Albert Messina is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and manages approximately $36.5 billion in assets under advisement.

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He has been with Cantor Fitzgerald since 2021 and previously worked at SC Distributors. Reinhart holds Series 63 and Series 65 licenses. 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 utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Guy Clemente is a financial advisor with Aegis Capital Corp., holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He previously worked for Andrew Garrett, Inc. for 16 years before joining Aegis in 2023. Clemente is also the managing member of Clemente Capital Management LLC, an investment-related entity established for tax and investment purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through platforms like RBC and AXOS. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Robert Dowling Jr. is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Westwood, NJ. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Serena Castellano is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds the Series 66 designation and has prior work experience at Jefferies LLC, PwC, K2 Intelligence, Ettain Group, JP Morgan Chase, and Citigroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a range of planning services through a customized, collaborative process supported by third-party financial planning software and probabilistic outcome analysis.

Peter Jones is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. He previously worked at Nippon Life Global Investors Americas and spent four years at Trillium Trading. Jones is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Henry Hagedorn IV is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Messiah University and LifeGuide Financial Advisors. Outside of financial services, he has experience working in the food service and recreation sectors. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with an in-house accounting and tax service capability, supporting a range of clients including high-net-worth individuals and businesses.

Zachary Smith is a financial advisor with Advisors Capital Management, LLC in Ridgewood, NJ. He holds a Series 65 designation and has four years of industry experience, all with Advisors Capital Management. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in discretionary assets, acting primarily as an outsourced investment manager.

John Conover is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, since 2012. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a diverse client base including individuals, trusts, corporations, and institutional clients. The firm employs a range of investment vehicles and analytical methods and serves both retail and less common institutional clients such as other investment advisers and government entities.

Nicholas Bozek is a financial advisor with F.L. Putnam Investment Management Company in New York, NY. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Timberland and Rollins College. F.L. Putnam serves a diverse client base including individuals, families, and various institutional investors. The firm offers customized, team-based investment management and financial planning, utilizing both internally managed strategies and third-party managers across multiple asset classes.

Scotty George is a financial advisor at Alexander Capital Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management LLC and its affiliated entity, Alexander Capital L.P., since 2014. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies.

John Ores is a CFA® charterholder and Series 66 licensed financial advisor with nine years of industry experience. He has been with Tocqueville Securities L.P. since 2016, where he currently serves as an Assistant Portfolio Manager. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts, employing a bottom-up, contrarian, value-oriented investment approach across multiple asset classes.

Ariel Materin is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bolton Securities Corporation, Bolton Global Capital, and Morgan Stanley in various roles from 2010 to 2025. Outside of his advisory role, he is the sole owner and president of an online tutoring school, mylearninglodge.com. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions that combine adviser-managed accounts with firm-modeled portfolios, utilizing a range of asset classes and strategies.

James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a distinctive service mix.

Alina Miska is a financial advisor at Cannell & Spears LLC in New York, NY, holding a Series 63 designation with five years of industry experience. She has worked at Cannell & Spears since 2016 and previously at Foreside Fund Services LLC. Miska serves as a Client Service and Planning Manager, focusing on marketing, financial planning, client reporting, client services, and operations. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on fundamental research and concentrated security selection, customizing asset allocation and security choices to client objectives.

Stephan Wessels is a financial advisor at Vontobel Swiss Financial Advisers with 21 years of industry experience. He previously worked at Deutsche Bank Trust Company Americas and Citigroup. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides 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 over 2,200 clients through a team-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Jeffrey Deiss is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2016. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, using a blend of top-down macro and bottom-up security analysis across multiple asset classes.

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sapient Capital, Eckrich worked at Bofa Securities, Inc. and Plan Forward. 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 long-term investment process combining fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds and as a sub-advisor to registered ETFs.