Robert Sechan II is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and Mid Atlantic Capital Corporation. Outside of his advisory role, Sechan serves on the boards of Technosoft Corporation and Portfolios with Purpose, and he is a co-founder and committee member of Bitmine Immersion Technologies, Inc. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary investment solutions, and technology tools—including AI-assisted analytics—integrated with adviser judgment and oversight.

Paul Ackerley is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory services and mutual fund management.

Altin Tirana is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Gladstone in 2020. Outside of his advisory role, he is the managing partner of Altin Tirana LLC, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Jane Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63, 65, and 66 designations and 26 years of industry experience. She has been with Aegis Capital Corp. since 2012 and also works with Milton Skinner LLC since 2010. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple programs with a focus on non-discretionary advisory relationships.

Franklyn Collymore is a financial advisor at Jefferies Investment Advisers LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Jefferies LLC since 2018, with prior experience at Leucadia Asset Management LLC 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 a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Jean Pier Suarez is a financial advisor at A.G.P. / Alliance Global Partners with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Spartan Capital. Suarez is also the owner and managing member of Suarez Advisory & Holdings, LLC, an investment-related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and manages portfolios using a mix of discretionary and non-discretionary strategies.

Jonathan Lucente is a financial advisor at Citizens Private Wealth with eight years of industry experience. He has previously worked at HSBC Bank and Signature Securities Group, among others. Lucente holds Series 63 and Series 66 designations. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and a range of institutional clients. The firm uses a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Pedro Ramirez Jr. is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2009. Outside of his advisory role, he is also an insurance producer with Belpointe Insurance, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives.

Daniel Gwizdak is a CFP® with 18 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has previously worked at Creative Financial Planning, Inc. and Commonwealth Financial Network. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios based on individual objectives and risk tolerance, and utilizes independent managers or turnkey asset management programs when appropriate.

Avi Deutsch is a Series 65-licensed financial advisor at Robertson Stephens Wealth Management with eight years of industry experience. He has worked at Robertson Stephens since 2022 and previously held roles at Vodia Ventures II, Vodia Capital, and Lavan Inc. Outside of his advisory work, he is a partner at TDO Capital, a real estate investment firm involved in commercial real estate transactions in the New York area. Robertson Stephens Wealth Management provides investment advisory services to individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, and access to public and private funds. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

John Hodgson is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 63 and Series 66 designations and two years of industry experience. His career includes roles at Franklin Distributors, LLC, Putnam Investments, and several educational institutions. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm is notable for its scalable advisor platform and integration of third-party managed options and model-provider arrangements.

Philip Winters is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Alexander Capital Wealth Management LLC and Alexander Capital LP since 2012 and has also worked at Morgan Stanley Smith Barney since 2010. 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 uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Jonathan Siegel is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds a Series 63 designation and previously worked at Stifel for 18 years before joining his current firm in 2025. Based in New York, NY, he is part of a multi-team platform serving a diverse client base. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services across its multi-team platform.

Thomas Savino is a financial advisor at Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 credential and has recently begun his career in the financial industry, joining Jefferies LLC in 2024. Prior to this, he was involved in a family landscaping business for five years. 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 range of planning topics through a customized, collaborative process supported by third-party financial planning software and probability-based outcome analyses.

Marc Shapiro is a financial advisor at Palisade Capital Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services 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 and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Peter Knapp is a financial advisor at Capital Analysts with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked previously at Lincoln Investment, Cadaret Grant & Co., Inc., and Guardian Life. Outside of his advisory role, he is a member and owner of Westchester Financial Partners LLC, an insurance sales and service business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Michael Herron is a financial advisor at Citizens Private Wealth with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Citizens Private Wealth, he worked at several firms including J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and a variety of institutional clients. The firm offers customized investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional advisory services including tax, estate, and business consulting tailored to multigenerational and closely held business matters.

Nicholas Henderson is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Linqto Investment Management, LLC, Linqto Capital, LLC, and Linqto, Inc. in various roles. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a customized planning process that includes balance sheet reviews, tax and estate planning, and philanthropic planning. The firm uses third-party software and probabilistic modeling to support its collaborative recommendations while maintaining a separation between fiduciary planning and implementation.

Anneke Niemira is a financial advisor at NewEdge Wealth with a Series 65 designation and two years of industry experience. Her prior roles include positions at Chevy Chase Trust Company, Hawthorn, PNC Family Wealth, and U.S. Trust, Bank of America Private Bank. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that incorporates asset allocation, investor behavior, and a combination of model strategies, third-party managers, and proprietary solutions.

Laurie Goodman is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Leucadia Asset Management LLC, and Jefferies LLC. She serves on the advisory boards of Two Sigma Venn Organization and Johns Hopkins University’s Center for Financial Economics, providing guidance on product development and academic program needs. Jefferies Investment Advisers LLC offers fee-based financial planning services to a range of clients including individuals, trusts, and charitable organizations, using a customized, collaborative process supported by third-party planning software and scenario analysis.