Nate De Groff is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at World Equity Group, Inc., Kroll, and Beacon Global Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives providing layered service arrangements.

Rodney Ibrahim is a CFP® with 25 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2021. His prior experience includes roles at Aegis Capital Corp, Maxim Financial Advisors LLC, and Ladenburg Thalmann Asset Management Inc., among others. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a variety of portfolio management and planning services, emphasizing international investing and model portfolios, along with distinctive broker-dealer operations and management of pooled investment vehicles.

Timothy Figueroa is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, Daniel Investment Associates, and Preview Properties. Figueroa serves on the Audit and Finance Committees of The Scholarship Foundation of Santa Barbara. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customizable portfolio strategies and operates several affiliated funds and service platforms.

James Mota is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Arete Wealth Advisors, LLC and has previously worked at firms including B. Riley Wealth Advisor, Ameriprise Financial Services, Prudential Insurance, and Allstate Insurance Company. Outside of his advisory work, Mota is the founder and CEO of The Building Blocks Foundation, a nonprofit providing clothing and essentials to homeless students in NYC public schools, and he serves on the Alumni Council for The American College of Financial Services. 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 employs a combination of advisor-driven and proprietary model-based investment strategies and offers discretionary portfolio management along with access to third-party money managers.

Skyler Kraemer is a CFP® professional with 13 years of industry experience, currently with Mission Wealth Management, LP since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2019. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a total picture approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning, and offers both discretionary and client-directed portfolio management.

Laurie Samay is a CFP® professional with eight years of industry experience. She currently works at United Capital Financial Advisors and previously held roles at Apexium Financial LP and Palisades Hudson Financial Group LLC. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Richard Gustafson is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Beneficial Wealth, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory role, he is an Assistant Director of Divorce Professionals of Ft. Lauderdale, a networking organization supporting professionals assisting clients with divorce-related services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing as well as technology and operational support for advisers through its managed account platform.

Alec Stevenson is an investment advisor at Siebert AdvisorNXT, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2020. Alec divides his time between these affiliated firms under the common ownership of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through a web-based platform and managed programs that incorporate Modern Portfolio Theory, third-party managers, and both discretionary and non-discretionary portfolio management strategies.

Dean Bantis is an Investment Advisor Representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 registrations and having 11 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and Dawson James Securities in 2016-2017. He is a dual employee of Siebert AdvisorNXT and Muriel Siebert & Co., operating under the same parent company. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform incorporating Modern Portfolio Theory and risk-tolerance assessments to build and rebalance ETF/ETN-based portfolios, combining automated management with access to third-party and independent sub-advisers.

Michael Weissman is a CFP® and holds a Series 65 designation with 24 years of experience in the financial services industry. He has been with Aspiriant, LLC in New York, NY since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm constructs customized investment programs using a variety of implementation options and provides an expanded suite of family office capabilities, including accounting, banking support, and targeted consulting.

Reagan Meyer is a financial advisor with Jordan Park Group LLC in New York City. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Jordan Park Group, he worked at Goldman Sachs for four years. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, offering discretionary portfolio management and family office services tailored to multi-million dollar portfolios. The firm employs customized investment guidelines and integrates ESG considerations when requested, utilizing a range of investment vehicles supported by a Chief Investment Office.

Matthew Kasper is a CFP® certified financial advisor with 16 years of industry experience. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and Cohn Financial Group, where he serves as a director and insurance producer, providing insurance consulting for corporations and high net worth clients. Kasper's prior experience includes roles at Citigroup Inc. and PriceWaterhouseCoopers LLP. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Daniel Song is a CFA® charterholder with 16 years of industry experience. He is affiliated with Merit Financial Advisors and has previously worked at Westfield Financial Planning, Newbridge Securities, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation and offers a range of investment management, financial planning, and retirement consulting services through a network of investment adviser representatives.

Jeremy Vidaic is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC and B. Riley Wealth Management. His background also includes roles outside the financial sector, such as work at Rutgers University and the UPS Store. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of models and platforms, offering a broad range of investment instruments and strategies.

Hugh Nickola Jr. is a financial advisor at GenTrust with 32 years of industry experience. He holds a Series 63 designation and has worked at GenTrust since 2011, with prior experience at Old City Securities LLC from 2015 to 2021. He is also a passive investor in Catenary Asset Management, LLC, an affiliate of GenTrust focused on alternative investments. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and utilizes AI-enabled tools alongside human oversight in its investment process.

Yair Klyman is a financial advisor with The Partners Wealth Management and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Zucker Associates, American Portfolios Financial, and his own firm, Klyman Financial LLC. Klyman also operates as an independent insurance agent. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party managers and requires the use of the Amplify Platform for trading and portfolio management.

Hans Christian Winkler is a CFP® professional with 28 years of industry experience, currently serving at Compound Planning, Inc. He has held prior roles at Atomi Financial Group, Winkler Wealth, Claraphi Advisory Network, B. Riley Wealth Advisors, and Wells Fargo Advisors. Outside of his advisory duties, he is president of a cooperative organization and works as an insurance agent. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries through fiduciary, goals-based investment strategies. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment approaches including low-cost ETFs, direct indexing, and alternative strategies like private REITs and private credit.

Matthew Nugent is a CFP® professional with 19 years of experience in the financial services industry. He has been with Chelsea Advisory Services, Inc. for 10 years and holds Series 63 and Series 65 registrations. Outside of his advisory role, Nugent is involved in fixed life insurance and fixed annuity sales through the Palermo Insurance Agency. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach with discretionary portfolio management, focusing on diversified holdings across equities, fixed income, mutual funds, and ETFs.

Mario Didomenico is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously held roles at StockCross Financial Services and Summit Brokerage Services Inc. Since June 2024, he has also engaged in non-investment-related consulting through DiDomenico Associates, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform alongside third-party and independent managers, employing Modern Portfolio Theory within a wrap-fee structure and offering both discretionary and non-discretionary portfolio management.

Juan Giraldo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes multiple roles within Santander Securities and Santander Bank, as well as positions at Provident Bank and Cetera Investment Services. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors with minimums such as $25,000 for its Fund Strategist programs.