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 24 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and previously spent six years at Aegis Capital Corp. He holds Series 63 and Series 65 licenses and is based in New York, NY. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, providing portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and combines top-down macro themes with bottom-up security selection in its strategies.

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 six years of industry experience. He holds a Series 65 credential and has worked previously at Axxcess Wealth Management and Daniel Investment Associates. He 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, utilizing customized portfolios, model portfolios, and third-party manager relationships.

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.

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 CFP® and holds a Series 65 license with 12 years of experience in financial advising. He has worked at Mission Wealth Management, LP since 2019 and previously spent four years at Mercer Global Advisors Inc. in various roles. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management and financial planning services, employing a tiered service model and an investment approach that emphasizes long-term strategies with a range of asset types including alternatives.

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 with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has concurrently worked at Muriel Siebert & Co., Inc. since 2020. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through a web-based wealth management platform and access to third-party managers. The firm employs an algorithmic portfolio construction approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary account management.

Christopher Wilson is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. from 2015 to 2022. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs. Their investment process incorporates client-specific guidelines and a proprietary Valuation Analysis to inform equity selections, with portfolios constructed from individual securities, mutual funds, and ETFs.

Lauren Feuer is a Series 65 licensed advisor with Spire Wealth Management, LLC in New York, NY, with two years of industry experience. Prior to joining Spire Investment Partners in 2025, she held roles at ThirtyNorth Investments, LLC and various staffing firms. She is also a project analyst for Atrium Housing, a nonprofit organization, where she assists with applying for LIHTC credits and government funding. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a combination of advisor-led, model portfolio, and sub-advised strategies incorporating tactical, active, and passive investment approaches.

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.

Dean Bantis is an Investment Advisor Representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and previously at Dawson James Securities. Bantis divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individual clients, including high-net-worth individuals, families, trusts, and certain business entities through a web-based wealth management platform. The firm utilizes a risk-tolerance questionnaire and Modern Portfolio Theory to construct portfolios of low-cost ETFs and ETNs, combining algorithmic and adviser-assisted strategies with access to third-party managers and specialty options-based approaches.

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.