John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Bacigalupi serves as the president of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with strategic allocation informed by macroeconomic research and manages multiple registered investment companies and private funds.

Sean Fellin is a financial advisor with United Capital Financial Advisors in Eastchester, NY, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He previously worked at M Holdings Securities, Inc. and Apexium Financial LP. Fellin is also licensed as an insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management services to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams use client-specific financial plans to guide asset allocation and portfolio construction, offering customization options such as ESG and faith-based portfolios and access to alternative investments.

Nelson Matzen is a financial advisor at Forvis Mazars Wealth Advisors, LLC in New York City with 10 years of industry experience. He holds the CFP® designation and securities licenses Series 63, 65, and 66. His prior experience includes roles at Avantax Investment Services, HSBC Securities, and Mariner Wealth Advisors among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning and investment management, leveraging a discretionary investment approach supported by committee-approved portfolios and third-party managers.

Scott Weinfeld is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank from 2002 to 2023 and has been with Flagstar in various roles since 2023. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp, affiliated with Flagstar. Flagstar Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering wealth management, managed account programs, and retirement plan consulting with approximately $784 million in discretionary assets under management as of 2025. The firm manages accounts primarily on a discretionary basis, allocating across multiple investment vehicles and third-party managers while operating as a wholly owned non-bank subsidiary of Flagstar Bank, N.A.

Robert Paul is a CFP® and Series 63 licensed advisor with 4 years of industry experience. He has worked at Joel Isaacson & Co., LLC since 2012 and has been associated with The Dreyfus Service Corporation since 1998. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in assets, offering tailored financial planning, portfolio management, tax advice, and family-office services through a team of about 20 advisors.

Andrew Anello is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Beacon Global Advisor Network, LLC and has previously worked at Brite Advisors USA, Inc. and DeVere USA INC. since 2012. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting.

Kevin Gillard is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding the Series 66 designation with 13 years of industry experience. He has been with Ingalls & Snyder since 2012 and 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 a range of asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to shorter-term trading and alternative investment vehicles.

Emilio Alix Brantley is a financial advisor at Aspiriant, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Goldman Sachs & Co. Prior to joining Aspiriant in 2024, his roles spanned wealth management and private banking. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs incorporating various asset classes and utilizes AI tools to support client communications and analyses.

Rachel Pino is a financial advisor at TSA Portfolio Management Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HRC Services, Inc. since 1993. Outside of advising, she is a partner in MII Holdings, LLC, a real estate holding company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.5 billion using model allocations and emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing.

Paula Gruber is a financial advisor at NewEdge Wealth with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2022. 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 emphasizes asset allocation and investor behavior through a combination of model strategies, separately managed accounts, and proprietary solutions.

Cody Rominger is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Cantor Fitzgerald since 2017 and worked previously at Efficient Market Advisors, LLC from 2015 to 2017. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and applies strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, with a focus on index-based ETFs, value and income strategies, and managing fixed-income exposure.

Michael Bray is a financial advisor at Ingalls Investment Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Robert W. Baird & Co. Inc. and Inverness Counsel. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals and institutional clients, employing distinct asset-management styles with strategies ranging from long-term equity holdings to short-term trading and alternative investments.

Michael Brod is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation and seven years of industry experience. He has been with Maxim Financial Advisors since 2019 and has been affiliated with Maxim Group since 2013. He is also associated with Indiana University. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm uses various investment vehicles and analytical methods, serving both retail and institutional clients, and manages assets through wrap-fee and non-wrap programs.

Robert Eising is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection.

Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Smith Asset Management Group for 10 years before joining Cantor Fitzgerald in 2023. 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 employs a combination of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with A.G.P. since 2018. He also has a history with Aegis Capital Corp dating back to 2013. Outside of his advisory work, he serves as a co-trustee for the Michael Nissen 2010 Insurance Trust. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture model that combines internally managed strategies with co-advisory and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Sunny Patel is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at First Republic Bank and its affiliated entities for a decade before joining Avestar Capital and subsequently First Citizens Asset Management and SVB Wealth. Patel’s role includes private banking responsibilities involving client meetings to discuss investment capabilities. SVB Wealth serves a diverse clientele, including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis in its investment approach and maintains a formal due-diligence process for manager selection, with services delivered through investment adviser representatives.

Michael Gibney is a CFP® with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2016. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Robert Nepo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining A.G.P. / Alliance Global Partners in 2020, he worked at Five Rings Capital LLC from 2012 to 2020. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory and third-party money manager programs, and brokerage and insurance product sales, utilizing an open-architecture model that includes internally managed strategies, co- and sub-advisory relationships, and separately managed accounts.