Hugh Nickola Jr. is a financial advisor at GenTrust with 32 years of industry experience. He holds a Series 63 designation and has worked at GenTrust since 2011, with prior experience at Old City Securities LLC from 2015 to 2021. He is also a passive investor in Catenary Asset Management, LLC, an affiliate of GenTrust focused on alternative investments. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and utilizes AI-enabled tools alongside human oversight in its investment process.

Ivor O'keeffe is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at City National Securities, Inc., Flagstar Advisors, Flagstar Bank, Signature Bank, and Signature Securities Group Corp. Since 2015, he has also served as a non-public arbitrator on FINRA arbitration and mediation panels. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements diversified portfolios using mutual funds, ETFs, SMAs, and individual securities.

Daniel Pisera is a financial advisor at Ingalls Investment Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder LLC since 2013. Pisera joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles, managing accounts primarily on a discretionary basis, and offers services such as financial planning, portfolio consulting, and private investment partnership management.

Sumit Handa is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and six years of industry experience. His prior roles include positions at BNY Mellon, Pennington Partners & Co., LLC, and Ashton Thomas Private Wealth, LLC. He also serves as Chief Investment Officer at Arax Investment Partners, where he manages day-to-day investment activities. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investment strategies supported by in-house teams and external managers.

Yair Klyman is a financial advisor with The Partners Wealth Management and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Zucker Associates, American Portfolios Financial, and his own firm, Klyman Financial LLC. Klyman also operates as an independent insurance agent. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party managers and requires the use of the Amplify Platform for trading and portfolio management.

Maritza Young is a financial advisor at Simon Quick Advisors, LLC in New York, NY, holding a Series 65 credential with four years of industry experience. She previously worked at KLS Professional Advisors Group, LLC for 12 years before joining Simon Quick Advisors in 2023. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm allocates client assets among independent managers, mutual funds, ETFs, and affiliated private investment funds, and distinguishes itself through its private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings.

Daniel Fitzgerald is a financial professional with five years of industry experience, currently with Jefferies Investment Advisers LLC. He holds a Series 66 designation and has prior experience at firms including Murnick Financial Group, Cetera, and TD Ameritrade. Outside of advising, he manages project intake and governance for Sun Life US, focusing on project status reporting and risk validation. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and offers a variety of planning topics such as tax, estate, and philanthropic planning.

Diana Mirabal is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and 13 years of industry experience. Her career includes roles at Jefferies LLC, PNC Investments, and BBVA Wealth Solutions Inc. She is also the managing member of a mobile auto detailing business based in Florida. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals and various entities, employing a customized, collaborative planning process that utilizes financial planning software and scenario analysis. The firm separates its fiduciary planning function from implementation and custody services, which are often handled through affiliated broker-dealer entities.

Patrick Walker is a financial advisor at Jefferies Investment Advisers LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and the State of Ohio. He joined Jefferies LLC in 2021 and Jefferies Investment Advisers LLC in 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process supported by third-party software and tools to assess probability-based financial outcomes.

Dawn Bressingham is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and bringing 10 years of industry experience. She has worked with LPL Financial LLC and LifePlan Wealth Management Group, among others, and is also the owner of Priority Pension Services, providing third-party administration and actuarial support. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes documented client objectives, uses both fundamental analysis and trading strategies, and manages portfolios primarily on a discretionary basis with regular monitoring.

Melissa Neale is a financial advisor at Snowden Capital Advisors LLC in New York, NY, with a Series 66 designation and approximately four years of experience. Her prior roles include positions at Snowden Lane Partners, Insigneo Securities LLC, International Finance Bank, and Tropical Fruit Export S.A. Snowden Capital Advisors serves a diverse client base 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 financial planning, combining multi-team scale with institutional capabilities.

Sally Megear is a financial advisor with Silvercrest Asset Management Group LLC, where she has worked since 2003. She has 13 years of industry experience. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Michael Batnick is a financial advisor at Ritholtz Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ritholtz Wealth Management since 2013. Outside of his advisory role, he is a partial owner of Compound Media LLC, where he works as an author and podcaster. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments.

Gerard Klingman is a CFP® and ChFC® with 43 years of industry experience, currently serving as CEO of Klingman and Associates, LLC. He has been with the firm since 2006 and previously worked at Raymond James Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he is a passive investor in several businesses, including a restaurant venture. Klingman and Associates, LLC provides wealth management, financial planning, investment management, and consulting services to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $5.66 billion in assets for roughly 700 clients, using a discretionary, asset-allocation driven approach that includes traditional and alternative investments.

Glenn Greenberg is a financial advisor at Brave Warrior Advisors, LLC with seven years of industry experience. He has been with Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm focuses on concentrated long equity portfolios based on fundamental, internally generated research and manages approximately $5.41 billion in discretionary assets.

Lisa Colletti is a CFP® and Series 65 professional advisor at Aspiriant, LLC with 17 years of industry experience. She has worked at Aspiriant in various roles since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and specialty financial consulting.

Andrew Weinstein is a financial advisor at Maxim Financial Advisors LLC with 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at Maxim Group LLC since 2002. He holds Series 63 and Series 65 licenses. Maxim Financial Advisors LLC offers discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, estates, corporations, and retirement accounts. The firm utilizes multiple investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers and government entities.

Joel Isaacson is the principal advisor at Joel Isaacson & Co., LLC, a firm he has been with since 2009. He has four years of industry experience and operates out of New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals as well as non-HNW individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors, offering financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services. Their investment approach typically involves long-term strategies with limited trading, focusing on mutual funds, ETFs, and private investment funds.

Samuel Swenson is a financial advisor at Range Advisory, LLC in New York, NY, holding the CFP®, CFA®, and Series 66 designations with eight years of industry experience. His prior roles include positions at Range Finance Inc, CGN Advisors, Wells Fargo Advisors, and Credit Suisse Securities. Outside of his advisory role, he operates SKS Advisory Services, providing accounting and light financial planning on a freelance basis. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to proprietary model portfolios alongside third-party strategies, incorporating AI tools to support client service and portfolio management.

Susan Estes is a financial advisor at Ingalls Investment Management, LLC with 11 years of industry experience. She has worked at Ingalls Investment Management since 2026 and previously spent eight years at Ingalls & Snyder LLC and four years at Tocqueville Securities LP. Outside of her advisory role, she also occasionally works as a salesperson at Charleston Shoe Company. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset management styles and offers services such as financial planning, sub-advisory, and portfolio consulting.