John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. He is also president of Sound Wealth Management, LLC, a private wealth management firm. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and is known for active brokerage and product-distribution activities beyond standard advisory services.

Mingqi Li is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds the Series 66 and Series 63 designations. Li serves as an independent board director for Synertone Communications Corporation, a communications equipment company in Hong Kong, and Neo-Neon Holdings Limited, a decorative and commercial LED lighting manufacturer. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolios and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

Sydney Mcgrew is a CFP® professional at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick Advisors in 2022, Mcgrew worked at Wilmington Trust from 2020 to 2022 and was a full-time student from 2015 to 2020. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a diversified investment approach including independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.

William Brancaccio is a CFP®-credentialed advisor with 15 years of industry experience. He is currently affiliated with Moneco Advisors and has held roles at LPL Financial, Independent Advisor Alliance, and Independent Financial Partners. Outside of his advisory duties, he is involved in a property and casualty insurance agency and owns a real estate business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a broad range of portfolio management and retirement plan consulting services tailored to client goals through multiple custodial platforms.

John Howley is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudent Financial Solutions and Merrill Lynch. 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, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Rebecca Pino is a financial advisor at TSA Management Inc with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Halliday Financial and Nostra. Outside of her advisory role, she is a co-owner of a financial media blog and the founder and CEO of Try Inertia LLC, a company developing an app focused on spending and budgeting insights. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities while limiting aggressive tactics.

William White is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Belpointe since 2017 and previously held roles at Lexco Wealth Management Inc, Calder Service Systems, and National Planning Corp. White is also involved in selling life settlements and fixed insurance products on a limited basis. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and a variety of portfolio strategies, combining internal portfolio construction with third-party manager relationships tailored to client objectives and risk tolerance.

Michael Romer is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Halliday Financial, LLC and Morgan Stanley Private Bank. Outside of his advisory role, Romer is involved in several business ventures, including part ownership in hospitality and consumer product companies and consulting activities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities for approximately 2,800 client relationships.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Michael Meltzer is a Series 66-credentialed financial advisor with Tocqueville Asset Management LP in New York, NY. He has 25 years of industry experience and has worked at Tocqueville Securities L.P. since 2008. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm uses a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams.

Walter Karle is a CFP® with 14 years of industry experience, currently associated with Cantor Fitzgerald Investment Advisors. His prior roles include positions at Cantor Fitzgerald Energy Advisors, O'Connor Alternative Investments, and Smith Group Asset Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individuals, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios that utilize strategic asset allocation and macroeconomic research, alongside managing multiple registered investment companies and private pooled funds.

Joshua Feldman is a financial advisor with Aegis Capital Corp. in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Aegis Capital since 2011. Feldman is also senior managing director of The Feldman Group, focusing on marketing and financial advisory services. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Avery Topkis is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 credential. He has been with the firm since 2022 and has four years of industry experience, following seven years as a student. Colter Lewis serves ultra‑high net worth and high net worth individuals, families, family offices, pension plans, and endowments, typically with a minimum client net worth of $25 million. The firm employs an active asset allocation strategy and manages diversified portfolios across public and alternative asset classes, with a significant portion of assets under non‑discretionary Advisory Mandates.

Joshua Kaufthal is a financial advisor at Tocqueville Asset Management LP with 25 years of industry experience. He has been with Tocqueville Securities, L.P. since 2009. Kaufthal holds a Series 63 designation and serves as president of the TLK Foundation Inc., a private family charitable foundation where he assists in managing the endowment. Tocqueville Asset Management L.P. provides portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private funds, insurance companies, and public pension plans. The firm employs a multi-team structure with a bottom-up, value-oriented investment approach and is notable for its involvement with investment companies, private pooled vehicles, and affiliated broker-dealer services.

Roy Corr is a financial advisor at Citizens Private Wealth with 27 years of industry experience. His prior roles include positions at Faraday Capital, Unique, Inc., and First Republic Investment Management. He holds Series 65 and Series 63 licenses. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management supported by quantitative and qualitative research. Its affiliation with Citizens Bank provides clients with access to bank-related products and services, alongside expanded advisory offerings such as business consulting for succession and exit planning.

Stuart Katz is a financial advisor at Robertson Stephens with eight years of experience at the firm and a total of five years in the industry. His prior roles include positions at Reserve Capital and The Heyman Enterprise LLC. He also serves as CEO of Robertson Stephens Holdings, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of year-end 2025. The firm offers discretionary and non-discretionary portfolio management and a range of planning services, using in-house and third-party investment resources overseen by its Investment Office and Committee.

James Cantela is a CFP® with 14 years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Investment Services, having previously worked at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a range of plan administration, recordkeeping, education, and advisory services delivered through their Guided Pathways program. The firm utilizes Morningstar Investment Management for its investment advice and model portfolios and supports more than 40,000 participants through a multi-team advisory structure.

Robert Kleinschmidt is a financial advisor at Tocqueville Asset Management L.P. in New York, NY, with 47 years of industry experience. He has been with Tocqueville since 1991 and holds the Series 63 designation. Kleinschmidt serves as Chief Investment Officer and Executive Chairman of the general partner at Tocqueville Management Corp. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a multi-team, bottom-up, value-oriented, and contrarian investment approach across various equity and fixed-income strategies, and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Berthel Fisher & Company Financial Services, Inc. for 23 years. Greenberg also serves as trustee for a life insurance trust and is CFO of Forepont Capital LLC, a venture equity fund. Kingswood Wealth Advisors serves individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance and offers services including portfolio management, third-party manager oversight, and plan advisory.

Jason Konskier is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with NFSG Corporation and previously worked at Realta Investment Advisors, Realta Equities, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved with Simplicity, focusing on research and analysis related to potential insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management with a focus on diversified portfolios and utilizes an internal portfolio manager along with third-party asset managers to support its representatives.