Jordan Price is a financial advisor at Calydon Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Express for three years, along with roles at Indiana University and other firms. Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities focused on dividend-oriented companies, combined with credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

Paul Tinnirello is a financial advisor at Simplicity Wealth with 9 years of industry experience. He holds Series 65 and Series 66 designations. His previous roles include positions at Bleakley Financial Group and Merrill. 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 uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and rebalancing, along with optional services such as tax optimization and customized investment screening.

Daniel Bermiss is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 66 and Series 65 licenses. His career includes roles at J.P. Morgan Securities, HSBC Securities, BNY Mellon Securities Corporation, and TIAA-CREF. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Alexander Zias is a financial advisor at Flagstar Securities, Inc. in New York, NY, with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Signature Securities, as well as at Rutgers University. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets using a mix of mutual funds, ETFs, alternative investments, and third-party managers, and offers wealth management, a Managed Account Program, and retirement plan consulting.

Marieteo Padiong is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2020. Prior to that, he held roles at Utah Valley University and Accuvest Global Advisors. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers services including discretionary portfolio management, financial planning, tax preparation, and family office administrative support.

J. Kelly Jr. is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Williams Jones Wealth Management and its predecessor since 2013. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, families, institutions, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios of approximately 30 positions.

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with five years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for 20 years. His other business activities include providing trustee services for client trusts. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a team-based approach with customized strategies across asset classes, combining macroeconomic and security-level research to manage portfolios.

Cedric Welch is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Gilder Gagnon Howe & Co. in 2020, he was self-employed for two years and worked at Black Coffee Channel, Inc. for twelve years. Outside of his advisory role, Welch is President and CEO of Hip-Hoppreneur, Inc., a consulting firm focused on executive coaching and business strategy, and he contributes as a panelist, curator, and facilitator at The Gathering Spot, a private members-only city club. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion. The firm operates as both a registered investment adviser and broker-dealer, using transaction-based commissions on non-retirement accounts and offering separately managed accounts alongside a retirement-only wrap-fee program.

Brendan Bogart is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is involved in private investment entities including MEL Capital and serves as principal of Bogart Value Partners. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers a range of discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Hoa Le is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. She maintains registrations with both Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a combination of in-house portfolio teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Paul La Rosa is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Maxim Financial Advisors and its broker-dealer affiliate, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, corporations, and institutional entities. The firm employs a range of investment vehicles and analytical methods, managing assets through direct management or allocation to multiple account programs.

Christopher Fiore is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Maxim Financial Advisors and its affiliated entities since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs a range of investment vehicles and analytical methods, serves a diverse client base including institutional investors, and reported assets under management of $386 million as of December 31, 2024.

Logan Snodgrass is a financial advisor at Realta Investment Advisors, Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Realta, he worked at firms including Slack, Peacock, and Hulu. Outside of his advisory role, he is involved in executive support and operations for a private equity firm and holds leadership roles in financial consulting and digital marketing ventures. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm’s approach includes personalized goal-setting and asset allocation across various investment vehicles, with offerings that include in-house portfolio management, third-party manager programs, and retirement-plan consulting.

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined Modera in 2026 and previously worked in retail and apparel companies including PVH and The Gap. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation and combines investment management with in-house accounting, tax services, and business coaching.

Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.

Kevin O'Neill is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Morgan Stanley and UBS Financial Services before joining Circle Wealth Management, LLC, where he has been since 2026. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, including trusts, foundations, and endowments. The firm focuses on customized wealth advisory and investment management, using detailed client discovery and strategic asset allocation to guide portfolios, and emphasizes coordination among clients’ other advisers for estate, tax, insurance, and charitable planning.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.

Eric Kesselman is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all with Maxim Financial Advisors and its affiliate Maxim Group LLC. Outside of his advisory role, he spends time creating games and books. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm uses a variety of investment vehicles and analytical methods and serves both individual and institutional clients, including other investment advisers and government entities.

Athishay Gangadharan is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC since 2021. Prior to joining Kestra, he worked at TIAA and FIFTH THIRD SECURITIES, Inc., as well as Merrill. He is managing partner and senior wealth advisor at Evoke Wealth Management, an independent RIA platform, and is also a partner in a personal investment LLC and president of a tax entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including third-party manager platforms and annuity subaccount management.

Angelo Lekanides is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses multiple investment vehicles and analytical methods, serves both retail and institutional clients, and manages assets through various programs and external sub-managers.