Marvin Rivas is a financial advisor with Siebert AdvisorNXT, LLC. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Equitable Advisors, XPO Logistics, New Jersey Institute of Technology, CVS Pharmacy, and Elizabeth High School. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offers access to third-party and independent managers, and combines automated portfolio management with negotiated wrap-fee structures.

Jay Sheth is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he serves as president of Anveer Inc., a company unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Megan Tom is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC, where she has worked since 2015 through its various business phases. Megan is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, with capabilities in active management, tax-aware strategies, and access to private funds.

Guy Riegel is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and over 44 years of industry experience. He has been associated with Ingalls & Snyder, LLC since 1982 and joined Ingalls Investment Management in 2026. Riegel serves as the trustee of several family and friends' trusts and manages the estate planning entity Pakeen LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, and other clients. The firm employs varied asset-management styles and offers services including financial planning, third-party manager selection, and portfolio consulting across multiple investment strategies.

Keith Lester is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Ethos Technologies and Retirement Wealth Advisors, Inc. Outside of his advisory role, he operates KBL Enterprises, which manages his streaming activities on Twitch. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and selected individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational support for other advisers through its managed account platform.

David Maldonado is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Gradient Advisors, LLC since 2021 and previously spent three years at AE Wealth Management, LLC and two years at Gebhardt Group Inc. Maldonado is also the owner of Income Harbor Wealth Management and Income Harbor Financial Group, where he provides financial planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing approximately $289 million in assets and administering about $1.10 billion.

Frank Malpigli is a financial advisor at Savvy with 44 years of industry experience. He holds the Series 63 designation and has worked at Savvy since 2023, following six years at LPL Financial. In addition to his advisory role, he owns Malpigli & Associates Insurance Agency, Inc., an insurance business he has operated since 2010. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans with options for active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Monica Pyryt is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at OnePoint BFG Wealth Partners and has held prior roles at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Wells Fargo Clearing. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies using a combination of proprietary models, third-party managers, and custodian platforms.

Max Wilson is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® designation and has 19 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Wilson is the sole owner of Three23 LLC, a business entity formed for investment-related purposes. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology integration for operational support.

Christian Martin is a CFA® charterholder based in New York, NY, with one year of industry experience. He has been affiliated with Andersen Tax LLC since 2014. Andersen provides full-service investment consulting and performance measurement for individuals, families, and related entities, emphasizing non-discretionary investment advice integrated with tax consulting and financial planning. The firm focuses on strategic investment planning, portfolio optimization, and consolidated performance reporting while leveraging both internal and external resources for manager selection.

Paulo Aguilar is a financial advisor at Arkadios Wealth Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Inland Securities Corporation and Bluerock Capital Markets. Outside of his advisory role, he is a partner at Wealthstone Group, providing real estate consulting services related to market trends, investment analysis, and portfolio management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans delivered through various managed accounts and third-party managers. The firm uses a combination of fundamental, technical, and cyclical investment analysis and offers integration of alternative assets and consolidated reporting.

Theodore Mcdonagh is a financial advisor at Ashton Thomas Securities, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates. Outside of his advisory role, he serves on the Board of Trustees for Seton Hall Prep. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across 2,281 clients through a team of 18 advisors and offers various investment programs, including wrap and non-wrap options, model portfolios, and third-party sub-advisory arrangements.

William Jones, Jr. Jr. is a financial advisor at Williams Jones Wealth Management, LLC with 22 years of industry experience. He has worked at Williams Jones Wealth Management since 2019 and previously spent 31 years at Williams, Jones & Associates, LLC. Williams Jones Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth families, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active intermediate-term fixed-income management, typically constructing concentrated portfolios of about 30 positions.

Tatiane Maeda Pascoal is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. She holds a Series 66 designation and has seven years of industry experience, including eight years at Citigroup and recent roles at Jefferies LLC and LPL Enterprise 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 emphasizes a customized and collaborative planning process using third-party software and scenario analysis, focusing on comprehensive financial planning rather than security-specific investment recommendations.

Geoffrey Hulme is a financial advisor at Ingalls Investment Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Steel Valley Advisors LLC and Gerber, LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base that includes individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and strategies, ranging from long-term equity holdings to short-term trading, and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Denis O'kane II is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 2009. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2022. Prior to joining the firm, he worked at Kreative Displays and spent time as a full-time student. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Shaiza Rizavi is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. She has been with the firm since 1996. Rizavi serves on the boards of Columbia Business School and Vanderbilt University, and is involved with the Tamer Institute for Social Enterprise as well as the Beaverkill Valley Land Trust. She is also co-owner of a regenerative organic farm. 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, combining fundamental and technical research.

Paul Benziger Jr. is a financial advisor at 1919 Investment Counsel, LLC in New York, NY, with 37 years of industry experience. He has been with 1919 Investment Counsel since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm specializes in customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a variety of other financial services.

Michael Cally is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Velocity Capital, LLC and Jefferies LLC. Outside of finance, he has experience working in the hospitality sector at Jake's Bar and Grill. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process utilizing third-party software and offers a broad range of planning topics including tax, estate, and philanthropic planning.