Daniel Nessim is a financial advisor at IHT Wealth Management LLC with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Advisor Group, LPL Financial, and Ameritas Life Insurance Corp of New York. Nessim also has a background with A & C Management Group, where he was involved for over a decade. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach, managing approximately $9.8 billion in assets through a large network of advisors.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.

Lauren Cataneo is a financial advisor at Range Advisory, LLC in New York, NY, holding a Series 66 designation with four years of industry experience. She previously worked at Blackrock Investments, LLC and Merrill, among other firms. Outside of advising, she is involved in a real estate referral business that facilitates agent license maintenance through referrals. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers proprietary model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client engagement.

Paul Lambert is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 15 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 2010, serving as a portfolio manager and analyst. Tocqueville Asset Management 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 across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and affiliated broker-dealer operations.

Michael Jeff is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Latitude Advisors and GWN Securities Inc. since 2010. Additionally, he owns and operates Taxation & Management Consultants Inc., an accounting and tax practice he has managed since 1993. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Ana Avina is a financial advisor at Jefferies Investment Advisers LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Jefferies 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 employs a customized, collaborative planning process supported by third-party software and offers a wide range of planning topics including tax, estate, executive compensation, and philanthropic planning.

Dennison Veru is a financial advisor with Palisade Capital Management, LP, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Palisade since 2000. Mr. Veru serves on the boards of directors for Brickell Biotech, Inc. and BioCancell, Ltd., both portfolio companies advised by Palisade Capital Management. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across multiple equity and fixed income strategies, and holds formal subadvisory relationships alongside its separate account management.

Robert Peller is a financial advisor with The AmeriFlex Group in New York, NY, holding a Series 63 designation and 26 years of industry experience. His prior work includes long tenures at Cetera and Kestra, as well as a position at Premier Exhibitions Inc. Outside of his advisory role, he serves as treasurer for the Peller Family Foundation, a 501(c)(3) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.

Ronald Bernstein, CFP® and Series 63, is a financial advisor with 33 years of industry experience. He is currently with Capital Analysts and has prior experience at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Bernstein also owns a tax preparation and planning business. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and uses a proprietary mutual fund screening process to build tax-aware and diversified model portfolios.

James Deutsch is a financial advisor at Gilder Gagnon Howe & Co. LLC with 24 years of industry experience. He has been with the firm since 2000. Outside of his advisory role, he serves as a trustee on the investment committee at Trinity School and is a board member on the investment committee for the NYU Law Foundation. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, charitable organizations, corporations, and retirement plans through multiple independent portfolio managers who employ an active, growth-oriented equity strategy. The firm operates as both a registered investment adviser and broker-dealer, offering client brokerage accounts with distinctive trading flexibility and transaction-based commissions on non-retirement accounts.

Kenneth Pollinger is a financial advisor with Klingenstein Fields Advisors in New York, NY, holding a Series 65 credential and five years of industry experience. He has worked at Klingenstein, Fields & Co., L.L.C. since 2013 and is also associated with KF Group, L.P. Additionally, he serves as a Director and member of the Audit Committee of Brandywine Trust Company, LLC, a Delaware trust company providing fiduciary and administrative services. Klingenstein Fields Advisors offers discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and operates both core equity model portfolios and open-architecture asset allocations, including management of affiliated private funds.

Tara Shulman is a financial advisor at Compound Planning, Inc. in New York, NY, with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Janney Montgomery Scott and UBS Financial Services. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program with a focus on risk-based model allocations tailored to client goals.

Robert Tansey is a financial advisor at Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Wedbush in 2020. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm’s dual registration enables it to deliver both discretionary and non-discretionary portfolio management alongside securities lending and prime services.

Brennan Tobin is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with Wedbush Securities since 2014. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Roger Vogel is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2002. Based in New York, NY, he is part of a firm that serves families and select institutional investors, including endowments and foundations. Silvercrest provides investment management and family-office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO and quantitative risk analytics, tailoring solutions to individual client portfolios.

Caroline Ramirez is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Jefferies LLC, Leucadia Asset Management LLC, Hall Capital Partners, and ClearBridge Investments. Prior to her advisory roles, she was affiliated with Hughes Hubbard & Reed LLP and the University of Scranton. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

Judy Morrill is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Silvercrest since 2013. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, integrating proprietary valuation tools and quantitative risk analytics in its portfolio construction and advisory services.

David Grecsek is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in New York, NY. He has been with Aspiriant since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning, family office, and specialty services. The firm utilizes customized investment programs guided by internal capital market expectations and offers a broad range of implementation options, including third-party managers and private investments.

Nicholas Trifiro is a financial advisor with Aegis Capital Corp. in New York, NY, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. His prior experience includes long tenures at Investacorp Advisory Services and Securities America Advisors. Outside of his advisory role, he serves as an independent trustee for family protection trusts, managing investments and distributions. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates with a combination of discretionary and non-discretionary advisory relationships and is notable for its active broker-dealer operations alongside its investment advisory services.