Joseph Shalom is a financial advisor at The Partners Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of his advisory role, Joseph operates a travel agency where he researches and books hotel accommodations for clients. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers a combination of customized portfolios and model-based management, utilizing both internally developed and third-party investment models and managers.

Amanda Parness is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Kidron Capital Securities LLC, Spring Advisory Services, Caisse de Dépôt du Québec, Goldpoint Partners LLC, and NYLIFE Distributors LLC. Outside of her advisory work, she serves as Treasurer for the Columbia Jewish Alumni Association and is a member of the strategic advisory board for Vintage Investment Partners, a venture capital fund of funds based in Israel. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized and collaborative planning process that covers a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning. The firm uses third-party software and probabilistic modeling tools to support financial planning, maintaining a distinct separation between fiduciary planning roles and implementation services.

Joseph Cutler is a financial advisor with Arete Wealth Advisors, LLC, based in Jersey City, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Hudson Point Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its advisory approach.

Priscilla Vultaggio is a financial advisor at StoneX Advisors Inc. in New York, NY, holding Series 65 and Series 63 licenses with 13 years of industry experience. She has worked at StoneX Advisors since 2021 and previously held roles at Millennial Advisers, LLC and Allied Millennial Partners, LLC. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a range of account structures and model-based solutions. The firm uses various platforms and third-party managers to implement its strategies and operates as part of the broader StoneX Group with integrated clearing and custody capabilities.

Deven Markase is a financial advisor at Gilder Gagnon Howe & Co. LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Outside of finance, Markase is a self-employed DJ and music producer, performing at venues and producing music. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Daniel Bauers is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering multiple program structures and retirement plan ERISA fiduciary services.

James Thatcher is a financial advisor with Ingalls Investment Management, LLC and holds a Series 66 designation. He has 15 years of industry experience, including 16 years at Ingalls & Snyder LLC. Outside of his advisory role, he serves as a trustee for four family trusts and one friend trust. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Wayne Reisner is a financial advisor at Carret Asset Management, LLC with 21 years of industry experience. He holds the Series 65 designation and has been with Carret since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, using a variety of techniques such as long and short positions, options, and leveraged ETFs.

Nicholas Theocharopoulos is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jefferies and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering various topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Jordan Price is a financial advisor at Calydon Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Express for three years, along with roles at Indiana University and other firms. Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities focused on dividend-oriented companies, combined with credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

Daniel Bermiss is a financial advisor with Santander Securities LLC in Brooklyn, NY, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, and Santander Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform and operates both as a registered investment adviser and a FINRA-registered broker-dealer.

Alexander Zias is a financial advisor at Flagstar Securities, Inc. in New York, NY, with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Signature Securities, as well as at Rutgers University. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets using a mix of mutual funds, ETFs, alternative investments, and third-party managers, and offers wealth management, a Managed Account Program, and retirement plan consulting.

Marieteo Padiong is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Brighton Jones LLC and has worked there since 2020. Prior to joining Brighton Jones, he held advising and other roles at Utah Valley University and Accuvest Global Advisors. Brighton Jones serves a range of clients including high-net-worth and ultra-high-net-worth families, retirement plan sponsors, and charitable organizations. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary management, family office services, and access to private investment opportunities.

J. Kelly Jr. is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Williams Jones Wealth Management and its predecessor since 2013. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, families, institutions, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios of approximately 30 positions.

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with four years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for twenty years. He also provides trustee services for client trusts. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering a range of investment management and advisory services. The firm employs a team-based approach with customized strategies that integrate internal and third-party management across multiple asset classes.

Cedric Welch is a financial advisor at Gilder, Gagnon, Howe & Co. LLC with five years of industry experience. He has held roles at Gilder, Gagnon, Howe & Co. since 2020 and was previously self-employed from 2018 to 2020. Welch is also the President and CEO of Hip-Hoppreneur, Inc., a consulting firm focused on executive coaching and business strategy. Additionally, he serves as a panelist, curator, and facilitator for events at The Gathering Spot, a private members-only city club for professionals and entrepreneurs. Gilder, Gagnon, Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Brendan Bogart is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is involved in private investment entities including MEL Capital and serves as principal of Bogart Value Partners. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers a range of discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Paul La Rosa is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Maxim Financial Advisors and its broker-dealer affiliate, Maxim Group LLC, 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, corporations, and institutional entities. The firm employs a range of investment vehicles and analytical methods, managing assets through direct management or allocation to multiple account programs.