Todd Forgione is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including roles at Morgan Stanley, RBC Capital Markets, and the U.S. Department of Education. Outside of his advisory work, Forgione serves on the boards of the Ronald McDonald House of New York City and the Brian Forgione Foundation, both nonprofit organizations focused on supporting families and individuals in need. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm emphasizes proprietary ETF model portfolios and integrates strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Graham Blackburn is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete Wealth Advisors in 2025, he worked at Golub Capital and Liberty Mutual Insurance. He also attended the University of Michigan from 2016 to 2020. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven allocation and proprietary model portfolios, and it incorporates affiliated financial businesses and product channels in its service offerings.

Evan Binder is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Williams Jones Wealth Management, LLC since 2025. His prior experience includes roles at Longwave Financial, Commonwealth Financial Network, and The Vanguard Group. Outside of finance, he worked at Fireside Bar & Grill in 2017. Williams Jones Wealth Management serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and access to private investment vehicles. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management.

David Betances is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and 15 years of industry experience. He has worked at Jefferies LLC since 2017 and Wells Fargo Advisors from 2010 to 2017. Outside of finance, he is a 50% owner of DEB Marine Services Inc, a boat services and parts company in Miami Beach, Florida. 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. The firm offers a broad range of planning topics including tax and estate planning, executive compensation, and philanthropic planning.

Robert Mann is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Maxim Group LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for around 16,821 clients. The firm provides a range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various program structures, including proprietary asset allocation models and third-party sub-advisers.

Joshua Wolfel is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 designation and has been with Jefferies since 2024, including roles at Jefferies LLC prior to joining the advisory team. His background includes positions at Capco and Savana Inc, with earlier experience in retail and education sectors. 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 range of planning topics and employs a collaborative process supported by third-party financial planning software, focusing on customized client goals without providing security-specific investment recommendations.

Tsering Ngudu is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Tocqueville Securities L.P. since 2002, serving as a research analyst. 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 multiple investment teams with independent committees focusing on a bottom-up, value-oriented, and contrarian approach across various asset classes.

Syed Mohsin is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with PFG Investments, LLC and Vanderbilt Securities since 2003. Outside of his advisory work, Mohsin is involved in insurance sales and serves as president of MillanUS.com, which organizes matrimonial events for Muslim singles. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Terrence Britt is a financial advisor with Ashton Thomas Securities, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 35 years of industry experience. He has worked at Ashton Thomas Securities since 1991. 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 of 18 advisors across six offices, offering various program structures and ERISA fiduciary services.

Michael Corwin is a financial advisor at TSA Management Inc with a Series 66 designation and no prior industry experience. His work history includes roles at Halliday Financial, Cushman & Wakefield, Craftsman Fence, Landsend, Clare Rose, SUNY Geneseo, Sayville Yacht Club, and Sayville School District. 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 including mutual funds, ETFs, individual equities, and fixed income.

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, an affiliate of GenTrust that focuses on alternative investments. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-strategy approach that includes discretionary and non-discretionary portfolios using a range of investment vehicles and analytical methods.

Ivor O'keeffe is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at City National Securities, Inc., Flagstar Advisors, Flagstar Bank, Signature Bank, and Signature Securities Group Corp. Since 2015, he has also served as a non-public arbitrator on FINRA arbitration and mediation panels. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements diversified portfolios using mutual funds, ETFs, SMAs, and individual securities.

Sumit Handa is a Series 65-licensed financial advisor with six years of industry experience, currently with Arax Advisory Partners in New York, NY. He has held roles at Arax Investment Partners, where he serves as Chief Investment Officer overseeing day-to-day investment activities, as well as prior positions at Pennington Partners & Co., BNY Mellon, and Ashton Thomas Private Wealth. Arax Advisory Partners is a multi-team wealth management firm with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

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.

Daniel Fitzgerald is a financial professional with five years of industry experience, currently with Jefferies Investment Advisers LLC. He holds a Series 66 designation and has prior experience at firms including Murnick Financial Group, Cetera, and TD Ameritrade. Outside of advising, he manages project intake and governance for Sun Life US, focusing on project status reporting and risk validation. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and offers a variety of planning topics such as tax, estate, and philanthropic planning.

Diana Mirabal is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and 13 years of industry experience. Her career includes roles at Jefferies LLC, PNC Investments, and BBVA Wealth Solutions Inc. She is also the managing member of a mobile auto detailing business based in Florida. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals and various entities, employing a customized, collaborative planning process that utilizes financial planning software and scenario analysis. The firm separates its fiduciary planning function from implementation and custody services, which are often handled through affiliated broker-dealer entities.

Patrick Walker is a financial advisor at Jefferies Investment Advisers LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and the State of Ohio. He joined Jefferies LLC in 2021 and Jefferies Investment Advisers LLC in 2023. 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 supported by third-party software and tools to assess probability-based financial outcomes.

Dawn Bressingham is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and bringing 10 years of industry experience. She has worked with LPL Financial LLC and LifePlan Wealth Management Group, among others, and is also the owner of Priority Pension Services, providing third-party administration and actuarial support. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes documented client objectives, uses both fundamental analysis and trading strategies, and manages portfolios primarily on a discretionary basis with regular monitoring.

Melissa Neale is a financial advisor at Snowden Capital Advisors LLC in New York, NY, with a Series 66 designation and approximately four years of experience. Her prior roles include positions at Snowden Lane Partners, Insigneo Securities LLC, International Finance Bank, and Tropical Fruit Export S.A. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, combining multi-team scale with institutional capabilities.

Glenn Greenberg is a financial advisor at Brave Warrior Advisors, LLC with seven years of industry experience. He has been with Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm focuses on concentrated long equity portfolios based on fundamental, internally generated research and manages approximately $5.41 billion in discretionary assets.