Rohan Motwani is a CFA® charterholder based in New York, NY, with five years of industry experience. He has worked at Robertson Stephens Wealth Management, LLC since 2020, following roles at Greenwich Strategy and Apollo Global Management. He also spent time at Cornell University earlier in his career. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement and profit-sharing plans, offering portfolio management, consulting, and planning services. The firm manages $8.76 billion in assets and constructs portfolios using a combination of in-house models, third-party managers, and a range of investment vehicles.

Thomas Alonso is a CFA® charterholder with four years of experience in the financial industry. He is currently with Hallmark Capital Management and has prior experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Alonso is associated with Valley Wealth Managers, Inc., a firm that manages approximately $2.69 billion for a mix of individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. Valley Wealth Managers uses a client-driven investment process with a focus on strategic and tactical allocations across equities, fixed income, and cash, supported by an investment committee and third-party services.

Matthew Stroup Sr. is a CFP® with 46 years of experience in the financial industry. He is currently with NPA Asset Management, LLC and has been with Nationwide Planning Associates, Inc. since 2010. Outside of his advisory role, he is the CEO and majority owner of 401 K Retirement Partners, LLC, a firm providing 401(k) consulting services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and utilizing third-party sub-advisors for day-to-day trading.

Michael De Pol is a financial advisor at Blue Point Strategic Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Point since 2012. De Pol is also an independent insurance agent affiliated with various agencies. Blue Point Strategic Wealth Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs model portfolios across multiple strategies and integrates both fundamental and technical analysis in managing client assets.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Jamahl Mahmood is a CFP® and ChFC® with 25 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has held prior roles at Purshe Kaplan Sterling Investments, Access Wealth Planning, NOAH'S ARK Financial Planning, and Northwestern Mutual Investment Management. Outside of his advisory work, Mahmood serves as a wedding officiant and is a board member of the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach focusing on mutual funds and low-cost ETFs while also utilizing actively managed funds, individual securities, and alternative investments.

Russell Fiske is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including B. Riley Wealth Management, National Asset Management, Maxim Group LLC, Joseph Gunnar & Co. LLC, and Oppenheimer. He is currently based in Ridgewood, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with an emphasis on international investing and management of pooled-vehicle accounts.

Mitchell Lui is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and two years of industry experience. He previously worked at Banco Santander SA and held roles at Jefferies LLC and several other organizations. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a collaborative planning process tailored to client goals and uses third-party software to deliver comprehensive financial plans without offering security-specific investment recommendations.

Nicholas Kong is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at City National Rochdale from 2015 to 2019 and has been with City National Bank since 2019. Outside of his advisory role, he serves on the Associate Board of Directors for the charitable foundation Summer Search, where he participates in fundraising, board meetings, and mentoring students. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a larger financial services group that includes banking, trust, municipal advisory, and brokerage activities.

Kevin Strauss is a CFA® charterholder with 31 years of industry experience. He has worked at Advisors Capital Management, LLC since 2019 and previously spent 17 years at Abner, Herrman and Brock. 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 employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model strategies across various asset classes.

Diana Massey is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been associated with Spears Abacus Advisors LLC since 2014. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as charities, pension plans, and trusts. The firm uses a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets across a multi-team structure.

Justin Rabinowitz 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 has been with Maxim Financial Advisors since 2007 and has been associated with Maxim Group LLC since 2003. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, with assets under management totaling over $386 million as of December 2024.

Scott Sussman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Jefferies LLC since 2018 and previously spent 16 years at Citigroup Global Markets. Outside of his advisory work, he serves as CFO of The Mannis Foundation Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations, using a customized, collaborative process supported by third-party financial planning software.

Ian Maccallum is a financial advisor at Cannell & Spears LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Hal Brown is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior roles include positions at Maxim Financial Advisors, Maxim Group LLC, B. Riley Wealth Management, and Dominick & Dickerman LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA‑member broker‑dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi‑team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and maintaining active broker‑dealer operations alongside management of pooled vehicles and private funds.

James Maxwell is a financial advisor at Tocqueville Asset Management LP with five years of industry experience. He has been with Tocqueville since 2009. Tocqueville Asset Management L.P. manages approximately $10.24 billion in regulatory assets and offers discretionary and non-discretionary portfolio management, sub-advisory services, and participation in wrap and third-party managed account programs. The firm serves a diverse client base, including individuals, institutional investors, registered investment companies, private investment vehicles, ERISA accounts, sovereign wealth funds, and banking institutions, employing a bottom-up, contrarian, value-oriented investment approach.

H. Toner III is a financial advisor with Ingalls Investment Management, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at First Republic Securities Co for 15 years and is currently a Managing Director at Trainer Wortham, a subsidiary of First Republic Bank. Toner’s career includes roles at multiple affiliated entities under First Republic Bank’s common control. 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, managing accounts primarily on a discretionary basis with strategies ranging from long-term equity holdings to option writing and private placements.

Lorenzo Aufiero is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with NPA Asset Management since 2005 and Nationwide Planning since 2002. Outside of his advisory roles, he works as a child support investigator for the Nassau County Department of Social Services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of third-party sub-advisors.

William Martin is a Series 63 licensed advisor at Silvercrest Asset Management Group LLC with three years of industry experience. He has been with Silvercrest since 2014. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

James Besaw is a CFA® charterholder with 19 years of industry experience. He is a principal and Chief Investment Officer at GenTrust, where he has been employed since 2011, and he also holds a principal role at Catenary Asset Management, a related firm focusing on alternative investments. Besaw has been affiliated with Old City Securities LLC since 2015. GenTrust is a multi-team SEC-registered investment adviser that provides wealth management, investment management, financial planning, concierge, and consulting services to a diverse client base including individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven investment approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and diversified portfolio construction.