Daniel Otoole is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Meeder Investment Management, Quasar Distributors, Horizon Investments, and Assetmark, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, among others. Outside of his advisory role, he serves as president of Furraylogic, Ltd., a company specializing in customized software development, and BFC Consultants, Ltd., which provides financial analysis and expert witness services. Brookwood Investment Group serves individual investors, businesses, and retirement plans by offering customized portfolio management and financial planning using a combination of passive, active, and tactical strategies. The firm supports both discretionary and non-discretionary management and provides ongoing due diligence and access to various investment instruments.

Steven Topal is a financial advisor at Perigon Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Perigon since 2022. In addition to his advisory role, he is a partner at Prager Metis CPAs, LLC, an accounting firm, and serves as a board member and officer of MJHS Health System Inc., as well as chairman of the board at Menorah Nursing Home. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm specializes in individualized portfolio construction and acts as sponsor and overseer of wrap-fee programs, serving banking and thrift institutions among its diverse client base.

Daniel Mc Gurl is a financial advisor at Savvy with five years of industry experience. He holds a Series 65 designation and has previously worked at Fortis Capital Advisors, MML Investors Services, MassMutual Life Insurance, Sentinel Benefits & Financial Group, and Patriot Properties. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and typically employs an index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools.

Christine Stafstrom is a financial advisor at Ingalls Investment Management, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, People's United Bank, and J.P. Morgan Private Wealth Advisors LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis while participating in third-party wrap programs and managing private investment partnerships.

Arthur Ferreri is a financial advisor at Gilder Gagnon Howe & Co. LLC with 30 years of industry experience. He has been with the firm since 2000. Ferreri holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Robert Sayre is a financial advisor at Simplicity Wealth with 23 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Mid-Atlantic Wealth Advisory, Creative Planning Institutional Advisors, and Ameriprise. Outside of his advisory work, Sayre serves as president of Phyxius Capital Management and is involved as an insurance agent selling life, health, disability, annuities, and long-term care products. 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 employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios monitored and rebalanced regularly, and offers advisory and operational services including a managed account platform for advisers.

Thomas Filomena is a Series 66 licensed financial advisor with Maxim Financial Advisors LLC, based in New York, NY. He has 10 years of industry experience, working at Maxim Financial Advisors since 2016 and also associated with Maxim Group LLC and HydePoint Solutions, LLC since 2015. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, and various institutional entities. The firm employs a range of investment vehicles and analytical methods, managing assets through both wrap-fee and non-wrap programs, with reported assets under management of over $386 million as of December 31, 2024.

Elizabeth Newberry is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. She has been with Carret Asset Management, LLC since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a range of distinct sleeves such as fixed income, equity, and custom balanced approaches, often managing accounts on a discretionary basis.

Joseph Medina is a financial advisor with Infinity Financial Services Advisory and holds Series 63, 65, and 66 licenses. He has 26 years of industry experience and previously worked at firms including NewBridge Securities Corporation, Cetera Advisors LLC, and Chase Investment Services Corp. Outside of his advisory role, Medina is involved in commercial and residential real estate sales and serves as an independent public notary. He is also a limited partner in several Brooklyn-based bars. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients, employing a multi-method investment approach that includes technical and fundamental analysis, modern portfolio theory, and the use of complex products such as options for portfolio construction and risk management.

Machoura Akmalkhodjaeva is a financial advisor at Copper Financial with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at New York Life Insurance and United Nations Federal Credit Union Advisors. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and an online Guided Investing option. The firm serves both individual and institutional clients and distinguishes itself through its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its operational ties to CommunityAmerica Federal Credit Union.

Mark Pittsey is a financial advisor at Flagstar Securities, Inc. in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flagstar, he worked at HSBC Private Bank and HSBC Securities (USA) Inc. and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis, employing a range of investment strategies and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

John Gray is a financial advisor with Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a range of proprietary equity and fixed-income strategies combined with outsourced CIO and risk analytics services, tailoring solutions to individual client portfolios.

Kristen Breault is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2007. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, focusing on clients with around $50 million in investable assets. The firm develops tailored Investment Policy Statements and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Lucy Tang is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 10 years of industry experience. She has been with Gilder Gagnon Howe & Co. LLC since 2011. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Allen Jacobi is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at Snowden Capital Advisors since 2022. Prior to that, he spent 10 years at Fieldpoint Private Securities and Fieldpoint Private Bank & Trust. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combined with institutional capabilities.

Dimitry Farberov is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. His prior experience includes roles at Miracle Mile Advisors, Israel Discount Bank of New York, IDB Capital Corp., RSM US Wealth Management, Comerica Securities, and Wells Fargo Clearing. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process with a variety of strategies, including low-cost ETFs, direct indexing, and alternative investments such as private REITs and private credit.

William Sweet is a CFP® with five years of industry experience, currently affiliated with Ritholtz Wealth Management in New York, NY. He has over a decade of experience at Stevens & Sweet Inc., where he serves as president, offering accounting and tax preparation services. Sweet also has a longstanding role in the United States Army and is involved in venture investments focused on financial technology companies through Sweet Motion LLC. Ritholtz Wealth Management serves both individual and institutional clients, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Sarah Braddock is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Searchlight Financial Advisors since 2016 and was with Searchlight Investments, LLC in 2017. Braddock divides her time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the common ownership of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based AdvisorNXT platform that uses Modern Portfolio Theory and risk-tolerance assessments to create ETF/ETN-based portfolios, complemented by access to third-party and independent managers.

Joseph Finnerty is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Equitable Advisors. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternatives, structured notes, and options-based strategies.