Maria Govea is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Outside of her advisory role, she is involved in a family-owned Italian kitchen cabinet import business as a partner. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning and uses third-party software and simulations to illustrate financial outcomes.

Jeffery Jones is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Halliday Financial, LLC since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across around 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, and Ameriprise. Wright was previously at NorthCoast Asset Management from 2008 to 2021 before joining Kovitz and returning with the firm's reorganization. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, institutions, and intermediaries. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a broad range of strategies, including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Ava Steiner is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. She holds a Series 66 designation and has prior work experience at Jefferies LLC as well as involvement with The College of New Jersey Football Program. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized, collaborative planning process supported by third-party financial planning software and analytical tools.

Lynn Sperandeo is a financial advisor at Wedbush Securities Inc. based in New York, NY, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, Dominick & Dickerman LLC, and Credit Suisse Securities. Outside of his financial career, he serves as a notary public and is a member of the Council of Greenburgh Civic Associations. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and securities lending services. The firm combines portfolio management tailored to client objectives with operational capabilities including custodial, clearing, and prime services.

Brendan Haynes is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education at High Point University and Don Bosco Preparatory High School. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with client-directed trade execution.

Jarita Liang is a financial advisor at Jefferies Investment Advisers LLC with seven years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Moelis & Company LLC, and Goldman Sachs. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that incorporates third-party software and scenario analysis to support goal definition and financial review.

Wayne Pinsent is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with Gamco Asset Management Inc. and Gabelli & Company, Inc. since 2008. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment process supported by fundamental research and a dedicated Growth team, managing a broad range of institutional separate-account composites and customized accounts.

Tony Saemai is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments and SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services, managing approximately $1.53 billion and employing a customized, long-term investment approach that combines fundamental and technical analysis with AI-supported decision-making.

Luis Tascon is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bancolombia Capital Advisers, Safra National Bank of New York, Raymond James & Associates, and Jefferies LLC. Luis is based in New York, NY. 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 customized, collaborative planning that covers various financial topics and utilizes third-party software to support probability-based outcomes in its analyses.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Daniel Wetchler is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and previously worked at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm follows a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, trusts, and corporations.

Pooran Sharma is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He is currently an advisor at Stephens and has previously worked at Epoch Investment Partners and ICR. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by equity research and diverse investment strategies.

Edward Giles is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been associated with Peter B. Cannell & Co., Inc. since 2011. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection.

Benny Torres Sanchez is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Snowden Lane Partners, UBS Financial Services, Barclays Capital Inc., and Lehman Brothers Inc. Outside of his advisory role, he serves on the development committee of a nonprofit organization. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of investment services including portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Lisa Kennedy is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been with Spears Abacus Advisors LLC since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Mohammed Miah is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Asset Management. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside managed options overlays.

Javier Torres Noriega is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked with firms including PNC and BBVA in various financial services roles. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software and analytical tools to address a broad range of planning topics.

Joseph Circosta is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer from 2021 to 2023. Outside of finance, he was involved with Ralph's Famous Italian Ices for seven years. Ingalls Investment Management serves individuals, financial institutions, and various organizations with discretionary and non-discretionary advisory services. The firm employs multiple asset-management styles ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience. He holds a Series 63 designation and has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers on the investment committee of the IIT Madras Foundation, where he reviews investment allocations and performance on a quarterly basis without compensation. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analyses with scenario-based risk management and uses AI-enabled tools alongside human oversight to construct customized portfolios.