Richard Lovett is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation and Morgan Stanley DW Inc. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, combining discretionary and non-discretionary portfolio management with clearing and prime services.

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.

Richard Dimaggio is a financial advisor with TSA Management Inc in Glen Head, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with HRC Services, Inc. since 1995. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions, managing approximately $1.479 billion for about 2,566 clients. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, combining in-house management with third-party managers across discretionary and non-discretionary accounts.

Boyan Doytchinov is a CFP®, CFA®, and Series 63-licensed financial advisor at Savvy with seven years of industry experience. He has worked at several firms including Mark J. Snyder Financial Services, Inc., Osaic Wealth Inc, and Compound Planning. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Denis Moynihan is a financial advisor with Tsa Management Inc, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at HRC Services, Inc. since 1993 and HRC Financial Planners since 1985. Outside of his advisory work, he is a partner in two non-investment-related real estate holding companies. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a blend of fundamental, qualitative, and technical analysis, managing a broad mix of securities with a focus on dividend-paying equities and diversified model 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 four years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. In addition to his advisory role, he is an accountant at a full-service accounting firm where he handles training, management, taxes, and review. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services, utilizing valuation-driven and momentum-based multi-asset models combined with continuous portfolio monitoring and rebalancing.

Christopher Stone is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and Winslow, Evans & Crocker, Inc. Stone serves on the co-op board for Appleby Arms Owners Corp in New York. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm provides a range of services including advisory programs, financial planning, retirement solutions, and access to third-party managers, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

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.

Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.

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.