Marina Milner is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. Her prior employment includes roles at Nick's Del Mar, Copa Health, and John Cabot University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Citizens Investor Services and other financial firms since 2013. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs a due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary investment management through its investment adviser representatives.

Michael Farrell is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Arax Advisory Partners. He has previously worked at Piton Investment Management and U.S. Capital Wealth Advisors. Outside of his advisory role, Michael is Vice President of Farr Education, a nonprofit assisting charter schools, where he performs due diligence, financial modeling, and performance reporting. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management, third-party models, and customized asset allocation to meet client objectives, distinguishing itself through the use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Jeffrey Costello is a financial advisor with Simplicity Wealth in Summit, NJ, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at C2P Capital Advisory Group and Beneficial Wealth. Outside of advisory work, he owns and manages an employee benefits insurance agency that provides group health and dental insurance programs. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and provides technology and operational solutions for other advisers through a managed account platform.

James Rabasca is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied for six years before joining Summit Financial in 2020. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through a team of 216 advisors. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities, operating both discretionary and consultative platforms.

Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, with two years of industry experience. He holds a Series 66 designation and has worked at Alliance Global Partners since 2026 and Lord Abbett & Co. LLC since 2022. A.G.P. / Alliance Global Partners operates a multi-team platform of about 131 advisors, managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with sub-advisory relationships and offers portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Richard Callison is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Lifemark Securities Corp., Tribal Capital Markets, LLC, and Red Oak Wealth Management, where he also serves as an independent insurance agent. Outside of financial services, he is secretary of Shenandoah Hospitality Group, Inc., which owns a hotel. Virtue Capital Management, LLC is a federally registered investment adviser serving a broad client base including individuals, trusts, estates, and institutions. The firm employs a multi-team model to deliver customized portfolio management, financial planning, and consulting services, utilizing tactical, strategic, and dynamic investment approaches.

Nicole Boutmy De Katzmann is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Fieldpoint Private Securities, LLC since 2018 and Oppenheimer & Co. Inc. since 2015. Outside of her financial advisory work, she serves as President of the Board and Resource Development Committee member for the Westchester Ballet Company and is on the Advisory Committee of the Ballet Support Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, institutions, and pension plans by providing portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, offering customized investment solutions that include third-party manager selection and oversight.

Monica Calabrese is a financial advisor at Bolton Securities Corporation with four years of industry experience. She previously worked at LifeInvest Wealth Management, LTD for seven years and EMC Managers Consulting, Ltd for eleven years. Monica is the founder and partner of Moneyology LLC, a company focused on providing financial education for women. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach tailors portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Brian Robertson is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Laidlaw & Co (UK) Ltd for eight years before joining Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, in 2018. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services to individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment approaches and vehicles, serving both retail and institutional clients, including other investment advisers and government entities.

Joshua Joffe is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Revolve Wealth Partners, LLC and Altfest Personal Wealth Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to deliver customized investment plans.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and 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 strategies on discretionary or non-discretionary bases.

Leonard Parisi is a financial advisor at Maxim Financial Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Maxim Group LLC since 2002, joining Maxim Financial Advisors in 2017. Outside of finance, he is the owner of AR Sports, a company developing augmented reality software for fantasy sports. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and unique client types such as sovereign wealth funds and municipal governments. The firm’s investment approach combines various asset classes and strategies, drawing on individual advisor expertise alongside third-party research and model portfolios.

Nicholas Thompson is a CFA® charterholder with seven years of industry experience. He currently works at Beacon Trust and has prior experience at CNR Securities, Hartford Funds Distributors, Villanova University, and JPMorgan. Outside of his advisory role, he personally manages two rental properties. Beacon Trust offers financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in assets. The firm utilizes an open-architecture investment platform that includes in-house and third-party strategies, with a focus on tax efficiency and customized fixed-income portfolios.

Nikolas Piccolo is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Corient Services LLC, RegentAtlantic, RBC Wealth Management, and Equitable Advisors. Prior to his advisory roles, he studied at Seton Hall University from 2018 to 2022. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with both discretionary and consultative services, catering to diverse client needs through customized allocations and access to alternative investments.

Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Christopher Buckman is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Paulson Investment Company and Leucadia Asset Management LLC. Outside of finance, he is a member of the Teamsters Local 817 Union, working as a production assistant on various television shows, movies, and concerts. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software to address topics such as tax and estate planning, executive compensation, and philanthropic planning.

Alice Mclean is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 24 years of industry experience. She has been with Ingalls Investment Management since 2026 and previously with Ingalls & Snyder LLC for 25 years. Outside of her advisory work, she is a group fitness instructor at Club Fit and Town Sports International Holdings. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to short-term trading and option writing.

Louis Russo is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Truist Investment Services, Inc. and PNC Bank, where he spent over a decade in total. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm uses an open-architecture investment platform combining in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.