Megan Tom is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC, where she has worked since 2015 through its various business phases. Megan is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, with capabilities in active management, tax-aware strategies, and access to private funds.

Guy Riegel is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and over 44 years of industry experience. He has been associated with Ingalls & Snyder, LLC since 1982 and joined Ingalls Investment Management in 2026. Riegel serves as the trustee of several family and friends' trusts and manages the estate planning entity Pakeen LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, and other clients. The firm employs varied asset-management styles and offers services including financial planning, third-party manager selection, and portfolio consulting across multiple investment strategies.

Keith Lester is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Inc. and Ethos Technologies. Outside of his advisory work, he is involved in a personal business conducting streaming on Twitch. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm offers advisory services including financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and select individual securities, combined with technology and operational support for other advisers.

David Maldonado is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Gradient Advisors, LLC since 2021 and previously spent three years at AE Wealth Management, LLC and two years at Gebhardt Group Inc. Maldonado is also the owner of Income Harbor Wealth Management and Income Harbor Financial Group, where he provides financial planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing approximately $289 million in assets and administering about $1.10 billion.

Frank Malpigli is a financial advisor at Savvy with 44 years of industry experience. He holds the Series 63 designation and has worked at Savvy since 2023, following six years at LPL Financial. In addition to his advisory role, he owns Malpigli & Associates Insurance Agency, Inc., an insurance business he has operated since 2010. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans with options for active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Monica Pyryt is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at OnePoint BFG Wealth Partners and has held prior roles at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Wells Fargo Clearing. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies using a combination of proprietary models, third-party managers, and custodian platforms.

Max Wilson is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® designation and has 19 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Wilson is the sole owner of Three23 LLC, a business entity formed for investment-related purposes. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology integration for operational support.

Christian Martin is a CFA® charterholder with two years of industry experience. He has worked at Andersen Tax LLC since 2014. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, integrating these with tax, valuation, and other advisory services.

Paulo Aguilar is a financial advisor with Arkadios Wealth Advisors holding Series 65 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Inland Securities Corporation, Bluerock Capital Markets, and Revitate, LLC. He also provides real estate advisory and consulting services through Wealthstone Group, offering guidance on market trends, investment analysis, and transaction assistance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans that incorporate fundamental, technical, and cyclical analysis across various managed account platforms and third-party managers.

Theodore Mcdonagh is a financial advisor at Ashton Thomas Securities, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates. Outside of his advisory role, he serves on the Board of Trustees for Seton Hall Prep. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across 2,281 clients through a team of 18 advisors and offers various investment programs, including wrap and non-wrap options, model portfolios, and third-party sub-advisory arrangements.

William Jones, Jr. Jr. is a financial advisor at Williams Jones Wealth Management, LLC with 22 years of industry experience. He has worked at Williams Jones Wealth Management since 2019 and previously spent 31 years at Williams, Jones & Associates, LLC. Williams Jones Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth families, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active intermediate-term fixed-income management, typically constructing concentrated portfolios of about 30 positions.

Tatiane Maeda Pascoal is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. She holds a Series 66 designation and has seven years of industry experience, including eight years at Citigroup and recent roles at Jefferies LLC and LPL Enterprise 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 emphasizes a customized and collaborative planning process using third-party software and scenario analysis, focusing on comprehensive financial planning rather than security-specific investment recommendations.

Geoffrey Hulme is an advisor at Ingalls Investment Management, LLC with six years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Steel Valley Advisors LLC, Gerber, LLC, Innoviva Inc., and NCT Ventures. Ingalls Investment Management provides discretionary and non‑discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies from long-term equity holdings to option writing and short-term trading.

Denis O'kane II is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 2009. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with Series 63 and Series 65 credentials and four years of industry experience. He has been with Hennion & Walsh since 2022 and has prior experience at Kreative Displays and as a full-time student. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients, employing a range of investment strategies across multiple asset classes through a team of 73 advisors.

Shaiza Rizavi is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. She has been with the firm since 1996. Rizavi serves on the boards of Columbia Business School and Vanderbilt University, and is involved with the Tamer Institute for Social Enterprise as well as the Beaverkill Valley Land Trust. She is also co-owner of a regenerative organic farm. Gilder Gagnon Howe & Co. LLC 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 focused primarily on stocks, combining fundamental and technical research.

Paul Benziger Jr. is a financial advisor at 1919 Investment Counsel, LLC in New York, NY, with 37 years of industry experience. He has been with 1919 Investment Counsel since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm specializes in customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a variety of other financial services.

Michael Cally is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Velocity Capital, LLC and Jefferies LLC. Outside of finance, he has experience working in the hospitality sector at Jake's Bar and Grill. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process utilizing third-party software and offers a broad range of planning topics including tax, estate, and philanthropic planning.

Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Roosevelt Investment Group and Unified Financial Securities. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining macroeconomic and security-level analysis across various asset classes.

Salvatore Renzo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at A.G.P. since 2019 and concurrently at Aegis Capital Corp since 2014. Renzo is president of RS Unlimited dba The Reliance Group, where he manages day-to-day activities. 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 through a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial planning, and a range of investment programs including model portfolios and separately managed accounts.