Joshua Brown is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ritholtz since 2013. Brown is also a contributor to CNBC's Fast Money and serves on advisory boards for several investment-related firms, including Osprey Funds LLC and Vestwell Holdings, Inc., as well as being a writer and blogger for reformedbroker.com. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Salvatore Benigno is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Private Advisor Group, and Wells Fargo Advisors. OnePoint BFG Wealth Partners delivers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models and third-party managers, managing most client assets on a discretionary basis.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

Gyssel Materon Arboleda is a financial advisor at Santander Securities LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Santander Securities and Santander Bank since 2018. Outside of finance, he operates G.Materon Photography LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across some 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Eric Passin is a financial advisor at Savvy with 33 years of industry experience, holding Series 63 and Series 66 licenses. His prior roles include positions at Farther Finance Advisors and Prudential Insurance Company of America. Outside of his advisory work, he is an insurance agent affiliated with DPL Financial Partners. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, providing a range of investment and financial planning services. The firm customizes investment plans based on client objectives and employs a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware strategies, and specialized sub-adviser solutions.

Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Ryan Schoeffield is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Hennion & Walsh since 2016. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across various asset classes and offers both discretionary and non-discretionary management, with multiple program options including wrap-fee and personalized UMA programs.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background, having worked at The O'Reilly Law Firm PLLC and LoPresti & O'Reilly LLP. Outside of advising, he owns Summit Estate Planning Group, PLLC, a law firm focused on estate planning and trust administration. Integrity Advisory Solutions serves individual, high-net-worth, trust, estate, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and uses various analytical and asset-allocation strategies supported by multiple third-party platforms.

Brett Sonzogni is a financial advisor with Siebert AdvisorNXT, LLC. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Muriel Siebert & Co., Revere Securities LLC, Empower Private Wealth, and B. Riley Wealth Advisors. Outside of finance, he is CEO of Social Sound Club LLC, a music production and entertainment company. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities, utilizing a web-based platform that incorporates Modern Portfolio Theory and access to third-party managers. The firm offers both discretionary and non-discretionary portfolio management with a focus on low-cost ETFs, mutual funds, and Independent Managers, alongside specialized strategies such as a covered-call transition approach.

Travis Anderson is a financial advisor at Gilder Gagnon Howe & Co. LLC with 47 years of industry experience. He has been with Gilder Gagnon Howe since 1977. Anderson serves as a member of the board of trustees and chairman of the finance committee for the American Battlefield Trust, a charitable organization focused on preserving historic battlefields. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and institutional clients. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research across separately managed accounts and retirement wrap programs.

John Pawlik is a financial advisor at Beacon Trust with 16 years of industry experience. He holds the Series 65 designation and has worked at Lassus Wherley since 2000. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and a proprietary mutual fund focused on capital preservation and appreciation.

John Moran is a financial advisor at Siebert AdvisorNXT, LLC., holding a Series 66 designation with three years of industry experience. His prior roles include positions at Muriel Siebert and Co. LLC, Millennial Advisers LLC, Allied Millennial Partners, NYLIFE Securities LLC, and New York Life Insurance. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its AdvisorNXT web-based platform, offering automated portfolio construction based on Modern Portfolio Theory, managed programs including asset allocation and specialty strategies, and access to third-party managers.

Kevin Kreuzer is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include work with Purshe Kaplan Sterling Investments and several Summit entities, including Summit Risk Management, Inc., where he sells insurance products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

David Scheidel is a PFS™ credentialed advisor with 22 years of industry experience, currently serving at Sierra Financial Advisors, LLC since 2006. He has held concurrent roles at SAX Wealth Advisors, LLC and SAX Advisory Group since 2026, and maintains involvement in his CPA firm, Scheidel & Sullivan CPA, LLC, as well as other business ventures dating back over two decades. Sierra Financial Advisors provides personalized financial planning and fee-only investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm delivers primarily non-discretionary advice using a mix of fundamental and technical analysis, managing portfolios that include mutual funds and individual securities, and maintains an affiliation with an accounting firm while keeping advisory services distinct.

Emmett Newton III is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 17 years. Outside of his advisory role, he serves as a notary in Denville, NJ. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Colin Mc Donald is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. His prior work includes roles at Muriel Siebert & Co., Inc., Cushman & Wakefield, and CBRE. Outside of advisory services, he is involved in a family real estate business where he manages tenant relations and markets rental units. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its web-based wealth management platform, incorporating algorithmic portfolio construction and access to third-party managers. The firm offers both discretionary and non-discretionary account management with a focus on low-cost ETFs, mutual funds, and specialty strategies.

James Cantela is a CFP® with 14 years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Investment Services, having previously worked at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a range of plan administration, recordkeeping, education, and advisory services delivered through their Guided Pathways program. The firm utilizes Morningstar Investment Management for its investment advice and model portfolios and supports more than 40,000 participants through a multi-team advisory structure.

Matthew Pascarella is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2020, following seven years at Founders Financial Securities, LLC. Outside of his advisory role, he serves as a director at Woods End Merchants Services, LLC, a merchant services firm. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors and serves individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Thomas Klingman is a financial advisor with Klingman and Associates, LLC, holding a Series 63 designation and 13 years of industry experience. He has been with Klingman and Associates since 2012 and previously worked at Raymond James Financial Services from 2012 to 2020. Klingman is also licensed as a non-variable insurance agent and engages in insurance sales. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets and employs a disciplined investment process grounded in Modern Portfolio Theory, utilizing a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Arash Ganjian is a financial advisor at Gilder Gagnon Howe & Co. LLC with 19 years of industry experience. He has been with the firm since 2004. Ganjian holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management 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 and manages both wrap-fee retirement programs and transaction-based non-retirement accounts.