Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Matthew Braver is a Series 66 licensed financial advisor at Stephens with one year of industry experience. His professional background includes roles at New Haven Capital, MTN Capital Partners, and Selkirk Partners. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Timothy Daly is a CFP® professional with two years of industry experience, currently with Greenspring Advisors, LLC. He has prior experience at Wealthstream Advisors, Inc. and PricewaterhouseCoopers. Outside of his advisory role, he owns a certified public accounting firm specializing in tax preparation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, using a multi-disciplinary investment approach and offering both discretionary and non-discretionary portfolio management.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2023. Outside of his advisory role, he owns and operates Perry Bindelglass Foods, LLC, a company that sells sauces through a website and wholesale channels, and runs Bindelglass Photography, a professional photography business focused on event coverage. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing portfolios with a range of securities and third-party managers tailored to clients’ risk tolerance and time horizon.

Steven Muehlgay is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Michael Dejana is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He has worked at Bolton Securities and Bolton Global Capital since 2017 and was previously with J Safra Asset Management from 2015 to 2017. Dejana is also the owner of AiM Fidelis Asset Management LLC and serves as plan sponsor and trustee of the AiM Fidelis 401(k) plan. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized portfolio management using a combination of internal management, third-party managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income securities with a long-term investment approach.

Michael Zappier is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2008. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis across a range of securities.

James Lamar is a financial advisor at Gilder Gagnon Howe & Co. LLC with 16 years of industry experience. He holds a Series 63 designation and has been with Gilder Gagnon Howe since 2011. Outside of his advisory role, he is a co-founder and advisor of AT4k, a healthcare diagnosis business, where he advises on operational execution. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management services to individuals, charitable organizations, corporations, and various retirement and non-retirement accounts. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and operates both advisory and broker-dealer activities.

Brian Hipwell is a CFP® with eight years of industry experience, currently with Simon Quick Advisors, LLC since 2023. He previously worked at Thrive Wealth Management, LLC and Santander Securities, LLC. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and related administrative services. The firm uses proprietary quantitative analysis combined with due diligence to allocate client assets across various investment vehicles and also sponsors affiliated pooled investment funds.

Michael Jensen is a CFP® and ChFC® with Series 63 licenses, currently serving as a financial advisor at Douglas C. Lane & Associates. He has seven years of experience in financial services, including prior roles at Charles Schwab and Pinnacle Financial Services, Inc. Jensen has also worked in design management and spent four years at Delaware Valley University. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and offers customized portfolios with a long-term investment approach across equity and fixed income, as well as financial planning and access to third-party cash, credit, and insurance solutions.

Craig Laub is a Certified Financial Planner® with 26 years of industry experience. He has been with Klingman and Associates, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. from 2005 to 2020. Laub is also a licensed insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets across 14 advisors and about 655 clients, employing a Modern Portfolio Theory-based investment approach with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Elizabeth Stahl is a CFA® charterholder and holds a Series 63 license. She has two years of industry experience and is currently with Allen Investment Management, LLC, where she has worked since 2023. Prior to this, she was employed at Allen & Company from 2014 to 2022. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm focuses on long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

John Eager is a financial advisor with Williams Jones Wealth Management, LLC, based in New York, NY. He has four years of industry experience and has been with Williams Jones Wealth Management since 2019, following a 30-year tenure at Williams, Jones & Associates, LLC. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach targeting mid- to large-cap businesses, and active intermediate-term fixed-income management, typically managing concentrated portfolios of about 30 positions.

Jeremiah Milbank III is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has worked at Silvercrest since 2011 and also serves as a part-time consultant to Transcontinental Capital, where he has been involved since 1990. Milbank holds a Series 63 designation and is a director and vice president of a family-owned cattle and timber farming operation. He is a board member of several nonprofit organizations, including The International Center, The JM Foundation, The New York Eye and Ear Infirmary, The Hoover Institution, and Boys and Girls. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering discretionary and non-discretionary portfolio management alongside family office services. The firm employs a combination of proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, managing approximately $36.5 billion in assets under advisement as of December 2024.

Matthew Kolakowski is a CFP® with three years of industry experience currently affiliated with Laird Norton Wetherby Wealth Management, LLC (LNW) in New York, NY. He has been with LNW since 2024 and previously worked at Wetherby Asset Management from 2016 to 2023. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services including financial and estate planning alongside discretionary portfolio management.

Dylan Tuttle is a Certified Financial Planner (CFP®) at Fifth Third Wealth Advisors LLC with eight years of industry experience. He has worked at BNY Mellon Securities Corporation, BNY Mellon, UBS Financial Services, Bank of America, and Merrill prior to joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for individuals, institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and access to alternative investments. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance client portfolios, leveraging its affiliation with Fifth Third Bank.

Claudia Carmona is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2023 and has been with Snowden Lane Partners since 2023. Snowden Capital Advisors serves a diverse clientele including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools across multiple asset classes.

Young Ai Choi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with B. Riley Wealth Advisors since 2022 and has also worked at B. Riley Wealth Management since 2015. The firm manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. B. Riley Wealth Advisors offers a broad range of services including advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party management strategies.