William Markel is a CFP® with 45 years of experience in the financial industry. He is currently with Snowden Capital Advisors LLC and has previously worked at Bank of America and Merrill. Outside of his advisory role, he manages a sailboat charter business through an LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and employs a broad range of investment tools, including mutual funds, ETFs, alternatives, and derivatives.

Ricardo Krulig Gelman is a financial advisor at Jefferies Investment Advisers LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Jefferies LLC since 2017 and HSBC from 2010 to 2017. 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 planning process covering a range of topics, including tax and estate planning, executive compensation, and philanthropic planning, and uses third-party software and probabilistic modeling to support financial plan development.

David Simon is a CFP® with 26 years of industry experience, currently serving as an advisor at Arax Advisory Partners since 2025. He is also president of SimonDavis, Inc., an insurance wholesale brokerage agency he founded in 2004. His prior roles include positions at SRS Capital Advisors, U.S. Allianz Securities, and Equitable Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both in-house teams and external managers across traditional and alternative investments.

Frank Calabrese is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, a firm offering investment and advisory services, and also acts as an agent for disability income insurance. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios combined with outside managers, and tailors strategies based on client objectives and risk tolerance.

Gabriel Tishelman is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and is currently employed at Jefferies Investment Advisers LLC and Jefferies LLC. His prior experience includes roles at Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Charles Schwab & Co., Inc. Outside of his advisory work, he tutors students in CFA subjects through an online platform. 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 and uses third-party software and Monte Carlo simulations to support goal-based financial planning.

Robert Russak is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill, Morgan Stanley, and Wells Fargo Clearing. Since 2025, he has been with Snowden Lane Partners, part of Snowden Capital Advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios, often utilizing third-party managers while maintaining client oversight.

Mike Toledo is a financial advisor at Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Chase Investment Services Corp. Toledo serves as president of his condominium board, dedicating time to building upkeep matters without compensation. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, combining multi-team scale with institutional capabilities and frequent use of third-party managers.

Jeanne Weaver is a CFP® and ChFC® with 41 years of industry experience, currently serving at NPA Asset Management, LLC since 2015. She holds Series 63 and Series 65 licenses and has experience placing life insurance, annuities, and fixed insurance products through independent broker services. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Matthew Miller is a financial advisor at Aegis Capital Corp. in Portland, OR, with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Aegis since 2015. Outside of advisory work, he is the managing member of Broadway Group LLC, a business involved with office expenses. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services along with financial planning and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Frank Fava is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining Vanderbilt in 2021, he worked at Westport Capital Markets, LLC for seven years. Outside of his advisory role, he is involved in a golf clothing manufacturing business, F-Squared Golf. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that integrates strategic asset allocation and multiple analytical approaches.

Anthony Megaro is a financial advisor at NPA Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Planning Associates, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he has developed a renewable energy device powered by water, for which he holds a patent. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a multi-team of 51 advisors. The firm manages over $1 billion in assets and offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, securities, and insurance products.

Kristopher Giordano is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. He holds a Series 66 designation and has worked at Jefferies LLC, Leucadia Asset Management LLC, HSBC Private Bank, and Fidelity Investments. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm offers a collaborative, customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning using third-party financial planning software.

Nicholas Attard is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc., Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Commonfund Securities, Inc. He serves as Treasurer and board member of the Bartlett Arboretum and Gardens and is a committee member for the Old Colony YMCA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent and offers discretionary account management via sub-advisor RBC Rochdale.

Timothy Erb is a financial advisor at Allen Investment Management, LLC with 15 years of industry experience. He has been with Allen Investment Management since 2016 and holds the Series 63 designation. Outside of his advisory role, Erb serves on the Investment Committee for The HOPE Program and is a trustee for LaSalle College High School. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs across several asset classes and emphasizes manager due diligence and thematic equity strategies.

Eric Bicknese is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2010. Outside of his advisory role, he is involved in real estate sales, referring clients to brokers and acting as a point of contact. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory and reporting responsibilities.

Steven Goode is a CFA® charterholder and financial advisor at Arax Advisory Partners in New York, NY, with two years of industry experience. He previously worked at GFP Private Wealth/Logix for three years and was self-employed for seven years prior to that. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, model portfolios, and alternative investments.

Elizabeth Tavel is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Morgan Stanley. Tavel is also the founder of Tavel Financial, a business focused on business development. 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 offers a range of portfolio management and financial planning services with an emphasis on international investing and manages both discretionary and non-discretionary accounts.

Gregory Cho is a financial advisor at Jefferies Investment Advisers LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Leucadia Asset Management prior to joining Jefferies. Outside of his advisory role, Cho is the founder and president of SafetyPlus, Inc., a manufacturer and distributor of personal protection equipment, where he oversees financials and major business decisions. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities through a customized, collaborative planning process. The firm offers a range of planning topics and uses third-party financial planning software and probabilistic modeling to assist clients in decision-making.

Rodman Moorhead IV is a financial advisor at Tocqueville Asset Management LP with five years of industry experience. He has been with Tocqueville Asset Management since 2008. Tocqueville Asset Management L.P. is a registered investment adviser managing over $10 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple strategies.

Joseph Ghio is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has six years of industry experience. Ghio has been with Williams Jones Wealth Management since 2019, following roles at Williams, Jones & Associates, LLC and William O'Neil + Company IA. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth families, and institutional investors. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, often constructing concentrated portfolios of about 30 positions.