Luis Fernandes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He previously worked for nine years at BNY Mellon Wealth Management. Outside of his advisory role, he is involved in tax preparation through RK Tax Preparation LLC during tax season. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and other services to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs customized strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both third-party managers and affiliated model strategies.

Ying Zhao is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and 19 years of industry experience. Prior to joining A.G.P. in 2021, Zhao worked at Stifel, Intl Advisory Consultants Inc., Next Financial Group, Inc., and Merrill. Outside of financial advising, Zhao is involved in film production in Los Angeles as a part-time producer. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside discretionary and non-discretionary portfolio management, financial and estate planning, and offers access to pooled vehicles and model portfolio solutions.

Paige Rimer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Joel Isaacson & Co., LLC since 2021. Prior to this, she worked at The Vanguard Group, Inc. from 2017 to 2021. She also has experience from Xavier University in roles including a phonathon position and other capacities from 2013 to 2017. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily to high net worth individuals, with occasional clients including corporate pension plans and charitable organizations. The firm employs long-term investment strategies with a focus on mutual funds, ETFs, and private investment funds, offering both discretionary and non-discretionary advice along with in-house tax, outsourced CFO, and trustee services.

Kristopher Venne is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Ritholtz Wealth Management since 2013 and is also associated with RWM Insurance Services, LLC since 2018. Outside of his advisory roles, he is a partial owner of Compound Media, Inc., a content marketing company. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified ETFs, tactical overlays, and alternative investments, and operates both advisor-led services and digital platforms for portfolio implementation and management.

Elizabeth Fell is a financial advisor at Jefferies Investment Advisers LLC with 31 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Leucadia Asset Management LLC and Jefferies LLC. Outside of her advisory role, she serves as president of the board of directors for a nonprofit organization, where she oversees finances and manages administrative responsibilities. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that covers a wide range of topics, including tax and estate planning, executive compensation, and philanthropic planning.

Kevin Allen is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Maxim Group LLC. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients, including individuals, trusts, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, and serves less common institutional clients such as other investment advisers and sovereign wealth funds.

Myra Rosenblatt is a CFP® with 35 years of industry experience. She is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Her investment business is conducted under the name SOSAE ROSE FINANCIAL GROUP LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Dean Kuhlkin is a CFA® charterholder with seven years of experience in the financial advisory industry. He is currently with Perigon Wealth Management, LLC in New York, where he has worked since 2019. Prior to joining Perigon, he held positions at RLP Wealth Advisors and National Planning Corporation. 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 offers discretionary portfolio management, oversight of unaffiliated sub-advisors, and administration of client accounts within a wrap-fee program, with a focus on individualized portfolio construction and regular formal reviews.

James Halprin is a financial advisor with Advisory Services Network holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Advisory Services Network since 2012 and previously worked at Gitterman Wealth Management, Signator Investors, and Jah Capital Management. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using tailored strategies based on client objectives and risk tolerances.

Cameron Petrie is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wellington Management Company and Amundi Pioneer Asset Management. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and entities, offering customized planning that covers areas such as tax, estate, and philanthropic planning. The firm employs a collaborative process supported by financial planning software and tools to help clients define goals and analyze their financial situations.

Adam Ballout is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Modera, he attended Seton Hall University and held positions at Lifetime Fitness and various schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

David Harris is a financial advisor at Tocqueville Asset Management LP with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tocqueville Securities, L.P. since 2002. 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, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Emily Clinton is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 28 years. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, combining multi-team scale with institutional capabilities.

James Hunt is a Series 63-licensed financial advisor with 34 years of industry experience. He has been with Tocqueville Asset Management LP since 2000, serving as a portfolio manager. Hunt is also a board director of Sofina USA. Tocqueville Asset Management LP 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 through multiple independent investment teams.

Michael Strafford is a CFP® with 34 years of industry experience, currently serving at NPA Asset Management, LLC since 2004. He is also a CPA and has been involved in tax return preparation and life insurance services through Zenith Marketing since 1991. Strafford holds Series 63 and Series 65 licenses and maintains dual registration with NPA Asset Management and Nationwide Planning Associates, Inc. NPA Asset Management, LLC is an SEC-registered adviser offering managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often utilizing approved sub-advisors for trading while retaining supervisory oversight.

Christian Gallo is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Fieldpoint Private Securities LLC, Oppenheimer, and Equitable Advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and employs a multi-team approach with a broad range of investment tools and third-party manager relationships.

Michael Kreuzer is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith, Inc., and Bank of America, N.A. since 2009. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, often utilizing third-party managers for investment implementation.

Bryan Duffy is a financial advisor at The AmeriFlex Group with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Kestra Investment Services, Cetera, and Peller Wealth Management. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using model asset allocations, third-party managers, and discretionary or non-discretionary manager relationships.

Kurt Ryden is a financial advisor at Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside its dual registration as an adviser and broker-dealer.

Gustavo Colomina is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Citigroup. He serves as a board member for Briar Bay Townhouse Homeowners Association, participating in community governance. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations, using a customized, collaborative planning process supported by third-party software and scenario analysis.