Riccardo Rainieri is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds the Series 63 designation and has worked at notable firms including Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. 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. The firm offers a range of portfolio management, financial and estate planning, and brokerage services, with a notable focus on international investing through its EPC Advisors Group division.

Benjamin Lathrop is a financial advisor with Bailard, Inc. He holds Series 66, Series 63, and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Newoak Capital Markets, Franklin Templeton Investments, Citigroup Global Markets, and Bear Stearns Asset Management. Bailard provides wealth management and asset management services to a variety of individual and institutional clients, offering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm employs an active, multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment, and it serves clients including high-net-worth individuals, endowments, foundations, pension plans, and pooled investment vehicles.

Lawrence Fields is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Tocqueville Securities L.P. since 2008 and currently serves as a Senior Advisor. 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 multiple investment teams that use a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Peter Mohan is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations with 32 years of industry experience. He worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers a range of discretionary and non-discretionary portfolio management services, combining top-down country and currency analysis with bottom-up security selection.

Eric Carrara is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at NPA Asset Management since 2004, Nationwide Planning Associates since 2003, and Evergreen Financial Services since 1990. In addition to his advisory roles, he operates an independent insurance agency selling life and health insurance to the same client base. NPA Asset Management is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning and model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Daniel Arcos is a CFP® and CFA® with five years of industry experience. He is currently with Robertson Stephens Wealth Management, where he has worked since 2019, and previously worked at Rockefeller Capital Management. Outside of his advisory role, he serves as president of a personal real estate holding company, assisting with leasing and property management. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets. The firm offers discretionary and non-discretionary portfolio management, planning services, and uses a range of investment tools including equities, fixed income, and private funds.

Athanasios Kolefas is a CFP® and CFA® credentialed advisor at Modera Wealth Management, LLC with three years of industry experience. He previously worked at Epirus Investment Management and TIAA/Nuveen Investment Management. Outside of his advisory role, Kolefas serves on the advisory board of a pharmaceutical company, participates in financial oversight for a local church, and advises the owner of a diner on financial results. Modera Wealth Management provides fiduciary, fee-only advisory services to individuals, institutions, and nonprofits. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, incorporating diversified asset mixes and selective use of independent managers and private placements to align portfolios with client objectives.

Stanley Reese is a financial advisor at Silvercrest Asset Management Group LLC with 24 years at the firm. He holds Series 65 and Series 63 licenses and has one year of industry experience. Reese is based in New York, NY. Silvercrest serves primarily high-net-worth families and select institutions, managing over $28 billion in assets. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, offering services that include separate portfolio management, outsourced CIO roles, and family office services.

Brett Weaver is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Nationwide Planning Associates since 2015 and previously at VOYA Financial Advisors, Inc. and Voya Financial Partners, LLC. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of life insurance and fixed annuities. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors and manages approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to a range of investment products, delivering advisory services through the Advisor’s Edge platform.

Mahir Vora is a financial advisor at Robertson Stephens with four years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Wealth Management since 2020, following positions at Tcw and a period away from the industry. Robertson Stephens offers investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages $8.76 billion in assets and provides portfolio management, investment consulting, and planning services including tax and estate planning.

Daniel Yankovich is an advisor at B. Riley Wealth Advisors, Inc. with the Series 66 designation and recently began his career in financial advising. Prior to joining B. Riley, he has held roles outside the industry, including work at Oh Baby Games and the New Jersey Institute of Technology. B. Riley Wealth Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets. The firm offers various investment programs and financial planning services through a team of about 173 advisors.

Peter Shawn is a portfolio manager at Tocqueville Asset Management LP with 37 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including high-net-worth individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach and operates through independent investment teams.

Anthony Fella is a financial advisor at Citizens Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, Transamerica, JPMorgan Chase, and other firms. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate, and business consulting services.

James Colavita is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GenTrust since 2012. Prior to joining GenTrust, he worked for Merrill for 10 years. He is also a licensed insurance agent with 1847 Financial, where he sells life, health, and long-term care insurance products. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, and consulting services to a range of clients including individuals, families, pooled vehicles, and institutions. The firm employs an asset-allocation driven investment approach integrating fundamental, technical, and macroeconomic analysis, and uses AI-enabled tools alongside human oversight to construct customized portfolios.

Taylor Hogarth is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Lord Abbett, Merrill, and Northwestern Mutual. Hogarth also has experience outside financial services, having worked at Ridgewood Country Club for four years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs proprietary ETF model portfolios with a process focused on asset allocation, portfolio construction, and rebalancing, using macroeconomic research to guide strategic, tactical, and opportunistic asset allocation.

Karim Khairallah is a financial advisor at Sapient Capital LLC with a Series 65 designation and two years of industry experience. He previously spent 19 years at Oaktree Capital Management, L.P. 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 utilizes a primarily long-term investment approach 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.

Gregory Timeranko is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Wells Fargo Private Bank, Wilmington Trust, Bank of America, and Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Patrick Haggerty is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aegis since 2015. Outside of his advisory work, he serves as a board member for the Larchmont Volunteer Ambulance Corps. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on non-discretionary client relationships and a combination of advisory and broker-dealer revenue sources.

Eric Sellinger is a financial advisor at Calydon Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Principal Street Partners, LLC and Vertigo Strategies, LLC. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $3.6 billion in assets. The firm uses a proprietary screening and factor model for equities combined with credit underwriting for municipal strategies and offers both discretionary and non-discretionary investment services.

Denton Jones is a financial advisor at Greenwich Wealth Management, LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Counterbalance Growth Strategies LLC and Goldman Sachs, as well as four years at Bridgewater Associates. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans with discretionary portfolio management and financial planning services. The firm employs a multidisciplinary investment approach utilizing fundamental, technical, and macro analysis across various instruments and manages accounts with discretionary authority aligned to client objectives.