Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. She has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across a range of asset classes, with portfolios overseen by a weekly investment committee.

Douglas Geraghty is a CFP® with 13 years of industry experience, currently serving at Flagstar Securities, Inc. He has held roles at several firms including LPL Financial, Vanderbilt Securities, and ARK Global. He is based in New York, NY. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm manages assets on a discretionary basis, utilizing a range of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of the end of 2025.

Denise Farlekas is a CFA® charterholder with 10 years of industry experience. She is currently with Jefferies Investment Advisers LLC and has previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. from 2015 to 2022. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to assist clients with a wide range of planning topics.

Robert Burke is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Inland Securities Corporation and Avian Capital Markets, LLC. He has been with Cantor Fitzgerald since 2019. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation, primarily using index-based ETFs for diversification.

Matthew Vetto is a CFA® charterholder and holds a Series 63 license. He has been with Douglas C. Lane & Associates since 2005, accumulating 21 years of industry experience. Matthew is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, institutions, and retirement plans. The firm focuses on customized portfolios with an emphasis on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

Anna Levine is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Aon Securities, Aon Reinsurance Solutions, MUFG Bank, and PricewaterhouseCoopers. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients with financial planning, discretionary portfolio management, and pension consulting services. The firm uses a mix of valuation-driven and momentum-based multi-asset model strategies, along with third-party managers, to tailor portfolios according to client goals and risk tolerance.

Keren Savitzky is a financial advisor at Maxim Financial Advisors LLC with eight years of industry experience and a Series 66 designation. She has worked at Maxim Group LLC and Maxim Financial Advisors since 2017, and previously spent one year at Yigal Azrouel. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base that includes individuals, trusts, corporations, and entities such as sovereign wealth funds and state governments. The firm’s advisors offer customized investment strategies using a range of products and may manage accounts directly or utilize various third-party platforms and sub-advisers.

Margaret Maclennan is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has worked at Spears Abacus Advisors LLC since 2007. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, and pooled investment vehicles.

Kevin Sesny is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and J.P. Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

Mourad Tossounian is a financial advisor at Ashton Thomas Securities, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc., Raymond James, and MT Capital. Outside the financial industry, he has been involved with Carnival Bounce Rentals. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for about 2,281 clients through a team of 18 advisors across six offices, providing a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Kristian Sedeno is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Fieldpoint Private Securities LLC before joining Snowden Lane Partners in 2022. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a multi-team approach combining scale and institutional capabilities.

Nolan Lowe is a financial advisor at Maxim Financial Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maxim Financial Advisors since 2018, also working with Maxim Group LLC since 2006. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm manages assets through various programs and investment vehicles, serving both retail and institutional clients such as other investment advisers, banking institutions, and government entities.

Jay Tini is a financial advisor at Ritholtz Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation. Ritholtz Wealth Management provides portfolio management, financial planning, and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified ETFs and alternative investments, and offers both advisor-led and digital platform services.

Robert Beck is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He has been with Beck, Mack & Oliver since 1985. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach and manages both registered investment companies and private pooled funds.

Alfred Cantilina is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Independent. His prior roles include positions at Tapfin/EY, Own Your Life Planning LLC, Mansour Partners, SurePath Wealth, CFS Investment Advisory Services, and The AYCO Company, L.P./Mercer Allied. Outside of advising, he is involved with Catalina Vending, LLC, a business operating stock vending machines. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and discretionary management through its platform, along with institutional and retirement plan resources integrated with affiliated entities.

Ingrid Schnau is a financial advisor with Ingalls Investment Management, LLC and holds a Series 66 designation. She has 23 years of industry experience, including over two decades at Ingalls & Snyder LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs multiple asset-management styles and manages accounts primarily on a discretionary basis, offering services such as portfolio consulting, third-party manager selection, and participation in wrap programs.

Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners with a Series 66 designation and two years of industry experience. His prior work includes roles at Surf NJ and Advance Parking LLC, as well as time spent at the University of Alabama. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and third-party sub-advisory services.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Joshua Huffard is a financial advisor with Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation and 11 years of industry experience. He has been with Douglass Winthrop Advisors since 2013 and is also the manager of Consor Capital LLC, a private equity firm involved in early-stage venture capital investments, currently in wind-down mode. Additionally, he serves as vice chairman of the board for a website development and hosting company. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions, offering portfolios that include domestic and international equities and investment-grade fixed income. The firm uses a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

Anthony Viducic is a financial advisor with RBC Securities, Inc. He holds the Series 66 designation and has 13 years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, U.S. Bancorp Investments, U.S. Bank, M&T Securities, Wilmington Trust, and UBS Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates multiple financial services within a bank-affiliated group and delegates investment management to its affiliated sub-advisor, RBC Rochdale.