Logan Snodgrass is an advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at firms including Slack, Peacock, and Hulu. Outside of his advisory role, Snodgrass is involved in private equity through Cameron Financial Holdings, LLC, and holds executive roles in retail advisory and digital marketing consultancies. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, employing diversified asset allocation strategies and a range of portfolio management platforms.

John Spinelli is a CFP® professional with 26 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He also has a background as a CPA with over 30 years of experience leading his own CPA practice, John P Spinelli, CPA, which provides accounting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, managing portfolios for both short-term and long-term objectives while integrating retirement-plan and benefits services.

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined Modera in 2026 and previously worked in retail and apparel companies including PVH and The Gap. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation and combines investment management with in-house accounting, tax services, and business coaching.

Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.

Michael Demkiw is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked with Third Tier Wealth Management LLC and Third Tier Advisors since 2012. Outside of his advisory roles, he is involved in fixed insurance sales as an insurance agent. Lifeworks Advisors serves a diverse group of individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based approach to portfolio construction, using diversified funds, third-party managers, and quantitative models, while maintaining closer operational ties to tax and accounting services than many peers.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.

Eric Kesselman is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all with Maxim Financial Advisors and its affiliate Maxim Group LLC. Outside of his advisory role, he spends time creating games and books. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm uses a variety of investment vehicles and analytical methods and serves both individual and institutional clients, including other investment advisers and government entities.

Angelo Lekanides is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses multiple investment vehicles and analytical methods, serves both retail and institutional clients, and manages assets through various programs and external sub-managers.

Matthew Harris is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at MAI Capital Management, Marcum Wealth, Raymond James Financial, and Charles Schwab, among others. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, typically long-term investment strategies and offers services through tiered models, incorporating a broad set of investment options and fiduciary retirement plan services.

Frank Maniscalco is a financial advisor at Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Maxim Group LLC since 2010. 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 retirement accounts. The firm uses various investment vehicles and analytical methods, serving both retail and institutional clients with tailored portfolio management and asset allocation strategies.

Robert Reilly is a financial advisor at B. Riley Wealth Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, having previously worked at B. Riley Securities since 2015. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves around 16,821 clients through about 274 advisors. The firm offers a range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Tsewang Nyendak is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation for 18 years. Nyendak also works as an insurance agent outside of his advisory role. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and due diligence processes in its investment approach.

Thomas Ausfahl is a CFP® with 15 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. He previously worked at Greystone Wealth Advisors LLC for 11 years. Ausfahl holds leadership roles as Secretary and Membership Director for the Financial Planning Association’s Greater Hudson Valley Chapter. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Matthew Compton is a financial advisor with Alera Investment Advisors, LLC, holding Series 65 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Aurora Private Wealth, APW Capital, Principal Securities, and Principal Life Insurance Company. Outside of his advisory work, he serves as Director of Retirement Services at Brio Financial Services, overseeing corporate retirement plan business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms alongside comprehensive advisory and retirement-plan services.

Adam Stanley is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He has been with Aspiriant, LLC since 2012, currently based in New York, NY. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs a customized investment approach utilizing internal Capital Market Expectations and diverse implementation options, with distinctive family office capabilities and an affiliation with Strategic Planning Law Group, PC.

Kelly Lynch Moloney is a CFP® and Series 65 registered financial advisor at Palisade Capital Management, LP with five years of industry experience. She has worked at Palisade since 2025 and previously spent time with Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across multiple strategies and serves as a sub-adviser to mutual funds and collective investment trusts.

Richard Backer is a CPA with over 20 years of industry experience, currently serving as an advisor at Apella Wealth. He has held roles at Park Piedmont Advisors and runs his own accounting practice, Richard A. Backer, CPA, P.C., where he spends a significant portion of his time. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering investment management, financial planning, and consulting services. The firm utilizes a model-driven, quantitative investment approach featuring factor-oriented equity strategies and integrates multiple third-party technologies to support client solutions.

Anthony Isola is a financial advisor at Ritholtz Wealth Management in New York, NY, holding a Series 65 credential with 11 years at the firm and five years of industry experience. He is also a writer and blogger for TeachableMoment/Teacher Money Matters, contributing about five hours per month. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments.

Gustave Scacco is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He previously worked for ten years at Hudson Valley Investment Advisors, Inc. Scacco holds the Series 63 designation. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, employing both top-down and bottom-up investment analysis across equity, fixed income, and tactical approaches.

Lynn Williams is a CFP® with 36 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. His prior experience includes roles at Securities America Advisors, Securities Service Network, and Williams Capital Corporation. Outside of financial advising, he is an attorney handling estate planning and probate matters, owns a tax preparation and planning business, and teaches Zumba and group fitness classes. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management, as well as integrated retirement plan consulting and administration.