Christina Massalay is a CFP® professional with 13 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2023. Prior to her current role, she worked for 11 years at Credit Suisse Securities (USA) LLC. Main Street Financial Solutions serves a diverse client base, offering financial planning, investment management, and fiduciary consulting with an academic-based, multi-asset class approach that includes both passive and active investment strategies tailored to client objectives and risk profiles.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Citizens Investor Services and other financial firms since 2013. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs a due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary investment management through its investment adviser representatives.

Michael Farrell is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Arax Advisory Partners. He has previously worked at Piton Investment Management and U.S. Capital Wealth Advisors. Outside of his advisory role, Michael is Vice President of Farr Education, a nonprofit assisting charter schools, where he performs due diligence, financial modeling, and performance reporting. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management, third-party models, and customized asset allocation to meet client objectives, distinguishing itself through the use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Monica Calabrese is a financial advisor at Bolton Securities Corporation with four years of industry experience. She previously worked at LifeInvest Wealth Management, LTD for seven years and EMC Managers Consulting, Ltd for eleven years. Monica is the founder and partner of Moneyology LLC, a company focused on providing financial education for women. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach tailors portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Brian Robertson is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Laidlaw & Co (UK) Ltd for eight years before joining Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, in 2018. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services to individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment approaches and vehicles, serving both retail and institutional clients, including other investment advisers and government entities.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers both proprietary model portfolios and access to third-party strategies, integrating AI tools into its investment processes.

Leonard Parisi is a financial advisor at Maxim Financial Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Maxim Group LLC since 2002, joining Maxim Financial Advisors in 2017. Outside of finance, he is the owner of AR Sports, a company developing augmented reality software for fantasy sports. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and unique client types such as sovereign wealth funds and municipal governments. The firm’s investment approach combines various asset classes and strategies, drawing on individual advisor expertise alongside third-party research and model portfolios.

Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. 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 offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Alice Mclean is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 24 years of industry experience. She has been with Ingalls Investment Management since 2026 and previously with Ingalls & Snyder LLC for 25 years. Outside of her advisory work, she is a group fitness instructor at Club Fit and Town Sports International Holdings. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to short-term trading and option writing.

Jason Weisfeld is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation. He has experience at multiple firms, including Chase Instrument Company and CPEX Real Estate, prior to joining Arkadios Capital and Arkadios Wealth Advisors in 2025. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and a variety of portfolio management options, combining fundamental, technical, and cyclical investment analysis.

King Harris is a financial advisor at Pinnacle Associates, Ltd. with five years of industry experience. He holds Series 63 and Series 65 licenses and is based in New York, NY. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm emphasizes fundamental, bottom-up analysis with valuation-sensitive, long-term strategies primarily focused on individual equities.

Zachary Banks is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Siebert AdvisorNXT, LLC. His prior roles include positions at Muriel Siebert & Co., LLC, LPL Financial, and Rollstone Bank and Trust. He is a dual employee of Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory and risk-tolerance assessments to create and rebalance ETF/ETN-based portfolios, combining automated management with access to third-party and sub-advisory solutions.

Laurence Golding is a financial advisor at Carret Asset Management, LLC in New York, NY, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Carret since 2007. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other institutional and advisor clients. The firm emphasizes fundamental research and periodic rebalancing across fixed income, enhanced cash, and large-cap equity strategies, while also managing a registered mutual fund and providing sub-advisory services.

Boyan Doytchinov is a CFP®, CFA®, and Series 63-licensed financial advisor at Savvy with seven years of industry experience. He has worked at several firms including Mark J. Snyder Financial Services, Inc., Osaic Wealth Inc, and Compound Planning. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Michael Nelson is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. He holds the Series 63 designation and has been with Ingalls Investment Management since 2026, following over a decade at Ingalls & Snyder LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a variety of clients including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies from long-term equity holdings to short-term trading and option writing.

Michelle Fuccella is an investment advisor representative at Forefront with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Nylife Securities LLC, New York Life Insurance Company, and The Leaders Group Inc. Outside of her advisory role, she assists individuals and couples going through divorce with asset division agreements through her work with Your Divorce Made Simple. Forefront Wealth Partners is a team-based firm serving individual, business owner, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolios guided by client-specific policies and integrates related businesses such as Forefront Insurance Partners and Forefront Tax Partners.

Cristina Pratt is a financial advisor at New Edge Wealth with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Justin Waterman is a financial advisor at NewEdge Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.