Sarah Silverio is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She currently works at NewEdge Wealth and previously held roles at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets.

Katherine Gallagher is a Series 65 credentialed advisor at Procyon with 14 years of industry experience. She has previously worked at Crest Investment Partners LLC, Alpha Quant Advisors, LLC, and Cypress Capital Group. Gallagher is a partner and minority owner of Alpha Quant Models LLC, a firm specializing in quantitative investment strategies and data analysis. Procyon offers investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, families, trusts, businesses, retirement plans, RIAs, pooled investment vehicles, and government entities. The firm manages approximately $9.2 billion in assets, using fundamental analysis and a mix of internal and external portfolio construction, with an emphasis on non-discretionary management.

Pooran Sharma is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He is currently an advisor at Stephens and has previously worked at Epoch Investment Partners and ICR. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by equity research and diverse investment strategies.

William Phelan is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 14 years before joining Flagstar Advisors and later Flagstar Securities. Outside of finance, he is the president and sole owner of WGPhelan Fine Art Photography LLC, a business focused on retailing his own photographs. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, and operates as a wholly owned non-bank subsidiary of Flagstar Bank.

Robert Ford is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has a long tenure with the affiliated broker-dealer 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 diverse client base that includes individuals, trusts, estates, corporations, retirement accounts, sovereign wealth funds, and governmental entities. The firm’s advisors tailor advice through client interviews and use a range of investment strategies involving mutual funds, ETFs, equities, fixed income, options, and third-party research.

Edward Giles is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been associated with Peter B. Cannell & Co., Inc. since 2011. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection.

Linda Hilton is a CFP® with six years of industry experience, currently serving at Simplicity Wealth. She has prior experience at LifePro Asset Management and maintains ongoing roles in tax and accounting as a CPA, including ownership of a tax and accounting practice and involvement in a tax planning and litigation firm. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers through its managed account platform.

Benny Torres Sanchez is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Snowden Lane Partners, UBS Financial Services, Barclays Capital Inc., and Lehman Brothers Inc. Outside of his advisory role, he serves on the development committee of a nonprofit organization. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of investment services including portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at IDB Lido Wealth, IDB Bank, GBS Finance, and Merrill. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and consulting services. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios as part of its investment approach.

Brian Mcglynn is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Flagstar and its related entities since 2023, and previously spent nearly a decade at Signature Securities Group Corp./Signature Bank. In addition to his advisory role, Mcglynn serves as a Vice President and Compliance Officer/AMLCO at Flagstar Advisors, Inc. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a range of investment vehicles and third-party managers with an emphasis on documented investment policies and ongoing monitoring.

Lisa Kennedy is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been with Spears Abacus Advisors LLC since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Javier Torres Noriega is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked with firms including PNC and BBVA in various financial services roles. Jefferies Investment Advisers LLC offers 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 analytical tools to address a broad range of planning topics.

Justin Shure is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has worked previously at firms including Charles Schwab and Bay Colony Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Joseph Circosta is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer from 2021 to 2023. Outside of finance, he was involved with Ralph's Famous Italian Ices for seven years. Ingalls Investment Management serves individuals, financial institutions, and various organizations with discretionary and non-discretionary advisory services. The firm employs multiple asset-management styles ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

Andrew Chang is an advisor at Gilder Gagnon Howe & Co. LLC with two years of industry experience. He holds a Series 66 designation and has worked at Capvision and Pulsafeeder prior to joining Gilder Gagnon Howe & Co. Andrew’s background includes roles outside of finance, such as work with party rentals and a dumpling house. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion and may engage in frequent trading and the use of margin, short sales, and limited options or fixed-income exposure.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience. He holds a Series 63 designation and has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers on the investment committee of the IIT Madras Foundation, where he reviews investment allocations and performance on a quarterly basis without compensation. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analyses with scenario-based risk management and uses AI-enabled tools alongside human oversight to construct customized portfolios.

Jason Purvis is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently affiliated with Simplicity Wealth and owns Next Phase Money Management. Outside of his advisory roles, he is involved in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors, offering financial planning, portfolio management, and managed account services. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and selected securities, and provides technology and operational platforms for other advisers.

Dilnaman Sachdeva is a CFA® charterholder with eight years of industry experience. He has worked at Aegis Capital Corp. since 2020 and previously held positions at MD Global Partners and Duke University’s Fuqua School of Business. Sachdeva is based in New York, NY. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms.

Jonathan Shapero is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Maxim Group LLC, BNY Mellon, and Edward Jones. 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 employs a variety of investment vehicles and analytical methods, serving both individual and institutional clients, including other investment advisers and government entities.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.