Jake Wu is a financial advisor at Copper Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UNFCU Advisors, Santander Bank, Merrill, and Bank of America. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm supports both individual and institutional clients and employs an advisory model focused on third-party manager referrals and in-house portfolio management.

Louis Rusinowitz is a CFP® professional with 30 years of industry experience. He is currently with Arkadios Wealth Advisors and has held positions at Monogram Wealth Partners, RCA Capital Group, Commonwealth Financial Network, and Equitable Advisors. He is president and owner of LMR Planning Services, Inc., a private entity focused on personal tax planning. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and third-party managers, employing fundamental, technical, and cyclical investment analysis.

Christakis Charalambous is a CFA® charterholder and financial advisor at Leo Wealth, LLC with four years of industry experience. He has worked at Leo Wealth since 2021 and previously at Edge Wealth Management from 2011 to 2019. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, institutions, and retirement plans. The firm employs a multi-faceted investment approach that incorporates diversified ETF model portfolios, systematic single-stock models, and third-party managers, emphasizing tax efficiency and continuous account monitoring.

Emanuele Pirrello is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Jefferies & Company, Inc. since 2009 and previously worked at Leucadia Asset Management LLC and Merrill. Outside of his advisory role, he is involved as Chief Operations Officer and LLC member of PERC Carshare LLC, a project offering Tesla carshare services as amenities in luxury residential buildings. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and corporate entities, employing a customized and collaborative process that includes analysis, recommendations, and periodic reviews, supported by third-party financial planning software and scenario simulations.

Morgan Mclanahan is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Jefferies LLC, Leucadia Asset Management LLC, Barclays Capital Inc., and Lehman Brothers Inc. Outside of his advisory role, he serves as a governor for The Meadow Club of Southampton, a private tennis club, where he is involved in long-term planning and membership matters. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process supported by third-party software and focuses on a range of planning topics without providing security-specific investment recommendations.

Thomas De Cicco is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Jefferies LLC and Merrill, along with earlier positions in education at Sacred Heart University, Long Island University, and Saint Joseph by the Sea High School. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process using third-party software and focuses on a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Nicholas Petito is a financial advisor at Cannell & Spears LLC with four years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a plumber’s apprentice at Michael J Petito Plumbing & Heating. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Frank Guiffre is a CFP® with 20 years of industry experience, currently serving as an advisor at Tsa Management Inc in Glen Head, NY. He has been associated with Hrc Investment Services since 2005 and is involved with the Saratoga Triathlon Club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary management. The firm emphasizes strategic asset allocation, diversified portfolios, and a combination of fundamental, qualitative, and technical analysis, managing approximately $1.285 billion in assets across 2,800 client relationships.

Cole Aaronson is a CFP® certificant with 12 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and previously spent seven years at David Lerner Associates, Inc. He is based in New York, NY. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer that manages approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory, and brokerage services using an open-architecture investment approach that includes internally managed strategies, co-advisory relationships, and both discretionary and non-discretionary mandates.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley for 10 years, as well as RBC Capital Markets for six years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes and third-party research.

Gregory Franks is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He has been with Snowden Capital Advisors and its related entity, Snowden Account Services, Inc., since 2012. Outside of his advisory role, he is the owner of Indian Mountain Capital LLC, a holding company for personal assets. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Daryll Ganz is a financial advisor at Vanderbilt Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and Vanderbilt Securities. Ganz is also a partner at Fixed Income Management Group and is a licensed independent insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christian Pevarnik is a financial advisor with Arax Advisory Partners in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2009. In addition to advisory services, he is licensed to sell insurance with multiple companies and receives commissions related to those sales. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management strategies and offers a range of services including financial planning and retirement plan consulting, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

David Bock is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Vanderbilt Securities, LLC since 2012. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach, combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Timothy Archard is a CFA® charterholder with 11 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at NFP Retirement, Inc., American Funds, and Capital Group Companies. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental analysis and trading strategies, managing portfolios with a range of investment vehicles on a discretionary basis.

Sarah Whitman is a financial advisor at Stephens with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Stephens, she worked at Goldman Sachs for four years and has experience at several other firms and educational institutions. Outside of her advisory work, she was involved with Shoo Lab for six years. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers discretionary and non-discretionary management across diverse advisory programs and combines bottom-up equity research with committee-driven asset allocation while also providing brokerage, investment banking, and municipal advisory services.

Wilton Mejia is a financial advisor at Snowden Capital Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Snowden Lane Partners and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Playa Please Inc., a rental property business in the Bronx. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and estate planning, utilizing multi-team resources and institutional capabilities to manage a broad range of investment strategies and client types.

Stephen Distante is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He holds a Series 63 designation and has held roles at multiple financial entities, including ARK Global and Consolidated Portfolio Review Corp. Outside of his advisory work, he is active as a documentary film producer, book author, and is involved in entrepreneurial initiatives such as creating a platform that connects investors and entrepreneurs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning services. The firm’s investment approach involves strategic asset allocation and a combination of fundamental, technical, and charting analysis, supporting a range of client objectives and integrating plan administration with advisory services.