Cameron Rufus is a CFP® with five years of experience in the financial services industry. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Northwestern Mutual and Modern Woodmen of America. Rufus also writes and blogs on investment topics through Wealthfoundme.com. Ritholtz Wealth Management serves a range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a goal-based investment process focused on asset allocation and behavioral finance, combining diversified, low-cost ETFs with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Jason Ewing is a financial advisor at Savvy with a Series 65 credential and four years of industry experience. Prior to joining Savvy in 2026, he worked at Crestwood Advisors and Trillium Trading. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

Natasha Howe is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked primarily with Muriel Siebert & Co., Inc., including her current role, and has experience in various industries including personal training and nutrition. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Anastasios Thermos is a financial advisor at Sprott Asset Management USA Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-oriented strategies, combining bottom-up fundamental analysis with top-down asset allocation, and offers both actively managed and index-based ETFs.

Confrence Gbaje is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Aegis Capital Corp. since 2010. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory services, and brokerage and insurance products, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships across discretionary and non-discretionary mandates.

Nate De Groff is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at World Equity Group, Inc., Kroll, and Beacon Global Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives providing layered service arrangements.

Jack Petersen is a financial advisor at Summit Trail Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Summit Trail Advisors since 2015, also working with Summit Trail Securities, LLC since 2017. Summit Trail Advisors serves a diverse client base including high-net-worth individuals, businesses, trusts, estates, charitable organizations, and institutional clients. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes, utilizing an open-architecture approach with ETFs, separate accounts, third-party managers, and private funds.

Rodney Ibrahim is a CFP®-certified financial advisor with 25 years of industry experience, currently with A.G.P. / Alliance Global Partners since 2021. His prior roles include positions at Aegis Capital Corp, Maxim Financial Advisors LLC, and several other firms dating back to 2004. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach that includes internally managed strategies, sub-advisory relationships, model and wrap programs, and offers a range of financial planning and portfolio management services.

Garrett Hayward is a CFA® charterholder with nine years of experience at Douglass Winthrop Advisors LLC and an additional year at Forester Capital LLC. He is based in New York, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm focuses on equity and balanced strategies using a five-filter methodology and maintains a Sustainable Equity Strategy with an environmental value filter.

Timothy Figueroa is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, Daniel Investment Associates, and Preview Properties. Figueroa serves on the Audit and Finance Committees of The Scholarship Foundation of Santa Barbara. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customizable portfolio strategies and operates several affiliated funds and service platforms.

Gabe Wolosky is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has previously worked at PM Wealth Management, LLC. Outside of his advisory role, Wolosky is a partner at Prager Metis CPAs, LLC, an accounting firm, serves as an attorney providing legal consulting services, and is a board member for two music publishing companies, Franco-London Music Publishing, Corp. and Plaza Sweet Music, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while retaining oversight and regularly reviewing accounts.

Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

James Mota is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Arete Wealth Advisors, LLC and has previously worked at firms including B. Riley Wealth Advisor, Ameriprise Financial Services, Prudential Insurance, and Allstate Insurance Company. Outside of his advisory work, Mota is the founder and CEO of The Building Blocks Foundation, a nonprofit providing clothing and essentials to homeless students in NYC public schools, and he serves on the Alumni Council for The American College of Financial Services. 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 employs a combination of advisor-driven and proprietary model-based investment strategies and offers discretionary portfolio management along with access to third-party money managers.

Skyler Kraemer is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at Mission Wealth Management, LP since 2019 and previously spent four years at Mercer Global Advisors Inc. based in New York, NY. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management using a range of investment strategies, including alternative assets and tax-aware trading.

Jonathan Roberts is a CFA® and CIC credentialed financial advisor with 20 years of industry experience. He has been with Klingenstein Fields Advisors and its predecessor entities since 2004, currently serving at Klingenstein, Fields & Co., L.P. in New York, NY. Klingenstein Fields Advisors provides discretionary portfolio management and related investment advice to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research process with a long-term orientation, combining a closed-architecture core equity strategy with an open-architecture asset allocation framework that includes external managers and funds.

Laurie Samay is a CFP® professional with eight years of industry experience. She currently works at United Capital Financial Advisors and previously held roles at Apexium Financial LP and Palisades Hudson Financial Group LLC. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Jermaine Guthrie is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, Mariner Wealth Advisors, and TIAA. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification and utilizing both discretionary and non-discretionary management approaches.

Alec Stevenson is an investment advisor at Siebert AdvisorNXT, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2020. Alec divides his time between these affiliated firms under the common ownership of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through a web-based platform and managed programs that incorporate Modern Portfolio Theory, third-party managers, and both discretionary and non-discretionary portfolio management strategies.

Lauren Feuer is a financial advisor at Spire Wealth Management, LLC in New York, NY, holding a Series 65 credential with two years of industry experience. She has held positions at Concurrent Investment Advisors, Marche Wealth, and Spire Investment Partners. Feuer also serves as a project analyst for Atrium Housing, a 501(c)(3) nonprofit organization, assisting in applying for low-income housing tax credits and government funding. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets across about 70 advisors and more than 6,100 clients. The firm offers advisor-led and model portfolio solutions that combine tactical, active, and passive investment strategies tailored to client objectives and risk profiles.

Graham Blackburn is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete Wealth Advisors in 2025, he worked at Golub Capital and Liberty Mutual Insurance. He also attended the University of Michigan from 2016 to 2020. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven allocation and proprietary model portfolios, and it incorporates affiliated financial businesses and product channels in its service offerings.