John Conover is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, since 2012. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a diverse client base including individuals, trusts, corporations, and institutional clients. The firm employs a range of investment vehicles and analytical methods and serves both retail and less common institutional clients such as other investment advisers and government entities.

Nicholas Bozek is a financial advisor with F.L. Putnam Investment Management Co., holding a Series 65 credential and seven years of industry experience. Prior to joining F.L. Putnam in 2019, he worked at Timberland and has a background that includes four years at Rollins College. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and consulting services. The firm employs a strategic asset allocation framework and combines internally managed strategies with third-party managers across multiple asset classes.

Scotty George is a financial advisor at Alexander Capital Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management LLC and its affiliated entity, Alexander Capital L.P., since 2014. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies.

John Ores is a CFA® charterholder and Series 66 licensed financial advisor with nine years of industry experience. He has been with Tocqueville Securities L.P. since 2016, where he currently serves as an Assistant Portfolio Manager. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts, employing a bottom-up, contrarian, value-oriented investment approach across multiple asset classes.

Lori Cohane is a financial advisor at Asset Preservation Advisors, LLC with Series 63 and Series 65 credentials. She has 22 years of prior experience at Credit Suisse Asset Management Securities, Inc. and has been with her current firm since 2024. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering active fixed-income strategies focused on tax-exempt and taxable municipal bond portfolios. The firm manages over $11 billion in assets with a municipal-only investment focus and integrates ESG criteria into its Positive Impact Tax-Exempt Strategy.

Ariel Materin is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bolton Securities Corporation, Bolton Global Capital, and Morgan Stanley in various roles from 2010 to 2025. Outside of his advisory role, he is the sole owner and president of an online tutoring school, mylearninglodge.com. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions that combine adviser-managed accounts with firm-modeled portfolios, utilizing a range of asset classes and strategies.

David Chin is a CFP® professional with 22 years of experience in the financial services industry. He has been affiliated with International Assets Advisory LLC since 2010 and has held roles at Raymond James Financial and related entities since 2008. International Assets Investment Management (IAIM) provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its strategies.

James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a distinctive service mix.

Alina Miska is a financial advisor at Cannell & Spears LLC in New York, NY, holding a Series 63 designation with five years of industry experience. She has worked at Cannell & Spears since 2016 and previously at Foreside Fund Services LLC. Miska serves as a Client Service and Planning Manager, focusing on marketing, financial planning, client reporting, client services, and operations. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on fundamental research and concentrated security selection, customizing asset allocation and security choices to client objectives.

Stephan Wessels is a financial advisor at Vontobel Swiss Financial Advisers with 21 years of industry experience. He previously worked at Deutsche Bank Trust Company Americas and Citigroup. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Owen Pardo is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Shephard Capital Management, LPL Financial, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sapient Capital, Eckrich worked at Bofa Securities, Inc. and Plan Forward. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment process combining fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds and as a sub-advisor to registered ETFs.

Victoria Jung is a CFP® professional with three years of industry experience, currently serving as an advisor at Robertson Stephens. She has held roles at multiple related entities within Robertson Stephens since 2022 and previously worked at CommunityAmerica Financial Solutions, United Nations Federal Credit Union Advisors, and State Farm Mutual Insurance Company. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a rental property management business. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Eli Acevedo is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, J.P. Morgan Securities, and JP Morgan Chase Bank. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing suitability reviews.

Joshua Bergman is a CFA® charterholder with one year of experience in the financial industry. He currently works at Savvy and previously held positions at Allen & Company and Curtis, Mallet-Prevost, Colt & Mosle LLP. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, incorporating third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Joseph Piropato is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 19 years at the firm and four years of industry experience. He holds a Series 63 designation. 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 asset classes and maintains distinct governance and operational practices.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Garrett Wells is a CFP® professional with four years of industry experience, currently serving at Simon Quick Advisors, LLC since 2017. Prior to joining Simon Quick, he worked briefly at First Derivatives in 2017. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services, including proprietary tax reporting tools.