party platforms.

Brett Sonzogni is a financial advisor with Siebert AdvisorNXT, LLC. He holds a Series 66 credential and has eight years of industry experience. His prior roles include positions at Muriel Siebert & Co., LLC, Revere Securities LLC, Empower Private Wealth, B. Riley Wealth Advisors, and National Asset Management. Outside of finance, he is CEO of Social Sound Club LLC, a music and entertainment business focused on music production. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform with access to third-party and independent managers to offer portfolio management and execution within a wrap-fee structure.

Max Mintz is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017, following a year at Sagepoint Financial, Inc. Mintz has served as a consultant providing expert guidance on the Independent Broker/Dealer space and is an independent life insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach combined with fundamental, technical, and charting analysis. Vanderbilt’s integration with retirement-plan and benefits firms, along with its affiliated broker-dealer and multiple platform options, distinguishes it within the enterprise advisory sector.

Travis Anderson is a financial advisor at Gilder Gagnon Howe & Co. LLC with 47 years of industry experience. He has been with Gilder Gagnon Howe since 1977. Anderson serves as a member of the board of trustees and chairman of the finance committee for the American Battlefield Trust, a charitable organization focused on preserving historic battlefields. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and institutional clients. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research across separately managed accounts and retirement wrap programs.

John Pawlik is a financial advisor at Beacon Trust with 17 years of industry experience. He holds a Series 65 designation and previously worked at Lassus Wherley for 17 years. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals including high-net-worth clients, trusts, pension, and charitable entities. The firm utilizes an open-architecture platform combining in-house strategies, factor-based and ETF portfolios, and independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

John Moran is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Siebert AdvisorNXT, LLC and previously worked at Millennial Advisers LLC, Allied Millennial Partners, and NYLIFE Securities LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Colin Mc Donald is an investment advisor representative at Siebert AdvisorNXT, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Muriel Siebert & Co., Inc. He is also involved in managing a family real estate business, focusing on tenant relations and marketing rental units. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs using a web-based platform. The firm combines Modern Portfolio Theory-based allocations with fundamental and technical strategies, providing both discretionary and non-discretionary portfolio management.

Matthew Pascarella is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Mutual Advisors since 2020 and previously held roles at Founders Financial Securities, LLC and 1st Worldwide Advisors, LLC. Outside of his advisory work, he is a director involved in merchant services at Woods End Merchants Services, LLC. Mutual Advisors serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a range of advisory services using both active and passive investment strategies, emphasizing diversification and client-specific objectives, and manages approximately $9.45 billion across 154 advisors.

Arash Ganjian is a financial advisor at Gilder Gagnon Howe & Co. LLC with 19 years of industry experience. He has been with the firm since 2004. Ganjian holds a Series 63 designation. 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 focused primarily on stocks and manages both wrap-fee retirement programs and transaction-based non-retirement accounts.

David Howe is a financial advisor with Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation and over 51 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 1978. Outside of his advisory work, he is the founder and owner of 601Artspace, a private non-commercial exhibition space, and operates David Howe Studio as an artist. 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.

Michael Luis is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Calton & Associates, Inc. for eight years. He has been associated with RMR Wealth Builders for multiple periods since 2011. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Nicole Wegman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2023. Her prior experience includes roles at Element Financial Group, Commonwealth Financial Network, and UBS FS. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and incorporates tax planning and trust-related services for some clients.