Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.

Anshul Sharma is a financial advisor at Savvy with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for 19 years. In addition to his advisory role, Sharma serves as an adjunct professor at Stevens Institute of Technology, teaching Quantitative Hedge Fund Strategies. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Stanley Reese is a financial advisor with Silvercrest Asset Management Group LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 24 years of experience at Silvercrest, having been with the firm since 2002. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics and bespoke portfolio construction.

Mahir Vora is a financial advisor at Robertson Stephens with four years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Wealth Management since 2020, following positions at Tcw and a period away from the industry. Robertson Stephens offers investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages $8.76 billion in assets and provides portfolio management, investment consulting, and planning services including tax and estate planning.

David Peltz is a CFP® professional with four years of experience, currently working at Joel Isaacson & Co., LLC in New York, NY. He has been with the firm since 2003. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily 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 through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Stephanie Hensen is a financial advisor at Joel Isaacson & Co., LLC with four years of industry experience. She has been with the firm since 2009. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8 billion in assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Darren Castillo is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for seven years and has been with the Flagstar organization since 2023. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporations. The firm manages portfolios on a discretionary basis and utilizes third-party managers and Envestnet PMC for due diligence and recommendations.

Andrew Hoffman is a Certified Financial Planner® with 19 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at HSBC Private Bank. Based in New York, NY, he holds Series 63 and Series 66 licenses. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Peter Costa is a financial advisor with Santander Securities LLC in Forest Hills, NY, holding Series 63 and Series 65 designations and 16 years of industry experience. His career includes roles at Santander Bank, NA and Capital One Investing, LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports individuals, ERISA and IRA accounts, and institutional clients, and offers investment management primarily through the FMAX wrap-fee platform with multiple third-party discretionary managers.

Peter Shawn is a portfolio manager at Tocqueville Asset Management LP with 37 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including high-net-worth individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach and operates through independent investment teams.

Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at CitiGroup, Wells Fargo Clearing, and Prudential Equity Group. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving individual and high-net-worth clients, as well as intermediaries, through comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach combined with behavioral economics and offers access to institutional-quality alternatives and precious metals custody services.

Lance Armenta is a financial advisor at Flagstar Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Shufro, Rose & CO., LLC, UBS Financial Services, INC, and Sanford C. Bernstein & Co., LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages accounts on a discretionary basis with documented strategies and uses a range of investment vehicles and third-party managers.

Anthony Walley is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 credential and located in Brooklyn, NY. He has experience at J.O.Y. Wealth Partners and Charles River Laboratories, along with roles at Icahn School of Medicine at Mount Sinai and Umass Chan Medical School. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory styles and third-party manager relationships.

James Colavita is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GenTrust since 2012. Prior to joining GenTrust, he worked for Merrill for 10 years. He is also a licensed insurance agent with 1847 Financial, where he sells life, health, and long-term care insurance products. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, and consulting services to a range of clients including individuals, families, pooled vehicles, and institutions. The firm employs an asset-allocation driven investment approach integrating fundamental, technical, and macroeconomic analysis, and uses AI-enabled tools alongside human oversight to construct customized portfolios.

Murry Shapero is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Maxim Financial Advisors since 2020 and has also worked with Maxim Group LLC since 2004. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a wide range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering tailored advice either through direct management or allocation to managed account programs.

Jack Kaplan is a CFA® charterholder with eight years of industry experience. He has been with Carret Asset Management, LLC since 2006 and previously worked at DDA Investors, LLC from 2002 to 2004. Carret Asset Management is a multi-team SEC-registered investment adviser managing approximately $3.46 billion for individuals, retirement plans, and institutional clients. The firm employs fundamental research and periodic rebalancing across a range of fixed income, equity, and leverage-enabled strategies, while also serving as a sub-advisor to other registered investment advisers and managing a registered mutual fund.

Eric Siss is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Wealthstream Advisors and Rockwood Wealth Management. He serves on the planning committee for the NAPFA Large Firm Forum without compensation. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a notable suite of retirement services, including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Adam Wachtel is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Maxim Group LLC and Maxim Financial Advisors since 2008. 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 institutional entities such as sovereign wealth funds and municipal governments. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.

Taylor Hogarth is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at firms including Lord Abbett, Mass Mutual, and Merrill. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and a mix of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, focusing primarily on index-based ETFs for diversification.

Neil Klein is a financial advisor at Carret Asset Management, LLC in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret since 2008. 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 employs tailored investment strategies based on fundamental research and offers a range of approaches such as fixed income, equity, and leveraged opportunities, managing accounts primarily on a discretionary basis.