Elizabeth Brozena is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. She previously worked at Greystone Wealth Advisors, LLC and Wells Fargo. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Gregory Domond is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., MML Investor Services, and MassMutual Life Insurance Company. Outside of advising, he is a co-owner of Red Door Learning Company, a preschool and therapy services provider, and founder of United For More, a nonprofit focused on education, wellness, and community. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.

Vincent Sellecchia is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of his advisory role, he is the owner of Compass One LLC, a real estate holding company. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach, with portfolio management organized by independent investment teams.

Ryan Bass is a financial advisor at Portside Wealth Group, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at TownSquare Capital, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance and financial planning contracting through Suncrest Advisors LLC. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and a combination of fundamental, technical, and modern portfolio theory in its investment approach, while also offering related legal and accounting services through affiliated professionals.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Robert Peyreigne is a financial advisor at Jefferies Investment Advisers LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley. Peyreigne has been with Jefferies Investment Advisers LLC since 2023 and has also held roles at Leucadia Asset Management LLC and Jefferies LLC since 2016. Jefferies Investment Advisers LLC provides fee-based financial planning services to a wide range of clients, including individuals, trusts, estates, and charitable organizations. The firm offers a collaborative and customized planning process that covers topics such as tax and estate planning, executive compensation, and philanthropic planning, using third-party software and Monte Carlo simulations to support goal-oriented financial strategies.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior firms include Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment process focuses on outcome-oriented, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Frasier Esty is a CFP® with four years of industry experience, currently serving at Douglas C. Lane & Associates since 2021. Prior to joining Douglas C. Lane, he spent seven years at Bessemer Trust Company. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy, offering customized portfolios primarily focused on individual equities and fixed income, along with financial planning services and access to third-party investment solutions.

Evangelos Moros is a financial advisor at Jefferies Investment Advisers LLC in New York, NY. He holds Series 65 and Series 63 licenses and has been with Jefferies since 2025. His prior experience includes roles at Deloitte LLP and Platia LLC, as well as positions in education at The University of Oklahoma, Liberty High School, and Vandeventer Middle School. 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 customized, collaborative planning process and uses third-party financial planning software to model probability-based outcomes, focusing on fiduciary planning separated from implementation and execution.

Nancy Lu is a financial advisor at Jefferies Investment Advisers LLC with experience at prominent firms including The Carlyle Group and Prudential Financial. She holds a Series 66 designation and has a background that includes roles at several asset management and financial services firms. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and Monte Carlo simulations to help clients evaluate probability-based financial outcomes.

Keith Hassan is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laidlaw Wealth Management, U.S. Capital Wealth Advisors, and Convergex Execution Solutions. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a broad range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, combining internal management with third-party models and tailored asset allocation.

Odette Aguila Chacon is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Chacon is an owner of OCR Group, Inc. and ROKL Enterprises Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized and collaborative planning process.

Jorge Silva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Chase Bank and Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing a range of investment tools and third-party managers while maintaining oversight.

Matthew Cherashore is a financial advisor at Tocqueville Asset Management LP with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tocqueville Securities L.P. since 2013 and The Winchester Group Inc. since 2001. 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 a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and maintains distinctive governance and operational features.

Kevin Murphy is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and Sterling National Bank. In addition to his advisory work, he is involved with Senior Services of North America, assisting seniors in comparing Medicare Advantage and Medigap plans. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and integrates retirement-plan consulting with advisory services through relationships with third-party administrators and affiliated broker-dealer platforms.

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.

Alexander Shapses is a CFP® professional with 19 years of experience in financial advising. He is currently with NewEdge Wealth and has held roles at The Leaders Group, Inc., Summit Trail Advisors, M Holdings Securities Inc, Heritage Strategies Inc, A Shapses & Co, and Dearbon Capital. Outside of his advisory work, he manages an outsourced family office business. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative investments.

Christopher Truncellito is a financial advisor at TSA Management Inc with four years of industry experience. He holds the Series 66 designation and has been with Halliday Financial, LLC since 2021. Prior to his advisory career, he was a full-time student at SUNY Oneonta. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Christopher Mcclure is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Westport Capital Markets and Vanderbilt Securities. Mcclure also serves as President of VFG Westport, LLC, a non-investment related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.