Luke Fenker is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Guardian Life and North Florida Financial. Fenker’s background includes four years at Florida State University and five years in secondary education prior to entering finance. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients, including individuals, trusts, and charitable organizations. The firm uses a collaborative planning process supported by third-party software and focuses on customized financial planning without offering security-specific investment recommendations.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.

John Rochford is a financial advisor at Tocqueville Asset Management LP with eight years of industry experience. He holds a Series 66 designation and has worked at Tocqueville since 2019. Prior to this, he held positions at Inverness Counsel LLC, J.P. Morgan Securities Inc., and Chase Investment Services Corp. Tocqueville Asset Management is a registered investment adviser managing over $10 billion in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple asset classes.

Stephanie Fagenson is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and National Securities Corp. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers a variety of portfolio management, financial planning, and advisory services using an open-architecture model that includes both internally managed strategies and sub-advisory relationships.

Paul Kleinschmidt is a financial advisor at Tocqueville Asset Management LP with 15 years of industry experience. He has been with Tocqueville Securities L.P. since 2010 and serves as President, CEO, and Portfolio Manager at Tocqueville Asset Management. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach through multiple specialized investment teams.

Michael Gabay is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY. He holds the Series 66 designation and has experience working at Gilder Gagnon Howe since 2026. His prior positions include roles at Binghamton University and Nationwide Mutual Insurance Company. Gilder Gagnon Howe & Co. provides discretionary portfolio management to 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.

James Fortescue is a financial advisor at Arax Advisory Partners with eight years of industry experience. Prior to joining Arax in 2026, he worked at U.S. Capital Wealth Advisors for eight years and has been associated with Piton Investment Management since 2015. He serves as chairman of the board at Don Bosco Prep School and is a board member of HALO Investing Inc., a technology platform for structured notes. Arax Advisory Partners is a multi-team wealth manager with more than 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation approaches to meet client objectives.

John Sini Jr. is a financial advisor at Douglas C. Lane & Associates with 10 years of industry experience. He has been with the firm since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes customized portfolios with a focus on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

Jennifer Aimone Seiler is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RMR Wealth Builders in 2019, she worked at Calton & Associates, Inc. for 11 years and Cetera Wealth Services, LLC for 5 years. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Eoin Monahan is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Hennion & Walsh since 2006. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs including wrap-fee portfolio management, personalized UMA programs, and managed accounts, employing both fundamental and technical analysis across multiple asset classes.

Jay Shah is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Outside of finance, he is involved with 360EMED LLC, a medical appointment scheduling business, where he serves as a consultant and equity owner. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internal strategies and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement advisory, and brokerage services.

Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Michael Kimble is a CFA® charterholder with 16 years of industry experience. He currently serves at Ingalls Investment Management, LLC and its affiliate Ingalls & Snyder, and has held prior roles at Tsakos Energy Navigation Ltd, Sanctuary Investors, and MacKay Shields LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management strategies ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

Brogan O'Connor is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He joined RMR Wealth Builders, Inc. in 2024 after spending 11 years at Sentinel Benefits & Financial Group. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Emanuel Weintraub is a CFA® charterholder with five years of industry experience. He is currently with Cannell & Spears LLC and has prior experience at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, operating within a multi-team structure of about 17 advisors.

John Winthrop is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and serves as a director of Groton Land Co. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts, emphasizing all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income.

Salvatore Benigno is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LPL Financial, and Private Advisor Group. 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 uses a mix of third-party managers, custodian platforms, and proprietary models to create client-specific portfolios and integrates technology and operational outsourcing into its service model.

Alexandra Chan is a financial advisor at Snowden Capital Advisors LLC with 13 years of industry experience. She holds a Series 66 credential and has worked at Snowden Lane Partners since 2017 and AllianceBernstein from 2012 to 2017. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, and financial planning services. The firm offers customized portfolios using a range of investment tools and frequently engages third-party managers while maintaining overall client oversight.

Jenna Morr is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2013. Based in New York, she has focused her career at Simon Quick Advisors, a firm that provides wealth management, investment consulting, financial and tax planning, and administrative services to individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients. Simon Quick Advisors employs a diverse investment approach, including allocation among independent managers, mutual funds, ETFs, and affiliated private funds, and integrates tax and back-office services such as tax return preparation and bill-pay.

Joshua Peltz is a CFP® professional with four years of industry experience, currently serving at Joel Isaacson & Co., LLC since 2010. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors, offering services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.