Joshua Brown is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ritholtz since 2013. Brown is also a contributor to CNBC's Fast Money and serves on advisory boards for several investment-related firms, including Osprey Funds LLC and Vestwell Holdings, Inc., as well as being a writer and blogger for reformedbroker.com. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Yitzchok Goodman is a financial advisor with B. Riley Wealth Advisors, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and National Securities Corp. Goodman is also involved in insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs and financial planning services through multiple program structures and both proprietary and third-party investment models.

Brett Sonzogni is a financial advisor with Siebert AdvisorNXT, LLC. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Muriel Siebert & Co., Revere Securities LLC, Empower Private Wealth, and B. Riley Wealth Advisors. Outside of finance, he is CEO of Social Sound Club LLC, a music production and entertainment company. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities, utilizing a web-based platform that incorporates Modern Portfolio Theory and access to third-party managers. The firm offers both discretionary and non-discretionary portfolio management with a focus on low-cost ETFs, mutual funds, and Independent Managers, alongside specialized strategies such as a covered-call transition approach.

John Moran is a financial advisor at Siebert AdvisorNXT, LLC., holding a Series 66 designation with three years of industry experience. His prior roles include positions at Muriel Siebert and Co. LLC, Millennial Advisers LLC, Allied Millennial Partners, NYLIFE Securities LLC, and New York Life Insurance. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its AdvisorNXT web-based platform, offering automated portfolio construction based on Modern Portfolio Theory, managed programs including asset allocation and specialty strategies, and access to third-party managers.

Leonard Marzigliano III is a financial advisor at The Pinnacle Financial Group with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for 14 years. Marzigliano is also affiliated with LPL Financial. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm integrates fundamental analysis with both long-term and short-term trading strategies, managing accounts primarily on a discretionary basis.

Colin Mc Donald is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. His prior work includes roles at Muriel Siebert & Co., Inc., Cushman & Wakefield, and CBRE. Outside of advisory services, he is involved in a family real estate business where he manages tenant relations and markets rental units. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its web-based wealth management platform, incorporating algorithmic portfolio construction and access to third-party managers. The firm offers both discretionary and non-discretionary account management with a focus on low-cost ETFs, mutual funds, and specialty strategies.

Steven Horn is a financial advisor at Realta Investment Advisors, Inc. based in New York, NY, holding Series 63 and Series 66 credentials with 19 years of industry experience. His prior work includes roles at Citigroup Global Markets and Coastal Equities, Inc. He is also the sole member of Horn Business Advisors, LLC, a firm focused on cost reduction and savings for businesses. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs an individualized approach that incorporates portfolio management, retirement-plan consulting, and estate planning, utilizing multiple investment strategies and third-party manager programs.

George Folias is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2014. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and employs fundamental analysis across various investment instruments, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Matthew Lohrius is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2018. His prior experience includes roles at American Portfolios Financial Services, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. Outside of his advisory work, he plays drums in a band called Somethin Fresh. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm emphasizes a goal-based investment process using diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She previously worked at Ameriprise and AXA Advisors. In addition to her role at Prospera, she is an owner and advisor at Alphera Wealth Advisors, LLC. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans with a range of investment advisory and financial planning services. The firm manages approximately $12.4 billion through about 207 advisors and offers various portfolio management options including firm-sponsored and third-party models.

Seth Hofstetter is a financial advisor with Copper Financial in New York, NY, holding a Series 66 license and six years of industry experience. His career includes roles at Copper Financial Network LLC, United Nations Federal Credit Union, and Prudential Insurance Company of America. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Henry Ellis is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Maridea Wealth Management and Maridea Insurance Company, where he is also a licensed insurance agent. Prior to this, he held roles at OneDigital Investment Advisors, M Holdings Securities, and KB Financial Partners. In addition to his advisory work, Ellis operates as an independent digital marketing consultant, advising sales professionals on AI-enabled marketing strategies. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach centered on diversified, low-cost mutual funds and ETFs, with discretionary portfolio management and tailored planning.

Emilio Rivera is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at Simplicity Investments, MassMutual Investors Services, New York Life Insurance Company, and AXA Advisors. Rivera is President and CEO of E. Rivera & Associates and serves as a board member for the Staten Island University/Northwell Hospital Foundation, participating in fundraising activities. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice through discretionary management, advisor-specific styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.

Eric Cohen is a financial advisor at StoneX Advisors Inc. in New York, NY, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2015. Outside of his advisory role, Cohen works as an independent insurance agent and serves as a trustee on a life insurance trust. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through various models and third-party managers supported by advanced portfolio platforms.

Renat Mamashev is a financial advisor with Cyndeo Wealth Partners, holding a Series 65 license and bringing two years of industry experience. He is also CEO and Athletes Agent at Bridge Sports & Entertainment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion, using customized portfolios that incorporate firm-developed models, third-party managers, and a broad range of investment instruments.

Ira Menkes is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with B. Riley Wealth Management since 2015 and joined B. Riley Wealth Advisors in 2022. Menkes serves as a director of the Congregation Emanu-El Men's Club, where he helps organize seminars and charitable events. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Danielle Mchugh is a financial advisor at Summit Trail Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Summit Trail Securities, LLC and Purshe Kaplan Sterling Investments. She is based in New York, NY. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm provides portfolio management, financial planning, family office services, and OCIO consulting, employing an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction.

Daniel Abbasi is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation with six years at the firm and a total of ten years in the industry. His prior experience includes roles at GameChange Capital LLC and Fletcher Knight Inc. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long time horizons and fundamental stock research, offering equity and balanced portfolio strategies, including a distinct Sustainable Equity program with an environmental value filter.

Barry Ritholtz is a financial advisor with Ritholtz Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Ritholtz Wealth Management since 2013. Outside of advisory work, he is a self-employed writer and regular contributor to multiple media outlets. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, utilizing a goal-based investment approach that incorporates diversified, low-cost ETFs and behavioral-finance principles alongside tactical overlays and alternative investments.

Abhishek Vakil is a financial advisor at Perennial Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase for nine years before joining Perennial and LPL Financial in 2025. Outside of advisory work, he is involved with Perennial Investment Advisors, LLC, an independent registered investment advisor firm. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities while combining ERISA retirement plan consulting with licensed insurance activities.