Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and AXA Advisors. Christina is also an owner and advisor at Alphera Wealth Advisors, LLC, where she provides wealth advisory services. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, managing approximately $14.4 billion in client assets.

Seth Hofstetter is a financial advisor with Copper Financial in New York, NY, holding a Series 66 license and six years of industry experience. His career includes roles at Copper Financial Network LLC, United Nations Federal Credit Union, and Prudential Insurance Company of America. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Henry Ellis is a CFP® with seven years of industry experience, currently advising at Maridea Wealth Management in Brooklyn, NY. He previously worked at OneDigital Investment Advisors and M Holdings Securities, among other firms. Outside of financial advising, he consults independently on AI-enabled digital marketing for sales professionals in non-financial industries. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team, managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and incorporates AI tools under human oversight to support its investment and administrative processes.

Richard Petrosky is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has previously worked at various HSBC entities for over a decade and currently serves as Regional Market Executive and Executive Vice President at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a range of investment vehicles and third-party managers, with approximately $784 million in assets under management as of December 31, 2025.

Jonathan Koumas is an Investment Consultant at Fidelity Investments, where he has worked since 2025. He focuses on building lasting client relationships through attentive listening and purposeful planning. Jonathan aims to simplify complex financial matters and provide clear guidance to help clients make confident decisions. His professional experience includes roles as a Financial Representative at Fidelity Investments from 2024 to 2025, and at Northwestern Mutual from 2023 to 2024. Jonathan is committed to delivering thoughtful and transparent service tailored to each client's individual journey. Outside of his professional work, Jonathan enjoys cooking and baking, fitness, football, golf, social events with friends, and volunteering.

Eric Cohen is a financial advisor at StoneX Advisors Inc. in New York, NY, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX and its affiliates since 2015, with prior experience at New England Securities from 2002 to 2015. Outside of his advisory role, Cohen is an independent insurance agent and serves as a trustee for a life insurance trust. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and third-party managers to offer both discretionary and non-discretionary solutions tailored to client needs.

Nicholas Kong is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at City National Rochdale from 2015 to 2019 and has been with City National Bank since 2019. Outside of his advisory role, he serves on the Associate Board of Directors for the charitable foundation Summer Search, where he participates in fundraising, board meetings, and mentoring students. 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 offers financial planning and portfolio management with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a larger financial services group that includes banking, trust, municipal advisory, and brokerage activities.

Renat Mamashev is a financial advisor with Cyndeo Wealth Partners, holding a Series 65 license and bringing two years of industry experience. He is also CEO and Athletes Agent at Bridge Sports & Entertainment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion, using customized portfolios that incorporate firm-developed models, third-party managers, and a broad range of investment instruments.

Ira Menkes is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. He has been with B. Riley Wealth Management since 2015 and transitioned to B. Riley Wealth Advisors in 2022. Outside of his advisory work, he serves as a director on the Congregation Emanu-El Men's Club Board, organizing seminars and charitable events. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Justin Rabinowitz is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Maxim Financial Advisors since 2007 and has been associated with Maxim Group LLC since 2003. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, with assets under management totaling over $386 million as of December 2024.

H. Toner III is a financial advisor with Ingalls Investment Management, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at First Republic Securities Co for 15 years and is currently a Managing Director at Trainer Wortham, a subsidiary of First Republic Bank. Toner’s career includes roles at multiple affiliated entities under First Republic Bank’s common control. 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, managing accounts primarily on a discretionary basis with strategies ranging from long-term equity holdings to option writing and private placements.

Daniel Abbasi is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation with six years at the firm and a total of ten years in the industry. His prior experience includes roles at GameChange Capital LLC and Fletcher Knight Inc. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long time horizons and fundamental stock research, offering equity and balanced portfolio strategies, including a distinct Sustainable Equity program with an environmental value filter.

Barry Ritholtz is a financial advisor with Ritholtz Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Ritholtz Wealth Management since 2013. Outside of advisory work, he is a self-employed writer and regular contributor to multiple media outlets. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, utilizing a goal-based investment approach that incorporates diversified, low-cost ETFs and behavioral-finance principles alongside tactical overlays and alternative investments.

James Besaw is a CFA® charterholder with 18 years of industry experience. He is a principal and the Chief Investment Officer at Gentrust, where he has worked since 2011, and also maintains a role at Old City Securities LLC. Besaw is involved with Catenary Asset Management, an affiliate of Gentrust that focuses on alternative investments. Gentrust provides wealth management, investment management, financial planning, consulting, and concierge services to high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in regulatory assets and employs a multi-team approach that combines fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Patricia Serafin is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Maxim Financial Advisors and its affiliate Maxim Group LLC since 2007. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, and manages assets totaling over $386 million as of December 31, 2024.

Joseph Delasho is a CFP® with seven years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill. He is based in New York, NY. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs model portfolios, third-party strategies, and AI-assisted tools for portfolio management.

Michael O'Connor is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill and Bank of America. Outside of advisory work, he is a registered insurance agent, selling and servicing fixed insurance and annuity products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of financial planning and portfolio management services, combining internal management, third-party models, and tailored asset allocation to meet client objectives.

Fan Chen is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at Murdock Capital Partners Corp, Four Points Capital Partners LLC, Bio Pharmaceuticals, Inc, WestPark Capital Inc., and China Ginseng Holdings, Inc. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, retirement accounts, sovereign wealth funds, and municipal governments. The firm’s representatives tailor advice based on client interviews and utilize various investment strategies and platforms, combining individual management styles with third-party research.

Brian Cummins is a CFP® professional with four years of industry experience, currently serving at Joel Isaacson & Co., LLC. He has been with the firm since 2007. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8.04 billion in assets and provides services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Abhishek Vakil is a financial advisor at Perennial Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase for nine years before joining Perennial and LPL Financial in 2025. Outside of advisory work, he is involved with Perennial Investment Advisors, LLC, an independent registered investment advisor firm. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities while combining ERISA retirement plan consulting with licensed insurance activities.