Irene Lam is a financial advisor at Core Planning with a Series 65 designation and over a decade of industry experience, including 12 years at Intesa Sanpaolo IMI Securities and shorter tenures at BBVA and other firms. She joined Core Planning in 2026. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses a tailored investment approach with model portfolios and rule-based rebalancing tools to manage client accounts.

Andrew Schoenfeld is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edge Wealth Management, Brean Capital, and Sandler O'Neill & Partners. Kingswood Wealth Advisors serves a diverse client base including 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, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Steven Kashubo is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank in various roles since 2013. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizing ongoing suitability reviews and compliance oversight.

Ryshard Grzanka is a financial advisor at Integrity Advisory Solutions with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Burlington Alliance Capital Management and Equitable Advisors. Outside of his advisory role, he is an insurance agent involved in fixed insurance product sales. Integrity Advisory Solutions serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers who manage individualized or model portfolios with various investment strategies.

Joseph Orff Jr. is a CFP® and CFA® with three years of industry experience. He is currently an advisor at Greenspring Advisors, LLC, where he has worked since 2025. Prior to that, he spent several years with Wealthstream Advisors, Inc. He has a background that includes time at the University of Miami. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers both discretionary and non-discretionary portfolio management tailored to client objectives.

David Pearson is a financial advisor at Carret Asset Management, LLC with 23 years of industry experience. He has been with Carret Asset Management since 2004 and holds Series 63 and Series 65 licenses. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers tailored investment strategies based on fundamental research and periodic rebalancing, employing a variety of techniques and managing accounts primarily on a discretionary basis.

Marc Specht is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Midtown Wealth Management, LPL Financial, and Private Advisor Group. Outside of his advisory work, he is a licensed insurance agent and owner of PM Risk Management, an insurance sales business. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers a wrap-fee program and may implement client portfolios through sub-advisors or turnkey asset management programs, with ongoing portfolio monitoring and formal annual reviews.

Mathias Schulz is a financial advisor at Realta Investment Advisors, Inc with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Benchmark Investments, LLC, Coastal Equities, Inc., and CGM Group LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation strategies and third-party manager programs.

Melissa Shaw Patino is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman for five years before joining Arete Wealth Management and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Terron Tidwell is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and National Securities Corp. Outside of his advisory work, Tidwell owns a media business focused on speaking engagements, book publishing, and documentary distribution, and he consults with college athletes on NIL deals. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and offers comprehensive portfolio management and retirement plan services.

Zachary Eisner is a CFP® with six years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. He has previously worked at UBS Financial Services and Merrill Lynch, Bank of America. Eisner is also president and part-owner of Ship Has Risen Inc., a real estate investment company. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets through 274 advisors, offering a range of services including financial planning, retirement solutions, and advisory programs for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm provides multiple program structures and uses both proprietary and third-party asset allocation models.

Sabrina Mangual is a financial advisor with Prosperity - An EisnerAmper Company in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at LPL Financial, LLC, EisnerAmper Wealth Management & Corporate Benefits, and DAI Securities, LLC. Outside of advisory work, she is a part-owner of STL Traders LLC, where she handles order preparation, shipping, and bookkeeping. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management strategies supported by third-party managers and technology platforms.

Samuel Scheller is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He joined A.G.P. in 2019 after six years at Aegis Capital Corp. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm emphasizes international investing through its EPC Advisors Group and provides a range of portfolio management and financial planning services alongside brokerage and capital markets capabilities.

Brenna Mcloughlin is a CFP® with four years of industry experience, currently with Greenspring Advisors, LLC. She previously worked at Wealthstream Advisors, Inc. for ten years. Outside of her advisory role, she serves as secretary and board member of a residential cooperative in New York City, handling administrative duties such as meeting scheduling and minute taking. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering wealth management, financial planning, and retirement consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis, with regular portfolio reviews and a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

John Sini Jr. is a financial advisor at Douglas C. Lane & Associates with 10 years of industry experience. He has been with the firm since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes customized portfolios with a focus on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

John Passios is a financial advisor at Pinnacle Associates, Ltd. with 12 years of industry experience. He is based in Westport, CT. Mr. Passios is also an owner of two real estate holding companies, Beechwood, LLC and Fairfield Beach Rd., LLC, on which he spends less than 1% of his time monthly. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning 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 orientation and offers tailored strategies across equity and fixed income portfolios, serving both retail and institutional accounts.

James Mctiernan is a financial advisor at Bison Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked for BNY Investment Center Inc. and The Bank of New York, where he accumulated over 50 years of combined experience. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Stephen Ong is a financial advisor at Savvy with two years of industry experience. He holds a Series 65 designation and has previously worked at Ballentine Partners LLC and Fidelity Investments. His background also includes roles outside the financial sector, such as at Tufts University and Market Basket. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and integrates third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate-planning support.

Rush James is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include seven years at Advocacy Wealth Management, LLC, where he was affiliated with Forge Consulting LLC, an insurance agency. He also held positions at Bank of America and Merrill. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm features a turnkey asset management platform and distinctive investment strategies incorporating alternatives and option-based overlays through affiliated sub-advisers.

John Winthrop is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and serves as a director of Groton Land Co. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts, emphasizing all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income.