Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Christopher Buckman is a financial advisor at Jefferies Investment Advisers LLC with eight years of industry experience. He holds Series 63 and 66 licenses and has worked at Jefferies LLC since 2019, with prior roles including positions at Paulson Investment Company and Teamsters Local 817. Outside of finance, he is a member of the Teamsters Local 817 Union, working as a production assistant on television shows, movies, and concerts. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, and corporations. The firm offers a customized, collaborative planning process supported by third-party software and scenario analysis, while maintaining a clear separation between fiduciary planning and implementation roles.

Alice Mclean is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 24 years of industry experience. She has been with Ingalls Investment Management since 2026 and previously with Ingalls & Snyder LLC for 25 years. Outside of her advisory work, she is a group fitness instructor at Club Fit and Town Sports International Holdings. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to short-term trading and option writing.

Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at National Asset Management, National Securities Corporation, Eagles Coast Capital, Guardian Life Insurance, and Park Avenue Securities. 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. The firm employs a multi-team platform with a notable emphasis on international investing and offers a range of portfolio management and financial planning services.

King Harris is a financial advisor at Pinnacle Associates, Ltd. with five years of industry experience. He holds Series 63 and Series 65 licenses and is based in New York, NY. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm emphasizes fundamental, bottom-up analysis with valuation-sensitive, long-term strategies primarily focused on individual equities.

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.

Richard Lovett is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation and Morgan Stanley DW Inc. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, combining discretionary and non-discretionary portfolio management with clearing and prime services.

Laurence Golding is a financial advisor at Carret Asset Management, LLC in New York, NY, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Carret since 2007. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other institutional and advisor clients. The firm emphasizes fundamental research and periodic rebalancing across fixed income, enhanced cash, and large-cap equity strategies, while also managing a registered mutual fund and providing sub-advisory services.

Boyan Doytchinov is a CFP®, CFA®, and Series 63-licensed financial advisor at Savvy with seven years of industry experience. He has worked at several firms including Mark J. Snyder Financial Services, Inc., Osaic Wealth Inc, and Compound Planning. 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 strategies alongside active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

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 and holds the Series 66 designation with 18 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has prior experience at HSBC Private Bank and HSBC Securities (USA) Inc. Outside the financial sector, he is a supporter of RAYFORCE LLC, an athletic equipment import and e-commerce business owned by his wife. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and Monte Carlo simulations, while maintaining a distinct separation between fiduciary planning and implementation.

Michelle Fuccella is an investment advisor representative at Forefront with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Nylife Securities LLC, New York Life Insurance Company, and The Leaders Group Inc. Outside of her advisory role, she assists individuals and couples going through divorce with asset division agreements through her work with Your Divorce Made Simple. Forefront Wealth Partners is a team-based firm serving individual, business owner, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolios guided by client-specific policies and integrates related businesses such as Forefront Insurance Partners and Forefront Tax Partners.

Mathew Carrion is a financial advisor at Latitude Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. In addition to his advisory role, he is an accountant at a full-service accounting firm where he handles training, management, taxes, and review. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services, utilizing valuation-driven and momentum-based multi-asset models combined with continuous portfolio monitoring and rebalancing.

John Donoso is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, Cetera Advisors, and Chase Investment Services. Outside of advising, he is involved in consulting on commercial industrial real estate transactions, focusing on sourcing deals for buyers. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management and financial planning services supported by internal research and multiple third-party asset manager arrangements.

Cristina Pratt is a financial advisor at New Edge Wealth with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. 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, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

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.

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.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. 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, annuity services, and digital-asset management.

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.