Courtney Spagna is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. She has worked at SVB Wealth since 2020 and also holds a role as an Affluent Wealth Advisor with First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select third-party managers and employs fundamental, quantitative, and technical analysis overseen by an Investment Committee.

Roberto Homar Lopez is a financial advisor at Summit Trail Advisors, LLC in New York, NY, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior firms include UBS Financial Services, Bank of the West, and Popular Securities. Summit Trail Advisors serves a diverse client base including high-net-worth individuals, business entities, trusts, and institutional clients. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Brant Cavagnaro is a CFP® and CFA® with four years of industry experience. He currently works at Greenspring Advisors, LLC and previously spent eleven years at Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm utilizes fundamental, quantitative, and qualitative analysis alongside thorough due diligence and offers a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Samuel Baker is a financial advisor with Allen Investment Management, LLC and holds a Series 63 designation. He has 5 years of industry experience and has worked at Allen Investment Management since 2012. 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 through discretionary and non-discretionary agreements, focusing on manager due diligence and a range of long-only equity and thematic strategies.

Jesse Moreno is a CFP® with 17 years of experience in the financial services industry. He is currently with Cantor Fitzgerald Investment Advisors and has prior work history including MBSC Securities Corporation and LPL Financial. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Jeremy Wittenberg is a CFP® professional with 11 years of industry experience, currently serving at Douglas C. Lane & Associates since 2024. His prior experience includes roles at Corient Services LLC, Kore Private Wealth, Jeffries LLC, and UBS Financial Services. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on individual equities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.

Malcolm Macpherson Jr. is a CFA® charterholder and holds a Series 65 license, with four years of experience in the financial industry. He has been with Williams Jones Wealth Management, LLC since 2019 and previously worked at Williams, Jones & Associates, LLC from 2000 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity strategy and active fixed-income management, while also sponsoring affiliated funds and facilitating access to third-party managers and private investment opportunities.

Matthew Gordon is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2025. Prior to joining Greenspring, he worked for 12 years at Wealthstream Advisors, Inc. He is a member of the investment committee for Rodeph Sholom, where he assists in managing the temple's endowment and pension funds. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and offers fiduciary and non-fiduciary retirement plan services, including proprietary pooled employer plan platforms.

Mark Childs is a financial advisor at SVB Wealth with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including JPMorgan Chase, HSBC, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individuals and families to corporations and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental, quantitative, and technical analysis and provides both discretionary and non-discretionary investment solutions.

James Harvey II is a financial advisor at Tocqueville Asset Management LP with 16 years of industry experience. He holds the Series 63 designation and previously worked at Poplar Forest Capital LLC for 18 years before joining Tocqueville in 2025. Outside of his advisory role, he is the proprietor of Pigasus Vineyard LLC, a vineyard business selling grapes. Tocqueville Asset Management LP provides discretionary and non-discretionary 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 through multiple independent Investment Teams across various asset classes and manages both separate accounts and pooled vehicles.

Joseph Werner is a financial advisor at Cannell & Spears LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Peter B. Cannell & Co., Inc. since 1991. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach grounded in proprietary fundamental research and serves as a sub-adviser to an exchange-traded fund.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Kaitlin Weidner is a CFA® charterholder based in New York, NY, with 3 years of industry experience. She has been with Douglas C. Lane & Associates since 2013. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a proprietary fundamental research approach and offers customized portfolios with a focus on individual equity securities and fixed income, alongside financial planning and access to third-party investment solutions.

James Breece IV is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and has been affiliated with Spears Abacus Advisors LLC since 2010. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets through a multi-team structure.

Alfredo Garcia is a financial advisor with Snowden Capital Advisors LLC who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combining institutional capabilities with customized portfolios and third-party manager oversight.

Dinamarie Isola is a financial advisor with Ritholtz Wealth Management in New York, NY, holding a Series 65 designation and bringing 5 years of industry experience. She has been with Ritholtz Wealth Management since 2015 and is also the owner and president of RealSmartica, Inc., a company focused on financial education covering budgeting, wealth building strategies, and college selection and funding. In addition to her advisory work, she provides freelance writing and publishes educational and investment-related research articles for non-investment management clients. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Kerim Tulun is a CFP® professional with 14 years of industry experience, currently serving at Vanderbilt Advisory Services since 2018. Prior to that, he worked at UBS Financial Services from 2014 to 2018. He is also the founder of KT Wealth Management and serves as a board member of the Warwick Valley Chamber of Commerce. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Michael Bertash is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Tocqueville Securities, L.P. since 2009 and at Franklin Credit Management Corporation since 1998. Bertash serves as Director of Institutional Client Services at Tocqueville Asset Management LP. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, 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 notable for its involvement with investment companies, private pooled vehicles, and an affiliated broker-dealer.

Peter Bruno is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Signature Securities, Charles Schwab & Co., Inc., TD Ameritrade, and Equitable, LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages roughly $784 million in discretionary assets and employs a strategy of diversified allocations across mutual funds, ETFs, alternative investments, and third-party managers.

Matthew Rendell is a CFP® professional with seven years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He previously worked at Deloitte & Touche for eight years and is also associated with Vanderbilt Securities, LLC. Rendell serves as a board member of the Glen Cove Chamber of Commerce. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts alongside proprietary model portfolios.