Anna Seckular is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and 26 years of industry experience. She previously worked at Citigroup Global Markets for 18 years and spent time with Mercer Advisors before joining Flagstar. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and organizations. The firm manages assets on a discretionary basis using documented strategies and allocates among mutual funds, ETFs, alternative investments, and third-party managers.

Michael Bermingham is a Series 63–licensed advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, with 13 years of industry experience. He has been with the firm since 2012. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion.

David Carter is a CFA charterholder with nine years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. He previously worked at J.J. Burns & Company, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire / Lenox Wealth Advisors LLC. B. Riley Wealth Advisors provides investment advice and portfolio management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed strategies via Envestnet, proprietary W.I.S.D.M. models, financial planning, and retirement solutions, managing approximately $4.21 billion in assets across about 173 advisors.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Qing Yin is a financial advisor at Jefferies Investment Advisers LLC with credentials including Series 65, Series 63, and Series 66. Yin has one year of industry experience and has previously worked at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a collaborative and customized planning process that covers a wide range of financial topics.

Michael Schmatz is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Snowden Lane Partners since 2020. Prior to that, he was employed at Bank of America, N.A. and Merrill, with overlapping tenures from 2006 to 2020. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and financial and estate planning, employing both discretionary and non-discretionary approaches with a focus on customized model portfolios and third-party manager oversight.

David Shafranek is a financial advisor with Prospera Financial Services, Inc. in Livingston, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory role, he serves as the executor of an estate, managing asset distribution to family members and charities. Prospera Financial Services is a multi-team firm overseeing approximately $14.4 billion in client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to various advisory programs through both proprietary and third-party platforms.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios using third-party models, mutual funds, ETFs, individual equities, and fixed income, with a notable specialization in pension transfer services for U.K. expatriates.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.

Michael Delfino is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with five years of industry experience. He has been with Pinnacle Associates since 2005. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities and custom allocations for non-institutional clients.

David Mazzullo is a financial advisor at Cannell & Spears LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JonesTrading for over two decades. Outside of his advisory role, he is a part-owner of several businesses related to Hotel Dylan and non-investment real estate ventures. Cannell & Spears LLC provides discretionary portfolio management and financial planning to a diverse set of clients, including individuals, trusts, and tax-exempt organizations. The firm employs a long-term, value-oriented approach grounded in proprietary fundamental research and offers tailored asset allocation that may include illiquid securities and private placements.

Stuart Conley is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is a founding partner of Hyperion Wealth Advisors LLC and serves as a board officer and temporary president of a residential cooperative in New York City. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James Fields is a financial advisor at Klingenstein Fields Advisors with five years of industry experience. He has worked at Klingenstein Fields in various entities since 2011. Since 2017, he has served as a director involved with Wealth PFM, LLC, advising on software strategy and capital raising. Klingenstein Fields Advisors manages approximately $4.7 billion for individuals, high-net-worth families, trusts, and institutional clients, including endowments and nonprofit organizations. The firm employs a team-based fundamental research approach combining a core equity model portfolio with an open-architecture asset allocation framework.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Matthew Ruffalo is a CFP®, CFA®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Citizens Private Wealth in Tarrytown, NY, where he has worked since 2015. Prior to that, he was employed at Morgan Stanley from 2010 to 2013. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside services such as tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Harold Kalkstein is a financial advisor with Latitude Advisors, LLC in New York, NY, holding a Series 63 credential and over 43 years of industry experience. He has been with Latitude Advisors since 2014 and has a background that includes long-term involvement with Personnel Resources Consultants and Benefits Dynamics. Outside of his advisory work, Kalkstein owns and operates businesses in property and casualty insurance, meeting planning services, and marine accessories. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority on third-party model implementations.

Brian Schwartz is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His prior roles include positions at Signature Securities Group Corp. and HSBC, among others. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages roughly $784 million in discretionary assets and offers wealth management, a Managed Account Program, and retirement plan consulting, using a discretionary approach with documented Investment Policy Statements and diversified allocations including third-party managers.

David Gao is a financial advisor at Savvy with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Campbell Wealth Management and United Capital Management. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.

Bryan Pinedo is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Optima Fund Management, and Cerulli Associates. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a collaborative, customized planning process using third-party software and scenario analysis to support goal-based financial planning.