Robert Kleinschmidt is a financial advisor at Tocqueville Asset Management L.P. in New York, NY, with 47 years of industry experience. He has been with Tocqueville since 1991 and holds the Series 63 designation. Kleinschmidt serves as Chief Investment Officer and Executive Chairman of the general partner at Tocqueville Management Corp. 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, private pooled vehicles, insurance companies, and public pension plans. The firm employs a multi-team, bottom-up, value-oriented, and contrarian investment approach across various equity and fixed-income strategies, and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Keith Lane Zucker is a Series 66 credentialed advisor with 26 years of industry experience. He has been with Ingalls Investment Management, LLC since 2023 and has a 27-year tenure at Ingalls & Snyder LLC. Zucker serves as co-trustee for one family trust and is the executor of his mother's estate. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad range of clients, including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs various asset-management styles, offering services that range from long-term equity holdings to short-term trading, and participates in third-party wrap programs and private investment partnerships.

Lawrence Mcneill is a financial advisor at Arax Advisory Partners in New York, NY, holding Series 63 and Series 65 licenses with 39 years of industry experience. His prior positions include roles at Wells Fargo Clearing Services, Morgan Stanley Private Bank, and Morgan Stanley. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of advisory and portfolio management services. The firm combines internal portfolio management with third-party models and tailored asset-allocation approaches, and is notable for its use of performance-based fee arrangements and its recent consolidation of affiliated firms.

Thomas Klingman is a financial advisor with Klingman and Associates, LLC, holding a Series 63 designation and 13 years of industry experience. He has been with Klingman and Associates since 2012 and previously worked at Raymond James Financial Services from 2012 to 2020. Klingman is also licensed as a non-variable insurance agent and engages in insurance sales. 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 a disciplined investment process grounded in Modern Portfolio Theory, utilizing a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Berthel Fisher & Company Financial Services for 23 years. Greenberg also serves as a trustee for a life insurance trust and is the CFO of a venture equity fund. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, and ERISA plan advisory. The firm operates an open-architecture platform and incorporates affiliated financial entities and insurance-linked account management into its investment approach.

Arash Ganjian is a financial advisor at Gilder Gagnon Howe & Co. LLC with 19 years of industry experience. He has been with the firm since 2004. Ganjian holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and manages both wrap-fee retirement programs and transaction-based non-retirement accounts.

David Howe is a financial advisor with Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation and over 51 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 1978. Outside of his advisory work, he is the founder and owner of 601Artspace, a private non-commercial exhibition space, and operates David Howe Studio as an artist. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Jason Konskier is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with NFSG Corporation and previously worked at Realta Investment Advisors, Realta Equities, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved with Simplicity, focusing on research and analysis related to potential insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management with a focus on diversified portfolios and utilizes an internal portfolio manager along with third-party asset managers to support its representatives.

Margaret Rivera is a financial advisor with Insigneo Advisory Services, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment solutions across various asset classes, utilizing both proprietary and third-party strategies.

Joshua Abercrombie is a financial advisor at Cantor Fitzgerald Investment Advisors with 20 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Cantor Fitzgerald since 2022. Prior to that, he was with Brighthouse Financial and Griffin Capital Securities. Outside of his advisory role, he is the founder and sole proprietor of Denovo Ventures LLC, which acquires, renovates, and sells residential properties in the Phoenix area. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm utilizes a research-driven approach primarily focused on index-based ETFs and offers proprietary model portfolios alongside active value and income strategies.

William Butler is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Beacon Trust in New York, NY. He has been with Tirschwell & Loewy, a division of Beacon Trust, since 2007. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach using an open-architecture platform and offers integrated trust and banking referral capabilities through its affiliated trust company and bank holding company.

Adanlys Santos Pichardo is a financial advisor with First Advisors National, LLC, holding a Series 63 designation and nine years of industry experience. Her work history includes roles at Teras Capital LLC, My Secure Advantage, and Primerica Advisors. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Michael Luis is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Calton & Associates, Inc. for eight years. He has been associated with RMR Wealth Builders for multiple periods since 2011. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Elise Ornstein is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior positions include nearly a decade with Metlife Investors Distribution Company and METLIFE Securities Inc. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using diversified strategies and third-party managers, with approximately $784 million in assets under management as of the end of 2025.

Matthew Lohrius is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2018. His prior experience includes roles at American Portfolios Financial Services, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. Outside of his advisory work, he plays drums in a band called Somethin Fresh. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm emphasizes a goal-based investment process using diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Dorothy Decarlo is a financial advisor at Klingman and Associates, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Private Wealth Management for nine years. Klingman and Associates provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets and uses an investment approach grounded in Modern Portfolio Theory, employing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Ilan Folman Cohen is a CFP® professional with 4 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2014. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension plans, profit-sharing plans, and charitable organizations. The firm manages approximately $8.04 billion in client assets and offers a range of services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Kimberly Viggiano is a financial advisor at Gilder Gagnon Howe & Co. LLC with 21 years of industry experience. She has been with Gilder Gagnon Howe since 2009. Kimberly holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading primarily in stocks, combining fundamental and technical research while managing separate client accounts.

Steven Powers is a CFA® charterholder with two years of industry experience, currently serving at Ingalls Investment Management, LLC. His prior experience includes roles at Ingalls & Snyder LLC, Spouting Rock Asset Management, and Stewart Asset Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, charitable organizations, and private investment partnerships. The firm employs multiple asset-management styles, including fundamental, technical, and cyclical analysis, and offers services such as financial planning, third-party manager selection, and portfolio consulting.

Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.