Dean Bantis is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and previously at Dawson James Securities. Bantis splits his time between 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 through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Michael Weissman is a CFP® and holds a Series 65 designation with 24 years of experience in the financial services industry. He has been with Aspiriant, LLC in New York, NY since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm constructs customized investment programs using a variety of implementation options and provides an expanded suite of family office capabilities, including accounting, banking support, and targeted consulting.

Reagan Meyer is a financial advisor with Jordan Park Group LLC in New York City, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Jordan Park Group, he worked at Goldman Sachs for three years and has experience with Strong Wings Adventure Camp and Morgan Stanley. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, generally managing multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, utilizing customized investment guidelines, alternative strategies, and integrating ESG considerations when requested.

Katia Friend is a financial advisor at SVB Wealth with 21 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has worked at BNY Mellon and BNY Mellon Securities Corporation before joining her current firm. Outside of her advisory role, she is involved with Mosaic Designs, a business unrelated to investment activities. SVB Wealth provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select third-party managers and offers both discretionary and non-discretionary account management.

Zohaib Tariq is a financial advisor at Cape Investment Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at firms including American Global Wealth Management, Citigroup, JPMorgan Chase Bank, and Spartan Capital Securities. Cape Investment Advisory, Inc. serves individuals and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s investment approach incorporates personalized financial assessments and uses historical data and optimization software to guide asset allocation, with portfolio management conducted by in-house advisors, sub-managers, or recommended external managers.

Elizabeth Barney is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. She has worked at Beck, Mack & Oliver since 2018 and previously spent seven years at Berkshire Hathaway. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity approach with fundamental company research and tailored portfolio construction, and it manages both long-only and more complex pooled fund strategies.

Jeremy Vidaic is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC and B. Riley Wealth Management. His background also includes roles outside the financial sector, such as work at Rutgers University and the UPS Store. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of models and platforms, offering a broad range of investment instruments and strategies.

Hugh Nickola Jr. is a financial advisor at GenTrust with 32 years of industry experience. He holds a Series 63 designation and has worked at GenTrust since 2011, with prior experience at Old City Securities LLC from 2015 to 2021. He is also a passive investor in Catenary Asset Management, an affiliate of GenTrust that focuses on alternative investments. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-strategy approach that includes discretionary and non-discretionary portfolios using a range of investment vehicles and analytical methods.

Yair Klyman is a financial advisor with The Partners Wealth Management and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Zucker Associates, American Portfolios Financial, and his own firm, Klyman Financial LLC. Klyman also operates as an independent insurance agent. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party managers and requires the use of the Amplify Platform for trading and portfolio management.

Hans Christian Winkler is a CFP® professional with 28 years of industry experience, currently serving at Compound Planning, Inc. He has held advisory roles at Atomi Financial Group, Winkler Wealth, and Claraphi Advisory Network. Outside of financial advising, he is president of JAC Towers, Inc., a cooperative in Jackson Heights, NY. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm emphasizes customized, risk-based investment strategies using a combination of fundamental, technical, and modern portfolio theory, supported by various third-party models and technology partnerships.

Mario Didomenico is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously held roles at StockCross Financial Services and Summit Brokerage Services Inc. Since June 2024, he has also engaged in non-investment-related consulting through DiDomenico Associates, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform alongside third-party and independent managers, employing Modern Portfolio Theory within a wrap-fee structure and offering both discretionary and non-discretionary portfolio management.

Nathanael Mannone is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Management. His background includes roles in academia and international organizations prior to entering the financial sector. 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 both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Michael Batnick is a financial advisor at Ritholtz Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ritholtz Wealth Management since 2013. Outside of his advisory role, he is a partial owner of Compound Media LLC, where he works as an author and podcaster. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments.

Barbara Villella is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at firms including Muriel Siebert & Co., Inc., LV Capital Partners, and Peterson Investments. Outside of her advisory roles, she is a franchise owner of Dream Vacations and operates a cruise business through an LLC. 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. The firm employs a range of strategies including Modern Portfolio Theory, sub-advisory solutions, and a mix of discretionary and non-discretionary portfolio management.

Lisa Colletti is a CFP® and Series 65 professional advisor at Aspiriant, LLC with 17 years of industry experience. She has worked at Aspiriant in various roles since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and specialty financial consulting.

Edward Dewees is a CFA® and CIC credentialed financial advisor at Douglas C. Lane & Associates with 19 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily for high-net-worth individuals and various institutional clients. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy with a long-term orientation.

Christopher Toro is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He previously worked at Joseph Gunnar & Co., LLC for 11 years and B. Riley Wealth Advisors, Inc. for four years. He holds Series 63 and Series 65 licenses. 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 including estate-planning access, retirement-plan advisory, and brokerage services using an open-architecture investment model that incorporates internally managed strategies, co- and sub-advisory relationships, and a combination of discretionary and non-discretionary mandates.

Stephen Decatur III is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He has prior work history with Brown Brothers Harriman and studied at Hobart College. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services, utilizing a range of analysis methods and strategies with access to third-party and affiliated sub-advisors.

Xhordi Xhokola is a financial advisor at The Pinnacle Financial Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including First Trust Portfolios L.P. and International Assets Advisory, LLC. Xhokola is also involved with International Assets Investment Management, LLC and Main Street Wealth Management, LLC in advisory roles. The Pinnacle Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, employing a range of investment strategies and products while documenting client objectives through Investment Policy Statements.

Jerome Lucas is a financial advisor at Summit Trail Advisors, LLC in New York, NY, with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Summit Trail Advisors since 2015, also working at Summit Trail Securities and Purshe Kaplan Sterling Investments. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary portfolio management, financial planning, family office support, and outsourced CIO consulting.