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.

Adam Cornwall is a financial advisor at Circle Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Wells Fargo and the Canadian Imperial Bank of Commerce. His background also includes work at Pond Lehocky, LLP and academic experience at Carnegie Mellon University. Circle Wealth Management, LLC provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with approximately $50 million in investable assets and offers tailored investment strategies supported by proprietary due diligence and comprehensive reporting.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.

John Petrides is a financial advisor at Tocqueville Asset Management LP with six years of industry experience. He has been with Tocqueville since 2019 and previously worked at Point View Wealth Management from 2015 to 2019. He holds Series 63 and Series 65 licenses. Tocqueville Asset Management 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, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Mathew Shaggura is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Jefferies LLC, and Leucadia Asset Management LLC. Outside of his advisory role, he is involved in banquet and catering services on a part-time basis. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized, collaborative planning process that addresses a wide range of topics including tax, estate, and executive compensation planning.

Christopher Martin is a CFA® charterholder with 11 years of industry experience. He is currently with Jefferies Investment Advisers LLC, having joined in 2023. His prior experience includes roles at JPMorgan Chase and Rochdale Investment Management. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and uses third-party financial planning software to support scenario analysis and goal-based recommendations.

Deborah Ryan is a financial advisor at Ingalls Investment Management, LLC with seven years of industry experience. She has been with Ingalls Investment Management since 2026 and previously worked at Ingalls & Snyder LLC beginning in 2017. Prior to her finance career, she worked at Hunter Steak House from 2015 to 2017. Ingalls Investment Management provides 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 manages accounts using fundamental, technical, and cyclical analysis, offering strategies that range from long-term equity holdings to option writing and short-term trading.

Lester Kuan is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that includes balance sheet and cash flow reviews, tax and estate planning, executive compensation analysis, and philanthropic planning.

William Salotto is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He previously worked at Morgan Stanley and Brown Brothers Harriman. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers customized, collaborative planning that includes a variety of topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its process.

Eduard Kazatsky is a Series 66-licensed financial advisor at Kingswood Wealth Advisors, LLC with four years of industry experience. He has held roles at Kingswood Capital Partners and Benchmark Investments, Inc., among others. Outside of his advisory work, he is the managing member of Martin-Kazatsky Motors, LLC, which involves race car ownership and operations. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm delivers investment advice on both discretionary and non-discretionary bases, employing an open-architecture platform and integrating insurance-linked account management through affiliated entities.

Jacob Saxton is a financial advisor with Advisors Capital Management, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with customized private accounts, model strategies, and a self-directed brokerage solution, managing over $8 billion in discretionary assets across a broad range of equity and fixed-income approaches.

Dennis Mikhno is a financial advisor at Cantor Fitzgerald Investment Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Citadel Securities Americas LLC, Morgan Stanley & Co. LLC, and Barclays Capital Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios utilizing a process of asset allocation, portfolio construction, and rebalancing, and manages fixed-income and equity strategies across various registered investment companies and private pooled funds.

Barbara Doran is a financial advisor with Spire Wealth Management, LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Spire Investment Partners since 2018 and previously at Yorkbridge Wealth Partners, LLC. Outside of advisory work, she serves as Treasurer and Finance Committee Chair of the Explorers Club, an international nonprofit focused on field exploration, and holds volunteer finance roles with Penn State University as an Emeritus Trustee and the Catwalk Art Residency. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets across advisor-led and model portfolio solutions that combine discretionary and non-discretionary strategies.

David Perez is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aegis Capital Corp. during two periods totaling 12 years, as well as at Joseph Gunnar & Co., LLC for three years. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes a client-directed approach to portfolio management.

Noah Maman is a financial advisor at B. Riley Wealth Advisors, Inc., holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. He is involved in non-investment activities related to consulting with tax clients interested in wealth management or financial planning across multiple locations. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a variety of programs including Advisor-as-Portfolio-Manager services, third-party managed strategies via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in assets through a team of about 173 advisors.

Yael Weston is a financial advisor at Ingalls Investment Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Ingalls and its affiliated firm, Ingalls & Snyder LLC, since 2011. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs varied asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and private investment partnerships.

Alicia Denton is a CFP® with five years of industry experience, currently serving as an advisor at Robertson Stephens. Her prior experience includes roles at Evergreen Gavekal and Hall Capital Partners. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services including tax and estate planning.

Robert Shapiro is a financial advisor at Cannell & Spears LLC based in New York, NY, with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach focused on proprietary fundamental research and concentrated security selection.

Noah Harris is a CFA® charterholder with seven years of industry experience. He currently works at J. Safra Asset Management Corporation and has previously been employed at Suntrust Advisory Services, Inc. Noah holds a Series 63 registration and is based in New York City. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and other institutions. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing both third-party managers and direct advisory services.

Daniel Sexton is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at firms including U.S. Capital Wealth Advisors, Pinnacle Private Wealth, Beaumont Financial Partners, and Fidelity Brokerage Services. In addition to his advisory role, he is a registered insurance agent involved in fixed insurance and annuity contracts. 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, utilizing a combination of internal management, third-party relationships, and tailored asset-allocation strategies.