Eduard Kazatsky is a Series 66-licensed financial advisor at Kingswood Wealth Advisors, LLC with four years of industry experience. He has held roles at Kingswood Capital Partners and Benchmark Investments, Inc., among others. Outside of his advisory work, he is the managing member of Martin-Kazatsky Motors, LLC, which involves race car ownership and operations. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm delivers investment advice on both discretionary and non-discretionary bases, employing an open-architecture platform and integrating insurance-linked account management through affiliated entities.

Dennis Mikhno is a financial advisor at Cantor Fitzgerald Investment Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Citadel Securities Americas LLC, Morgan Stanley & Co. LLC, and Barclays Capital Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios utilizing a process of asset allocation, portfolio construction, and rebalancing, and manages fixed-income and equity strategies across various registered investment companies and private pooled funds.

Barbara Doran is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. Her prior roles include positions at BD8 Capital Partners LLC, Spire Investment Partners, Yorkbridge Wealth Partners, Lebenthal Asset Management, and Morgan Stanley. She serves as Treasurer and chairs the finance committee of the Explorers Club, a nonprofit dedicated to field exploration and scientific inquiry, and is an emeritus trustee at Penn State University, advising on finance and academic affairs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integration with affiliated sub-advisers and third-party operational solutions.

David Perez is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aegis Capital Corp. during two periods totaling 12 years, as well as at Joseph Gunnar & Co., LLC for three years. 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 emphasizes a client-directed approach to portfolio management.

Mary Bellofatto is a financial advisor at Simplicity Wealth with three years of industry experience. She holds a Series 65 designation and has held roles at multiple firms, including Benefit Providers LLC and Roseland Retirement Planning. Outside of her advisory work, Mary is involved in real estate sales through Blue Line Realty and serves as president of Retire Now LLC, focusing on insurance product sales. Simplicity Wealth provides advisory services to a diverse clientele, including individual investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through its managed account platform.

Yael Weston is a financial advisor at Ingalls Investment Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Ingalls and its affiliated firm, Ingalls & Snyder LLC, since 2011. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs varied asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and private investment partnerships.

Alicia Denton is a CFP® with five years of industry experience, currently serving as an advisor at Robertson Stephens. Her prior experience includes roles at Evergreen Gavekal and Hall Capital Partners. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services including tax and estate planning.

Robert Shapiro is a financial advisor at Cannell & Spears LLC based in New York, NY, with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach focused on proprietary fundamental research and concentrated security selection.

Milind Shah is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. His prior experience includes 13 years at New England Securities. In addition to his advisory role, he is an independent insurance agent specializing in disability, life, accident/health, and long-term care insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting. The firm offers multiple account structures and model-based solutions, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Noah Harris is a CFA® charterholder with seven years of industry experience. He currently works at J. Safra Asset Management Corporation and has previously been employed at Suntrust Advisory Services, Inc. Noah holds a Series 63 registration and is based in New York City. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and other institutions. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing both third-party managers and direct advisory services.

Daniel Sexton is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at firms including U.S. Capital Wealth Advisors, Pinnacle Private Wealth, Beaumont Financial Partners, and Fidelity Brokerage Services. In addition to his advisory role, he is a registered insurance agent involved in fixed insurance and annuity contracts. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party relationships, and tailored asset-allocation strategies.

Lauren Cecala is a Series 65-licensed advisor at Beacon Trust in Morristown, NJ, where she has been with the firm since 2013. She has no prior industry experience before joining Beacon Trust. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, delivering investment advice through an open-architecture platform with a risk-first framework and tax-aware management.

Zachary Mc Gill is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Joel Isaacson & Co., LLC. He has been with the firm since 2007. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets and provides comprehensive financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Andy Schwartz is a CERTIFIED FINANCIAL PLANNER™ professional with 41 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. Schwartz serves as a board member for the BSCF Charitable Foundation and is involved in motivational speaking through Epic Success. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies that incorporate third-party managers, proprietary models, and technology-driven operational support.

Mary Clare Bohn is a financial advisor at SVB Wealth with two years of industry experience. She holds a Series 65 designation and has previously worked at KLS Professional Advisors Group and SVB Private, a division of Silicon Valley Bank. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank.

Casey Blout is a financial advisor at GenTrust LLC with three years of industry experience. He holds a Series 65 credential and has worked at GenTrust since 2025 and Legacy PCG, LLC since 2022. Prior to his advisory roles, he spent eleven years in education. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions, including sovereign wealth funds. The firm manages approximately $5.2 billion in assets and employs a proprietary approach combining fundamental, technical, and macroeconomic analysis with asset-allocation and risk management strategies.

Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Principal Street Partners, LLC and R. Seelaus & Co Inc. Calydon Capital specializes in portfolio management, sub-advisory services, and private fund management for high-net-worth individuals, pooled investment vehicles, and other advisers. The firm combines proprietary equity screening models with credit underwriting for municipal strategies and manages both discretionary and non-discretionary assets.

Darnell Wilson is a financial advisor at Gilder Gagnon Howe & Co. LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Prior to his advisory career, he spent over a decade with Zogsports LLC. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services 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.

Michael Depasquale is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His career includes roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, LLC, and Provident Mutual. He serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a multi-faceted approach supported by third-party sub-advisors and platform providers.

Matthew Gaer is a financial advisor with Aegis Capital Corp. in Boca Raton, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Aegis since 2016 and previously was with Oppenheimer from 2013 to 2016. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency where he serves as a producer/agent. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.