Angelo Lekanides is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses multiple investment vehicles and analytical methods, serves both retail and institutional clients, and manages assets through various programs and external sub-managers.

Matthew Harris is a CFP® professional with 13 years of experience in the financial services industry. He currently works at Mission Wealth Management, LP and has previously held roles at firms including MAI Capital Management, Marcum Wealth, and Raymond James Financial. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management, portfolio management, financial planning, and consulting services, employing a tiered service model and emphasizing long-term investment strategies with a range of traditional and alternative investments.

Jon Gagliardi is a financial advisor with Avantax Planning Partners, Inc. and holds the PFS™ designation. He has two years of industry experience and serves as Chief Executive Officer of MSPC Certified Public Accountants and Advisors PC, a firm offering tax planning, tax preparation, financial attest services, investment planning, and bookkeeping. His prior roles include positions at 1st Global Capital Corp and various Avantax entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and serves individual, pension, charitable, and business clients using firm-designed style allocation models and tax-intelligent strategies.

Frank Maniscalco is a financial advisor at Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Maxim Group LLC since 2010. 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, estates, corporations, and retirement accounts. The firm uses various investment vehicles and analytical methods, serving both retail and institutional clients with tailored portfolio management and asset allocation strategies.

Robert Reilly is a financial advisor at B. Riley Wealth Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, having previously worked at B. Riley Securities since 2015. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves around 16,821 clients through about 274 advisors. The firm offers a range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Tsewang Nyendak is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation for 18 years. Nyendak also works as an insurance agent outside of his advisory role. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and due diligence processes in its investment approach.

Thomas Ausfahl is a CFP® with 15 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. He previously worked at Greystone Wealth Advisors LLC for 11 years. Ausfahl holds leadership roles as Secretary and Membership Director for the Financial Planning Association’s Greater Hudson Valley Chapter. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Matthew Compton is a financial advisor with Alera Investment Advisors, LLC, holding Series 65 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Aurora Private Wealth, APW Capital, Principal Securities, and Principal Life Insurance Company. Outside of his advisory work, he serves as Director of Retirement Services at Brio Financial Services, overseeing corporate retirement plan business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms alongside comprehensive advisory and retirement-plan services.

Paul Thompson is a CFP® professional with six years of industry experience, currently affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Fidelity Investments, and Summit Financial, among others. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models and third-party managers to manage client portfolios, primarily on a discretionary basis, and utilizes AI-assisted tools to support client meeting documentation and portfolio monitoring.

Adam Stanley is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He has been with Aspiriant, LLC since 2012, currently based in New York, NY. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs a customized investment approach utilizing internal Capital Market Expectations and diverse implementation options, with distinctive family office capabilities and an affiliation with Strategic Planning Law Group, PC.

Melissa Thier is a Certified Financial Planner (CFP®) at Main Street Financial Solutions, LLC with six years of industry experience. She has been with Main Street Financial Solutions since 2018 and previously worked as a consultant from 2013 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing a mix of passive and active strategies tailored to client objectives and risk profiles, and provides ERISA fiduciary consulting and institutional advisor services.

Kelly Lynch Moloney is a CFP® and Series 65 registered financial advisor at Palisade Capital Management, LP with five years of industry experience. She has worked at Palisade since 2025 and previously spent time with Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across multiple strategies and serves as a sub-adviser to mutual funds and collective investment trusts.

Aron Corin is a CFA® charterholder affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ, with one year of industry experience. His prior roles include positions at Eastern Bank, Btig LLC, Steward Medical Group, and KPMG LLP. Outside of the financial sector, he serves as an accounting consultant for Advanced Eye Centers, an ophthalmology practice. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies utilizing a mix of third-party managers, proprietary models, and technology-driven operational support.

Frank Brady Jr is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Hennion & Walsh since 2011. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, using a combination of fundamental and technical analysis and a variety of investment strategies across multiple asset classes.

Anthony Isola is a financial advisor at Ritholtz Wealth Management in New York, NY, holding a Series 65 credential with 11 years at the firm and five years of industry experience. He is also a writer and blogger for TeachableMoment/Teacher Money Matters, contributing about five hours per month. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments.

Isabella Ciresi is an advisor at Hennion & Walsh Asset Management, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hennion & Walsh, she held roles in education and youth services, including positions at Kumon Learning Center, Mountain Lakes School District, Pequannock School System, and the Boys and Girls Club of Northwest NJ. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs utilizing both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Nicholas Carlozzi is a financial advisor at Tocqueville Asset Management LP with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tocqueville Securities L.P. since 2005. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual investors, high-net-worth clients, registered investment companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and manages both separate accounts and pooled vehicles.

Edward Donnellan Jr. is a financial advisor at Latitude Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2010. In addition to his advisory role, Donnellan is a CPA and officer at Tax Shoppe, where he provides tax preparation and accounting services. He is also involved in managing social networking websites that provide platforms for amateur musicians to showcase their talents. Latitude Advisors serves individual and business clients, including high-net-worth individuals, offering 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, managing most client relationships on a discretionary basis.

Vallerie Diaz is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and one year of industry experience. Prior to joining Jefferies in 2025, she worked for Maxwell Medical for 11 years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software to support goal-setting and scenario analysis.

Eliza Forastieri Pitsikalis is a financial advisor at Wedbush Securities Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Banking USA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.