David Taylor is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics tailored to individual client portfolios.

John Bruce is a CFA® charterholder with 39 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 36 years at Flippin, Bruce & Porter, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a three-step approach to ETF model portfolios involving asset allocation, portfolio construction, and periodic rebalancing, and manages various registered investment companies and private funds.

Brennen Ramos is a CFP® with nine years of industry experience, currently serving at Root Financial Partners. His prior roles include positions at Commonwealth Financial Network, Longwave Financial, Lazard Asset Management, Bank of America, and Merrill. Ramos also worked at Rutgers University and co-managed WestRock Indoor Sports and Entertainment during earlier years. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm favors broadly diversified, passive allocations using index funds and ETFs, with tailored portfolios and access to specialized strategies for clients with complex needs.

Richard Lovett is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and with 20 years of industry experience. He worked at RBC Capital Markets Corporation for 12 years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.

Thomas Metzger is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Wells Fargo Advisors. Citizens Private Wealth, LLC serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative investment research.

Laurence Golding is a financial advisor at Carret Asset Management, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret Asset Management since 2007. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment strategies based on fundamental research and employs various techniques such as long and short positions, options, and leveraged ETFs, managing accounts primarily on a discretionary basis.

Richard Dimaggio is a financial advisor with TSA Management Inc in Glen Head, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with HRC Services, Inc. since 1995. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions, managing approximately $1.479 billion for about 2,566 clients. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, combining in-house management with third-party managers across discretionary and non-discretionary accounts.

Russell Stoever is a financial advisor at Crews & Associates, Inc. with 50 years of industry experience. He has held positions at Stoever Glass Wealth Management and Stoever, Glass & Company Inc. for over five decades. Stoever also serves as a director of Tridan Corp., an investment company, where he contributes to investment strategy quarterly. Crews & Associates provides investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance company clients. The firm offers non-discretionary separately managed accounts and model portfolios using a variety of investment vehicles and employs a quantified risk-tolerance process to align client allocations.

Denis Moynihan is a financial advisor with Tsa Management Inc, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at HRC Services, Inc. since 1993 and HRC Financial Planners since 1985. Outside of his advisory work, he is a partner in two non-investment-related real estate holding companies. 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 blend of fundamental, qualitative, and technical analysis, managing a broad mix of securities with a focus on dividend-paying equities and diversified model allocations.

Michael Nelson is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. He holds the Series 63 designation and has been with Ingalls Investment Management since 2026, following over a decade at Ingalls & Snyder LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a variety of clients including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies from long-term equity holdings to short-term trading and option writing.

Arturo Padilla is a CFA® charterholder with 17 years of industry experience, currently with Jefferies Investment Advisers LLC since 2023. He has also worked at Jefferies LLC and HSBC Securities (USA) Inc., including HSBC Private Bank. Outside of his advisory role, he is a supporter of an athletic equipment import and e-commerce business owned by his spouse. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm follows a customized, collaborative planning process utilizing third-party software and offers a broad range of planning topics without providing security-specific investment recommendations.

Mathew Carrion is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. Outside of advising, he is also an accountant at Carrion, Do Carmo & Co, where his responsibilities include training, management, taxes, and review. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Christopher Stone is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and Winslow, Evans & Crocker, Inc. Stone serves on the co-op board for Appleby Arms Owners Corp in New York. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm provides a range of services including advisory programs, financial planning, retirement solutions, and access to third-party managers, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

Justin Waterman is a financial advisor at NewEdge Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as 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 proprietary investment solutions.

Adam Cornwall is a financial advisor at Circle Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Wells Fargo and the Canadian Imperial Bank of Commerce. His background also includes work at Pond Lehocky, LLP and academic experience at Carnegie Mellon University. Circle Wealth Management, LLC provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with approximately $50 million in investable assets and offers tailored investment strategies supported by proprietary due diligence and comprehensive reporting.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.

David Baum is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds a Series 63 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Massachusetts Mutual Life Insurance Company. His other business activity includes the occasional sale of fixed insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

John Petrides is a financial advisor at Tocqueville Asset Management LP with six years of industry experience. He has been with Tocqueville since 2019 and previously worked at Point View Wealth Management from 2015 to 2019. He holds Series 63 and Series 65 licenses. 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, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Rohan Mathew is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and experience at several financial firms, including Glenmede Trust Company, Goldman Sachs, and JP Morgan. His background also includes roles at Marlette Funding and academic positions at Drexel University and Central High School. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a large client base through a combination of direct advisory and sub-advisory relationships.