Lissett Hernandez is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing, as well as positions within various Insigneo entities since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates third-party macroeconomic research and global asset classes to align investments with client objectives and risk tolerances, and maintains cross-border capabilities through affiliated entities.

Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and AXA Advisors. Christina is also an owner and advisor at Alphera Wealth Advisors, LLC, where she provides wealth advisory services. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, managing approximately $14.4 billion in client assets.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected independent managers.

Seth Hofstetter is a financial advisor with Copper Financial in New York, NY, holding a Series 66 license and six years of industry experience. His career includes roles at Copper Financial Network LLC, United Nations Federal Credit Union, and Prudential Insurance Company of America. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.

Michael Paton is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Tocqueville Asset Management since 2004. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies and offers tailored portfolio management services.

Mariana Isabel Muro Riveiro is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Intercam Advisors, Inc. and Jefferies LLC. Outside of her advisory role, she is an assistant designer and co-owner of Vana Accessories LLC, a fashion business. 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 and collaborative planning process supported by third-party financial planning software.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

Richard Petrosky is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has previously worked at various HSBC entities for over a decade and currently serves as Regional Market Executive and Executive Vice President at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a range of investment vehicles and third-party managers, with approximately $784 million in assets under management as of December 31, 2025.

Rohan Motwani is a CFA® charterholder with four years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Greenwich Strategy and Apollo Global Management. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Jonathan Koumas is an Investment Consultant at Fidelity Investments, where he has worked since 2025. He focuses on building lasting client relationships through attentive listening and purposeful planning. Jonathan aims to simplify complex financial matters and provide clear guidance to help clients make confident decisions. His professional experience includes roles as a Financial Representative at Fidelity Investments from 2024 to 2025, and at Northwestern Mutual from 2023 to 2024. Jonathan is committed to delivering thoughtful and transparent service tailored to each client's individual journey. Outside of his professional work, Jonathan enjoys cooking and baking, fitness, football, golf, social events with friends, and volunteering.

Eric Cohen is a financial advisor at StoneX Advisors Inc. in New York, NY, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX and its affiliates since 2015, with prior experience at New England Securities from 2002 to 2015. Outside of his advisory role, Cohen is an independent insurance agent and serves as a trustee for a life insurance trust. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and third-party managers to offer both discretionary and non-discretionary solutions tailored to client needs.

Mitchell Lui is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and two years of industry experience. He previously worked at Banco Santander SA and held roles at Jefferies LLC and several other organizations. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a collaborative planning process tailored to client goals and uses third-party software to deliver comprehensive financial plans without offering security-specific investment recommendations.

Nicholas Kong is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at City National Rochdale from 2015 to 2019 and has been with City National Bank since 2019. Outside of his advisory role, he serves on the Associate Board of Directors for the charitable foundation Summer Search, where he participates in fundraising, board meetings, and mentoring students. 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 offers financial planning and portfolio management with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a larger financial services group that includes banking, trust, municipal advisory, and brokerage activities.

Adam Gorlyn is a financial advisor at Citizens Private Wealth with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Franklin Advisers Inc. and Franklin Templeton Financial Services Corp. among other firms. Outside of his advisory role, he is the owner of TGG Holdings LLC, a sole proprietorship involved in real estate interests. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services.

George Rioseco is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Summit Financial and its related firms since 2008 and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he coaches youth lacrosse for the 2Way Lacrosse Club and participates as a vocalist and guitarist in a neighborhood band. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Diana Massey is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been associated with Spears Abacus Advisors LLC since 2014. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as charities, pension plans, and trusts. The firm uses a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets across a multi-team structure.

Justin Rabinowitz 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 has been with Maxim Financial Advisors since 2007 and has been associated with Maxim Group LLC since 2003. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, with assets under management totaling over $386 million as of December 2024.

Scott Sussman is a financial advisor with Jefferies Investment Advisers LLC based in New York, NY, holding a Series 63 designation and having 34 years of industry experience. His work history includes roles at Leucadia Asset Management LLC, Jefferies LLC, and Citigroup Global Markets. He also serves as CFO of The Mannis Foundation Inc., a nonprofit organization. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base including individuals, trusts, and charitable organizations, offering a customized, collaborative process supported by advanced planning tools.