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.

Brett Weaver is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Nationwide Planning Associates since 2015 and previously at VOYA Financial Advisors, Inc. and Voya Financial Partners, LLC. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of life insurance and fixed annuities. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors and manages approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to a range of investment products, delivering advisory services through the Advisor’s Edge platform.

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.

Paul Cummings is a financial advisor at Arax Advisory Partners in Madison, NJ, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at Transcend Capital Advisors, Corient, Geller Advisors, Fiduciary Trust Company International, Abbott Downing, and Merrill. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

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.

James Colavita is a CFP® with 15 years of experience in the financial services industry, currently serving as an advisor at GenTrust since 2012. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent with 1847 Financial, where he sells life, health, and long-term care insurance products. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional investors. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, and macroeconomic analysis with tailored portfolio construction and risk management.

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.

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.

Joshua Mondschein is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, following a decade at Calton & Associates, Inc. He is the owner and president of Mondschein Associates, Inc., a licensed insurance agency specializing in personal and commercial lines, pension consulting, asset protection, and estate planning. Mondschein also serves as an uncompensated board member of the William H. Kearns Foundation and is a director at HR Ease, LLC, a benefit administration platform. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement tailored investment strategies.

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.

Daysi Leiva is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Fieldpoint Private Securities, LLC since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with a range of portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside comprehensive due diligence and ongoing account reviews.

Karim Khairallah is a financial advisor at Sapient Capital LLC with a Series 65 credential and one year of industry experience. He previously worked at Oaktree Capital Management, L.P. for 19 years before joining Sapient Capital. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis to construct diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Gregory Timeranko is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Private Bank, Wilmington Trust, Bank of America, and Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale combined with institutional capabilities.

Eric Sellinger is a financial advisor at Calydon Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Principal Street Partners, LLC and Vertigo Strategies, LLC. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $3.6 billion in assets. The firm uses a proprietary screening and factor model for equities combined with credit underwriting for municipal strategies and offers both discretionary and non-discretionary investment services.

Brendan Devine is a financial advisor at Carret Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at MarketAxess and Tesla Motors. Prior to his professional roles, he studied at Bentley University. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion across individuals, retirement plans, investment companies, and institutional clients. The firm employs fundamental research and periodic rebalancing to manage tailored portfolios emphasizing fixed income, enhanced cash, large-cap equity, and a Leveraged Opportunity Strategy, and provides both sub-advisory services and registered mutual fund management.

William Simmons is a financial advisor at Ingalls Investment Management, LLC with 49 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1975. Simmons is also a managing member of two family-formed limited liability companies investing in a bio-tech company, a role he performs without compensation. 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 various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, with strategies ranging from long-term equity holdings to short-term trading and option writing.