Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Joshua Huffard is a financial advisor with Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation and 11 years of industry experience. He has been with Douglass Winthrop Advisors since 2013 and is also the manager of Consor Capital LLC, a private equity firm involved in early-stage venture capital investments, currently in wind-down mode. Additionally, he serves as vice chairman of the board for a website development and hosting company. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions, offering portfolios that include domestic and international equities and investment-grade fixed income. The firm uses a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

Donna Clemente is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at M Holdings Securities since 2008 and has extensive history with Chernoff Diamond and Comprehensive Actuarial Services. Outside of her advisory roles, she serves as a board member of the Art League of Long Island. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Richard Lahn Jr. is a financial advisor with The Pinnacle Financial Group, holding a Series 66 credential and 19 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and has worked concurrently with LPL Financial since 2012. Lahn is also an author of *The Original Money Book* and engages in the sale of fixed life and health insurance products. The Pinnacle Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing both long-term and short-term strategies with a variety of investment vehicles.

Daniel Obrien II is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Douglass Winthrop Advisors since 1999. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm constructs all-equity or balanced portfolios using a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

David Simon is a CFP® with 26 years of industry experience, currently serving at Arax Advisory Partners since 2025. He is also the president of SimonDavis, Inc., an insurance wholesale brokerage agency specializing in insurance and fixed annuity sales. Simon’s career includes two decades at SRS Capital Advisors, Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fee arrangements and insurance brokerage activities.

Victoria Pantaleo is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at Golub Capital since 2023, and previously at BlackRock from 2017 to 2023. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended managers and private investments.

Yu Li is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including B. Riley Wealth Advisors and Great Hill Advisory. Li is also a senior accountant at Taxmaster Financial Services Corp. LLC, where he is involved in tax planning, preparation, and consulting. IP Financial Advisory Services primarily serves individual retail clients, focusing on those who are not high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority and a range of analytical approaches to construct and monitor customized portfolios.

Vereline Mcclaney is a financial advisor at Capital Analysts with 28 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, Mcclaney volunteers with several community organizations in Freeport, NY, including youth sports and educational programs, and serves as an adjunct professor and business counselor at Suffolk County Community College. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and advisor-managed services, utilizing proprietary fund screening and emphasizing tax-aware strategies.

Nicholas Iocco is a financial advisor at The Pinnacle Financial Group with 44 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1997 and at The Pinnacle Financial Group since 2016. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process that includes written Investment Policy Statements and fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Bryan Cass is a CFP® professional with three years of industry experience. He is currently with Laird Norton Wetherby Wealth Management, LLC, where he has worked since 2025. Prior to this, he held positions at Wetherby Asset Management and BNY Mellon Wealth Management. Laird Norton Wetherby Wealth Management provides wealth planning and investment management services primarily to high-net-worth individuals and related entities. The firm employs a customized investment approach emphasizing strategic asset allocation, global diversification, and a core-satellite strategy that includes active management and alternative investments.

I came to the U.S. from the Dominican Republic when I was 11 years old. As an immigrant, I had to learn two languages: English, and money. I did not learn personal finance concepts at home or in school, so I can relate to professionals who are advancing in their careers as they plan for their futures, yet feel a certain inadequacy around money. Seeing my parents' journey to create a better life for us inspired me to do better, not only for myself, but for others looking to build a better financial future for themselves. I personally observed how much harder it can be for women. My mother had to do very physical jobs her whole life, while also raising 6 kids (me, my brother, and four sisters) and taking care of elderly parents. She also outlived my dad, which further compounded the need for her financial security. I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help other First Gen wealth creators like myself pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future. I look forward to meeting you and learning more about your goals and aspirations. Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Latitude Advisors since 2015 and concurrently operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

Nolan Cooney is a financial advisor at Perigon Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined the firm in 2025 and has prior experience with several NFL teams and at Syracuse University. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a flexible investment approach, often using sub-advisors or turnkey asset management programs, and maintains formal account reviews with ongoing oversight.

Steven Goode is a CFA® charterholder based in New York, NY, with two years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to Arax, he spent three years at GFP Private Wealth/Logix and seven years as a self-employed advisor. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors and approximately $26.5 billion in regulatory assets under management. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a blend of internal portfolio management, third-party models, and tailored asset allocation, including unique performance-based fee arrangements and carried-interest structures for qualified investors.

Ernest Schultz is a financial advisor at Latitude Advisors, LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he is involved in video production as a producer and owner of Clarkson Media and participates in advertising sales for MapToons, which creates business maps and directories for Chambers of Commerce in Nassau and Suffolk counties. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis and manages most new client relationships on a discretionary basis.

Dastin Mudijana is a financial advisor with Arete Wealth Advisors, LLC in New York, NY. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Arete Wealth Management LLC, Creed Equities, Grow Investment, Ayers Asia Asset Management, and Victoria Manajemen Investments. Outside of advisory work, he is a paid plasma donor at Biolife Plasma Services. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and due diligence in its investment process.

Joshua Kang is a financial advisor at J. Safra Asset Management Corporation in New York City with one year of industry experience. He holds the Series 65 designation and previously worked at Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and pooled vehicles. The firm employs a blend of fundamental security analysis and macroeconomic assessment, utilizing third-party managers and model providers to implement investment strategies.

Suryaveer Singh is a financial advisor with Leo Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Leo Brokerage, LLC, KK Securities Limited, and the University of California, Berkeley. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a multifaceted investment approach combining diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies.

Yaroslav Faybishenko is a financial advisor at Gilder Gagnon Howe & Co. LLC with 20 years of industry experience. He has been with the firm since 2005 and holds a Series 63 designation. Outside of his advisory role, Faybishenko serves as a trustee on the Board of Trustees, Investment Committee, and Academic Affairs Committee at the Jewish Theological Seminary of America, a nonprofit academic and spiritual center in New York City. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and combines fundamental and technical research across separately managed accounts.