Kayla Sabbagh is a CFP® with three years of industry experience, currently serving at Greenspring Advisors, LLC. Her background includes roles at Wealthstream Advisors, Inc. and The Vanguard Group, Inc. in addition to her current position. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans, using a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also operates a pooled employer plan and offers participant-focused retirement services through various platforms and educational resources.

Anthony Santarpia is a financial advisor with Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at A.G.P. / Alliance Global Partners, Aegis Capital Corp, and National Securities Corp. 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 primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Rael Rubin is a financial advisor at SEIA with CFP® and Series 65 credentials and three years of industry experience. He previously worked at Parkside Advisors and Fisher Investments. SEIA serves individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm employs a client-driven investment process combining strategic and tactical asset allocation, with offerings that include managed account programs, modular and comprehensive financial planning, and retirement plan consulting.

Katharine George is a CFP® professional with four years of industry experience. She has worked at Greenspring Advisors, LLC since 2025 and previously spent eight years with Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis, along with asset-allocation and manager due diligence, and offers a distinctive suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Billy Obregon is a financial advisor at Vontobel Swiss Financial Advisers with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Trust Company Americas, Deutsche Bank Securities Inc., and Rreef Management, an affiliate of DWS Investments Distributors, Inc. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. taxpayers and a significant non-U.S. client base. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Main Street Financial Solutions in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs, actively managed funds, and individualized portfolio strategies, while also providing ERISA fiduciary consulting and using institutional and advisor-facing platforms.

Bradley Hamilton is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Hoxton Wealth. His prior roles include positions at Blacktower Financial Management (US) LLC and DeVere USA INC. He has also worked at Hoxton Risk Management LLC since 2023. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios and pension transfer advisory services, operating mainly on a non-discretionary basis with a diverse international client base.

Michael Goodman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. He has worked at Greenspring Advisors, LLC since 2025 and was previously with Wealthstream Advisors, Inc. for 21 years. Goodman serves as chair of the AICPA PFP Symposium. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis alongside asset allocation and manager due diligence, and offers a range of fiduciary and non-fiduciary retirement plan services.

Richard Fitzgerald is a financial advisor at Beck, Mack & Oliver LLC in New York, NY, with four years of industry experience. He has been with Beck, Mack & Oliver since 2016. Beck, Mack & Oliver LLC provides asset management 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 discipline with fundamental research and tailored portfolio construction, and manages both registered investment companies and private pooled funds using a range of strategies, including long-biased concentrated approaches with selective leverage.

Harold Stein is a financial advisor at Pinnacle Associates, Ltd. in Tarrytown, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Pinnacle Associates since 2003, serving as a portfolio manager. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across equity and fixed income, serving both retail and institutional accounts.

Karol Krucinski is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Fortis Capital Advisors since 2021 and previously held roles at Fortis Lux Wealth Management and Marea. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, using both model and bespoke strategies across various investment approaches, with discretionary management and online reporting.

Daniel Meneses is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2017. Prior to this, he worked at Canaccord Genuity Inc. for one year. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension plans, and foundations. The firm emphasizes proprietary fundamental research and a flexible core investment strategy across various sectors and company sizes, offering customized portfolios and financial planning services without a fee for planning work.

Christopher Cornett is a CFP® with 14 years of experience in the financial services industry. He is currently with The Pinnacle Financial Group and has prior experience at Bank of America and Merrill. Cornett holds Series 63, 65, and 66 licenses. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement and fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

John Ellis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Beck, Mack & Oliver LLC in New York. He has been with the firm since 2010. 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 follows a value-based, long-term equity investment approach, conducting fundamental research and tailoring portfolios to client objectives and tax considerations, while also managing private funds with strategies that include selective leverage and derivatives.

Harvey Spira is a financial advisor at Sowell Management with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including PresCap Advisors, Virtue Capital Management, and National Securities Corp. He has been with Sowell Management since 2021. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and related consulting services through a multi-branch model with over 100 advisors, using a mix of mutual funds, ETFs, and individual securities across multiple investment styles.

Omar Rajjoub is a financial advisor at Arete Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ocean Capital and HudsonPoint. 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 primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Zacariah Fustgaard is a financial advisor at Root Financial Partners with two years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network, Longwave Financial, and several other firms. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach using index funds and ETFs, with tailored portfolios that may include specialized strategies for clients with complex needs.

Paul Messina is a financial advisor at Alexander Capital Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management since 2018. Prior to this, he worked at Alexander Capital, LP beginning in 2015. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and manages discretionary accounts with both long- and short-term trading strategies.

Henry Renard is a financial advisor at Corient with five years of industry experience. He has been with Corient and its affiliated entities since 2023, and prior to that, he worked at Inverness Counsel, Inc. for 48 years. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Giuseppe Leone is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and four years of industry experience. His prior roles include positions at Infinex Investments, Apple Bank, Ameriprise Financial, and Yotel New York. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments via the CAIS platform. The firm’s advisory services are primarily delivered through a network of investment adviser representatives who provide both discretionary and non-discretionary portfolio management solutions.