Peter Topping is a CFP® and ChFC® with 23 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is involved in marketing securities-based and non-securities-based financial products through Crystal Wealth Management, Inc, and also engages in insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management, managing approximately $1.05 billion across more than 3,200 client accounts.

Michael Rasmussen is a financial advisor at Hennion & Walsh Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2020. His prior experience includes roles at FinPro, Inc. and Ambassador Financial Group, Inc. 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 variety of programs that combine fundamental and technical analysis with discretionary and non-discretionary management across multiple asset classes.

Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with five years of industry experience. He previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, employing a range of investment vehicles and alternative strategies.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Yousef Khan is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with OnePoint BFG Wealth Partners and has held roles at firms including LPL Financial and Northwestern Mutual. Outside of his advisory work, he serves as a notary, providing notarization services to clients at no charge. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, with most assets managed on a discretionary basis, and incorporates AI-assisted tools to document client interactions.

Safet Musovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His prior experience includes roles at CitiGroup, LPL Financial, Northfield Bank, and Capital One Investing. Outside of his advisory work, he is involved as an owner of a rental property business in Newark, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized implementation process.

Arthur Langhaus is a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. He also serves as a consultant to a select group of ultra-high net worth multi-generational families. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings in its investment approach.

Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Cantella & Co., Inc. and Joseph Gunnar & Co. LLC. He serves as a board member of the North Shore Child and Family Guidance Center. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships and offers a broad range of financial planning, portfolio management, and advisory services.

Hugh Mcdonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016 and previously worked at B. Riley Wealth Advisors, Inc. and Asset & Financial Planning, Ltd. Outside of his advisory role, Mcdonald is involved in several business ventures including serving as president of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios according to client goals and risk tolerance using tactical, strategic, and dynamic investment approaches, supported by a multi-team model and an investment committee that conducts due diligence on third-party managers.

Christopher Morphy is a Series 65 licensed financial advisor at Tocqueville Asset Management LP with 27 years of industry experience. Prior to joining Tocqueville in 2025, he worked for 18 years at Poplar Forest Capital LLC. Tocqueville Asset Management L.P. provides portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Donald Wang is a Series 65-licensed advisor at Tocqueville Asset Management LP with four years of industry experience. He has been with Tocqueville since 2009. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management services to a diverse client base, including individual and high-net-worth investors, registered investment companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and manages both separate accounts and pooled vehicles.

Charles Bustin Jr. is a CFA® charterholder with 4 years of industry experience, currently serving as an advisor at Douglas C. Lane & Associates since 2010. He is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for a diverse client base, including high-net-worth individuals, families, trusts, endowments, and institutions. The firm emphasizes proprietary fundamental research and offers customized portfolios focused on individual equity securities and fixed income, alongside financial planning and access to third-party cash, credit, and insurance solutions.

Romel Rodriguez is a financial advisor at Jefferies Investment Advisers LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Jefferies since 2023, having previously been with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. Outside of his advisory role, he is the owner of H&2R Group LLC. 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 using third-party software and probability-based outcome simulations, while separating its fiduciary planning role from implementation services.

Alan Rothstein is a PFS™ credentialed advisor with 23 years of industry experience. He is currently with Advisory Services Network and has a background that includes over two decades at Asset Strategies, Inc. and a longstanding CPA practice through Rothstein and Company, LLC, where he provides tax preparation and accounting services. Advisory Services Network supports individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through a network of independent advisers. The firm employs a variety of investment strategies and implementation options tailored to client objectives.

Aphrodite Garrison is a financial advisor at Ingalls Investment Management, LLC with 38 years of industry experience. She has worked at Ingalls & Snyder, LLC since 1987 and joined Ingalls Investment Management in 2026. Garrison holds the Series 63 designation. She also serves as a trustee for several friends' trusts, dedicating limited time to these responsibilities. 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 diverse investment styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and alternative investment vehicles.

Mark Tassie is a financial advisor at Savvy with 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, as well as self-employment and work with Koyote Trading LLC. He holds Series 63 and Series 66 licenses and is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs mostly index-based, long-term investment approaches while offering active equity portfolios and tax-aware direct indexing, integrating fintech tools and specialized sub-adviser strategies.

Meghan Lee is a CFP® professional with three years of industry experience, currently serving at CW Advisors, LLC. Her work history includes roles at Congress Wealth Management LLC from 2019 to present and Boston Private during 2017 and 2018. Prior to her advisory career, she was employed at Babson College for four years. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and operates within the larger Osaic corporate group providing additional trust, lending, and alternative investment platform services.

Leandro Milititsky is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Jefferies LLC and its affiliated entities since 2012. 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 planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support their recommendations.

Thomas Boucher Jr. is a financial advisor at Ingalls Investment Management, LLC with 45 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1992. Outside of his advisory role, he serves as a trustee of five family trusts. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs a variety of asset-management styles and offers specialized services including financial planning, sub-advisory support, and management of third-party wrap programs.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. His career includes tenure at MetLife Securities Inc. and LPL Financial, LLC, in addition to his current roles at Gladstone Wealth Partners and related affiliated advisory entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.