Bernard Selz is a financial advisor at Ingalls Investment Management, LLC with 58 years of industry experience. He holds the Series 63 designation and has previously worked at Neuberger Berman and Gagnon Securities LLC. Outside of advisory work, he serves as the President of the Selz Foundation, Inc., a not-for-profit organization. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of asset-management styles and administers private investment partnerships, donor-advised funds, and third-party wrap programs.

Emily Edwards is an advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera Wealth Management, she worked at Morgan Stanley for one year. Her background includes roles outside of finance, such as positions at Lavallette Yacht Club and Grain Craft Bar & Kitchen. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with an in-house accounting and tax service capability, supporting a broad range of client needs through an integrated advisory and accounting model.

Gonzalo Segnini is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, he serves on the board of trustees for The Cushman School and is involved with an art gallery business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and offers a broad range of planning topics without providing security-specific investment recommendations.

Mimi Duff is a financial advisor at GenTrust with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining GenTrust in 2021, she worked at Kensho Technologies from 2017 to 2019. She serves on the endowment investment committee of Round Hill Nursery School, providing general advice on investment allocation. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach incorporating fundamental, technical, and macroeconomic analysis, and uses AI-enabled tools alongside human oversight to construct customized portfolios.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015, following roles at Wrp Investments and Securities America Advisors. Outside of advising, he coaches lacrosse. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent advisors and an in-house Private Client Group to deliver tailored investment solutions supported by multiple platforms and third-party money managers.

Andrew Knight is a financial advisor at NewEdge Wealth in Stamford, CT, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at NewEdge Securities Inc and NewEdge Wealth, and he has a background in education, having taught at Skidmore College and local schools. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm’s investment approach combines model strategies, separately managed accounts, and alternative exposures, supported by internal and third-party due diligence.

George Mcauliffe III is a financial advisor at Tocqueville Asset Management LP with 22 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 1998. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base that includes individuals, high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various equity and fixed-income strategies.

Vincent Sellecchia is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of his advisory role, he is the owner of Compass One LLC, a real estate holding company. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach, with portfolio management organized by independent investment teams.

Robert Peyreigne is a financial advisor at Jefferies Investment Advisers LLC with 37 years of industry experience. His career includes roles at Morgan Stanley, Merrill, and UBS Financial Services. He holds Series 63 and Series 65 credentials. 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 and offers a broad range of planning topics, including tax, estate, executive compensation, and philanthropic planning.

Bretaigne Black is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Edge Capital Group. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating technology tools alongside adviser judgment.

Ariel Harary is a financial advisor at NewEdge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for nine years before joining NewEdge in 2022. Outside of his advisory role, he serves as a general board member at Ben Porat Yosef, his children’s school, attending monthly meetings without specific responsibilities. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Cherkas is a financial advisor at New Edge Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 13 years before joining New Edge Wealth in 2021. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, proprietary investment solutions, and AI-assisted analytics to tailor portfolios.

Evangelos Moros is a financial advisor at Jefferies Investment Advisers LLC with Series 65 and Series 63 credentials. He has experience working at Jefferies LLC and Deloitte LLP, and previously held roles in education at Liberty High School and Vandeventer Middle School. Moros joined Jefferies Investment Advisers in 2026. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and business entities. The firm offers a customized, collaborative planning process covering a wide range of topics including tax, estate, and philanthropic planning, using third-party financial planning software to support its recommendations.

Nancy Lu is a financial advisor at Jefferies Investment Advisers LLC with experience at prominent firms including The Carlyle Group and Prudential Financial. She holds a Series 66 designation and has a background that includes roles at several asset management and financial services firms. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and Monte Carlo simulations to help clients evaluate probability-based financial outcomes.

Erik Metviner is a financial advisor at SeaCrest Wealth Management, LLC, holding a Series 65 credential with 13 years of industry experience. He has been with SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both internal and third-party artificial-intelligence tools in decision-making.

Meet the Founder: Chris Jennings, CFP® I founded Bronx River Advisory so that I could serve a wider variety of consumers. Most people don’t need an exhaustive, rigid plan on day one—they need a clear, objective answer to the question right in front of them, especially when navigating a major life transition. As an education-first, fee-only fiduciary advisor, I help individuals and families handle moments like career shifts, divorce, inheritances, and retirement decisions with confidence. I start with a fixed project fee to resolve immediate priorities, creating space to see what real fiduciary guidance feels like before considering long-term commitments. From there, I enter into ongoing partnerships and proactive asset management when it makes mutual sense. Background & Community Before opening our doors at 51 Pondfield Road in Bronxville Village, I spent over a decade in wealth management, including more than seven years at a national RIA where I served as Vice President. My technical work includes executive benefits, equity compensation, NY co-op and condo financial due diligence, tax-efficient IRA distribution strategies, and long-term legacy planning. My approach is grounded in my Jesuit education at Fordham Prep and the University of Scranton, emphasizing intellectual rigor, active listening, and genuine care for the individual. Outside the office, I serve on the board of Puppy Kitty NYC and support regional rescues through the Cash the Cat Giving Fund—inspired by my rescue cat, Cash. I am an active parishioner at Saint Joseph's Parish, an uncle to six fantastic nieces and nephews, an avid collector of vintage mid-century Pan Am aviation art, and always looking forward to a warm trip down to Aruba.

Odette Aguila Chacon is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Chacon is an owner of OCR Group, Inc. and ROKL Enterprises Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized and collaborative planning process.

Jorge Silva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Chase Bank and Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing a range of investment tools and third-party managers while maintaining oversight.

Matthew Cherashore is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at The Winchester Group Inc for 12 years before joining Tocqueville Securities L.P. in 2013, where he serves as a portfolio manager. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management, sub-advisory services, and wrap account participation. The firm serves a diverse client base including individuals, institutions, ERISA accounts, sovereign wealth funds, and other investment advisers, employing a bottom-up, contrarian, value-oriented investment approach through independent Investment Teams.

Peter Hawkins is a CFP® with 42 years of industry experience, currently affiliated with Vanderbilt Advisory Services. His prior experience includes roles at United Planners' Financial Services of America and operating his own advisory practices. Hawkins is also licensed as a life insurance agent for non-variable insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, employing a strategic asset allocation approach combined with fundamental and technical analysis, and integrates retirement-plan consulting with advisory services.