Leonard Parisi is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Maxim Group LLC since 2002 and joined Maxim Financial Advisors in 2017. Outside of his advisory role, he owns AR Sports, a company specializing in augmented reality software for fantasy sports. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services to individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm utilizes a variety of investment vehicles and analytical methods, serving a diverse client base that includes institutional investors and referral relationships with third-party managers.

Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. 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 offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Christopher Buckman is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Paulson Investment Company and Leucadia Asset Management LLC. Outside of finance, he is a member of the Teamsters Local 817 Union, working as a production assistant on various television shows, movies, and concerts. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software to address topics such as tax and estate planning, executive compensation, and philanthropic planning.

Alice Mclean is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 24 years of industry experience. She has been with Ingalls Investment Management since 2026 and previously with Ingalls & Snyder LLC for 25 years. Outside of her advisory work, she is a group fitness instructor at Club Fit and Town Sports International Holdings. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to short-term trading and option writing.

Nechemia Vallach is a financial advisor with Alliance Global Partners in New York, NY, holding Series 66 and Series 65 licenses and nine years of industry experience. His work history includes roles at Alliance Global Partners, National Asset Management, and National Securities Corporation, among others. Alliance Global Partners is a multi-team SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage and capital markets capabilities. The firm employs an open-architecture investment approach with an emphasis on international investing and manages both discretionary and non-discretionary strategies through a combination of in-house and third-party managers.

King Harris is a financial advisor at Pinnacle Associates, Ltd. with five years of industry experience. He holds Series 63 and Series 65 licenses and is based in New York, NY. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm emphasizes fundamental, bottom-up analysis with valuation-sensitive, long-term strategies primarily focused on individual equities.

David Taylor is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, with 13 years of industry experience. He has been with Silvercrest since 2012. 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 both discretionary and non-discretionary portfolio management and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics tailored to individual client portfolios.

Georgia Lord is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Spire Wealth Management, LLC and has prior experience at Oppenheimer & Co, Wealthsimple, Morningstar Credit Ratings, and Snelleman Tom Financial Services. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of strategies including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and alternative investments.

John Bruce is a CFA® charterholder with 39 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 36 years at Flippin, Bruce & Porter, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a three-step approach to ETF model portfolios involving asset allocation, portfolio construction, and periodic rebalancing, and manages various registered investment companies and private funds.

Zachary Banks is a financial advisor at Siebert AdvisorNXT, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Muriel Siebert & Co., LLC and LPL Financial. Banks divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both affiliated with Siebert Financial Corporation. Siebert AdvisorNXT provides investment management services primarily to individuals, families, trusts, and business entities through its web-based AdvisorNXT platform. The firm employs an algorithmic approach based on Modern Portfolio Theory to build portfolios of low-cost ETFs and ETNs, offering both discretionary and non-discretionary management along with access to third-party managers and specialty strategies.

Richard Lovett is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and with 20 years of industry experience. He worked at RBC Capital Markets Corporation for 12 years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.

Laurence Golding is a financial advisor at Carret Asset Management, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret Asset Management since 2007. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment strategies based on fundamental research and employs various techniques such as long and short positions, options, and leveraged ETFs, managing accounts primarily on a discretionary basis.

Boyan Doytchinov is a CFP® and CFA® credentialed advisor at Compound Planning, Inc. in New York, NY, with seven years of industry experience. His prior roles include positions at Savvy, Osaic Wealth Inc, Mark J. Snyder Financial Services, Inc., and Altfest Personal Wealth Management. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program (TAMP). The firm emphasizes customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, employing a range of strategies including low-cost ETFs, direct indexing, and specialized alternative investments.

Russell Stoever is a financial advisor at Crews & Associates, Inc. with 50 years of industry experience. He has held positions at Stoever Glass Wealth Management and Stoever, Glass & Company Inc. for over five decades. Stoever also serves as a director of Tridan Corp., an investment company, where he contributes to investment strategy quarterly. Crews & Associates provides investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance company clients. The firm offers non-discretionary separately managed accounts and model portfolios using a variety of investment vehicles and employs a quantified risk-tolerance process to align client allocations.

Michael Nelson is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. He holds the Series 63 designation and has been with Ingalls Investment Management since 2026, following over a decade at Ingalls & Snyder LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a variety of clients including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies from long-term equity holdings to short-term trading and option writing.

Arturo Padilla is a CFA® charterholder with 17 years of industry experience, currently with Jefferies Investment Advisers LLC since 2023. He has also worked at Jefferies LLC and HSBC Securities (USA) Inc., including HSBC Private Bank. Outside of his advisory role, he is a supporter of an athletic equipment import and e-commerce business owned by his spouse. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm follows a customized, collaborative planning process utilizing third-party software and offers a broad range of planning topics without providing security-specific investment recommendations.

Mathew Carrion is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. Outside of advising, he is also an accountant at Carrion, Do Carmo & Co, where his responsibilities include training, management, taxes, and review. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

John Donoso is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Newbridge Financial Services Group Inc., NewBridge Securities Corporation, and Cetera Advisors LLC. Outside of advisory work, he is involved in consulting to facilitate buyer-side commercial and industrial real estate transactions. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and often employs third-party managers, offering both discretionary and non-discretionary account services.

Cristina Pratt is a financial advisor at New Edge Wealth with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Justin Waterman is a financial advisor at NewEdge Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.