Jonathan Ocampo is a financial advisor with Santander Securities LLC based in Brooklyn, NY, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, Citigroup Global Markets, and Investors Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily focusing on retail investors.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.

Paul Lambert is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 15 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 2010, serving as a portfolio manager and analyst. 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 bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and affiliated broker-dealer operations.

Ana Avina is a financial advisor at Jefferies Investment Advisers LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Jefferies LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and offers a wide range of planning topics including tax, estate, executive compensation, and philanthropic planning.

Robert Peller is a financial advisor with The AmeriFlex Group in New York, NY, holding a Series 63 designation and 26 years of industry experience. His prior work includes long tenures at Cetera and Kestra, as well as a position at Premier Exhibitions Inc. Outside of his advisory role, he serves as treasurer for the Peller Family Foundation, a 501(c)(3) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services Inc. and PNC Investments LLC. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach with a risk-first framework and provides integrated trust and banking referral capabilities through its affiliation with a chartered trust company and bank holding company.

James Deutsch is a financial advisor at Gilder Gagnon Howe & Co. LLC with 24 years of industry experience. He has been with the firm since 2000. Outside of his advisory role, he serves as a trustee on the investment committee at Trinity School and is a board member on the investment committee for the NYU Law Foundation. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, charitable organizations, corporations, and retirement plans through multiple independent portfolio managers who employ an active, growth-oriented equity strategy. The firm operates as both a registered investment adviser and broker-dealer, offering client brokerage accounts with distinctive trading flexibility and transaction-based commissions on non-retirement accounts.

Kenneth Pollinger is a financial advisor with Klingenstein Fields Advisors in New York, NY, holding a Series 65 credential and five years of industry experience. He has worked at Klingenstein, Fields & Co., L.L.C. since 2013 and is also associated with KF Group, L.P. Additionally, he serves as a Director and member of the Audit Committee of Brandywine Trust Company, LLC, a Delaware trust company providing fiduciary and administrative services. Klingenstein Fields Advisors offers discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and operates both core equity model portfolios and open-architecture asset allocations, including management of affiliated private funds.

Michael Mac Dougal is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. Outside of advising, Mr. Mac Dougal sells firewood through a farmland property he owns in Hampton, NJ. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of advisory and portfolio management programs with both discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Tara Shulman is a financial advisor at Compound Planning, Inc. in New York, NY, with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Janney Montgomery Scott and UBS Financial Services. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program with a focus on risk-based model allocations tailored to client goals.

Robert Tansey is a financial advisor at Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Wedbush in 2020. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm’s dual registration enables it to deliver both discretionary and non-discretionary portfolio management alongside securities lending and prime services.

Brennan Tobin is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with Wedbush Securities since 2014. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Lawrence Bell is a CFP® with 34 years of industry experience and is currently with Summit Financial, LLC. He has held positions at Summit Financial since 2018, and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1991 to 2018. Outside of his advisory work, he serves as president of the Delbarton Athletic Boosters, a high school athletic booster program. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Roger Vogel is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2002. Based in New York, NY, he is part of a firm that serves families and select institutional investors, including endowments and foundations. Silvercrest provides investment management and family-office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO and quantitative risk analytics, tailoring solutions to individual client portfolios.

Caroline Ramirez is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Hall Capital Partners, ClearBridge Investments, and Hughes Hubbard & Reed LLP. Ramirez has been with Jefferies in various roles since 2021. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and offers a broad range of planning topics including tax, estate, executive compensation, and philanthropic planning.

Judy Morrill is a financial advisor with Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Silvercrest since 2013. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies, quantitative risk analytics, and tailored portfolio management to serve its clients.

David Grecsek is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in New York, NY. He has been with Aspiriant since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning, family office, and specialty services. The firm utilizes customized investment programs guided by internal capital market expectations and offers a broad range of implementation options, including third-party managers and private investments.

Nicholas Trifiro is a financial advisor with Aegis Capital Corp. in New York, NY, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. His prior experience includes long tenures at Investacorp Advisory Services and Securities America Advisors. Outside of his advisory role, he serves as an independent trustee for family protection trusts, managing investments and distributions. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates with a combination of discretionary and non-discretionary advisory relationships and is notable for its active broker-dealer operations alongside its investment advisory services.

Ana Paula O'Keefe is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her previous roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and JP Morgan Securities Inc. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of advisory programs, leveraging a multi-team structure and institutional capabilities to support both domestic and non-U.S. clients.

Joseph Schlater is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Blaylock Van, LLC and Standard General, L.P. prior to joining Composition Wealth in 2021. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using diversified mutual funds and ETFs, supplemented by other asset types, and incorporates both fundamental and technical analysis within an internal due diligence process.