Robert Kleinschmidt is a financial advisor at Tocqueville Asset Management L.P. in New York, NY, with 47 years of industry experience. He has been with Tocqueville since 1991 and holds the Series 63 designation. Kleinschmidt serves as Chief Investment Officer and Executive Chairman of the general partner at Tocqueville Management Corp. 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 multi-team, bottom-up, value-oriented, and contrarian investment approach across various equity and fixed-income strategies, and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Keith Lane Zucker is a Series 66 credentialed advisor with 26 years of industry experience. He has been with Ingalls Investment Management, LLC since 2023 and has a 27-year tenure at Ingalls & Snyder LLC. Zucker serves as co-trustee for one family trust and is the executor of his mother's estate. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad range of clients, including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs various asset-management styles, offering services that range from long-term equity holdings to short-term trading, and participates in third-party wrap programs and private investment partnerships.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Berthel Fisher & Company Financial Services for 23 years. Greenberg also serves as a trustee for a life insurance trust and is the CFO of a venture equity fund. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, and ERISA plan advisory. The firm operates an open-architecture platform and incorporates affiliated financial entities and insurance-linked account management into its investment approach.

Jason Konskier is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with NFSG Corporation and previously worked at Realta Investment Advisors, Realta Equities, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved with Simplicity, focusing on research and analysis related to potential insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management with a focus on diversified portfolios and utilizes an internal portfolio manager along with third-party asset managers to support its representatives.

Margaret Rivera is a financial advisor with Insigneo Advisory Services, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment solutions across various asset classes, utilizing both proprietary and third-party strategies.

Joshua Abercrombie is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 65 and Series 63 licenses. He has 20 years of industry experience, including prior roles at Brighthouse Financial and Griffin Capital Securities. Outside of financial advising, he is the founder and sole proprietor of Denovo Ventures LLC, a business focused on acquiring, renovating, and selling residential properties in the Phoenix area. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and institutional investors. The firm utilizes proprietary ETF model portfolios and a disciplined asset allocation process that incorporates macroeconomic research and primarily index-based ETFs.

William Butler is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Beacon Trust in New York, NY. He has been with Tirschwell & Loewy, a division of Beacon Trust, since 2007. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach using an open-architecture platform and offers integrated trust and banking referral capabilities through its affiliated trust company and bank holding company.

Adanlys Santos Pichardo is a financial advisor with First Advisors National, LLC, holding a Series 63 designation and nine years of industry experience. Her work history includes roles at Teras Capital LLC, My Secure Advantage, and Primerica Advisors. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Anthony Garbarino is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Ameriprise Financial Services, Inc. Outside of his advisory roles, he was involved with Grapes N' Hops, LLC from 2017 to 2020. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors, managing a large client base through a combination of direct and sub-advisory relationships.

Mario Gabelli is a CFA® charterholder with 58 years of industry experience, currently serving at Gamco Asset Management Inc. He has held leadership roles at numerous affiliated firms, including MJG Associates, Inc. and LICT Corporation, and is a director of the Foreign Policy Association. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, employing a research-driven value discipline supplemented by fundamental and macro analysis. The firm manages approximately $11.6 billion in discretionary assets and offers a range of investment strategies across value, growth, sustainability, and event-driven approaches.

Tyler Woods is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential and two years of industry experience. Before joining NorthCoast in 2024, he worked at Apple from 2021 to 2023 and has an academic background from the University of Syracuse. NorthCoast Asset Management offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm uses a quantitatively based, systematic investment process supported by proprietary models and provides a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Andrew Clinton is a financial advisor at Clinton Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clinton Investment Management since 2007. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves clients primarily through separately managed accounts and sub-advisory services.

Steven Powers is a CFA® charterholder with two years of industry experience, currently serving at Ingalls Investment Management, LLC. His prior roles include positions at Ingalls & Snyder LLC, Spouting Rock Asset Management, and Stewart Asset Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad range of clients, including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and option writing.

Douglas Moxham is a CFP® professional with 20 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at PNC Investments, PNC Bank, and Merrill. He also serves as trustee of the Mullins Family Trust, managing an irrevocable trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes tailored long-term asset allocation within an open-architecture framework and benefits from its affiliation with Citizens Bank, providing integrated banking and investment services.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. Parker is also associated with LionSmith LLC, which formerly operated as Four Corners Private Wealth. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans with discretionary portfolio management, financial planning, and advisor support. The firm employs a multi-strategy investment approach and manages bespoke portfolios using a range of instruments alongside third-party manager integration.

Lissett Hernandez is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing. Hernandez is also dually registered as a Senior Operations Associate with an affiliate RIA. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies. The firm incorporates third-party macroeconomic research and includes global and emerging-market exposures within its investment approach.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. 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 based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected independent managers.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.

Michael Paton is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Tocqueville Asset Management since 2004. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies and offers tailored portfolio management services.

Mariana Isabel Muro Riveiro is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Intercam Advisors, Inc. and Jefferies LLC. Outside of her advisory role, she is an assistant designer and co-owner of Vana Accessories LLC, a fashion business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized and collaborative planning process supported by third-party financial planning software.