Avi Deutsch is a Series 65-licensed financial advisor at Robertson Stephens Wealth Management with eight years of industry experience. He has worked at Robertson Stephens since 2022 and previously held roles at Vodia Ventures II, Vodia Capital, and Lavan Inc. Outside of his advisory work, he is a partner at TDO Capital, a real estate investment firm involved in commercial real estate transactions in the New York area. Robertson Stephens Wealth Management provides investment advisory services to individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, and access to public and private funds. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Jonathan Siegel is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds the Series 63 designation and previously worked at Stifel for 18 years before joining Alliance Global Partners in 2025. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture investment approach that includes internally managed strategies, sub-advisory relationships, and a mix of discretionary and non-discretionary mandates.

Jake Given is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Ernst & Young. 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.

Thomas Savino is a financial advisor at Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 credential and has recently begun his career in the financial industry, joining Jefferies LLC in 2024. Prior to this, he was involved in a family landscaping business for five years. 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 range of planning topics through a customized, collaborative process supported by third-party financial planning software and probability-based outcome analyses.

Marc Shapiro is a financial advisor at Palisade Capital Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Nicholas Henderson is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Linqto Investment Management, LLC, Linqto Capital, LLC, and Linqto, Inc. in various roles. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a customized planning process that includes balance sheet reviews, tax and estate planning, and philanthropic planning. The firm uses third-party software and probabilistic modeling to support its collaborative recommendations while maintaining a separation between fiduciary planning and implementation.

Julia Bialek is a CFP®-designated financial advisor with BakerAvenue in New York, NY, and has four years of industry experience. She has worked at BakerAvenue Asset Management since 2020 and previously spent four years at CISA. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, generally on a discretionary basis. The firm offers multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and includes services such as tax and estate planning, philanthropy, and trustee oversight.

Laurie Goodman is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Leucadia Asset Management LLC, and Jefferies LLC. Goodman serves on the advisory boards of Two Sigma Venn Organization and Johns Hopkins University’s Center for Financial Economics, providing guidance on product development and financial economics education. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses through a customized and collaborative planning process that includes comprehensive financial analysis and planning tools.

Caesar Cepeda is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Snowden Capital Advisors and its affiliated entities since 2014. Outside of advisory work, he is the president and owner of Plan B Athletics Inc., operating the Crossfit Monrovia gym. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers a range of portfolio management and consulting services, employing customized model portfolios and third-party managers while maintaining client oversight.

James Lee is a financial advisor at Level Four Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has worked at Mid-Atlantic Securities, Inc. for 18 years before joining Level Four Advisory Services and Level Four Financial in 2022. Lee has also been affiliated with Queens College since 2006. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing tailored model portfolios and integrated financial capabilities.

Riccardo Rainieri is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales through an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Benjamin Lathrop is a financial advisor at Bailard, Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Bailard in 2019, he worked at Franklin Templeton Investments and Newoak Capital Markets. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment, and serves clients including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

Lawrence Fields is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Tocqueville Securities L.P. since 2008 and currently serves as a Senior Advisor. 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 multiple investment teams that use a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Sion Harari is a Series 65 credentialed advisor at J. Safra Asset Management Corporation with three years of industry experience. Before joining J. Safra, Harari spent time in academia and took two sabbaticals. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental analysis, macroeconomic assessment, and tactical positioning, using both model-driven managed accounts and direct advisory services.

Peter Mohan is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Kimberly Quintero is a Series 66-licensed financial advisor at Ingalls Investment Management, LLC with 16 years of industry experience. She has held roles at Ingalls & Snyder LLC and First Republic Securities Company, as well as First Republic Investment Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a wide range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various strategies from long-term equity holdings to short-term trading and alternative investments.

Ian Murray is a financial advisor with Mariner Independent holding a Series 66 designation and five years of industry experience. He previously worked at Ameriprise from 2019 to 2022 and currently provides investment advisory services through Mariner Platform Solutions and SideBar Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement consulting, and access to a broad range of investment tools, supported by affiliated trust and institutional pension consulting services.

Eric Carrara is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at NPA Asset Management since 2004, Nationwide Planning Associates since 2003, and Evergreen Financial Services since 1990. In addition to his advisory roles, he operates an independent insurance agency selling life and health insurance to the same client base. NPA Asset Management is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning and model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Daniel Arcos is a CFP® and CFA® credentialed advisor at Robertson Stephens with four years of industry experience. He previously worked at Rockefeller Capital Management from 2015 to 2019 before joining Robertson Stephens. Outside of his advisory role, he serves as president of a personal real estate holding company, where he assists with leasing and property management coordination. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Anshul Sharma is a financial advisor at Savvy with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for 19 years. In addition to his advisory role, Sharma serves as an adjunct professor at Stevens Institute of Technology, teaching Quantitative Hedge Fund Strategies. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.