Michael Farrell is a CFA® charterholder at Arax Advisory Partners with six years of industry experience. He previously worked at U.S. Capital Wealth Advisors and Piton Investment Management. Outside of his advisory role, Michael serves as Vice President of Farr Education, an organization that provides assistance to charter schools, where he is involved in due diligence, financial modeling, and performance reporting. Arax Advisory Partners offers wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses. The firm provides portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments across a broad platform.

Jeffrey Costello is a financial advisor with Simplicity Wealth in Summit, NJ, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at C2P Capital Advisory Group and Beneficial Wealth. Outside of advisory work, he owns and manages an employee benefits insurance agency that provides group health and dental insurance programs. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and provides technology and operational solutions for other advisers through a managed account platform.

Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at Lord Abbett & Co. LLC for two years and has been with Alliance Global Partners since 2026. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm provides a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with a notable emphasis on international investing.

Nicole Boutmy De Katzmann is a financial advisor at Snowden Capital Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Fieldpoint Private Securities, LLC and Oppenheimer & Co. Inc. Outside of her advisory role, she serves as President of the Board for the Westchester Ballet Company’s Resource Development Committee and sits on the Advisory Committee of the Ballet Support Foundation, both unpaid volunteer positions. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and manager selection. The firm combines multi-team scale with institutional capabilities, frequently utilizing third-party managers and offering specialized advisory programs including Assets Held Away and retirement plan management.

Christopher Hopkins is a financial advisor at SEIA with 20 years of industry experience. He holds Series 66 and Series 63 licenses and worked for Fidelity Brokerage Services LLC for 10 years before joining SEIA and SES LLC in 2025. SEIA is a multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services.

Monica Calabrese is a financial advisor at Bolton Securities Corporation with four years of industry experience. She previously worked at LifeInvest Wealth Management, LTD for seven years and EMC Managers Consulting, Ltd for eleven years. Monica is the founder and partner of Moneyology LLC, a company focused on providing financial education for women. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach tailors portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Brian Robertson is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Laidlaw & Co (UK) Ltd for eight years before joining Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, in 2018. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services to individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment approaches and vehicles, serving both retail and institutional clients, including other investment advisers and government entities.

Michael Axelrod is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Private Advisor Group, LLC. Axelrod also works as an independent insurance agent specializing in life, health, disability, and long-term care insurance. 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 a variety of portfolio management strategies utilizing third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Thomas Hennion is a Series 66-registered advisor with Hennion & Walsh Asset Management, Inc., based in Parsippany, NJ. He has six years of industry experience, all with Hennion & Walsh since 2020. He was unemployed from 2010 to 2020 prior to joining the firm. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, utilizing a range of investment strategies and program structures across various asset classes.

Joshua Joffe is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Revolve Wealth Partners, LLC and Altfest Personal Wealth Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to deliver customized investment plans.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on discretionary or non-discretionary bases.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers both proprietary model portfolios and access to third-party strategies, integrating AI tools into its investment processes.

Leonard Parisi is a financial advisor at Maxim Financial Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Maxim Group LLC since 2002, joining Maxim Financial Advisors in 2017. Outside of finance, he is the owner of AR Sports, a company developing augmented reality software for fantasy sports. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and unique client types such as sovereign wealth funds and municipal governments. The firm’s investment approach combines various asset classes and strategies, drawing on individual advisor expertise alongside third-party research and model portfolios.

Matthew Panek is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Hennion & Walsh since 1999. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a range of managed account programs and utilizes both fundamental and technical analysis across various asset classes.

Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. 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 offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Christopher Buckman is a financial advisor at Jefferies Investment Advisers LLC with eight years of industry experience. He holds Series 63 and 66 licenses and has worked at Jefferies LLC since 2019, with prior roles including positions at Paulson Investment Company and Teamsters Local 817. Outside of finance, he is a member of the Teamsters Local 817 Union, working as a production assistant on television shows, movies, and concerts. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, and corporations. The firm offers a customized, collaborative planning process supported by third-party software and scenario analysis, while maintaining a clear separation between fiduciary planning and implementation roles.

Alice Mclean is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 24 years of industry experience. She has been with Ingalls Investment Management since 2026 and previously with Ingalls & Snyder LLC for 25 years. Outside of her advisory work, she is a group fitness instructor at Club Fit and Town Sports International Holdings. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to short-term trading and option writing.

Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at National Asset Management, National Securities Corporation, Eagles Coast Capital, Guardian Life Insurance, and Park Avenue Securities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm employs a multi-team platform with a notable emphasis on international investing and offers a range of portfolio management and financial planning services.