Stephanie Spies is a CFP® and Series 65-registered advisor with seven years of industry experience. She has worked at Modera Wealth Management, LLC since 2017 and previously spent one year at Ela Financial Group. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation using Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.

John Voigt Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. He also provides fixed insurance advice in addition to his financial advisory services. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models with a focus on discretionary portfolio management and uses technology tools to support client service and recordkeeping.

Gonzalo Segnini is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, he serves on the board of trustees for The Cushman School and is involved with an art gallery business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and offers a broad range of planning topics without providing security-specific investment recommendations.

Richard Wright Jr. is a CFP® professional with 36 years of experience in the financial services industry. He currently works at OnePoint BFG Wealth Partners and has held previous roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, managing the majority of client assets on a discretionary basis with formal monitoring and rebalancing processes.

George Mcauliffe III is a financial advisor at Tocqueville Asset Management LP with 22 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 1998. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base that includes individuals, high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various equity and fixed-income strategies.

Lawrence Bogar is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Advisory Services Network since 2018. He previously worked at Wunderlich Securities, Inc. from 2016 to 2017. Outside of advising, he serves in leadership roles with the Exit Planning Institute and the National Association of Estate Planners and Councils, including committee and board positions focused on business succession and exit planning. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored investment strategies across a broad range of asset classes.

Vincent Sellecchia is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of his advisory role, he is the owner of Compass One LLC, a real estate holding company. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach, with portfolio management organized by independent investment teams.

Michael Brodie is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisors Capital Management since 2014. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers customized private accounts and model separate-account and ETF strategies, combining macroeconomic analysis with fundamental, quantitative, and qualitative research.

Robert Peyreigne is a financial advisor at Jefferies Investment Advisers LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley. Peyreigne has been with Jefferies Investment Advisers LLC since 2023 and has also held roles at Leucadia Asset Management LLC and Jefferies LLC since 2016. Jefferies Investment Advisers LLC provides fee-based financial planning services to a wide range of clients, including individuals, trusts, estates, and charitable organizations. The firm offers a collaborative and customized planning process that covers topics such as tax and estate planning, executive compensation, and philanthropic planning, using third-party software and Monte Carlo simulations to support goal-oriented financial strategies.

Mercedes Garcia Ayuso is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She previously worked at Citigroup Global Markets for 18 years. Outside of financial services, she holds a 30% ownership stake in a small retail clothing family business based in Madrid, Spain. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. Their investment approach includes global asset classes and emerging-market exposures, with options for discretionary and non-discretionary management.

Brooke Hardiman is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Private Advisor Group and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a variety of portfolio management models and integrates technology and operational outsourcing into its service delivery.

Michael Shimkin is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 65 and Series 66 licenses and previously worked for Bank of America Private Bank for ten years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model with oversight from an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.

Evangelos Moros is a financial advisor at Jefferies Investment Advisers LLC in New York, NY. He holds Series 65 and Series 63 licenses and has been with Jefferies since 2025. His prior experience includes roles at Deloitte LLP and Platia LLC, as well as positions in education at The University of Oklahoma, Liberty High School, and Vandeventer Middle School. 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 financial planning software to model probability-based outcomes, focusing on fiduciary planning separated from implementation and execution.

Nancy Lu is a financial advisor at Jefferies Investment Advisers LLC with experience at prominent firms including The Carlyle Group and Prudential Financial. She holds a Series 66 designation and has a background that includes roles at several asset management and financial services firms. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and Monte Carlo simulations to help clients evaluate probability-based financial outcomes.

Ryan Curran is a CFP® and Series 66-registered advisor at OnePoint BFG Wealth Partners with four years of industry experience. Prior to joining the firm, he worked at Bank of America and Merrill. Ryan has a background that includes experience at Rutgers University and service at Rockaway River Country Club. OnePoint BFG Wealth Partners serves a broad client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides customized financial planning and wealth management through a combination of proprietary models, third-party managers, and custodian platforms.

William Thomson is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes extensive tenures at TFS Securities, Inc. and Fortune Financial Services, Inc., among others. Thomson also sells and services flood insurance policies through the National Flood Insurance Program. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with a tailored approach using a mix of fundamental, technical, and cyclical analysis and offers both discretionary portfolio management and standalone financial planning.

Yechiel Roth is a CFP® and PFS™ credentialed advisor at Archer Investment Corporation with one year of industry experience. He has owned and operated YH Roth CPA PC since 2013, providing accounting and tax services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes customized portfolio management based on comprehensive financial assessments and diversified allocations across multiple asset classes.

David Mandelbaum is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bleakley Financial Group, Private Advisor Group, and Omega Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Kenneth Robinson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with SAX Wealth Advisors, LLC since 2024, following a 19-year tenure at Practical Financial Planning Inc, formerly known as The Kenneth Robinson Co. SAX Wealth Advisors provides comprehensive financial planning, investment management, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Odette Aguila Chacon is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Chacon is an owner of OCR Group, Inc. and ROKL Enterprises Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized and collaborative planning process.