Stephen Pedicini is a CFP® professional at AlphaCore Capital LLC with 22 years of industry experience. He has held roles at Valley Wealth Managers, Inc., TD Ameritrade, Federated Securities Corp., AllianceBernstein L.P., and BNY Mellon Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional assets through a combination of fundamental analysis and manager due diligence.

Frank B. Ackerman is a financial advisor at New Edge Wealth with 42 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2008 to 2021. Ackerman is also a managing member of Third Floor Asset Management, LLC. New Edge 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, including wealth strategy, financial planning, and portfolio management, utilizing a diversified investment approach that incorporates proprietary strategies and third-party managers.

Victoria Jung is a CFP® with four years of industry experience, currently serving at Robertson Stephens. She has held roles at various entities including Robertson Stephens Wealth Management and United Nations Federal Credit Union Advisors. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a business focused on rental property management. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets as of December 2025. The firm offers portfolio management, planning services, and utilizes a range of investment vehicles, with oversight from an internal Investment Office and Committee.

Joshua Bergman is a CFA® charterholder with one year of experience in the financial industry. He currently works at Savvy and previously held positions at Allen & Company and Curtis, Mallet-Prevost, Colt & Mosle LLP. 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 plans alongside active equity portfolios and tax-aware direct indexing, incorporating third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Sean Dann is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Range Advisory, LLC in New York, NY. He has four years of industry experience, with prior roles at Creative Planning, LLC and Marshall Financial Group, Inc. Outside of financial services, his background includes various roles in academic and athletic support at the University of Notre Dame. Range Advisory, LLC 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 platform-linked assets under advisement totaling about $17.4 billion, utilizing proprietary model portfolios, third-party strategies, and AI-driven tools to tailor investment solutions.

David Alfano is a financial advisor at Archer Investment Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Archer Investment Corporation since 2017, with prior experience at Cambridge Investment Research Advisors and Ameriprise Financial Services. In addition to his advisory work, he operates Alfano & Company CPA LLC, a CPA firm he has run since 1995. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment process includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Joseph Piropato is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 19 years at the firm and four years of industry experience. He holds a Series 63 designation. Tocqueville Asset Management L.P. 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, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and maintains distinct governance and operational practices.

Christopher Flanagan is a financial advisor with Prospera Financial Services, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services before joining Prospera in 2015. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Nicholas Pirrotta is a CFP® with five years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. He has been with Citizens Private Wealth since 2005 and has worked at affiliated entities including Citizens Bank and Citizens Securities, Inc. He serves on the boards of Greater Mental Health of NY and the Mental Health Association of Westchester, chairing the audit committees for both organizations. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and a range of institutional clients. The firm focuses on long-term, customized asset allocation within an open-architecture framework and offers discretionary portfolio management, tax and estate structuring, and business consulting services, leveraging its affiliation with Citizens Bank for additional product and operational features.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Garrett Wells is a CFP® with nine years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he worked at First Derivatives and was a full-time student for four years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, as well as tax planning, compliance, and administrative services. The firm employs proprietary quantitative analysis combined with due diligence and monitoring to allocate assets across various investment vehicles and operates several affiliated pooled investment funds.

Thomas Enriquez is a financial advisor at McAdam LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Brooks Quayle Global Resourcing, where he serves as a consultant in executive search. Outside of finance, Enriquez is involved in property management through his roles at Seven Hedges Property Management and Fifteen Hedges Property Management. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Lydia Nunez Ferrari is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has previously worked at Merrill and Morgan Stanley. She serves as secretary on the board of Milagros Hope, a nonprofit focused on providing financial assistance to high school students pursuing college or vocational training. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm provides a customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.

Evelyn Benbrahim is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 18 years. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a customized investment process supported by a dedicated Investment Committee and offers a range of managed accounts, third-party manager oversight, and proprietary private placement vehicles.

Ruth Mejia is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at Jefferies LLC, Leucadia Asset Management LLC, and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative process that includes a range of planning topics such as tax and estate planning, executive compensation, and philanthropic planning.

Daniel Larosa is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Ritholtz Wealth Management since 2019, following prior roles at RoundAngle Advisors LLC and Foundation Retirement Plan Consultants Inc. based in New York, NY. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm manages approximately $9.4 billion in assets using a goal-based investment process that incorporates asset allocation, behavioral finance principles, diversified low-cost ETFs, and tactical overlays, supported by both advisor-led services and digital platforms.

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Anatoly Khait is a financial advisor at Prospera Financial Services, Inc. with 23 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Anatoly has worked previously at World Investments, LLC and World Investment Advisors, LLC. Additionally, he owns and operates Eco Tax Inc., a tax and accounting service serving individuals and small business owners. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms.

Beau Robinette is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at the University of Texas-Dallas. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies and an advisor-facing platform.

Brian Furleiter is a CFP®-credentialed financial advisor with Citizens Private Wealth in Tarrytown, NY, bringing seven years of industry experience. He previously worked at Clarfeld Financial Advisors, LLC for nine years and AXA Advisors, LLC for two years. Outside of his advisory role, Furleiter is a co-creator of a self-published book on basketball available through Amazon. Citizens Private Wealth primarily serves high-net-worth individuals and families, along with various institutional clients, providing discretionary and non-discretionary investment management within an open-architecture framework. The firm is affiliated with Citizens Bank, N.A., offering clients access to banking products alongside its investment and consulting services.