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.

Scotty George is a financial advisor at Alexander Capital Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management LLC and its affiliated entity, Alexander Capital L.P., since 2014. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies.

Jackson Brown is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Range Advisory, LLC and previously worked at GHP Investment Advisors. His background includes roles outside of finance in hospitality and retail. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm offers custom model portfolios, third-party strategies, and tax-aware direct indexing, supported by AI-assisted tools and a subscription-based compensation model.

David Chin is a CFP® professional with 22 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He has worked with firms including Raymond James Financial and Ameriprise, and has been with International Assets Advisory LLC since 2010. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs through a national network of independent investment adviser representatives.

James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a distinctive service mix.

Stephan Wessels is a financial advisor at Vontobel Swiss Financial Advisers with 21 years of industry experience. He previously worked at Deutsche Bank Trust Company Americas and Citigroup. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Nicholas Weiss is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has held prior roles at Commonwealth Financial Network, Monogram Wealth Partners, Kuttin Wealth Management, and Aflac. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical investment analysis.

Joshua Bergman is a CFA® charterholder with one year of experience in the financial industry. He currently works at Savvy and previously held positions at Allen & Company and Curtis, Mallet-Prevost, Colt & Mosle LLP. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, incorporating third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Sean Dann is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Range Advisory, LLC in New York, NY. He has four years of industry experience, with prior roles at Creative Planning, LLC and Marshall Financial Group, Inc. Outside of financial services, his background includes various roles in academic and athletic support at the University of Notre Dame. Range Advisory, LLC serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides platform-linked assets under advisement totaling about $17.4 billion, utilizing proprietary model portfolios, third-party strategies, and AI-driven tools to tailor investment solutions.

Kevin O Hanlon is a CFP® and Series 66–registered advisor with four years of industry experience. He currently works at Range Advisory, LLC, where he has been since 2025. Prior to that, he gained experience at Morgan Stanley and Equitable Advisors. Range Advisory serves high-net-worth and ultra-high-net-worth individual clients across the U.S., providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers customized model portfolios alongside access to third-party strategies and AI-enhanced portfolio services.

Thomas Enriquez is a financial advisor at McAdam LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Brooks Quayle Global Resourcing, where he serves as a consultant in executive search. Outside of finance, Enriquez is involved in property management through his roles at Seven Hedges Property Management and Fifteen Hedges Property Management. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Daniel Larosa is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Ritholtz Wealth Management since 2019, following prior roles at RoundAngle Advisors LLC and Foundation Retirement Plan Consultants Inc. based in New York, NY. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm manages approximately $9.4 billion in assets using a goal-based investment process that incorporates asset allocation, behavioral finance principles, diversified low-cost ETFs, and tactical overlays, supported by both advisor-led services and digital platforms.

Anatoly Khait is a financial advisor at Prospera Financial Services, Inc. with 23 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Anatoly has worked previously at World Investments, LLC and World Investment Advisors, LLC. Additionally, he owns and operates Eco Tax Inc., a tax and accounting service serving individuals and small business owners. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms.

Raymond Donnelly is a financial advisor with Capital Analysts in Garden City, NY, holding a Series 63 designation and 39 years of industry experience. His prior work includes roles at Lincoln Investment and Massmutual Life Insurance Company, where he has been active for over a decade. Outside of his advisory duties, he serves on the Board of Directors for the South Shore Child Guidance Center, a mental health care organization. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Marshall Kaplan is a financial advisor at Ingalls Investment Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at INGALLS & Snyder LLC and Morgan Stanley Distribution, Inc. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs distinct asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to shorter-term trading and option writing.

Thomas Mazzara Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Royal Alliance since 2007. In addition to his advisory role, he serves as a statutory agent for multiple insurance companies involved in group life and health insurance. A.G.P. / Alliance Global Partners is a multi-team investment advisor and broker-dealer with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory services, and insurance product sales through an open-architecture model that integrates internally managed strategies with co- and sub-advisory relationships.

Anirudh Vedere is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. His prior roles include positions at White Oaks Investment Management, Hondius Capital Management, and Stanley Black and Decker. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to tailor customized investment plans.

John Dougherty is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Ingalls and Snyder, LLC since 1991 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and corporations. The firm employs various asset-management styles with strategies ranging from long-term equity holdings to short-term trading and manages private investment partnerships, wrap programs, and donor-advised funds.

Kimon Passios is a Series 65-licensed financial advisor at Pinnacle Associates, Ltd. with 12 years of industry experience. He has been with Pinnacle Associates since 1996. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers customized strategies that include equity, fixed income, and socially responsible options.