William Spellman is a financial advisor at OnePoint BFG Wealth Partners with Series 65 credentials. He has industry experience dating back to 2000, including 19 years at Prudential Financial Inc and six years at Bleakley Financial Group, now operating as OnePoint BFG Wealth Partners. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, primarily on a discretionary basis.

Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved in a thrift shop business as a cashier. SAX Wealth Advisors offers investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based approach using low-cost, passively managed funds and supplements portfolios with customized solutions including fixed-income ladders, third-party sub-advisers, and tax-efficient management tools.

Paul Pfeiffer is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has worked at Spears Abacus Advisors LLC since 2009. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including high-net-worth individuals and various institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio construction.

Mark Neely is a Series 65-licensed financial advisor at GenTrust with two years of industry experience. He previously worked at EIF Capital LLC for 12 years. GenTrust is an SEC-registered investment adviser that provides wealth and investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm uses an asset-allocation driven investment approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and may allocate to independent managers and private placements for qualified investors.

Kenneth Mathieson is a financial advisor with Arax Advisory Partners in New York, NY, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, Laidlaw Wealth Management, Steward Partners, and Raymond James Financial Services. Arax Advisory Partners provides wealth management services to a diverse range of clients, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, external managers, and a mix of traditional and alternative investments, supported by proprietary research and technology.

Timothy Collier is a financial advisor with Cantor Fitzgerald Investment Advisors, holding the Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill and Griffin Capital Securities. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios, employs a combination of strategic and tactical asset allocation, and manages several registered investment companies and pooled funds.

Kimberlyn Balz is a financial advisor at One Capital Management, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley & Co. LLC since 2012 before joining One Capital in 2026. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and sub-advisory services, utilizing a globally balanced investment approach that combines active large-cap equities, ETFs, and diversified fixed income.

Andrew Rosman is a CFP® professional with 19 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior experience includes roles at LPL Financial and Wells Fargo Clearing. Outside of his advisory work, he is a partner and part owner of an accounting and tax preparation firm. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing a combination of third-party managers, proprietary investment models, and technology integrations to implement client-specific investment strategies.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. He also works as an accounting intern at Monmouth Ocean Education Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Christopher Cochran is a CFP® with 10 years of experience in the financial services industry. He is currently with Pinnacle Associates, Ltd. and has prior experience at Morgan Stanley Smith Barney LLC and Foresters Financial Services. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm emphasizes a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies that include equity, fixed income, and option overlays, serving both retail and institutional accounts.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, following positions at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, utilizing a mix of model strategies, quantitative and fundamental analysis, rebalancing, and tax-aware portfolio decisions, supported by proprietary technology and integrated tax and insurance capabilities.

Maxwell Cheng is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He has been with Jefferies & Company, Inc. since 2005 and also worked at Leucadia Asset Management LLC for 18 years. He holds the Series 63 designation. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Jacob Turner is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Ritholtz Wealth Management and previously worked at Jim Saulnier & Associates, LLC and Financial Design Studios. Before entering financial advising, Turner spent 14 years at AbbVie, Inc. Ritholtz Wealth Management serves a diverse client base including high-net-worth individuals and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, using diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Austin Zalkin is a financial advisor at Brave Warrior Advisors, LLC in New York, NY, with 16 years of experience at the firm. He has worked exclusively at Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm manages concentrated long equity portfolios based on fundamental, internally generated research and serves as adviser to multiple private funds, overseeing approximately $5.41 billion in discretionary assets.

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 with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He previously worked at National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he is president of Anveer Inc., a non-investment related business. 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, utilizing both advisor-driven and proprietary rule-based model allocations, and employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

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 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Inc. and Ethos Technologies. Outside of his advisory work, he is involved in a personal business conducting streaming on Twitch. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm offers advisory services including financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and select individual securities, combined with technology and operational support for other advisers.

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.