Mathew Carrion is a financial advisor at Latitude Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. In addition to his advisory role, he is an accountant at a full-service accounting firm where he handles training, management, taxes, and review. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services, utilizing valuation-driven and momentum-based multi-asset models combined with continuous portfolio monitoring and rebalancing.

Christopher Stone is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and Winslow, Evans & Crocker, Inc. Stone serves on the co-op board for Appleby Arms Owners Corp in New York. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm provides a range of services including advisory programs, financial planning, retirement solutions, and access to third-party managers, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Cristina Pratt is a financial advisor at New Edge Wealth with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Justin Waterman is a financial advisor at NewEdge Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked 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 and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.

David Baum is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds a Series 63 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Massachusetts Mutual Life Insurance Company. His other business activity includes the occasional sale of fixed insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

John Petrides is a financial advisor at Tocqueville Asset Management LP with six years of industry experience. He has been with Tocqueville since 2019 and previously worked at Point View Wealth Management from 2015 to 2019. He holds Series 63 and Series 65 licenses. 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, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Mathew Shaggura is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Jefferies LLC, and Leucadia Asset Management LLC. Outside of his advisory role, he is involved in banquet and catering services on a part-time basis. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized, collaborative planning process that addresses a wide range of topics including tax, estate, and executive compensation planning.

Christopher Martin is a CFA® charterholder with 11 years of industry experience. He is currently with Jefferies Investment Advisers LLC, having joined in 2023. His prior experience includes roles at JPMorgan Chase and Rochdale Investment Management. 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 and uses third-party financial planning software to support scenario analysis and goal-based recommendations.

Deborah Ryan is a financial advisor at Ingalls Investment Management, LLC with seven years of industry experience. She has been with Ingalls Investment Management since 2026 and previously worked at Ingalls & Snyder LLC beginning in 2017. Prior to her finance career, she worked at Hunter Steak House from 2015 to 2017. Ingalls Investment Management provides investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies that range from long-term equity holdings to option writing and short-term trading.

Lester Kuan is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup. 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 that includes balance sheet and cash flow reviews, tax and estate planning, executive compensation analysis, and philanthropic planning.

William Salotto is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He previously worked at Morgan Stanley and Brown Brothers Harriman. 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 customized, collaborative planning that includes a variety of topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its process.

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.

Noah Maman is a financial advisor at B. Riley Wealth Advisors, Inc., holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. He is involved in non-investment activities related to consulting with tax clients interested in wealth management or financial planning across multiple locations. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a variety of programs including Advisor-as-Portfolio-Manager services, third-party managed strategies via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in assets through a team of about 173 advisors.

Jacqueline Prue is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at SeaCrest since 2015. Outside of her advisory role, she serves as a trustee managing the financial affairs for a family member without compensation. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis and utilizes artificial-intelligence tools alongside human oversight.

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.