Donald Callahan III is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Hennion & Walsh Asset Management, Inc. and has held roles at JPMorgan Chase Bank and JPMorgan Securities LLC since 2014. Outside of finance, he was involved with The Piano Workshop at Chester for five years. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million across multiple program structures, employing a combination of fundamental and technical analysis with a range of investment strategies and asset classes.

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eversource in 2024, he worked at Equitable Advisors and operated Nelson Financial Services. Since 2023, he has also been an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and institutional clients through a national network of investment advisor representatives, offering wealth management, financial planning, investment advisory, and consulting services. The firm employs multiple investment programs and conducts operational and investment due diligence, including on private market funds, and manages private pooled investments alongside advisory services.

Rebecca Jin is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA and Golub Capital. 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 a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers as part of its offering.

Charles Frentz is a CFA® charterholder currently with Douglass Winthrop Advisors LLC, where he has worked since 2026. He previously worked at Frentz O'Donnell Investments Limited from 2022 to 2026 and at Tree Line Advisors from 2013 to 2022. Douglass Winthrop Advisors provides customized investment management primarily for individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term horizons and fundamental stock research, offering equity and balanced portfolio strategies including a distinct Sustainable Equity program with an environmental value filter.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and with 39 years of industry experience. His prior roles include positions at IAM Advisory LLC, Royal Alliance Associates, INC., Investment Advisors Asset Management, LLC, and Second Opinion Financial Services, LLC. Outside of advising, he is a published financial author and operates a consulting business overseeing equipment financing for a long-haul automobile carrier. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics to align client preferences with long-term strategies, combining passive and active investment management with dynamic rebalancing when appropriate.

William Ketterer is a CFA® charterholder with 17 years of industry experience. He currently serves as an advisor at Cantor Fitzgerald Investment Advisors and has held roles at Cantor Fitzgerald & Co. and Smith Group Asset Management over the past 17 years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs a three-step process for ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation, utilizing primarily index-based ETFs for diversification.

Joseph Shalom is a financial advisor at The Partners Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of his advisory role, Joseph operates a travel agency where he researches and books hotel accommodations for clients. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers a combination of customized portfolios and model-based management, utilizing both internally developed and third-party investment models and managers.

Amanda Parness is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Goldpoint Partners and NYLIFE Distributors. Outside of her advisory role, she serves as treasurer for the Columbia Jewish Alumni Association and is a member of the strategic advisory board for Vintage Investment Partners, a venture capital fund of funds based in Israel. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, and various organizations, employing a customized and collaborative approach that incorporates financial planning software and probability-based scenario analysis to support client goals.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Matthew Ragone is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC in New York, NY. He has previously worked at Bank of America and Merrill, and he owns MRagsTV, an entertainment and gaming streaming business on Twitch, operated outside of business hours. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to model portfolios alongside third-party strategies and tax-aware direct indexing, integrating AI tools to assist in portfolio management.

Francis Lepore is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 66 registrations and having 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Management. Outside of his advisory work, he is also the owner of a restaurant. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Joseph Cutler is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, where he worked for over a decade. Arete Wealth Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model portfolio strategies, uses third-party sub-advisers, and serves as an ERISA fiduciary when applicable.

Priscilla Vultaggio is a financial advisor at StoneX Advisors Inc. in New York, NY, with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at StoneX Advisors and its affiliates since 2020. Her prior experience includes roles at Millennial Advisers, LLC and Allied Millennial Partners, LLC. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party managers across various platforms to deliver tailored investment solutions.

Deven Markase is a financial advisor at Gilder Gagnon Howe & Co. LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Outside of finance, Markase is a self-employed DJ and music producer, performing at venues and producing music. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Daniel Bauers is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas. 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 of 18 advisors across six offices, offering multiple program structures and retirement plan ERISA fiduciary services.

James Thatcher is a financial advisor with Ingalls Investment Management, LLC and holds a Series 66 designation. He has 15 years of industry experience, including 16 years at Ingalls & Snyder LLC. Outside of his advisory role, he serves as a trustee for four family trusts and one friend trust. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Wayne Reisner is a financial advisor at Carret Asset Management, LLC with 21 years of industry experience. He holds the Series 65 designation and has been with Carret since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, using a variety of techniques such as long and short positions, options, and leveraged ETFs.

Nicholas Theocharopoulos is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Morgan Stanley from 2015 to 2023 before joining Jefferies in 2023. Based in New York, NY, he is affiliated with Jefferies Investment Advisers LLC, which provides fee-based financial planning services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs a customized planning process supported by third-party software and scenario analysis to address various financial planning topics.

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Allen Sista is a CFA® charterholder affiliated with RMR Wealth Builders, Inc. He has seven years of industry experience, including previous roles at Meteora Capital and independent advisory work. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, sub-advisory roles, and educational seminars, with a range of traditional and specialist investment strategies.