Victoria Ross is a financial advisor at Gilder Gagnon Howe & Co. LLC with 22 years of industry experience. She has been with the firm since 2004 and holds the Series 63 designation. Based in New York, NY, Ross focuses on delivering portfolio management services through her firm. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research.

Glenn Ambach is a CFA® charterholder based in New York, NY, with 18 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2017 and previously held roles at Efficient Market Advisors, Morgan Stanley, FAC Wealth Management, and Ameriprise. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Andres Ricketts is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 credential and has worked previously at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of an electronic device repair LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that incorporates third-party software and scenario analysis to assist clients in a range of financial planning topics.

Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior work includes roles at David Lerner Associates and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution, with a notable emphasis on international investing and management of pooled vehicles.

Aster Getahun is a financial advisor with RMR Wealth Builders, Inc., holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. Prior to joining RMR Wealth Builders in 2020, Aster worked at Calton & Associates, Inc. and has been affiliated with Sidney Finkelstein since 2009. Outside of advisory work, Aster is a partner at Sidney Finkelstein, PA, a public accounting firm, and also owns a business related to insurance products. RMR Wealth Builders is a multi-team SEC-registered advisory firm with 53 advisors managing approximately $2.9 billion. The firm serves individuals, retirement plans, and institutional clients, offering portfolio management, financial planning, fiduciary services, sub-advisory solutions, and educational seminars.

Marc Guido is a financial advisor at RMR Wealth Builders, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Calton & Associates, Inc. Outside of his advisory role, he works as a performance coach and personal trainer and coaches youth hockey. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, and digital-asset management.

Richard Rose is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NPA Asset Management and its affiliated broker-dealer, Nationwide Planning Associates, Inc., since 2010. Outside of his advisory role, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Bernard Picchi is a financial advisor at Palisade Capital Management, LP with 14 years of industry experience. He holds the CFA® designation and a Series 63 license. Since 2009, he has been with Palisade Capital Management and serves as a director and chair of the Compensation and Human Resources Committee on the board of Mercer International, a manufacturing company based in Vancouver, BC. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various equity and convertible bond strategies and also serves as a sub-adviser to mutual funds and a fiduciary to collective investment trusts.

Andrew Shields is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, employing proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs. The firm advises multiple registered investment companies and operates private and public pooled funds across various investment strategies.

Aaron Stone is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. Since 2016, he has been with Snowden Lane Partners. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a multi-team approach with 121 advisors and approximately $8.9 billion in regulatory assets under management.

William Andrews is a Series 66-licensed advisor at RMR Wealth Builders, Inc. with five years of industry experience. Prior to joining RMR Wealth Builders in 2025, he worked at Hightower Advisors for four years and held positions at Farr Miller & Washington, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Kyle Eager is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has eight years of industry experience. His prior roles include positions at HighTower Advisors, UBS Financial Services, and Williams, Jones & Associates. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pension plans, charitable organizations, and corporations. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies, alongside access to alternative investments and affiliated private funds.

Harrison Lindman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 credential and has prior work experience across several organizations, including Florida Gulf Coast University Athletics and The Sagamore Resort. Outside of his advisory role, Lindman is the CEO and founder of Harrison Lindman Golf Services, providing golf instruction. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts, pension plans, and foundations. The firm’s services encompass wealth management, fixed income, commodities, capital markets, and research, with tailored portfolio management strategies and an operational capacity for custodial, clearing, and prime services.

Jason Plawner is a CFA® charterholder affiliated with Wealthcare Advisory Partners LLC. He has nine years of industry experience, including roles at Old City Investment Partners and Weizmann Global Endowment Management Trust. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active strategies with dynamic rebalancing.

William Herrman II is a financial advisor at Cannell & Spears LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Peter B. Cannell & Co., Inc. since 2018, following a 16-year tenure at Bernstein Private Wealth Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Andrew Leventhal is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley Private Bank. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.

Edward Majtenyi is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He has been with RMR Wealth Builders since 1986 and previously worked at Calton & Associates, Inc. for 10 years. Outside of advisory work, he owns HR Ease LLC, a technology company focused on software and services. RMR Wealth Builders is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, and specialized advisory programs including annuity management and digital asset management.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Samuel Baker is a financial advisor with Allen Investment Management, LLC and holds a Series 63 designation. He has 5 years of industry experience and has worked at Allen Investment Management since 2012. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs through discretionary and non-discretionary agreements, focusing on manager due diligence and a range of long-only equity and thematic strategies.