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 in New York City with one year of industry experience. He holds the Series 65 designation and previously worked at Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and pooled vehicles. The firm employs a blend of fundamental security analysis and macroeconomic assessment, utilizing third-party managers and model providers to implement investment strategies.

Joseph Ghio is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has six years of industry experience. Ghio has been with Williams Jones Wealth Management since 2019, following roles at Williams, Jones & Associates, LLC and William O'Neil + Company IA. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth families, and institutional investors. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, often constructing concentrated portfolios of about 30 positions.

Ian Smith is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management along with family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Suryaveer Singh is a financial advisor with Leo Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Leo Brokerage, LLC, KK Securities Limited, and the University of California, Berkeley. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a multifaceted investment approach combining diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies.

Yaroslav Faybishenko is a financial advisor at Gilder Gagnon Howe & Co. LLC with 20 years of industry experience. He has been with the firm since 2005 and holds a Series 63 designation. Outside of his advisory role, Faybishenko serves as a trustee on the Board of Trustees, Investment Committee, and Academic Affairs Committee at the Jewish Theological Seminary of America, a nonprofit academic and spiritual center in New York City. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and combines fundamental and technical research across separately managed accounts.

Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Joshua Kaye is a financial advisor at Klingman and Associates, LLC with five years of industry experience. He holds Series 65 and Series 66 credentials and has been with Klingman and Associates since 2020. Prior to his current role, he worked with Best Buddies International for four years. He is also an insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, investment management, and consulting services primarily to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $5.66 billion in assets and emphasizes long-term, diversified allocation strategies guided by an Investment Committee and an asset-allocation framework based on Modern Portfolio Theory.

Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 36 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC dba Lellos Wealth Management for 13 years and B. Riley Wealth Advisors, Inc. for 3 years. He is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC, a related investment business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional investors through a multi-team platform. The firm provides discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution with a notable emphasis on international investing.

Hattie Wright is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Ingalls Investment Management, LLC and previously worked at Ingalls & Snyder LLC and Mountain State Analytics, LLC, where she was the sole owner and Managing Director before transitioning her clients to Ingalls & Snyder. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering a range of strategies from long-term equity holdings to short-term trading and private investment partnerships.

Ryan De Walt is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase & Co., Sei, Silver Leaf Partners, and Zurich North America. Ryan's background also includes a period in academia at Franklin & Marshall College and Lehigh University. 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 covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using third-party software and scenario analysis tools to support planning outcomes.

John Brim is a CFA® charterholder with 26 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors, where he has worked since 2026. Prior to that, he spent five years at Smith Group Asset Management, LLC and over two decades at Smith Asset Management Group/Discovery Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm employs a proprietary ETF model portfolio approach that incorporates strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages multiple registered investment companies and private pooled funds.

Jeannie Tai is a financial advisor at Cannell & Spears LLC with four years of industry experience. She previously worked at Spears Abacus Advisors LLC and Integre Asset Management, LLC. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, managing several billion dollars in assets across a multi-team structure.

Lisandro Chanlatte is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Citibank N.A. for 14 years. Outside of his advisory role, he serves on the advisory board of a real estate development firm, BAP Development. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled multi-asset portfolios and incorporates third-party research and periodic reviews to manage a diverse range of investments.

Bernard Selz is a financial advisor at Ingalls Investment Management, LLC with 58 years of industry experience. He holds the Series 63 designation and has previously worked at Neuberger Berman and Gagnon Securities LLC. Outside of advisory work, he serves as the President of the Selz Foundation, Inc., a not-for-profit organization. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of asset-management styles and administers private investment partnerships, donor-advised funds, and third-party wrap programs.

Gonzalo Segnini is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, he serves on the board of trustees for The Cushman School and is involved with an art gallery business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and offers a broad range of planning topics without providing security-specific investment recommendations.

Mimi Duff is a financial advisor at GenTrust with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining GenTrust in 2021, she worked at Kensho Technologies from 2017 to 2019. She serves on the endowment investment committee of Round Hill Nursery School, providing general advice on investment allocation. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach incorporating fundamental, technical, and macroeconomic analysis, and uses AI-enabled tools alongside human oversight to construct customized portfolios.

George Mcauliffe III is a financial advisor at Tocqueville Asset Management LP with 22 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 1998. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base that includes individuals, high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various equity and fixed-income strategies.

Daniel Brady is a financial advisor with Savvy, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Gladstone Wealth Partners, and Chardan Capital Markets. He is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize client investment plans.

Elizabeth Brozena is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. She previously worked at Greystone Wealth Advisors, LLC and Wells Fargo. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.