Laurence Celniker is a financial advisor at OnePoint BFG Wealth Partners with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models, third-party managers, and custodian-sponsored programs, with a majority of client assets managed on a discretionary basis.

Elizabeth Walton is a financial advisor with 35 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in New York, NY. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and model portfolios.

David Larado is a financial advisor at Sapient Capital LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to construct diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Jose Ramirez is a financial advisor at Snowden Capital Advisors LLC with 7 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and TD Ameritrade. 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 and estate planning, utilizing customized portfolios and a range of investment tools across mutual funds, ETFs, fixed income, alternatives, and derivatives.

Hugh Maginnis Jr. is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Capital Wealth Advisors, Triad Advisors, Pinnacle Private Wealth, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is registered as an insurance agent and sells fixed insurance and annuity contracts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Kevin Glueckert is a financial advisor at RBC Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Securities, Merrill, Morgan Stanley, U.S. Trust, Bank of America, and was affiliated with the New York Football Giants, Inc. for six years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, delegating investment management to an affiliated sub-advisor that implements diversified strategies across mutual funds, ETFs, SMAs, and individual securities.

Albert Messina is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and manages approximately $36.5 billion in assets under advisement.

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He has been with Cantor Fitzgerald since 2021 and previously worked at SC Distributors. Reinhart holds Series 63 and Series 65 licenses. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Guy Clemente is a financial advisor with Aegis Capital Corp., holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He previously worked for Andrew Garrett, Inc. for 16 years before joining Aegis in 2023. Clemente is also the managing member of Clemente Capital Management LLC, an investment-related entity established for tax and investment purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through platforms like RBC and AXOS. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Serena Castellano is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds the Series 66 designation and has prior work experience at Jefferies LLC, PwC, K2 Intelligence, Ettain Group, JP Morgan Chase, 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 range of planning services through a customized, collaborative process supported by third-party financial planning software and probabilistic outcome analysis.

Peter Jones is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. He previously worked at Nippon Life Global Investors Americas and spent four years at Trillium Trading. Jones is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

John Conover is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, since 2012. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a diverse client base including individuals, trusts, corporations, and institutional clients. The firm employs a range of investment vehicles and analytical methods and serves both retail and less common institutional clients such as other investment advisers and government entities.

Nicholas Bozek is a financial advisor with F.L. Putnam Investment Management Co., holding a Series 65 credential and seven years of industry experience. Prior to joining F.L. Putnam in 2019, he worked at Timberland and has a background that includes four years at Rollins College. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and consulting services. The firm employs a strategic asset allocation framework and combines internally managed strategies with third-party managers across multiple asset classes.

Samuel Urso III is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the ChFC® designation and has 22 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, custodian platforms, and proprietary models to implement portfolios aligned with client-specific investment objectives and risk tolerances.

Scotty George is a financial advisor at Alexander Capital Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management LLC and its affiliated entity, Alexander Capital L.P., since 2014. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies.

John Ores is a CFA® charterholder and Series 66 licensed financial advisor with nine years of industry experience. He has been with Tocqueville Securities L.P. since 2016, where he currently serves as an Assistant Portfolio Manager. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts, employing a bottom-up, contrarian, value-oriented investment approach across multiple asset classes.

Lori Cohane is a financial advisor at Asset Preservation Advisors, LLC with Series 63 and Series 65 credentials. She has 22 years of prior experience at Credit Suisse Asset Management Securities, Inc. and has been with her current firm since 2024. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering active fixed-income strategies focused on tax-exempt and taxable municipal bond portfolios. The firm manages over $11 billion in assets with a municipal-only investment focus and integrates ESG criteria into its Positive Impact Tax-Exempt Strategy.

James Mackenzie is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Hennion & Walsh since 2006. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors, offering a range of programs such as wrap-fee portfolios, personalized UMAs, and managed accounts that incorporate both fundamental and technical analysis across multiple asset classes.

Ariel Materin is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bolton Securities Corporation, Bolton Global Capital, and Morgan Stanley in various roles from 2010 to 2025. Outside of his advisory role, he is the sole owner and president of an online tutoring school, mylearninglodge.com. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions that combine adviser-managed accounts with firm-modeled portfolios, utilizing a range of asset classes and strategies.

David Chin is a CFP® professional with 22 years of experience in the financial services industry. He has been affiliated with International Assets Advisory LLC since 2010 and has held roles at Raymond James Financial and related entities since 2008. International Assets Investment Management (IAIM) provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its strategies.