Bryan Pinedo is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 license and three years of industry experience. His background includes roles at Merrill, Optima Fund Management, and Cerulli Associates. Bryan is based in New York, NY. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis tools.

Meredith Lipman is a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior career includes roles at Morgan Stanley and involvement with organizations such as EmpowHer Purpose and the University of Southern California. 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 who have full trading discretion.

Sean Carmody is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 15 years of industry experience. He has been with Maxim Group LLC since 2012. Outside of his advisory role, he is involved with SHC Capital Management, LLC, investing in a commercial real estate project. 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 with assets under management totaling over $386 million as of December 31, 2024.

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing affiliated model strategies.

Alexander Derbes is a financial advisor at Gilder Gagnon Howe & Co. LLC with 14 years of industry experience. He has been with Gilder Gagnon Howe since 2003. Outside of his advisory role, he provides occasional guidance to a healthcare data startup called Project Balmire. Gilder Gagnon Howe & Co. LLC offers 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, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementary strategies such as independent managers, private placements, and optional ESG integration.

Jaime Fals Jr. is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Jefferies LLC since 2015. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis to develop comprehensive financial plans.

Michelle Begina is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, she is the author of *Deep Pockets: Creating Wealth from the Inside Out*, engaging in various promotional and educational activities related to the book. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm utilizes a multi-team approach combined with institutional capabilities, employing customized model portfolios and third-party managers while managing a diverse set of investment tools.

Eric Serfaty is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at UBS Financial Services and Oppenheimer & Co. Inc. He is currently affiliated with both Insigneo Advisory Services LLC and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a process that combines individual advisor allocations with firm-modeled portfolios overseen by an Investment Committee.

Jessy Mogro is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Prior to joining Snowden Lane Partners in 2021, Mogro worked at Wells Fargo Clearings Services and J.P. Morgan Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and frequently employs third-party managers in customized investment strategies.

Teigyoku Springer is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. Their prior roles include positions at Sanctuary Advisors, Sanctuary Securities, Park Avenue Securities, and Guardian Life Insurance Company. Springer volunteers on the election committee for Ridgewood, serving District 7 of Bregen County. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning for individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Barbara Tarmy is a financial advisor at Williams Jones Wealth Management, LLC with 10 years of industry experience. She has held roles at Williams Jones Wealth Management since 2019 and previously worked at William, Jones & Associates, LLC from 2016 to 2019. Outside of her advisory work, she serves as an officer at Quality House Wines. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as institutional clients, offering portfolio management, financial planning, and access to third-party managers. The firm’s investment approach emphasizes concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price framework and active, tax-aware fixed-income management.

Henry Zhai is a financial advisor with Arete Wealth Advisors, LLC and holds a Series 66 designation. He has one year of industry experience and has worked at several firms including Hudsonpoint Capital and Charterhouse Capital Partners. Outside of his advisory role, he is a partner at Zhai Financial & Tax, providing tax preparation and financial planning services. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing a combination of advisor-driven and proprietary model allocations, and utilizes third-party sub-advisers and a structured due-diligence process.

Ian Cole is a financial advisor with Copper Financial in New York, NY, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Personal Capital Advisors, HSBC Bank USA, and UNFCU Advisors. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with individual and institutional clients and operates with a fiduciary approach, conducting due diligence on managers and providing ongoing advisory services.

Nicholas Stock is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Tocqueville since 2021 and previously held roles at CIGP and the University of Hong Kong. Outside of his advisory work, he serves as a director of Stock Capital Partners Hong Kong Limited and is a member of Stock & Company, a farm in Illinois. 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 multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Grayson Goulet is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, providing discretionary portfolio management, financial planning, and educational services with a broad range of investment options, including alternative and privately placed investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocation strategies.

Rochelle Wagenheim is a financial advisor at Ingalls Investment Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Distribution, Inc. from 2015 to 2018 before joining Ingalls & Snyder LLC in 2018. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services that include portfolio consulting, private placements, and donor-advised fund programs.

Daniel Winters is a financial advisor at Savvy with Series 63 and Series 65 credentials and approximately two years of experience in the financial services industry. His prior experience includes roles at Merit Financial Advisors and Purshe Kaplan Sterling Investments, as well as five years of service in the United States Marine Corps. Savvy serves individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations with investment and financial planning services. The firm employs a primarily index-based, long-term investment approach supplemented by active equity and tax-aware direct indexing strategies, integrating third-party sub-advisers and fintech tools to build customized client plans.

Michael Kissi is a financial advisor at Aegis Capital Corp. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank and RBC Capital Markets. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.