Gregory Domond is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Inc., MassMutual Life Insurance Company, and MML Investor Services. Outside of advising, he is co-owner of Red Door Learning Company, a preschool and therapy services provider, and founder and board member of the nonprofit organization United For More, which focuses on education, wellness, and community. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using a combination of discretionary management, advisor-specific strategies, and model portfolios that include passive, active, tactical, and ESG-oriented options.

Jonathan Mark is a financial advisor at Pinnacle Associates, Ltd. in Westport, CT, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Pinnacle Associates since 2002. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term orientation and serves both retail and institutional accounts through separately managed equity and balanced strategies.

Vincent Sellecchia is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of his advisory role, he is the owner of Compass One LLC, a real estate holding company. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach, with portfolio management organized by independent investment teams.

Ryan Bass is a financial advisor at Portside Wealth Group, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at TownSquare Capital, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance and financial planning contracting through Suncrest Advisors LLC. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and a combination of fundamental, technical, and modern portfolio theory in its investment approach, while also offering related legal and accounting services through affiliated professionals.

Robert Peyreigne is a financial advisor at Jefferies Investment Advisers LLC with 37 years of industry experience. His career includes roles at Morgan Stanley, Merrill, and UBS Financial Services. He holds Series 63 and Series 65 credentials. Jefferies Investment Advisers LLC provides 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 offers a broad range of planning topics, including tax, estate, executive compensation, and philanthropic planning.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Clearing, and Wachovia Bank. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

Richard Schriefer is a wealth advisor and managing director at Aprio Wealth Management, LLC with 27 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC, serving clients for over two decades. In addition to his advisory role, Schriefer provides settlement planning services to personal injury attorneys and their clients. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging and options-based portfolios, and coordinates accounting referrals through an affiliated CPA firm.

Frasier Esty is a CFP® with four years of industry experience, currently serving at Douglas C. Lane & Associates since 2021. Prior to joining Douglas C. Lane, he spent seven years at Bessemer Trust Company. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy, offering customized portfolios primarily focused on individual equities and fixed income, along with financial planning services and access to third-party investment solutions.

Evangelos Moros is an advisor at Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 65 credentials. He has experience working at Jefferies LLC, Deloitte LLP, and several educational institutions prior to joining Jefferies Investment Advisers. Moros has no industry experience prior to 2026. 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 planning process that includes goal setting, financial analysis, and periodic reviews, utilizing third-party software and Monte Carlo simulations to support probability-based financial outcomes.

Nancy Lu is a financial advisor at Jefferies Investment Advisers LLC with experience at prominent firms including The Carlyle Group and Prudential Financial. She holds a Series 66 designation and has a background that includes roles at several asset management and financial services firms. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and Monte Carlo simulations to help clients evaluate probability-based financial outcomes.

Krish Jain is a financial advisor with Kovack Advisors, Inc., holding a Series 65 designation and beginning his industry career in 2026. His work history includes roles at Kovack Advisors, McClintock Advisory, Beyond Wealth Management, and Salt Shack. Outside of finance, he has experience with Sportime LLC and has worked in education at SUNY New Paltz and Hicksville School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and government entities, using an Envestnet-supported workflow and a combination of internal and third-party investment models.

Tracy Reynolds is a financial advisor at Flagstar Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at HSBC Securities (USA) Inc. for 14 years. Outside of her advisory role, she is a vice president of Croft Properties, LLC, an LLC established for real estate investing, though her involvement is minimal. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, employing a range of investment strategies that include allocations to mutual funds, ETFs, alternative investments, and third-party managers.

Keith Hassan is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laidlaw Wealth Management, Convergex Execution Solutions, and U.S. Capital Wealth Advisors. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm uses a mix of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Kayla Sabbagh is a CFP® with three years of industry experience, currently serving at Greenspring Advisors, LLC. Her background includes roles at Wealthstream Advisors, Inc. and The Vanguard Group, Inc. in addition to her current position. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans, using a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also operates a pooled employer plan and offers participant-focused retirement services through various platforms and educational resources.

Odette Aguila Chacon is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Chacon is an owner of OCR Group, Inc. and ROKL Enterprises Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized and collaborative planning process.

Jorge Silva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Chase Bank and Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing a range of investment tools and third-party managers while maintaining oversight.

Matthew Cherashore is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at The Winchester Group Inc for 12 years before joining Tocqueville Securities L.P. in 2013, where he serves as a portfolio manager. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management, sub-advisory services, and wrap account participation. The firm serves a diverse client base including individuals, institutions, ERISA accounts, sovereign wealth funds, and other investment advisers, employing a bottom-up, contrarian, value-oriented investment approach through independent Investment Teams.

Michael Mccormick is a financial advisor with Gilder Gagnon Howe & Co. LLC, holding a Series 63 designation and 36 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 1991. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy with multiple independent portfolio managers who have full trading discretion, utilizing a broker-dealer model that includes transaction-based commissions on non-retirement accounts.

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.

John Colton is a financial advisor at Gilder Gagnon Howe & Co. LLC with 41 years of industry experience. He has been with the firm since 1983. He holds the Series 63 designation. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that 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.