Kristin Venne is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Jefferies Investment Advisers since 2023 and has been with Jefferies LLC since 2015, including a prior role at Leucadia Asset Management. 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 collaborative, customized planning process using third-party software and probabilistic modeling to assist clients across a broad range of financial planning topics.

Peter Chandler is a CFP® professional with 22 years of experience in the financial industry. He is currently with RMR Wealth Builders, Inc., having joined the firm in 2025. Prior to this, he worked at Fisher Investments for four years and CION Securities, LLC for nine years. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and a digital-asset platform.

Noah Mussman is a financial advisor at Cantor Fitzgerald Investment Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and participated in the Baylor University Exchange Program. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm employs proprietary ETF model portfolios and various asset allocation strategies informed by macroeconomic research, primarily utilizing index-based ETFs for diversification.

Nicholas Choman is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at A.G.P./Alliance Global Partners, Aegis Capital Corp, LPL Financial, Voya Financial Advisors, and Vision Retirement. In addition to his advisory work, he is involved with ACC Corp., a general insurance agency. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.9 billion across 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with seven years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2012. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as institutional clients including pension plans and charitable organizations. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity strategy and active, tax-aware fixed-income management.

Miriam Abraham is a Series 65 licensed financial advisor with Integrity Advisory Solutions and has two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she serves as an operations leader at Haas & Zaltz, LLP, overseeing workflow and training, and is a member of both the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches supported by third-party platforms and affiliated program sponsorships.

Michael Dowd is a financial advisor at SeaCrest Wealth Management, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2016. He also has experience as an independent insurance agent. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm takes a customized, long-term investment approach using fundamental and technical analysis and incorporates artificial intelligence tools to support decision-making.

Robert Limmer is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS, Stifel, Ryan Beck & Co., LPL Financial, and Gladstone Institutional Advisory. He is also involved as Principal-Chief Growth Officer at Onward Advisors and serves on the advisory board of BiCoastal Wealth Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services. The firm employs both discretionary and non-discretionary portfolio management strategies tailored to client objectives and risk tolerances.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. 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.

David Rosenfeld is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY, holding 22 years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2002. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm emphasizes long-term growth through strategic asset allocation and GARP-oriented equity strategies focused on mid- to large-cap businesses, managing concentrated portfolios while also offering access to third-party managers and private investment funds.

Michael Ross is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has held roles at several related Jefferies entities since 2013, as well as prior experience at firms including Leucadia Asset Management, Lenox Advisors, Wells Fargo Clearing, and Prudential Equity Group. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, foundations, and corporations. The firm offers a collaborative and customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Susan Kimmel is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Advisors Capital Management, LLC since 2019 and previously operated her own CPA practice and financial advisory business from 1995 to 2019. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm combines top-down macroeconomic analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model separate-account and ETF strategies.

Connor Mullin is a Series 65 licensed advisor with Circle Wealth Management, LLC, where he has worked since 2024. He has two years of industry experience and previously held roles at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals, multi-generational families, and related entities. The firm combines detailed client discovery and customized investment policy statements with a broad array of asset classes and complex instruments, focusing on multi-generational relationships and coordinating comprehensive planning among clients' advisers.

Anthony Chaves is a financial advisor at Interactive Financial Advisors with Series 65 and Series 63 licenses. He is based in Yonkers, NY, and has recently started his career in the financial industry. Prior to this role, his work experience includes positions at the United States Postal Service, Extra Space Storage, and Children's Village. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to create diversified ETF and mutual fund portfolios and offers a multi-advisor network with a range of advisory services and third-party manager options.

Christopher Badaracco is a CFP® with seven years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Rose Wealth Advisors, LLC, and Mariner Wealth Advisors over the course of his career. Outside of advisory roles, he owns a tax preparation business. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management with customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macro and bottom-up analysis across various asset classes and manages over $8 billion in discretionary assets, acting as an outsourced sub-advisor for multiple intermediaries.

Theresa Yarosh is a CFP® and ChFC® with 22 years of industry experience, currently serving at NPA Asset Management, LLC since 2011. Her prior experience includes roles at International Planning Alliance, LLC and Guardian Life Insurance Co. Outside of advisory work, she is co-director of fundraising for the Twilight Wish Foundation, a nonprofit focused on fulfilling wishes for seniors living below the poverty level, and is the author of the book *The Great Economic Deception*. NPA Asset Management, LLC is an SEC-registered adviser managing approximately $1.065 billion in assets across 2,293 client relationships. The firm serves individuals, corporations, pension, and charitable accounts through a network of advisors, offering a range of managed-account programs, third-party asset manager referrals, and investment options including mutual funds, ETFs, individual securities, and insurance products.

Michael Karalewich is a CFP® professional with 26 years of industry experience, currently affiliated with NPA Asset Management, LLC since 2006. He is also dually registered with Nationwide Planning Associates, Inc., an affiliated broker-dealer. NPA Asset Management, LLC serves individuals, including high-net-worth clients, corporations, pension, and charitable accounts through a network of 51 advisors and approximately 2,293 client relationships, managing about $1.065 billion in assets. The firm offers multiple managed-account programs and access to various investment products, delivering advisory services through its Advisor’s Edge platform.

Douglas Jamieson is a financial advisor with Gamco Asset Management Inc. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Associated Capital Group, Inc., Gabelli Funds Distributor, LLC, G.research, LLC, GAMCO Investors, Inc., and GAMCO Asset Management (UK) Limited. 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-driven investment philosophy supported by fundamental research and offers a range of customized institutional separate-account composites.