Sumit Handa is a Series 65-licensed financial advisor with six years of industry experience, currently with Arax Advisory Partners in New York, NY. He has held roles at Arax Investment Partners, where he serves as Chief Investment Officer overseeing day-to-day investment activities, as well as prior positions at Pennington Partners & Co., BNY Mellon, and Ashton Thomas Private Wealth. Arax Advisory Partners is a multi-team wealth management firm with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

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.

Tuula Paavola is a CFP® with 23 years of industry experience, currently serving as owner and managing director of DeFrate & Paavola, LLC. She has been affiliated with Vicus Capital, Inc. since 2005 and also maintains a role as an insurance agent selling life, annuities, and long-term care products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

John Burnham is a financial advisor with Arete Wealth Advisors, LLC in White Plains, NY. He holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at National Asset Management and National Securities Corporation. Outside his advisory role, he is involved in tax preparation services through a partnership at Saranac Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers with ongoing account monitoring.

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.

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.

Gerard Klingman is a CFP® and ChFC® with 42 years of industry experience. He has been with Klingman and Associates, LLC 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 restaurant ventures and serves as a trustee on multiple accounts. 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 and employs an investment process based on Modern Portfolio Theory, offering discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, separate accounts, 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.

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.

Bradley Goldman is a Series 65-licensed financial advisor with Palisade Capital Management, LP in Fort Lee, NJ, bringing 18 years of industry experience. He has been with Palisade Capital Management LLC since 2006. Outside of his advisory role, he serves as Treasurer for South Mountain Speech and Feeding LLC, a private speech and language pathology practice. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach across various equity and fixed income strategies and serves as sub-adviser to mutual funds and collective investment trusts.

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.

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.

Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with A.G.P. since 2020 and with Aegis Capital Corp since 2013. A.G.P. / Alliance Global Partners is a multi-team registered investment adviser and broker-dealer with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial and retirement planning, sub-advisory programs, and brokerage and insurance products, utilizing an open-architecture model that incorporates internally managed strategies and co-advisory relationships.

Daniel Humphrey is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously held roles at Hightower Advisors, Equitable Advisors, Madison Trust, and several other firms. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation aligned with Modern Portfolio Theory and integrates traditional investment management with in-house accounting, tax services, and business coaching.

Walter Hoehler II is a financial advisor at B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at Banorte Ixe Securities International, Ltd for eight years. Outside of his advisory role, he is involved with an alumni and parent group supporting the men’s lacrosse team at Haverford College by helping to raise funds for hiring an assistant coach. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Michael Ruzhansky is a CFP®-certified financial advisor at J. Safra Asset Management Corporation with 15 years of industry experience. His prior roles include positions at Citigroup, Mass Mutual Investors Services, AXA Advisors, and J. Safra Inc. He has also been involved with SkyTax Advisors, LLC and Zeiders Enterprises. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment approach integrates fundamental security analysis with macroeconomic assessment and tactical positioning, utilizing both in-house models and third-party managers.

David Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and Morgan Stanley in both its Private Bank and Smith Barney divisions. In addition to his advisory role, he is also licensed to sell various lines of non-securities insurance products. 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 to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.