Mary Clare Bohn is a financial advisor at SVB Wealth with two years of industry experience. She holds a Series 65 designation and has previously worked at KLS Professional Advisors Group and SVB Private, a division of Silicon Valley Bank. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank.

Casey Blout is a financial advisor at GenTrust LLC with three years of industry experience. He holds a Series 65 credential and has worked at GenTrust since 2025 and Legacy PCG, LLC since 2022. Prior to his advisory roles, he spent eleven years in education. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions, including sovereign wealth funds. The firm manages approximately $5.2 billion in assets and employs a proprietary approach combining fundamental, technical, and macroeconomic analysis with asset-allocation and risk management strategies.

Darnell Wilson is a financial advisor at Gilder Gagnon Howe & Co. LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Prior to his advisory career, he spent over a decade with Zogsports LLC. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Matthew Gaer is a financial advisor with Aegis Capital Corp. in Boca Raton, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Aegis since 2016 and previously was with Oppenheimer from 2013 to 2016. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency where he serves as a producer/agent. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Ryan Byrne is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding a Series 65 designation with two years of industry experience. He has been with Pinnacle Associates since 2014, serving in his current role since 2024. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity strategies with a long-term orientation and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Robert Campbell is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He serves as Chairman of the Board, as well as Chair of the Audit and Investment Committees, at Enstar, a runoff insurance company. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach and manages both registered investment companies and private pooled funds.

Daniel Goldschmidt is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with 20 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for six years. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Peter Topping is a CFP® and ChFC® with 23 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is involved in marketing securities-based and non-securities-based financial products through Crystal Wealth Management, Inc, and also engages in insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management, managing approximately $1.05 billion across more than 3,200 client accounts.

Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves multiple private pooled investment vehicles for qualified investors.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Safet Musovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His prior experience includes roles at CitiGroup, LPL Financial, Northfield Bank, and Capital One Investing. Outside of his advisory work, he is involved as an owner of a rental property business in Newark, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized implementation process.

Arthur Langhaus is a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. He also serves as a consultant to a select group of ultra-high net worth multi-generational families. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings in its investment approach.

Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cantella & Co., Inc. from 2015 to 2022. He serves as a board member of the North Shore Child and Family Guidance Center. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of investment strategies including separately managed accounts and third-party manager programs.

Christopher Morphy is a Series 65 licensed financial advisor at Tocqueville Asset Management LP with 27 years of industry experience. Prior to joining Tocqueville in 2025, he worked for 18 years at Poplar Forest Capital LLC. Tocqueville Asset Management L.P. provides 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 asset classes and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Donald Wang is a Series 65-licensed advisor at Tocqueville Asset Management LP with four years of industry experience. He has been with Tocqueville since 2009. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management services to a diverse client base, including individual and high-net-worth investors, registered investment companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and manages both separate accounts and pooled vehicles.

Charles Bustin Jr. is a CFA® charterholder with 4 years of industry experience, currently serving as an advisor at Douglas C. Lane & Associates since 2010. He is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for a diverse client base, including high-net-worth individuals, families, trusts, endowments, and institutions. The firm emphasizes proprietary fundamental research and offers customized portfolios focused on individual equity securities and fixed income, alongside financial planning and access to third-party cash, credit, and insurance solutions.

Benjjamin Zales is a financial advisor at Wealth Watch Advisors, INC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Chelsea Financial Services Inc, IP Financial Advisory Services LLC, Innovation Partners LLC, and Voya Financial Advisors. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment methods and offers portfolio management through third-party model managers, financial planning, and consulting services.

Romel Rodriguez is a financial advisor at Jefferies Investment Advisers LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Jefferies since 2023, having previously been with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. Outside of his advisory role, he is the owner of H&2R Group 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 using third-party software and probability-based outcome simulations, while separating its fiduciary planning role from implementation services.

Alan Rothstein is a PFS™ credentialed advisor with 23 years of industry experience. He is currently with Advisory Services Network and has a background that includes over two decades at Asset Strategies, Inc. and a longstanding CPA practice through Rothstein and Company, LLC, where he provides tax preparation and accounting services. Advisory Services Network supports individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through a network of independent advisers. The firm employs a variety of investment strategies and implementation options tailored to client objectives.

Aphrodite Garrison is a financial advisor at Ingalls Investment Management, LLC with 38 years of industry experience. She has worked at Ingalls & Snyder, LLC since 1987 and joined Ingalls Investment Management in 2026. Garrison holds the Series 63 designation. She also serves as a trustee for several friends' trusts, dedicating limited time to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse investment styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and alternative investment vehicles.