Katherine Gallagher is a financial advisor at Procyon with 14 years of industry experience and holds a Series 65 designation. Her prior roles include positions at Cypress Capital Group, Alpha Quant Advisors, and Crest Investment Partners. She is also a partner and minority owner of Alpha Quant Models, LLC, which builds and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm provides investment management, financial planning, consulting, and retirement plan advisory, utilizing a fundamentally driven, customized investment process through both internal management and third-party managers.

Shinaola Atoro is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth, Atoro held positions at Walmart and IBM. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a range of investment vehicles including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

Pooran Sharma is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stephens in New York, NY. He has worked at Stephens and ICR during his career, including roles at Epoch Investment Partners. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

Robert Ford is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Maxim Financial Advisors since 2017 and with its broker-dealer affiliate, Maxim Group LLC, since 2002. 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 institutional entities. The firm utilizes various investment vehicles and analytical methods, offering tailored advice and portfolio management through multiple account structures and programs.

Edward Giles is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been associated with Peter B. Cannell & Co., Inc. since 2011. 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 strategy based on proprietary fundamental research and concentrated security selection.

Benny Torres Sanchez is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for ten years before joining Snowden Lane Partners. Sanchez is involved with Beyond Baptism, serving on its development committee. 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 customized portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale combined with institutional capabilities.

Alexander Salton is a CFP® with 16 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. His prior roles include positions at Raymond James Financial Services and Legg Mason Asset Management. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with offerings that include specialist advisory options such as annuity management and a discretionary Digital Asset management program.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 66 license and two years of industry experience. He has been with Muriel Siebert & Co. since 2021, working full time split between Muriel Siebert & Co. and Siebert AdvisorNXT, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and optional dedicated investment adviser representatives. The firm offers discretionary and non-discretionary management, with notable features including covered-call transition strategies and integration with an affiliated broker-dealer.

Lisa Kennedy is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been with Spears Abacus Advisors LLC 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 strategy based on proprietary fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

Javier Torres Noriega is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked with firms including PNC and BBVA in various financial services roles. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software and analytical tools to address a broad range of planning topics.

Joseph Circosta is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer from 2021 to 2023. Outside of finance, he was involved with Ralph's Famous Italian Ices for seven years. Ingalls Investment Management serves individuals, financial institutions, and various organizations with discretionary and non-discretionary advisory services. The firm employs multiple asset-management styles ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

Andrew Chang is a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Capvision and Pulsafeeder. 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, and offers both advisory and broker-dealer services.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience. He holds a Series 63 designation and has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers on the investment committee for the IIT Madras Foundation, providing guidance on investment allocation and performance review. GenTrust is an SEC-registered investment adviser that serves a concentrated client base including individuals, financial intermediaries, and institutional clients such as sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation and risk management.

Dilnaman Sachdeva is a CFA® charterholder with eight years of industry experience. He has worked at Aegis Capital Corp. since 2020 and previously held positions at MD Global Partners and Duke University’s Fuqua School of Business. Sachdeva is based in New York, NY. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms.

Jonathan Shapero is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Maxim Group LLC, BNY Mellon, and Edward Jones. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, serving both individual and institutional clients, including other investment advisers and government entities.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience, currently serving at Brookwood Investment Group. He has held roles at Redwood Private Wealth LLC, Protected Goals, LLC, and New Century Capital Management, LLC. Outside of his advisory work, he is president of Furraylogic, Ltd., a company specializing in the development and sale of customized software systems, and BFC Consultants, Ltd., which provides financial analysis and expert witness consulting for legal and accounting firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing tailored portfolios across passive, active, tactical, and blended strategies.

Steven Topal is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Perigon since 2022. Prior to this, he was with PM Wealth Management, LLC for one year and has been a partner at Prager Metis CPAs, LLC, an accounting firm, since 2009. Outside of his advisory work, he serves as a board member and officer for MJHS Health System Inc., a healthcare charitable organization, and is chairman of the board at Menorah Nursing Home. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while retaining oversight and conducting formal reviews at least annually.

Daniel Mc Gurl is a financial advisor at Savvy in New York, NY, holding a Series 65 credential with four years of industry experience. His previous roles include positions at Fortis Capital Advisors, LLC, MML Investors Services, LLC, and MassMutual Life Insurance Co. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools.

Christine Stafstrom is a financial advisor at Ingalls Investment Management, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, People's United Bank, and First Republic Investment Management, LLC. 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 various asset-management styles and offers services such as financial planning, third-party manager selection, and management of private investment partnerships.