Ashok Chachra is a financial advisor with Allen Investment Management, LLC in New York, NY, with five years of industry experience and sixteen years at his current firm. 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 through discretionary and non-discretionary management agreements, emphasizing manager due diligence across a range of long-only equity and thematic strategies.

Roman Yakubov is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Citigroup, TD Ameritrade, and Scottrade. Outside of his advisory work, he volunteers as an EMT with the Morganville First Aid and Rescue Squad. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages discretionary accounts using a range of investment vehicles and employs a platform for due diligence and manager selection.

Paula Gaibor is a Series 66-registered financial advisor with seven years of industry experience. She currently works at Snowden Capital Advisors LLC and Snowden Account Services since 2022. Her prior experience includes roles at Morgan Stanley and Merrill, as well as four years at the University of Miami. 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, employing a multi-team approach combined with institutional capabilities and frequent use of third-party managers.

Yan Agrachev is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Santander Bank, NA since 2006 and held prior roles at Essex National Securities, LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based planning, and access to securities-based lending and insurance products.

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eversource in 2024, he worked at Equitable Advisors and operated Nelson Financial Services. Since 2023, he has also been an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and institutional clients through a national network of investment advisor representatives, offering wealth management, financial planning, investment advisory, and consulting services. The firm employs multiple investment programs and conducts operational and investment due diligence, including on private market funds, and manages private pooled investments alongside advisory services.

Rebecca Jin is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at JPMorgan Chase Bank NA and its affiliated entities for five years before joining Arete Wealth Management and Golub Capital in 2025. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and conducting ongoing account monitoring.

Charles Frentz is a CFA® charterholder currently with Douglass Winthrop Advisors LLC, where he has worked since 2026. He previously worked at Frentz O'Donnell Investments Limited from 2022 to 2026 and at Tree Line Advisors from 2013 to 2022. Douglass Winthrop Advisors provides customized investment management primarily for individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term horizons and fundamental stock research, offering equity and balanced portfolio strategies including a distinct Sustainable Equity program with an environmental value filter.

William Ketterer is a CFA® charterholder with 17 years of industry experience. He currently serves as an advisor at Cantor Fitzgerald Investment Advisors and has held roles at Cantor Fitzgerald & Co. and Smith Group Asset Management over the past 17 years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs a three-step process for ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation, utilizing primarily index-based ETFs for diversification.

Joseph Shalom is a financial advisor at The Partners Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of his advisory role, Joseph operates a travel agency where he researches and books hotel accommodations for clients. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers a combination of customized portfolios and model-based management, utilizing both internally developed and third-party investment models and managers.

Amanda Parness is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Kidron Capital Securities LLC, Spring Advisory Services, Caisse de Dépôt du Québec, Goldpoint Partners LLC, and NYLIFE Distributors LLC. Outside of her advisory work, she serves as Treasurer for the Columbia Jewish Alumni Association and is a member of the strategic advisory board for Vintage Investment Partners, a venture capital fund of funds based in Israel. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized and collaborative planning process that covers a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning. The firm uses third-party software and probabilistic modeling tools to support financial planning, maintaining a distinct separation between fiduciary planning roles and implementation services.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Joseph Cutler is a financial advisor with Arete Wealth Advisors, LLC, based in Jersey City, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Hudson Point Capital. Arete Wealth Advisors 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its advisory approach.

Priscilla Vultaggio is a financial advisor at StoneX Advisors Inc. in New York, NY, holding Series 65 and Series 63 licenses with 13 years of industry experience. She has worked at StoneX Advisors since 2021 and previously held roles at Millennial Advisers, LLC and Allied Millennial Partners, LLC. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a range of account structures and model-based solutions. The firm uses various platforms and third-party managers to implement its strategies and operates as part of the broader StoneX Group with integrated clearing and custody capabilities.

Deven Markase is a financial advisor at Gilder Gagnon Howe & Co. LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Outside of finance, Markase is a self-employed DJ and music producer, performing at venues and producing music. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Daniel Bauers is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering multiple program structures and retirement plan ERISA fiduciary services.

James Thatcher is a financial advisor with Ingalls Investment Management, LLC and holds a Series 66 designation. He has 15 years of industry experience, including 16 years at Ingalls & Snyder LLC. Outside of his advisory role, he serves as a trustee for four family trusts and one friend trust. 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 offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Wayne Reisner is a financial advisor at Carret Asset Management, LLC with 21 years of industry experience. He holds the Series 65 designation and has been with Carret since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, using a variety of techniques such as long and short positions, options, and leveraged ETFs.

Nicholas Theocharopoulos is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jefferies and Morgan Stanley. 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, collaborative planning process covering various topics such as tax and estate planning, executive compensation, and philanthropic planning.

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Allen Sista is a CFA® charterholder affiliated with RMR Wealth Builders, Inc. He has seven years of industry experience, including previous roles at Meteora Capital and independent advisory work. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, sub-advisory roles, and educational seminars, with a range of traditional and specialist investment strategies.