Catherine Castaldo is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 48 years of industry experience. She has been with Jefferies & Company, Inc. since 2005 and previously worked at Leucadia Asset Management LLC. 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 that includes a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

James Noble is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is affiliated with NPA Asset Management, LLC and Nationwide Planning Associates, Inc., where he has worked for over a decade. In addition to his advisory roles, he serves as a continuing education instructor for CFP ethics and participates in nonprofit financial literacy efforts through the Society of Financial Awareness. Noble is also involved in independent insurance services and assists clients with estate planning implementation. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a network of 51 advisors. The firm manages about $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to a broad range of investment products.

Christopher Michelsen is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2021 before joining B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, he is a part owner of BellaWolf Records LLC, a music business established for his wife’s singing career. B. Riley Wealth Advisors manages approximately $7 billion in client assets and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory programs and investment solutions, utilizing both proprietary models and third-party sub-advisers, with accounts managed on discretionary or non-discretionary bases.

Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.

Dominic Aceto is a CFP® professional at RMR Wealth Builders, Inc. in Montclair, NJ, with seven years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. Dominic is also a member of Wealth Builders Ventures OC, LLC, a holding company involved with an investment in Orange Comet. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement fiduciary services, and specialist advisory options such as annuity management and digital asset programs.

Maxwell Kopelman 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 firms including Raymond James Financial Services and Focus Partners Wealth. Outside of his advisory role, he is employed as a financial advisor with Eagle Rock Wealth and Greenberg and Rapp. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized, collaborative process supported by third-party software and scenario analysis to address comprehensive planning needs.

John Delafield is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and four years of industry experience. He is based in New York, NY. Tocqueville Asset Management L.P. 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 across multiple strategies and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Jonathan Khalavsky is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Prospera Financial Services, Inc., where he has worked since 2024. Prior to that, he spent 12 years at TFS Securities, Inc. and four years at Merrill. Outside of his advisory role, he is involved in health insurance services for business owners. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Marian White is a CFP®-designated financial advisor with 34 years of industry experience, currently with Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, she worked at Lexco Wealth Management, Inc. and National Planning Corp. Outside of her advisory work, she is involved in community activities as a show producer and on-air personality for LMC Public Access TV and serves as a director of the Larchmont Rotary Club. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Cantor Fitzgerald entities since 2015, with prior roles at firms including Realto Securities, Wish Life Consulting, and Patrick Capital Markets. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm employs proprietary ETF model portfolios with a focus on asset allocation and macroeconomic research, managing strategies that include large-cap value, dividend income, and fixed-income investments.

Louis Goldman is a financial advisor at CreativeOne Securities, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Advisors, Inc., American Portfolios Financial Services, and Questar Capital Corporation. Outside of advising, he serves as president of Tax Depot NJ, LLC, and acts as a notary. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Edward Gardner Jr. is an advisor at Apollon Wealth Management, LLC based in New York, NY, holding Series 65 and Series 63 registrations. He has been with Apollon since 2025 and also maintains a role at Cyrus J. Lawrence, LLC since 2015. Prior to Apollon, he worked at Empire Asset Management Company from 2015 to 2018. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance clients, offering financial planning and portfolio management services with an investment approach that combines centrally managed strategies and locally managed portfolios supported by a detailed due diligence process.

Jordan Press is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for over two decades. Jordan holds a Series 65 designation. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers customized, team-based investment management and financial planning, utilizing internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

John Fiorito is a financial advisor at Wealthcare Advisory Partners LLC with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wealthcare Advisory Partners in 2022, he worked at RMR Wealth Management and Dinosaur Financial Group LLC. Fiorito is also involved in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and integrates behavioral economics with fundamental and technical analysis to construct long-term investment portfolios.

Daniel Delmoro is a CFA® charterholder with seven years of industry experience. He has been with Klingman and Associates, LLC since 2015. The firm provides wealth management, financial planning, investment management, and consulting services to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. Klingman manages approximately $5.66 billion in assets for around 700 clients, employing a long-term, diversified investment approach that includes traditional and alternative asset classes.

Kevin Kern is a financial advisor at Advisors Capital Management, LLC with 24 years of industry experience. He has been with Advisors Capital Management since 2004. Kern holds Series 65 and Series 66 credentials. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, combining top-down and bottom-up analysis across various asset classes.

Scott Brown Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2013. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Mark Lange is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial. Outside of advisory services, he is involved in financial education through My Secure Advantage. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.

Dennis Mancuso is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Regulus Financial Group, LLC and has operated fitness and food service businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Michele Cleary is a financial advisor at Cannell & Spears LLC with eight years of industry experience. She holds a Series 63 designation and has worked at Cannell & Spears since 2013, concurrently serving at Foreside Fund Services, LLC since 2017. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.