Jacob Saxton is a financial advisor with Advisors Capital Management, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with customized private accounts, model strategies, and a self-directed brokerage solution, managing over $8 billion in discretionary assets across a broad range of equity and fixed-income approaches.

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 Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. Her prior roles include positions at BD8 Capital Partners LLC, Spire Investment Partners, Yorkbridge Wealth Partners, Lebenthal Asset Management, and Morgan Stanley. She serves as Treasurer and chairs the finance committee of the Explorers Club, a nonprofit dedicated to field exploration and scientific inquiry, and is an emeritus trustee at Penn State University, advising on finance and academic affairs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integration with affiliated sub-advisers and third-party operational solutions.

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.

Noah Maman is a financial advisor at B. Riley Wealth Advisors, Inc., holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. He is involved in non-investment activities related to consulting with tax clients interested in wealth management or financial planning across multiple locations. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a variety of programs including Advisor-as-Portfolio-Manager services, third-party managed strategies via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in assets through a team of about 173 advisors.

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.

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.

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.

Robert Zola is a CFP® professional with 10 years of experience in financial advising. He currently works at Winthrop Wealth, where he has been since 2017, and previously was with LPL Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term investment approach with a four-step process and uses a combination of in-house management and third-party sub-advisers to implement tax-managed and options-based 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.

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.

Ryan Byrne is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding a Series 65 designation with two years of industry experience. He has been with Pinnacle Associates since 2014, serving in his current role since 2024. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity strategies with a long-term orientation and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Robert Campbell is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He serves as Chairman of the Board, as well as Chair of the Audit and Investment Committees, at Enstar, a runoff insurance company. 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.

Salim Nazkani is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding the Series 63 and Series 65 designations with 39 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 22 years and has been with Flagstar-affiliated firms since 2023. Nazkani also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. 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 accounts on a discretionary basis with a focus on diversified asset allocation and employs third-party managers, overseeing roughly $784 million in discretionary assets as of December 31, 2025.

Daniel Goldschmidt is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Merrill and Aegis Capital Corp. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers a range of services, including portfolio management, financial planning with estate-planning access, retirement-plan advisory, sub-advisory, and brokerage and insurance product sales, using an open-architecture investment approach that incorporates both internally managed and sub-advised strategies.