Frank Calabrese is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, a firm offering investment and advisory services, and also acts as an agent for disability income insurance. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios combined with outside managers, and tailors strategies based on client objectives and risk tolerance.

Gabriel Tishelman is a financial advisor with Jefferies Investment Advisers LLC and holds the Series 66 designation. He has three years of industry experience, including prior roles at Charles Schwab and Inflection Advisors. Outside of his advisory work, he tutors students in CFA subjects through Varsity Tutors. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, using a customized planning process supported by third-party software and scenario analysis. The firm operates as a subsidiary of Jefferies Financial Group and separates its fiduciary planning from implementation services.

Victoria Pantaleo is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at Golub Capital since 2023, and previously at BlackRock from 2017 to 2023. 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 using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended managers and private investments.

Robert Russak is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill, Morgan Stanley, and Wells Fargo Clearing. Since 2025, he has been with Snowden Lane Partners, part of Snowden Capital Advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios, often utilizing third-party managers while maintaining client oversight.

Mike Toledo is a financial advisor at Snowden Capital Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, he serves as president of his condominium board. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and investment consulting, utilizing a multi-team approach with access to third-party managers and a range of investment tools, including alternatives and derivatives.

Jeanne Weaver is a CFP® and ChFC® with 41 years of industry experience, currently serving at NPA Asset Management, LLC since 2015. She holds Series 63 and Series 65 licenses and has experience placing life insurance, annuities, and fixed insurance products through independent broker services. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Matthew Miller is a financial advisor at Aegis Capital Corp. in Portland, OR, with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Aegis since 2015. Outside of advisory work, he is the managing member of Broadway Group LLC, a business involved with office expenses. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services along with financial planning and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Frank Fava is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining Vanderbilt in 2021, he worked at Westport Capital Markets, LLC for seven years. Outside of his advisory role, he is involved in a golf clothing manufacturing business, F-Squared Golf. 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 access to third-party sub-advisors and digital platforms, with an investment process that integrates strategic asset allocation and multiple analytical approaches.

Ryan Michaelsen is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Emigrant Bank and Emigrant Mortgage Company. 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 covering areas such as tax and estate planning, executive compensation, concentrated stock reviews, and philanthropic planning.

Jose Cao Alvira is a CFP® professional with one year of experience at Foundations Investment Advisors LLC. He also holds faculty positions teaching finance at Barnard College of Columbia University and Lehman College of the City University of New York. Outside of advising, he owns a consulting firm that provides economic consulting services and life insurance products. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.

Anthony Megaro is a financial advisor at NPA Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Planning Associates, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he has developed a renewable energy device powered by water, for which he holds a patent. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a multi-team of 51 advisors. The firm manages over $1 billion in assets and offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, securities, and insurance products.

Kristopher Giordano is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He holds the Series 66 designation and has worked at Jefferies Investment Advisers LLC, Leucadia Asset Management LLC, Jefferies LLC, HSBC Private Bank, and Fidelity Investments. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software and probability-based modeling to develop comprehensive financial plans.

Nicholas Attard is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc., Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Commonfund Securities, Inc. He serves as Treasurer and board member of the Bartlett Arboretum and Gardens and is a committee member for the Old Colony YMCA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent and offers discretionary account management via sub-advisor RBC Rochdale.

Timothy Erb is a financial advisor at Allen Investment Management, LLC with 15 years of industry experience. He has been with Allen Investment Management since 2016 and holds the Series 63 designation. Outside of his advisory role, Erb serves on the Investment Committee for The HOPE Program and is a trustee for LaSalle College High School. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs across several asset classes and emphasizes manager due diligence and thematic equity strategies.

Eric Bicknese is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2010. Outside of his advisory role, he is involved in real estate sales, referring clients to brokers and acting as a point of contact. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory and reporting responsibilities.

Steven Goode is a CFA® charterholder based in New York, NY, with two years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to Arax, he spent three years at GFP Private Wealth/Logix and seven years as a self-employed advisor. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors and approximately $26.5 billion in regulatory assets under management. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a blend of internal portfolio management, third-party models, and tailored asset allocation, including unique performance-based fee arrangements and carried-interest structures for qualified investors.

Elizabeth Tavel is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her prior experience includes positions at Bank of America, Merrill, Morgan Stanley Smith Barney, and other firms. She is also the founder of Tavel Financial, a business development venture based in Longmeadow, MA. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm employs an open-architecture investment model that integrates internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and other services.

Gregory Cho is a financial advisor with Jefferies Investment Advisers LLC and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at Merrill and Leucadia Asset Management. Outside of his advisory work, he is the founder and president of SafetyPlus, Inc., a manufacturer and distributor of personal protection equipment, where he oversees financials and major decisions. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations through a customized, collaborative planning process. The firm uses third-party software and scenario analysis to support financial planning, distinct from security-specific investment recommendations.

Rodman Moorhead IV is a financial advisor at Tocqueville Asset Management LP with five years of industry experience. He has been with Tocqueville Asset Management since 2008. Tocqueville Asset Management L.P. is a registered investment adviser managing over $10 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple strategies.

Joshua Kang is a financial advisor at J. Safra Asset Management Corporation with a Series 65 designation and one year of industry experience. His prior work includes roles at Safra National Bank of New York and educational positions at Villanova University, Fair Lawn High School, and Thomas Jefferson Middle School. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private funds, and institutional clients. The firm employs a fundamental and macroeconomic investment approach, managing portfolios through model strategies and an Investment Committee, with notable affiliations across multiple Safra entities.