Bruce Cukaj is a financial advisor at Maxim Financial Advisors LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Creative Financial Group, J.P. Morgan Securities, and JPMorgan Chase Bank. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm serves retail and high-net-worth clients as well as less common client types such as sovereign wealth funds and state or municipal governments, using a range of investment strategies that combine mutual funds, ETFs, individual equities, fixed income, and alternatives.

Christopher Fiore is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Maxim Financial Advisors and its affiliated entities since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs a range of investment vehicles and analytical methods, serves a diverse client base including institutional investors, and reported assets under management of $386 million as of December 31, 2024.

Logan Snodgrass is an investment advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Equities, Inc., Slack, Peacock, and Hulu. Snodgrass is involved in several business activities outside of advisory work, including executive support and operations at a private equity firm, digital marketing consulting, and retail advisory consulting. Realta Investment Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs an individualized approach to asset allocation and portfolio management, using mutual funds, ETFs, equities, fixed income, and alternative investments, and provides services including retirement-plan consulting and estate planning.

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined Modera in 2026 and previously worked in retail and apparel companies including PVH and The Gap. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation and combines investment management with in-house accounting, tax services, and business coaching.

Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.

Eric Kesselman is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all with Maxim Financial Advisors and its affiliate Maxim Group LLC. Outside of his advisory role, he spends time creating games and books. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm uses a variety of investment vehicles and analytical methods and serves both individual and institutional clients, including other investment advisers and government entities.

Angelo Lekanides is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses multiple investment vehicles and analytical methods, serves both retail and institutional clients, and manages assets through various programs and external sub-managers.

Matthew Harris is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at MAI Capital Management, Marcum Wealth, Raymond James Financial, and Charles Schwab, among others. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, typically long-term investment strategies and offers services through tiered models, incorporating a broad set of investment options and fiduciary retirement plan services.

Frank Maniscalco is a financial advisor at Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Maxim Group LLC since 2010. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses various investment vehicles and analytical methods, serving both retail and institutional clients with tailored portfolio management and asset allocation strategies.

Robert Reilly is a financial advisor at B. Riley Wealth Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, having previously worked at B. Riley Securities since 2015. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves around 16,821 clients through about 274 advisors. The firm offers a range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Tsewang Nyendak is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has held roles at National Securities Corporation and Arete Wealth Management LLC prior to his current position. Nyendak holds Series 63 and Series 66 licenses and is based in New York, NY. Outside of his advisory work, he is also licensed as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations for discretionary portfolio management and incorporates third-party sub-advisers and private investments while acting as an ERISA fiduciary when applicable.

Thomas Ausfahl is a CFP® with 15 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. He previously worked at Greystone Wealth Advisors LLC for 11 years. Ausfahl holds leadership roles as Secretary and Membership Director for the Financial Planning Association’s Greater Hudson Valley Chapter. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Matthew Compton is a financial advisor at Alera Investment Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Principal Securities Inc. and Principal Life Insurance Company. Compton also serves as Director of Retirement Services at Brio Financial Services and Brio Benefit Consulting, overseeing corporate retirement plans and consulting on employee benefits. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates insurance and pension-consulting platforms as part of its advisory services.

Adam Stanley is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He has been with Aspiriant, LLC since 2012, currently based in New York, NY. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs a customized investment approach utilizing internal Capital Market Expectations and diverse implementation options, with distinctive family office capabilities and an affiliation with Strategic Planning Law Group, PC.

Richard Backer is a CPA with over 20 years of industry experience, currently serving as an advisor at Apella Wealth. He has held roles at Park Piedmont Advisors and runs his own accounting practice, Richard A. Backer, CPA, P.C., where he spends a significant portion of his time. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering investment management, financial planning, and consulting services. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies and integrates multiple third-party technologies to support client solutions.

Anthony Isola is a financial advisor at Ritholtz Wealth Management in New York, NY, holding a Series 65 credential with 11 years at the firm and five years of industry experience. He is also a writer and blogger for TeachableMoment/Teacher Money Matters, contributing about five hours per month. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments.

Nicholas Carlozzi is an investment advisor at Tocqueville Asset Management LP with 30 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. He holds Series 63 and Series 65 designations. Tocqueville Asset Management LP is a multi-team registered investment adviser managing approximately $10.24 billion in regulatory assets. The firm provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. Its investment approach is bottom-up, contrarian, and value-oriented, focusing on fundamental research across various strategies.

Edward Donnellan Jr. is a financial advisor at Latitude Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2010. In addition to his advisory role, Donnellan is a CPA and officer at Tax Shoppe, where he provides tax preparation and accounting services. He is also involved in managing social networking websites that provide platforms for amateur musicians to showcase their talents. Latitude Advisors serves individual and business clients, including high-net-worth individuals, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Vallerie Diaz is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and one year of industry experience. Prior to joining Jefferies in 2025, she worked for Maxwell Medical for 11 years. Jefferies Investment Advisers LLC offers 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 using third-party software to support goal-setting and scenario analysis.