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.

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.

Mary Bellofatto is a financial advisor at Simplicity Wealth with a Series 65 designation and two years of industry experience. Her work history includes roles at Benefit Providers LLC, Roseland Retirement Planning, and Retire Now LLC, where she is involved in insurance product sales. She also holds a real estate sales role with Blue Line Realty DBA Keller Williams Suburban Realty. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services ranging from financial planning and portfolio management to retirement plan services and a managed account platform, employing a fund-of-funds approach that incorporates ETFs, mutual funds, and individual securities alongside independent managers and various portfolio overlays.

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.

Marc Scudillo is a financial advisor with Prosperity - An EisnerAmper Company, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked at firms including Aurora Private Wealth and EverBank. Outside of his advisory role, he serves as Chief Financial Officer for two software technology companies and is Executive Vice President and a shareholder of an accounting firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, managing approximately $5 billion in client assets, and emphasizes asset allocation and diversification through both discretionary and non-discretionary management strategies often involving third-party independent managers and model portfolios.

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.

Lauren Cecala is a Series 65-licensed advisor at Beacon Trust in Morristown, NJ, where she has been with the firm since 2013. She has no prior industry experience before joining Beacon Trust. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, delivering investment advice through an open-architecture platform with a risk-first framework and tax-aware management.

Zachary Mc Gill is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Joel Isaacson & Co., LLC. He has been with the firm since 2007. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets and provides comprehensive financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Mary Clare Bohn is a financial advisor at SVB Wealth with two years of industry experience. She holds a Series 65 designation and has previously worked at KLS Professional Advisors Group and SVB Private, a division of Silicon Valley Bank. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank.

Casey Blout is a financial advisor at GenTrust LLC with three years of industry experience. He holds a Series 65 credential and has worked at GenTrust since 2025 and Legacy PCG, LLC since 2022. Prior to his advisory roles, he spent eleven years in education. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions, including sovereign wealth funds. The firm manages approximately $5.2 billion in assets and employs a proprietary approach combining fundamental, technical, and macroeconomic analysis with asset-allocation and risk management strategies.

Darnell Wilson is a financial advisor at Gilder Gagnon Howe & Co. LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Prior to his advisory career, he spent over a decade with Zogsports LLC. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Michael Depasquale is a financial advisor at M Holdings Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, and Provident Mutual. Outside of his advisory work, he serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supporting its services with platform providers and custodial arrangements.

Matthew Gaer is a financial advisor with Aegis Capital Corp. in Boca Raton, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Aegis since 2016 and previously was with Oppenheimer from 2013 to 2016. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency where he serves as a producer/agent. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.