Robert Shapiro is a financial advisor at Cannell & Spears LLC based in New York, NY, with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears 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 focused on proprietary fundamental research and concentrated security selection.

Milind Shah is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. His prior experience includes 13 years at New England Securities. In addition to his advisory role, he is an independent insurance agent specializing in disability, life, accident/health, and long-term care insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting. The firm offers multiple account structures and model-based solutions, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Noah Harris is a CFA® charterholder with eight years of industry experience. He is currently an advisor at J. Safra Asset Management Corporation, where he has worked since 2016, including a prior tenure from 2016 to 2018 and a return in 2022. Before that, he was with Suntrust Advisory Services, Inc. from 2018 to 2022. J. Safra Asset Management Corporation provides portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and other institutions. The firm utilizes a combination of fundamental security analysis and macroeconomic assessment to manage a diverse range of investment products, including equities, fixed income, and alternative assets.

Daniel Sexton is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at firms including U.S. Capital Wealth Advisors, Pinnacle Private Wealth, Beaumont Financial Partners, and Fidelity Brokerage Services. In addition to his advisory role, he is a registered insurance agent involved in fixed insurance and annuity contracts. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party relationships, and tailored asset-allocation strategies.

Zachary Mc Gill is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Joel Isaacson & Co., LLC. He has been with the firm since 2007. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets and provides comprehensive financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Andy Schwartz is a CERTIFIED FINANCIAL PLANNER™ professional with 41 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. Schwartz serves as a board member for the BSCF Charitable Foundation and is involved in motivational speaking through Epic Success. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies that incorporate third-party managers, proprietary models, and technology-driven operational support.

Mary Clare Bohn is a financial advisor at SVB Wealth with two years of industry experience. She holds a Series 65 designation and has previously worked at KLS Professional Advisors Group and SVB Private, a division of Silicon Valley Bank. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank.

Casey Blout is a financial advisor at GenTrust LLC with three years of industry experience. He holds a Series 65 credential and has worked at GenTrust since 2025 and Legacy PCG, LLC since 2022. Prior to his advisory roles, he spent eleven years in education. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions, including sovereign wealth funds. The firm manages approximately $5.2 billion in assets and employs a proprietary approach combining fundamental, technical, and macroeconomic analysis with asset-allocation and risk management strategies.

Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Principal Street Partners, LLC and R. Seelaus & Co Inc. Calydon Capital specializes in portfolio management, sub-advisory services, and private fund management for high-net-worth individuals, pooled investment vehicles, and other advisers. The firm combines proprietary equity screening models with credit underwriting for municipal strategies and manages both discretionary and non-discretionary assets.

Darnell Wilson is a financial advisor at Gilder Gagnon Howe & Co. LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Prior to his advisory career, he spent over a decade with Zogsports LLC. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services 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, combining fundamental and technical research.

Matthew Gaer is a financial advisor with Aegis Capital Corp. in Boca Raton, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Aegis since 2016 and previously was with Oppenheimer from 2013 to 2016. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency where he serves as a producer/agent. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Robert Campbell is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He serves as Chairman of the Board, as well as Chair of the Audit and Investment Committees, at Enstar, a runoff insurance company. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach and manages both registered investment companies and private pooled funds.

Peter Topping is a CFP® and ChFC® with 23 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is involved in marketing securities-based and non-securities-based financial products through Crystal Wealth Management, Inc, and also engages in insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management, managing approximately $1.05 billion across more than 3,200 client accounts.

Michael Rasmussen is a financial advisor at Hennion & Walsh Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2020. His prior experience includes roles at FinPro, Inc. and Ambassador Financial Group, Inc. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a variety of programs that combine fundamental and technical analysis with discretionary and non-discretionary management across multiple asset classes.

Gautam Chhada is a CFA® charterholder with two years of industry experience at Summit Financial, LLC. He previously worked at Brown Advisory for nine years. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory, portfolio management, and financial planning services through both discretionary and consultative platforms.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Yousef Khan is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with OnePoint BFG Wealth Partners and has held roles at firms including LPL Financial and Northwestern Mutual. Outside of his advisory work, he serves as a notary, providing notarization services to clients at no charge. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, with most assets managed on a discretionary basis, and incorporates AI-assisted tools to document client interactions.

Arthur Langhaus is a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. He also serves as a consultant to a select group of ultra-high net worth multi-generational families. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings in its investment approach.

Hugh Mcdonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016 and previously worked at B. Riley Wealth Advisors, Inc. and Asset & Financial Planning, Ltd. Outside of his advisory role, Mcdonald is involved in several business ventures including serving as president of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios according to client goals and risk tolerance using tactical, strategic, and dynamic investment approaches, supported by a multi-team model and an investment committee that conducts due diligence on third-party managers.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.