Connor Mullin is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals and multi-generational families, focusing on customized wealth advisory and family office services. The firm employs a detailed discovery process to develop investment policies and manages portfolios through a combination of manager selection, direct securities, and discretionary mandates.

Brandon De Otaduy Nam is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments LLC and Golub Capital LLC. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates with affiliated financial businesses and product channels.

Cameron Rufus is a CFP® with five years of experience in the financial services industry. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Northwestern Mutual and Modern Woodmen of America. Rufus also writes and blogs on investment topics through Wealthfoundme.com. Ritholtz Wealth Management serves a range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a goal-based investment process focused on asset allocation and behavioral finance, combining diversified, low-cost ETFs with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

David Wood is a financial advisor at Jefferies Investment Advisers LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Jefferies LLC, Leucadia Asset Management LLC, Bank of America, and Merrill. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and other entities through a customized, collaborative process using third-party software and analytical tools. The firm offers a range of planning topics, including tax, estate, executive compensation, and philanthropic planning.

Daniel Bredow is a financial advisor at Consolidated Portfolio Review Corp with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Vanderbilt Advisory Services. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which focuses on marketing and payroll activities. Consolidated Portfolio Review Corp serves a diverse client base, including individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers tailored investment management and financial planning through a multi-advisor platform, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Colin Carter is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley, Equitable, and AXA Advisors. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and FINRA member broker-dealer, delivering advisory services through various sponsored programs and third-party platforms.

George Sarlanis is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Snowden Lane Partners, OSAIC, Royal Alliance, Interactive Brokers, Capital One Financial Advisors, and Edward Jones. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial planning, and advisory programs. The firm offers customized model portfolios, third-party manager selection, and a range of investment tools, combining multi-team scale with institutional capabilities.

Samuel Brick is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC, JPMorgan Distribution Services, Inc., Keybank, Flyer Enterprises, Artstreet Cafe, and Communion Of Saints School & Parish. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers a broad range of financial topics.

Anastasios Thermos is a financial advisor at Sprott Asset Management USA Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-oriented strategies, combining bottom-up fundamental analysis with top-down asset allocation, and offers both actively managed and index-based ETFs.

Robert Morgenthau is a financial advisor at Cannell & Spears LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spears Abacus Advisors LLC since 2011. Morgenthau serves as an independent director for three mutual fund families sponsored by Davis Selected Advisors. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Michael Paley is a financial advisor with Klingman and Associates, LLC in New York, NY, holding four years of industry experience. He has been with Klingman and Associates since 2014 and also worked at Ridge Retirement Consultants, LLC from 2014 to 2016. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets and uses an investment approach grounded in Modern Portfolio Theory, with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Michael Allan is a CFP® professional with 41 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2014. He previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax Services. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets across 274 advisors, providing a broad range of services including financial planning, retirement solutions, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers multiple program structures with discretionary and non-discretionary management options, utilizing proprietary asset allocation models and various research methods.

Jacqueline Townsend is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at The Investment Center, Inc. and Innovation Boosters. Outside of her advisory role, she owns and coaches at Jax First Mile LLC, a business focused on running coaching, and also works at Pizza One, a restaurant. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various business entities. The firm employs a customized, collaborative planning process utilizing third-party financial planning software and serves clients through a fiduciary planning role distinct from implementation and execution.

Eivind Olsen is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and has previously worked at Smith Asset Management Group. Olsen serves as Honorary Consul for Norway in Dallas, focusing on enhancing business and cultural relationships between Texas and Norway. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategies emphasizing large-cap value and fixed income with varied asset allocation techniques.

Nate De Groff is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at World Equity Group, Inc., Kroll, and Beacon Global Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives providing layered service arrangements.

Michael Rome is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Ingalls Investment Management, LLC. Prior to joining Ingalls in 2026, he worked at Romen Capital Management for seven years and was self-employed for two years. He also manages money for an outside client, Shay Capital. Ingalls Investment Management offers discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs varied asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies.

Garrett Hayward is a CFA® charterholder with nine years of experience at Douglass Winthrop Advisors LLC and an additional year at Forester Capital LLC. He is based in New York, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm focuses on equity and balanced strategies using a five-filter methodology and maintains a Sustainable Equity Strategy with an environmental value filter.

Nathaniel Fierstein is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Hamlin Capital Management, LLC since 2019 and previously worked at Morgan Stanley Wealth Management from 2016 to 2019. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools, and it serves a diverse client base including municipal issuers and obligated persons.

Stephanie Farella is a CFP® with nine years of industry experience, currently serving as a financial advisor at Jefferies Investment Advisers LLC. Her prior roles include positions at Calamos Financial Services LLC, Morgan Stanley Private Bank, and Oppenheimer. Outside of finance, she is involved as a limited partner focusing on interior and menu design for a coffee shop venture. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm offers a collaborative, customized planning process that utilizes advanced financial planning software and scenario analysis to address a wide range of planning needs.

Nicole Lauria is a Series 66-licensed advisor with Vanderbilt Advisory Services in Woodbury, NY. She has been with Vanderbilt Securities, LLC and Vanderbilt Advisory Services since 2025 and has prior experience at J. Chite and Associates dating back to 2005. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analysis techniques tailored to client objectives.