Joshua Kaye is a financial advisor at Klingman and Associates, LLC with five years of industry experience. He holds Series 65 and Series 66 credentials and has been with Klingman and Associates since 2020. Prior to his current role, he worked with Best Buddies International for four years. He is also an insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, investment management, and consulting services primarily to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $5.66 billion in assets and emphasizes long-term, diversified allocation strategies guided by an Investment Committee and an asset-allocation framework based on Modern Portfolio Theory.

Hattie Wright is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Ingalls Investment Management, LLC and previously worked at Ingalls & Snyder LLC and Mountain State Analytics, LLC, where she was the sole owner and Managing Director before transitioning her clients to Ingalls & Snyder. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering a range of strategies from long-term equity holdings to short-term trading and private investment partnerships.

Michael Caterina is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and UBS Financial Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, and institutional investors. The firm employs a proprietary investment process that combines quantitative and qualitative analysis across multiple strategies and operates both as a direct manager and a provider of indices, model portfolios, and alternative funds.

Christopher Marrone is a CFP® with eight years of industry experience and currently works with Forefront Wealth Partners in New York, NY. His prior roles include positions at New York Life and Origin Financial, and he also owns Marrone Wealth Management. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm constructs customized portfolios using client-specific policies and third-party managers, while offering services that include business planning, tax and estate coordination, and special-needs planning.

Bernard Selz is a financial advisor at Ingalls Investment Management, LLC with 58 years of industry experience. He holds the Series 63 designation and has previously worked at Neuberger Berman and Gagnon Securities LLC. Outside of advisory work, he serves as the President of the Selz Foundation, Inc., a not-for-profit organization. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of asset-management styles and administers private investment partnerships, donor-advised funds, and third-party wrap programs.

Mimi Duff is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and having four years of industry experience. She previously worked at Kensho Technologies and has been with GenTrust since 2021. Outside her advisory role, Ms. Duff serves on the endowment investment committee of Round Hill Nursery School, providing unpaid advice on its investment allocation. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions with approximately $5.2 billion in assets under management. The firm utilizes a multi-faceted investment process combining fundamental, technical, and macroeconomic analysis and offers wealth management, financial planning, and consulting services.

Daniel Brady is a financial advisor with Savvy, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Gladstone Wealth Partners, and Chardan Capital Markets. He is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize client investment plans.

Kevin Ocana is an investment advisor representative at Siebert AdvisorNXT, LLC with 10 years of industry experience. He has worked previously at Merrill, Morgan Stanley, UBS Financial Services, and Muriel Siebert & Co., LLC. He holds Series 63 and Series 66 designations. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Elizabeth Brozena is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. She previously worked at Greystone Wealth Advisors, LLC and Wells Fargo. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Gregory Domond is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Inc., MassMutual Life Insurance Company, and MML Investor Services. Outside of advising, he is co-owner of Red Door Learning Company, a preschool and therapy services provider, and founder and board member of the nonprofit organization United For More, which focuses on education, wellness, and community. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using a combination of discretionary management, advisor-specific strategies, and model portfolios that include passive, active, tactical, and ESG-oriented options.

Steven Heinowitz is a financial advisor at Calton & Associates, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Herold Advisors, Quint Capital Corp, Wellington Shields & Co. LLC, and Citigroup Global Markets Inc. Heinowitz has a personal LLC for tax purposes that is not investment related and does not involve trading activities. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing various investment program structures tailored to client goals and risk tolerance.

Jonathan Mark is a financial advisor at Pinnacle Associates, Ltd. in Westport, CT, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Pinnacle Associates since 2002. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term orientation and serves both retail and institutional accounts through separately managed equity and balanced strategies.

Ryan Bass is a financial advisor at Portside Wealth Group, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at TownSquare Capital, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance and financial planning contracting through Suncrest Advisors LLC. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and a combination of fundamental, technical, and modern portfolio theory in its investment approach, while also offering related legal and accounting services through affiliated professionals.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior firms include Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment process focuses on outcome-oriented, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Abhishek Sheth is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with 22 years of industry experience. He has previously worked at National Asset Management, Inc. and National Securities Corporation. Sheth holds Series 63 and Series 65 licenses. 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 employs both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and product channels.

Richard Schriefer is a wealth advisor and managing director at Aprio Wealth Management, LLC with 27 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC, serving clients for over two decades. In addition to his advisory role, Schriefer provides settlement planning services to personal injury attorneys and their clients. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging and options-based portfolios, and coordinates accounting referrals through an affiliated CPA firm.

Frasier Esty is a CFP® with four years of industry experience, currently serving at Douglas C. Lane & Associates since 2021. Prior to joining Douglas C. Lane, he spent seven years at Bessemer Trust Company. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy, offering customized portfolios primarily focused on individual equities and fixed income, along with financial planning services and access to third-party investment solutions.

Krish Jain is a financial advisor with Kovack Advisors, Inc., holding a Series 65 designation and beginning his industry career in 2026. His work history includes roles at Kovack Advisors, McClintock Advisory, Beyond Wealth Management, and Salt Shack. Outside of finance, he has experience with Sportime LLC and has worked in education at SUNY New Paltz and Hicksville School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and government entities, using an Envestnet-supported workflow and a combination of internal and third-party investment models.

Tracy Reynolds is a financial advisor at Flagstar Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at HSBC Securities (USA) Inc. for 14 years. Outside of her advisory role, she is a vice president of Croft Properties, LLC, an LLC established for real estate investing, though her involvement is minimal. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, employing a range of investment strategies that include allocations to mutual funds, ETFs, alternative investments, and third-party managers.

Keith Hassan is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laidlaw Wealth Management, U.S. Capital Wealth Advisors, and Convergex Execution Solutions. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a broad range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, combining internal management with third-party models and tailored asset allocation.