Ryshard Grzanka is a financial advisor with Integrity Advisory Solutions in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Burlington Alliance Capital Management, LLC and Equitable Advisors, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies and third-party platforms to provide tailored advisory services.

Henry Kaplan is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at National Asset Management and Morgan Stanley Distribution, Inc. He is also a limited partner and passive investor in a fixed income investment portfolio. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Montague Henry is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dominick & Dickerman LLC and Merrill. He is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering a variety of investment programs and financial planning services. The firm manages approximately $4.21 billion in assets and employs about 173 advisors.

David Pearson is a financial advisor with Carret Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Carret Asset Management since 2004 and was previously with Carret and Company, LLC from 2002 to 2004. Carret Asset Management is an SEC-registered multi-team adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other institutional and advisor clients. The firm uses fundamental research and periodic rebalancing to structure portfolios with an emphasis on fixed income, enhanced cash, large-cap equity, and a Leveraged Opportunity Strategy, while also providing sub-advisory services and managing a registered mutual fund.

Thomas Callahan is a CFP® with four years of industry experience currently with Range Advisory, LLC in New York, NY. He has previously worked at Fidelity Investments and Equitable Advisors. 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 roughly $1.4 billion in discretionary assets and around $17.4 billion in assets under advisement, utilizing proprietary model portfolios, third-party strategies, and advanced AI tools to support its investment process.

Alan Feldman is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He has held roles at Jefferies LLC, Leucadia Asset Management LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Feldman holds a Series 63 designation. 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 a broad range of topics, including tax and estate planning, executive compensation, and philanthropic planning.

Sarah White is a financial advisor at Sapient Capital LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for 20 years at J.P. Morgan Securities. Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Paul Morse is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2020, following prior roles at Gladstone Wealth Group, LPL Financial, and Wells Fargo Clearing. He is based in New York, NY. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm employs an open-architecture model that includes internally managed strategies and sub-advisory relationships, focusing on value and dividend-oriented international equity approaches, and offers a range of portfolio management, financial planning, and advisory services.

George Kuruvilla is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has previously worked at Center Street Advisors, Inc. and Lifemark Securities Corp. Outside of his advisory role, he is an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches, with oversight from an investment committee conducting due diligence on third-party managers and model strategies.

Christy Matzen is a CFP® and Series 66-licensed financial advisor at Sapient Capital LLC with 10 years of industry experience. Her prior roles include positions at Northstar Investment Advisory, JP Morgan Chase, Zoe Financial, Goldman Sachs, and The AYCO Company, L.P./Mercer Allied. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process that combines fundamental and technical analysis to build diversified portfolios, and it serves as both adviser and sponsor to private funds and registered ETFs.

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.

Caribel Colon is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, and Francis Financial. She also works part-time with Aetna Health Insurance. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance activities.

Eric Strominger is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Aegis Capital Corp, Oppenheimer, Maxim Financial Advisors LLC, MSI Financial Services, Inc., and Eastbrook Capital Group LLC. Outside of his advisory work, he is a member of CRAZMinds LLC, a consumer products business. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services, utilizing an open-architecture investment approach that integrates internally managed strategies with co- and sub-advisory relationships and discretionary and non-discretionary mandates.

David Burch is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Maxim Financial Advisors since 2017 and has been with its affiliated firm, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs various investment vehicles and analytical methods, serves both retail and institutional clients, and reported assets under management of approximately $386 million as of December 31, 2024.

Milorad Sobot is a financial advisor at TSA Management Inc with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Halliday Financial, LLC since 2018. Prior to his advisory career, he spent four years at Siena College. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm focuses on strategic asset allocation, quarterly rebalancing, and a mix of fundamental, qualitative, and technical analysis, managing a diverse range of securities including mutual funds, ETFs, individual equities, and fixed income.

Luke Fenker is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Guardian Life and North Florida Financial. Fenker’s background includes four years at Florida State University and five years in secondary education prior to entering finance. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients, including individuals, trusts, and charitable organizations. The firm uses a collaborative planning process supported by third-party software and focuses on customized financial planning without offering security-specific investment recommendations.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.

John Rochford is a financial advisor at Tocqueville Asset Management LP with eight years of industry experience. He holds a Series 66 designation and has worked at Tocqueville since 2019. Prior to this, he held positions at Inverness Counsel LLC, J.P. Morgan Securities Inc., and Chase Investment Services Corp. Tocqueville Asset Management is a registered investment adviser managing over $10 billion in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple asset classes.

Stephanie Fagenson is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and National Securities Corp. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers a variety of portfolio management, financial planning, and advisory services using an open-architecture model that includes both internally managed strategies and sub-advisory relationships.

Paul Kleinschmidt is a financial advisor at Tocqueville Asset Management LP with 15 years of industry experience. He has been with Tocqueville Securities L.P. since 2010 and serves as President, CEO, and Portfolio Manager at Tocqueville Asset Management. 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 a bottom-up, value-oriented, and contrarian investment approach through multiple specialized investment teams.