John McDermott is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Laidlaw & Company, Bank of America, Merrill, and U. S. Capital Wealth Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management while utilizing performance-based fee arrangements and a combination of internal and external asset management strategies.

Ian Dietz is a financial advisor at A.G.P. / Alliance Global Partners with 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in New York, NY. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and access to third-party managers, with a focus on international investing through strategies that combine macro themes with security selection.

Adam Venokur is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He is currently with Aprio Wealth Management, LLC and its affiliated entities, where he has worked since 2021. Prior to that, he held roles at Tarlow & Co., CPA, and Equitable Advisors. He is also a partner at Aprio Advisory Group, a CPA advisory services firm. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside various portfolio management techniques and coordinates tax and accounting referrals with an affiliated CPA firm.

Nick Son is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Aegis Capital Corp. Outside of advisory work, he provides fixed insurance products as an insurance agent. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution beyond standard advisory offerings.

Robert Sherman is a CFP® and PFS™ credentialed advisor with six years of industry experience. He has worked at several firms, including Gerstein Fisher, Boston Private Wealth LLC, SVB Wealth LLC, and currently at F L Putnam Investment Management Co., where he has been since 2023. F L Putnam serves a diverse client base that includes individuals, institutions, and high-net-worth clients, offering a range of investment management and financial planning services. The firm employs a strategic asset allocation framework incorporating both internally managed and third-party strategies across multiple asset classes, and is noted for its management of the AOG Institutional Fund and ownership of Darwin Trust Company.

Michael Bermingham is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, with 12 years of industry experience. He has been with the firm since 2012 and 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 pursues capital appreciation through an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. 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 programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Jennifer Wolf is a financial advisor at Jordan Park Group LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Purshe Kaplan Sterling Investments, Avestar Capital, Bank of America, and Merrill. She is based in New York, NY. Jordan Park Group LLC serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios with discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and integrates ESG considerations and alternative strategies as appropriate.

Jonathan Powell is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Summit Trail Advisors, LLC since 2015 and at Summit Trail Securities, LLC since 2017. Summit Trail Advisors serves a diverse client base including individuals, trusts, business entities, and institutional clients, offering portfolio management, financial planning, and family-office services. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes, using an open-architecture approach with institutional share classes, ETFs, separate accounts, and private funds.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Qing Yin is a financial advisor with Jefferies Investment Advisers LLC holding Series 63, Series 65, and Series 66 licenses and has one year of industry experience. Previously, Yin worked at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that includes topics such as tax and estate planning, executive compensation, and philanthropic planning.

Michael Schmatz is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining Snowden Lane Partners in 2020. Snowden Capital Advisors LLC 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 utilizes a multi-team approach with access to a wide range of investment tools and third-party managers while maintaining oversight and conducting ongoing due diligence.

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting with a focus on both non-high-net-worth and high-net-worth individuals.

Ernest Lubonja is a financial advisor with Santander Securities LLC, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Santander Securities, Santander Bank, and Public Partnerships, LLC, where he also works as a consumer-directed personal assistant. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.

Michael Delfino is a financial advisor at Pinnacle Associates, Ltd. with four years of industry experience. He has been with Pinnacle Associates since 2005. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional investors. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers tailored strategies across equity and balanced portfolios, as well as model management and sub-advisory services for various programs.

David Mazzullo is a financial advisor at Cannell & Spears LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JonesTrading for over two decades. Outside of his advisory role, he is a part-owner of several businesses related to Hotel Dylan and non-investment real estate ventures. Cannell & Spears LLC provides discretionary portfolio management and financial planning to a diverse set of clients, including individuals, trusts, and tax-exempt organizations. The firm employs a long-term, value-oriented approach grounded in proprietary fundamental research and offers tailored asset allocation that may include illiquid securities and private placements.

Stuart Conley is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is a founding partner of Hyperion Wealth Advisors LLC and serves as a board officer and temporary president of a residential cooperative in New York City. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Tony Golden is a financial advisor with Compound Planning, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and Merrill since 2010. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, and alternative strategies, supported by third-party sub-advisors and advanced technology partnerships.

James Fields is a financial advisor at Klingenstein Fields Advisors with six years at the firm and a total of five years of industry experience. He serves as a director representing the firm’s investment in Wealth PFM, LLC, advising on software strategy and capital raising. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and manages both open- and closed-architecture portfolios, including affiliated private funds.