Kenneth Dugan is a CFP® with 22 years of industry experience, currently serving at Leo Wealth, LLC. He has held roles at affiliated entities including Leogroup Wealth Solutions, LLC and Leogroup Fund Services, LLC since 2013. He also maintains an active insurance license. Leo Wealth, LLC serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based and single-stock systematic strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Daniel Wetchler is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and previously worked at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm follows a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, trusts, and corporations.

Nelson Crane is a financial advisor at Ritholtz Wealth Management in New York, NY, with three years of industry experience. He previously worked at The Vanguard Group for three years and has held various roles in education and other sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through a goal-based investment approach that incorporates behavioral finance principles and diversified low-cost ETFs, complemented by digital platforms for model portfolio implementation and management.

Sarah Silverio is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She currently works at NewEdge Wealth and previously held roles at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets.

Katherine Gallagher is a financial advisor at Procyon with 14 years of industry experience and holds a Series 65 designation. Her prior roles include positions at Cypress Capital Group, Alpha Quant Advisors, and Crest Investment Partners. She is also a partner and minority owner of Alpha Quant Models, LLC, which builds and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm provides investment management, financial planning, consulting, and retirement plan advisory, utilizing a fundamentally driven, customized investment process through both internal management and third-party managers.

Shinaola Atoro is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth, Atoro held positions at Walmart and IBM. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a range of investment vehicles including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

Pooran Sharma is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stephens in New York, NY. He has worked at Stephens and ICR during his career, including roles at Epoch Investment Partners. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

Robert Ford is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Maxim Financial Advisors since 2017 and with its broker-dealer affiliate, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and institutional entities. The firm utilizes various investment vehicles and analytical methods, offering tailored advice and portfolio management through multiple account structures and programs.

Edward Giles is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been associated with Peter B. Cannell & Co., Inc. since 2011. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection.

Linda Hilton is a CFP® with six years of experience in the financial industry. She currently works at Simplicity Wealth and has previously been involved with LifePro Asset Management, Triumph Planning Solutions, and Mantell, Prince & Reynolds PC. Outside of her advisory role, she owns a tax and accounting practice where she serves as a CPA. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and financial firms, offering services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with ongoing portfolio monitoring and third-party manager oversight.

Benny Torres Sanchez is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for ten years before joining Snowden Lane Partners. Sanchez is involved with Beyond Baptism, serving on its development committee. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale combined with institutional capabilities.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at IDB Bank, IDB Lido Wealth, LLC, and GBS Finance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary strategies, often utilizing third-party managers and technology platforms.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 66 license and two years of industry experience. He has been with Muriel Siebert & Co. since 2021, working full time split between Muriel Siebert & Co. and Siebert AdvisorNXT, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and optional dedicated investment adviser representatives. The firm offers discretionary and non-discretionary management, with notable features including covered-call transition strategies and integration with an affiliated broker-dealer.

Lisa Kennedy is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been with Spears Abacus Advisors LLC since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

Javier Torres Noriega is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked with firms including PNC and BBVA in various financial services roles. Jefferies Investment Advisers LLC offers 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 analytical tools to address a broad range of planning topics.

Justin Shure is a CFP® professional with 19 years of industry experience. He is currently a wealth advisor at Prosperity - An EisnerAmper Company and has held prior roles at Dai Securities, 1417 Capital, Bay Colony Advisors, and Charles Schwab. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and focuses on asset allocation and diversification, utilizing third-party independent managers and model portfolios.

Joseph Circosta is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer from 2021 to 2023. Outside of finance, he was involved with Ralph's Famous Italian Ices for seven years. Ingalls Investment Management serves individuals, financial institutions, and various organizations with discretionary and non-discretionary advisory services. The firm employs multiple asset-management styles ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

John Simon is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. Prior to joining Simon Quick Advisors in 2017, he worked at William E. Simon & Sons, LLC for 23 years. He serves as finance chair of the Arnold and Mabel Beckman Foundation, reflecting involvement in nonprofit finance. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocation to unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and it offers integrated tax and back-office services alongside sub-advisory relationships.

Andrew Chang is a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Capvision and Pulsafeeder. 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, combining fundamental and technical research, and offers both advisory and broker-dealer services.