David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.

Paula Gonzales is a Series 66-licensed financial advisor at Snowden Capital Advisors LLC with eight years of industry experience. She previously worked at Morgan Stanley from 2016 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers alongside customized model portfolios.

Allen Sista is a CFA® charterholder affiliated with RMR Wealth Builders, Inc. He has seven years of industry experience, including previous roles at Meteora Capital and independent advisory work. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, sub-advisory roles, and educational seminars, with a range of traditional and specialist investment strategies.

Jordan Price is a financial advisor at Calydon Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Calydon Capital in 2025, he worked at American Express from 2022 to 2025 and held positions at Indiana University, Publick House, and Spotify Inc. His background includes a variety of roles outside the financial advisory industry. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in assets and employs proprietary screening and factor models to allocate client assets across income-producing equity and fixed-income strategies.

Paul Tinnirello is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Bleakley Financial Group from 2014 to 2023 before joining Simplicity Financial Group. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers through its managed account platform.

Daniel Bermiss is a financial advisor with Santander Securities LLC in Brooklyn, NY, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, and Santander Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform and operates both as a registered investment adviser and a FINRA-registered broker-dealer.

Marieteo Padiong is a CFP® professional at Brighton Jones LLC with five years of industry experience. He has worked at Brighton Jones since 2020 and previously held roles at Utah Valley University and Accuvest Global Advisors. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services such as personal CFO programs, family office support, discretionary investment management, and access to private investment opportunities. The firm emphasizes a balance-sheet, holistic approach combined with continuous portfolio monitoring and the use of independent managers.

J. Kelly Jr. is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Williams Jones Wealth Management and its predecessor since 2013. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, families, institutions, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios of approximately 30 positions.

Grenville Gooder Jr. is a financial advisor at F.L. Putnam Investment Management Co. with four years of industry experience. He holds a Series 65 designation and previously worked for Ascension Asset Management LLC for 20 years. Gooder also provides trustee services for client trusts. F.L. Putnam serves individual and institutional clients with a range of investment management and advisory services, utilizing customized portfolios built from internally managed strategies and third-party managers across multiple asset classes. The firm is notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company, offering trust and custody services.

Cedric Welch is a financial advisor at Gilder, Gagnon, Howe & Co. LLC with five years of industry experience. He has held roles at Gilder, Gagnon, Howe & Co. since 2020 and was previously self-employed from 2018 to 2020. Welch is also the President and CEO of Hip-Hoppreneur, Inc., a consulting firm focused on executive coaching and business strategy. Additionally, he serves as a panelist, curator, and facilitator for events at The Gathering Spot, a private members-only city club for professionals and entrepreneurs. Gilder, Gagnon, Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Brendan Bogart is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is involved in private investment entities including MEL Capital and serves as principal of Bogart Value Partners. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers a range of discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Paul La Rosa is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Maxim Financial Advisors and its broker-dealer affiliate, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, corporations, and institutional entities. The firm employs a range of investment vehicles and analytical methods, managing assets through direct management or allocation to multiple account programs.

Bruce Cukaj is a financial advisor at Maxim Financial Advisors LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Creative Financial Group, J.P. Morgan Securities, and JPMorgan Chase Bank. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm serves retail and high-net-worth clients as well as less common client types such as sovereign wealth funds and state or municipal governments, using a range of investment strategies that combine mutual funds, ETFs, individual equities, fixed income, and alternatives.

Christopher Fiore is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Maxim Financial Advisors and its affiliated entities since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs a range of investment vehicles and analytical methods, serves a diverse client base including institutional investors, and reported assets under management of $386 million as of December 31, 2024.

Logan Snodgrass is an advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at firms including Slack, Peacock, and Hulu. Outside of his advisory role, Snodgrass is involved in private equity through Cameron Financial Holdings, LLC, and holds executive roles in retail advisory and digital marketing consultancies. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, employing diversified asset allocation strategies and a range of portfolio management platforms.

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY. He holds a Series 65 designation and joined Modera in 2026. Prior to this, he worked in retail and apparel companies including PVH, The Gap, Fullbeauty Brands, Dress Barn, and Ross Stores. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm integrates traditional investment strategies with in-house accounting, tax services, and business coaching, managing approximately $17.7 billion in assets.

Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.

Eric Kesselman is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all with Maxim Financial Advisors and its affiliate Maxim Group LLC. Outside of his advisory role, he spends time creating games and books. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm uses a variety of investment vehicles and analytical methods and serves both individual and institutional clients, including other investment advisers and government entities.

Athishay Gangadharan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Kestra in 2021, he worked at TIAA and TIAA-CREF from 2012 to 2021. He is the managing partner and senior wealth advisor at Evoke Wealth Management, where he also assists in recruiting and attracting outside advisors. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisor-managed investment and planning services, supporting independent advisor decision-making with access to in-house and third-party solutions.