Alex Rusinowitz is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 14 years of industry experience. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group. Rusinowitz is also associated with Monogram Wealth Partners, an entity involved in investment-related activities. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and combines fundamental, technical, and cyclical investment analysis methods.

Jake Given is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Ernst & Young. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

James Culp III is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related entities since 2022. Prior to that, he spent 11 years with National Asset Management, Inc. and National Securities Corp. Outside of his advisory role, he provides consulting services to help individuals and families organize their financial accounts and assets related to estate matters. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended investments.

Panagiotis Ermogenous is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including CitiGroup, Wells Fargo Clearing, Capital One Advisors, and JP Morgan. He has been with Santander Securities and Santander Bank since 2023. 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, utilizing a managed-account platform with third-party investment managers and discretionary account management.

Julia Bialek is a CFP®-designated financial advisor with BakerAvenue in New York, NY, and has four years of industry experience. She has worked at BakerAvenue Asset Management since 2020 and previously spent four years at CISA. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, generally on a discretionary basis. The firm offers multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and includes services such as tax and estate planning, philanthropy, and trustee oversight.

Edward Spiegel is a financial advisor at Wedbush Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including E*TRADE Capital Management and Banc of America Investment Services. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of services including discretionary and non-discretionary portfolio management, wealth management, fixed income, commodities, and capital markets.

Ronald Orr is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds the Series 63 designation and has worked at A.G.P. since 2021. His prior experience includes roles at Aegis Capital Corp and Oppenheimer & Co. A.G.P. / Alliance Global Partners is a multi-team registered investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment model that combines internally managed strategies with co- and sub-advisory relationships across discretionary and non-discretionary mandates.

John Buser Jr. is a financial advisor at The Pinnacle Financial Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sequent Planning, LPL Financial, J.P. Morgan Securities, and Chase Investment Services. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a range of clients including individuals, trusts, charitable organizations, and business entities. The firm uses an investment approach based on documented client objectives and fundamental analysis, managing portfolios with a mix of mutual funds, equities, bonds, ETFs, and alternative investments.

Gregg Buxton is a CFP®-credentialed financial advisor with 36 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has been affiliated with LPL Financial since 2016. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, supporting a network of approximately 190 advisors.

Sion Harari is a Series 65 credentialed advisor at J. Safra Asset Management Corporation with three years of industry experience. Before joining J. Safra, Harari spent time in academia and took two sabbaticals. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental analysis, macroeconomic assessment, and tactical positioning, using both model-driven managed accounts and direct advisory services.

Renee Willett is a financial advisor at The Pinnacle Financial Group with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at LPL Financial LLC, Neuberger Berman, Watermill Institutional Trading, and LWPARTNERS. Outside of finance, she has experience as a performer in comedy and holds a real estate agent license. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement for each client and applies fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Kimberly Quintero is a Series 66-licensed financial advisor at Ingalls Investment Management, LLC with 16 years of industry experience. She has held roles at Ingalls & Snyder LLC and First Republic Securities Company, as well as First Republic Investment Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a wide range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various strategies from long-term equity holdings to short-term trading and alternative investments.

Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.

Anshul Sharma is a financial advisor at Savvy with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for 19 years. In addition to his advisory role, Sharma serves as an adjunct professor at Stevens Institute of Technology, teaching Quantitative Hedge Fund Strategies. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

David Peltz is a CFP® professional with four years of experience, currently working at Joel Isaacson & Co., LLC in New York, NY. He has been with the firm since 2003. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily 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 and offers services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Stephanie Hensen is a financial advisor at Joel Isaacson & Co., LLC with four years of industry experience. She has been with the firm since 2009. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8 billion in assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Darren Castillo is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for seven years and has been with the Flagstar organization since 2023. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporations. The firm manages portfolios on a discretionary basis and utilizes third-party managers and Envestnet PMC for due diligence and recommendations.

Andrew Hoffman is a Certified Financial Planner® with 19 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at HSBC Private Bank. Based in New York, NY, he holds Series 63 and Series 66 licenses. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Peter Costa is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Santander Bank, Capital One Investing, and Legend Securities. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in assets across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving individual investors, ERISA and IRA accounts, and institutional clients.

Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.