Alexsandro Ingargiola is a financial advisor with First Citizens Investor Services, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at First Republic Bank and First Republic Securities Company, LLC. He is also involved with SVB Wealth, an affiliated investment advisory firm, where he meets with clients to discuss investment capabilities. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a mix of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware services. Its affiliation with a bank holding company offers integrated banking resources and operational relationships that distinguish it from many independent RIAs.

Joseph Daneshgar is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, since 2015. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a broad range of clients, including individuals, trusts, estates, and institutional entities. The firm’s representatives customize advice based on client interviews and employ a variety of investment strategies incorporating mutual funds, ETFs, equities, fixed income, options, and active reallocation.

William Vaughan is a financial advisor at Ritholtz Wealth Management with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Corient Services LLC, CIPW Service Company, RegentAtlantic, and NFL Films. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, managing approximately $9.4 billion in assets through both advisor-led and digital platforms.

Alexandra Panora is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and J.P. Morgan Securities prior to joining Insigneo in 2021. Alexandra has full ownership of AEGA21 LLC, a non-securities pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized allocations alongside firm-modeled portfolios, utilizing a range of investment strategies and third-party research to manage portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Dylan Hallard is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Webull Financial and UBS Financial Services. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a customized planning process utilizing third-party software and probability-based analyses, focusing on a broad range of financial planning topics while maintaining a separation between fiduciary planning and implementation services.

Maria Govea is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Outside of her advisory role, she is involved in a family-owned Italian kitchen cabinet import business as a partner. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning and uses third-party software and simulations to illustrate financial outcomes.

Dylan Kluender is a financial advisor at Ritholtz Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ritholtz in 2019, he worked at Ameriprise Financial Services and Kennan Ash, LLC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments, and offers digital platforms for model portfolio management and risk profiling.

Jeffery Jones is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Halliday Financial, LLC since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across around 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Ava Steiner is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. She holds a Series 66 designation and has prior work experience at Jefferies LLC as well as involvement with The College of New Jersey Football Program. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized, collaborative planning process supported by third-party financial planning software and analytical tools.

Lynn Sperandeo is a financial advisor at Wedbush Securities Inc. based in New York, NY, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, Dominick & Dickerman LLC, and Credit Suisse Securities. Outside of his financial career, he serves as a notary public and is a member of the Council of Greenburgh Civic Associations. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and securities lending services. The firm combines portfolio management tailored to client objectives with operational capabilities including custodial, clearing, and prime services.

Jarita Liang is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Jefferies LLC, J.P. Morgan Securities, Moelis & Company LLC, and Goldman Sachs. Jefferies Investment Advisers LLC offers 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 supported by third-party software and statistical analysis tools to assist clients with a range of financial planning needs.

Edward Bonner is a financial advisor at Sprott Asset Management USA Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Sprott Global Resource Investments Ltd. since 2021. Outside of his advisory role, Bonner contributes as a blogger for BitClout – Father Ocean. Sprott Asset Management USA, Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on natural-resource and precious-metals businesses through bottom-up, value-oriented analysis. The firm offers tailored portfolios, including actively managed and index-based ETFs, and has the capability to manage physical-commodities funds, a distinguishing feature among similarly sized advisory firms.

Carly Doshi is a Series 66-credentialed advisor with two years of industry experience, currently with Flagstar Securities, Inc. She has held positions at Flagstar Bank, N.A., HSBC Securities, JPMorgan Chase Bank, and Evercore Wealth Management. Doshi also serves as Chair-Board Member for the Society of Trust and Estate Practitioners. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers.

Luis Tascon is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bancolombia Capital Advisers, Safra National Bank of New York, Raymond James & Associates, and Jefferies LLC. Luis is based in New York, NY. 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 customized, collaborative planning that covers various financial topics and utilizes third-party software to support probability-based outcomes in its analyses.

Daniel Wetchler is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and previously worked at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm follows a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, trusts, and corporations.

Nelson Crane is a financial advisor at Ritholtz Wealth Management in New York, NY, with three years of industry experience. He previously worked at The Vanguard Group for three years and has held various roles in education and other sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through a goal-based investment approach that incorporates behavioral finance principles and diversified low-cost ETFs, complemented by digital platforms for model portfolio implementation and management.

Sarah Silverio is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She currently works at NewEdge Wealth and previously held roles 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 including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets.

Pooran Sharma is a financial advisor at Stephens in New York, NY, holding the CFA® designation and Series 63 license with five years of industry experience. His prior roles include positions at ICR and Epoch Investment Partners before joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and public entities, offering a range of financial planning, portfolio management, and alternative investment solutions. The firm combines bottom-up security selection with top-down fixed-income management through multiple sponsored programs and committees.

William Phelan is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 14 years before joining Flagstar Advisors and later Flagstar Securities. Outside of finance, he is the president and sole owner of WGPhelan Fine Art Photography LLC, a business focused on retailing his own photographs. 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 approximately $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, and operates as a wholly owned non-bank subsidiary of Flagstar Bank.

Robert Ford is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Maxim Financial Advisors since 2017 and with 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 range of clients including individuals, trusts, estates, corporations, and institutional entities. The firm utilizes various investment vehicles and analytical methods, offering tailored advice and portfolio management through multiple account structures and programs.