Kevin Murphy is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and Sterling National Bank. In addition to his advisory work, he is involved with Senior Services of North America, assisting seniors in comparing Medicare Advantage and Medigap plans. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and integrates retirement-plan consulting with advisory services through relationships with third-party administrators and affiliated broker-dealer platforms.

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.

Leith Harmon is a financial advisor at Wealthcare Advisory Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Counsel Fiduciary, LLC since 2006, maintaining a dual registration for transitional purposes. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative and private placement investments.

Alexander Shapses is a CFP® professional with 19 years of experience in financial advising. He is currently with NewEdge Wealth and has held roles at The Leaders Group, Inc., Summit Trail Advisors, M Holdings Securities Inc, Heritage Strategies Inc, A Shapses & Co, and Dearbon Capital. Outside of his advisory work, he manages an outsourced family office business. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative investments.

Christopher Truncellito is a financial advisor at TSA Management Inc with four years of industry experience. He holds the Series 66 designation and has been with Halliday Financial, LLC since 2021. Prior to his advisory career, he was a full-time student at SUNY Oneonta. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Christopher Mcclure is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Westport Capital Markets and Vanderbilt Securities. Mcclure also serves as President of VFG Westport, LLC, a non-investment related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Katharine George is a CFP® professional with four years of industry experience. She has worked at Greenspring Advisors, LLC since 2025 and previously spent eight years with Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis, along with asset-allocation and manager due diligence, and offers a distinctive suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Stephen Jones is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 65 and Series 66 licenses and has 24 years of industry experience, including 17 years at National Asset Management Inc and ongoing affiliation with National Securities Corp since 2002. Outside of his advisory work, he serves as a board member of Latsky Dance, Inc., a dance company. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm provides portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that integrates internal and external strategies, including international equity SMAs and sub-advisory relationships.

Catherine Castaldo is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 48 years of industry experience. She has been associated with both Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2005. Jefferies Investment Advisers LLC offers fee-based financial planning services to a range of clients including individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and probability-based scenario analysis.

Christopher Michelsen is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2021 before joining B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, he is a part owner of BellaWolf Records LLC, a music business established for his wife’s singing career. B. Riley Wealth Advisors manages approximately $7 billion in client assets and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory programs and investment solutions, utilizing both proprietary models and third-party sub-advisers, with accounts managed on discretionary or non-discretionary bases.

Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.

Maxwell Kopelman is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial Services Advisors, Focus Partners Wealth, and other financial and real estate related firms. Kopelman is also associated with Eagle Rock Wealth and Greenberg and Rapp as a financial advisor. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and various business entities through a customized, collaborative process that includes goal definition, financial analysis, and periodic review. The firm utilizes third-party planning software and focuses on planning rather than security-specific investment recommendations.

John Delafield is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and four years of industry experience. He is based in New York, NY. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple strategies and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Cantor Fitzgerald & Co. and Realto Securities, LLC. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-strategy approach, prioritizing index-based ETFs and macroeconomic research to construct proprietary model portfolios and manage various registered investment companies.

Edward Gardner Jr. is a financial advisor with Apollon Wealth Management, LLC in New York, NY. He holds Series 65 and Series 63 licenses and has experience with Cyrus J. Lawrence, LLC and Empire Asset Management Company. Gardner has been with Apollon Wealth Management since 2025. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled vehicles. The firm combines centralized investment strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and advisory roles for private and pooled funds.

Jordan Press is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for over two decades. Jordan holds a Series 65 designation. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers customized, team-based investment management and financial planning, utilizing internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

John Fiorito is a financial advisor at Wealthcare Advisory Partners LLC with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wealthcare Advisory Partners in 2022, he worked at RMR Wealth Management and Dinosaur Financial Group LLC. Fiorito is also involved in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and integrates behavioral economics with fundamental and technical analysis to construct long-term investment portfolios.

Michael Goodman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. He has worked at Greenspring Advisors, LLC since 2025 and was previously with Wealthstream Advisors, Inc. for 21 years. Goodman serves as chair of the AICPA PFP Symposium. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis alongside asset allocation and manager due diligence, and offers a range of fiduciary and non-fiduciary retirement plan services.

Scott Brown Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2013. Silvercrest Asset Management Group LLC 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, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.