Domenick Tibaldo is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Securities Corporation for nine years. He serves as president of the Nutley Historical Society & Museum and is treasurer of the Kiwanis Club of Belleville, NJ. B. Riley Wealth Advisors manages approximately $7 billion in client assets through a team of 274 advisors, providing a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

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.

William Gelletly is a financial advisor with O'Shaughnessy Asset Management, LLC, holding a Series 65 designation and beginning his career in 2019. His previous roles include positions at Karpus Investment Management and Seneca Financial Advisors. He is based in Stamford, CT. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform along with managed options overlays.

Leith Harmon is a financial advisor with Wealthcare Advisory Partners LLC in New York, NY. She holds Series 63 and Series 65 credentials and has seven years of industry experience. Her prior firms include Merrill and Counsel Fiduciary, LLC, where she maintained a dual registration during a transitional period. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, combining passive and active investment strategies with dynamic rebalancing.

Jeff Medina is a financial advisor at Shelton Capital Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Terra Capital Markets, LLC from 2014 to 2017. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individuals. The firm employs an active, discipline-specific investment approach that incorporates fundamental, technical, and quantitative analysis, including options and derivatives strategies, ESG screening, and data-science techniques.

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.

Richard Bastien is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Franklin Templeton-Fiduciary Trust and St Johns University. O’Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors while maintaining client relationships with those advisors.

Stephen Jones is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include 17 years at National Asset Management Inc and long-term affiliation with National Securities Corp. 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 dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution.

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 with Jefferies & Company, Inc. since 2005 and previously worked at Leucadia Asset Management LLC. 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 customized, collaborative planning process that includes a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

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 two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and Focus Partners Wealth. Outside of his advisory role, he is employed as a financial advisor with Eagle Rock Wealth and Greenberg and Rapp. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized, collaborative process supported by third-party software and scenario analysis to address comprehensive planning needs.

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.

Jonathan Khalavsky is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Prospera Financial Services, Inc., where he has worked since 2024. Prior to that, he spent 12 years at TFS Securities, Inc. and four years at Merrill. Outside of his advisory role, he is involved in health insurance services for business owners. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Marian White is a CFP®-designated financial advisor with 34 years of industry experience, currently with Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, she worked at Lexco Wealth Management, Inc. and National Planning Corp. Outside of her advisory work, she is involved in community activities as a show producer and on-air personality for LMC Public Access TV and serves as a director of the Larchmont Rotary Club. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Louis Bell is a financial advisor at New Edge Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities and Ubd Financial Services. His background includes roles spanning over two decades in wealth management and securities. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by advanced technology and human oversight.

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 Cantor Fitzgerald entities since 2015, with prior roles at firms including Realto Securities, Wish Life Consulting, and Patrick Capital Markets. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm employs proprietary ETF model portfolios with a focus on asset allocation and macroeconomic research, managing strategies that include large-cap value, dividend income, and fixed-income investments.

Edward Gardner Jr. is an advisor at Apollon Wealth Management, LLC based in New York, NY, holding Series 65 and Series 63 registrations. He has been with Apollon since 2025 and also maintains a role at Cyrus J. Lawrence, LLC since 2015. Prior to Apollon, he worked at Empire Asset Management Company from 2015 to 2018. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance clients, offering financial planning and portfolio management services with an investment approach that combines centrally managed strategies and locally managed portfolios supported by a detailed due diligence process.

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.

John Gavey is a CFP® with 32 years of experience in the financial services industry. He currently serves as an advisor at Citizens Private Wealth and previously worked at firms including First Republic Bank and Morgan Stanley. Outside of his advisory work, he acts as a FINRA arbitrator, mediating securities-related disputes. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and additional services including tax, estate structuring, and business consulting for multigenerational family and closely held business matters.