Boyan Doytchinov is a CFP®, CFA®, and Series 63-licensed financial advisor at Savvy with seven years of industry experience. He has worked at several firms including Mark J. Snyder Financial Services, Inc., Osaic Wealth Inc, and Compound Planning. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, leveraging third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Michael Nelson is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. He holds the Series 63 designation and has been with Ingalls Investment Management since 2026, following over a decade at Ingalls & Snyder LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a variety of clients including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies from long-term equity holdings to short-term trading and option writing.

Arturo Padilla is a CFA® charterholder and holds the Series 66 designation with 18 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has prior experience at HSBC Private Bank and HSBC Securities (USA) Inc. Outside the financial sector, he is a supporter of RAYFORCE LLC, an athletic equipment import and e-commerce business owned by his wife. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and Monte Carlo simulations, while maintaining a distinct separation between fiduciary planning and implementation.

Michelle Fuccella is an investment advisor representative at Forefront with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Nylife Securities LLC, New York Life Insurance Company, and The Leaders Group Inc. Outside of her advisory role, she assists individuals and couples going through divorce with asset division agreements through her work with Your Divorce Made Simple. Forefront Wealth Partners is a team-based firm serving individual, business owner, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolios guided by client-specific policies and integrates related businesses such as Forefront Insurance Partners and Forefront Tax Partners.

Mathew Carrion is a financial advisor at Latitude Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. In addition to his advisory role, he is an accountant at a full-service accounting firm where he handles training, management, taxes, and review. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services, utilizing valuation-driven and momentum-based multi-asset models combined with continuous portfolio monitoring and rebalancing.

John Donoso is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, Cetera Advisors, and Chase Investment Services. Outside of advising, he is involved in consulting on commercial industrial real estate transactions, focusing on sourcing deals for buyers. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management and financial planning services supported by internal research and multiple third-party asset manager arrangements.

Cristina Pratt is a financial advisor at New Edge Wealth with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Justin Waterman is a financial advisor at NewEdge Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

John Petrides is a financial advisor at Tocqueville Asset Management LP with six years of industry experience. He has been with Tocqueville since 2019 and previously worked at Point View Wealth Management from 2015 to 2019. He holds Series 63 and Series 65 licenses. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Mathew Shaggura is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Leucadia Asset Management. Outside of finance, he is involved in banquet and catering services as a part-time employee at Surf Club on the Sound. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses through a customized, collaborative planning process. The firm offers a wide range of planning topics and uses third-party software and simulations to support its recommendations.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

Christopher Martin is a CFA® charterholder with 11 years of industry experience. He is currently with Jefferies Investment Advisers LLC, having joined in 2023. His prior experience includes roles at JPMorgan Chase and Rochdale Investment Management. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and uses third-party financial planning software to support scenario analysis and goal-based recommendations.

Deborah Ryan is a financial advisor at Ingalls Investment Management, LLC with seven years of industry experience. She has been with Ingalls Investment Management since 2026 and previously worked at Ingalls & Snyder LLC beginning in 2017. Prior to her finance career, she worked at Hunter Steak House from 2015 to 2017. Ingalls Investment Management provides investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies that range from long-term equity holdings to option writing and short-term trading.

Alyssa Cortelyou is a CFP® with nine years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2019. She has also been associated with Calton & Associates, Inc. since 2016. RMR Wealth Builders, Inc. is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including digital asset management and held-away retirement account advice.

Matthew Mc Hale is a Series 65 licensed advisor at RMR Wealth Builders, Inc. in Montclair, NJ, where he has worked since 2023. Prior to joining RMR, he was employed at Becton Dickinson in 2022 and attended Loyola University Maryland from 2019 to 2023. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Lester Kuan is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup. 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 that includes balance sheet and cash flow reviews, tax and estate planning, executive compensation analysis, and philanthropic planning.

Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis with bottom-up stock selection across multiple model series. The firm manages accounts on a discretionary basis and offers various delivery platforms and advisory services.