Sunny Patel is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at First Republic Bank and its affiliated entities for a decade before joining Avestar Capital and subsequently First Citizens Asset Management and SVB Wealth. Patel’s role includes private banking responsibilities involving client meetings to discuss investment capabilities. SVB Wealth serves a diverse clientele, including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis in its investment approach and maintains a formal due-diligence process for manager selection, with services delivered through investment adviser representatives.

Michael Gibney is a CFP® with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2016. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Robert Nepo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining A.G.P. / Alliance Global Partners in 2020, he worked at Five Rings Capital LLC from 2012 to 2020. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory and third-party money manager programs, and brokerage and insurance product sales, utilizing an open-architecture model that includes internally managed strategies, co- and sub-advisory relationships, and separately managed accounts.

Christopher Yost is a financial advisor at Cantor Fitzgerald Investment Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cantor Fitzgerald & Co. since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a process-driven approach using proprietary ETF model portfolios and offers strategies focused on large-cap value, dividend income, and fixed-income management.

Gerald Seigel is a financial advisor with Aegis Capital Corp. in Sarasota, FL, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Aegis Capital Corp. since 2015. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and handles trade execution, clearing, custody, and reporting services.

Alexsandro Ingargiola is a financial advisor with First Citizens Investor Services, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at First Republic Bank and First Republic Securities Company, LLC. He is also involved with SVB Wealth, an affiliated investment advisory firm, where he meets with clients to discuss investment capabilities. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a mix of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware services. Its affiliation with a bank holding company offers integrated banking resources and operational relationships that distinguish it from many independent RIAs.

Joseph Daneshgar is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 10 years of industry experience. Since 2015, he has been affiliated with both Maxim Financial Advisors and Maxim Group LLC. 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 manages assets through various programs and investment vehicles, serving a diverse client base that includes institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

William Vaughan is a financial advisor at Ritholtz Wealth Management with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Corient Services LLC, CIPW Service Company, RegentAtlantic, and NFL Films. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, managing approximately $9.4 billion in assets through both advisor-led and digital platforms.

Alexandra Panora is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and J.P. Morgan Securities prior to joining Insigneo in 2021. Alexandra has full ownership of AEGA21 LLC, a non-securities pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized allocations alongside firm-modeled portfolios, utilizing a range of investment strategies and third-party research to manage portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Dylan Hallard is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Webull Financial and UBS Financial Services. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a customized planning process utilizing third-party software and probability-based analyses, focusing on a broad range of financial planning topics while maintaining a separation between fiduciary planning and implementation services.

Maria Govea is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Outside of her advisory role, she is involved in a family-owned Italian kitchen cabinet import business as a partner. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning and uses third-party software and simulations to illustrate financial outcomes.

Dylan Kluender is a financial advisor at Ritholtz Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ritholtz in 2019, he worked at Ameriprise Financial Services and Kennan Ash, LLC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments, and offers digital platforms for model portfolio management and risk profiling.

Mark Malek is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with 16 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and holds Series 63 and Series 65 credentials. Malek divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm offers a web-based platform that uses Modern Portfolio Theory and risk-tolerance questionnaires to build and rebalance ETF/ETN-based portfolios, combining automated solutions with fundamental, technical, and sub-advised strategies.

Ava Steiner is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. She holds a Series 66 designation and has prior work experience at Jefferies LLC as well as involvement with The College of New Jersey Football Program. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized, collaborative planning process supported by third-party financial planning software and analytical tools.

Lynn Sperandeo is a financial advisor at Wedbush Securities Inc. based in New York, NY, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, Dominick & Dickerman LLC, and Credit Suisse Securities. Outside of his financial career, he serves as a notary public and is a member of the Council of Greenburgh Civic Associations. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and securities lending services. The firm combines portfolio management tailored to client objectives with operational capabilities including custodial, clearing, and prime services.

Philip Perry is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over two decades at Signature Securities Group Corp./Signature Bank before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs discretionary account management with documented Investment Policy Statements, utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Jarita Liang is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Jefferies LLC, J.P. Morgan Securities, Moelis & Company LLC, and Goldman Sachs. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and statistical analysis tools to assist clients with a range of financial planning needs.

Keith Schaber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he operates College Point Tax Service, providing tax preparation services, and serves as a trustee and executor for the Harvey Whiting Trust and Estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Viet Bui is a financial advisor at Fiduciary Financial Advisors with one year of industry experience and holds a Series 65 designation. Prior to joining Fiduciary Financial Advisors, he worked in various roles at companies including Fully Vested LLC, Service Now, Palantir, and Korn Ferry. Fiduciary Financial Advisors serves a broad client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional and digital-asset advisory services, employs a multi-faceted investment process, and offers unique services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Edward Bonner is a financial advisor at Sprott Asset Management USA Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Sprott Global Resource Investments Ltd. since 2021. Outside of his advisory role, Bonner contributes as a blogger for BitClout – Father Ocean. Sprott Asset Management USA, Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on natural-resource and precious-metals businesses through bottom-up, value-oriented analysis. The firm offers tailored portfolios, including actively managed and index-based ETFs, and has the capability to manage physical-commodities funds, a distinguishing feature among similarly sized advisory firms.