Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Alliance Global Partners since 2022 and held various roles at National Securities Corporation and National Asset Management from 2015 to 2022. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business based in San Diego. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is notable for its active brokerage and product-distribution activities beyond standard advisory services.

Edgar Perez is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with 23 years of industry experience. He holds the Series 63 designation and has been with Pinnacle Associates since 2001. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored strategies across equity, fixed income, and option overlays.

Michael Tong is a financial advisor at Robertson Stephens Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Fiduciary Trust International. Robertson Stephens Wealth Management serves individual clients, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with model portfolios overseen by an Investment Committee.

John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Bacigalupi serves as the president of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with strategic allocation informed by macroeconomic research and manages multiple registered investment companies and private funds.

Sean Fellin is a financial advisor at United Capital Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Apexium Financial LP and M Holdings Securities, Inc. In addition to his advisory role, he is a licensed insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management services to individuals, high-net-worth households, retirement plans, and institutional clients. The firm offers a range of customized investment solutions, including ESG and faith-based options, and supports other independent advisors through its FinLife Partners platform.

Adam Scharf is a financial advisor at RMR Wealth Builders, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Hightower Advisors. Prior to his financial career, he spent over a decade with Stern Keiser & Panken LLP in the legal sector. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through various program options.

Nelson Matzen is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding the CFP® designation and Series 63, 65, and 66 licenses, and has 10 years of industry experience. His prior roles include positions at HSBC Securities, Avantax Investment Services, and Mariner Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with a range of wealth management and consulting services. The firm manages approximately $12 billion in assets and integrates coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Robert Paul is a CFP® and Series 63 licensed advisor with 4 years of industry experience. He has worked at Joel Isaacson & Co., LLC since 2012 and has been associated with The Dreyfus Service Corporation since 1998. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in assets, offering tailored financial planning, portfolio management, tax advice, and family-office services through a team of about 20 advisors.

Michael Cohen is a financial advisor with Summit Trail Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017, and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory work, Cohen serves on the Village of Lake Success Golf Commission, advising on park management and course conditions. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, integrating ETFs, mutual funds, separate accounts, independent managers, and private funds.

Andrew Anello is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Beacon Global Advisor Network, LLC and has previously worked at Brite Advisors USA, Inc. and DeVere USA INC. since 2012. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting.

Kevin Gillard is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding the Series 66 designation with 13 years of industry experience. He has been with Ingalls & Snyder since 2012 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs a range of asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to shorter-term trading and alternative investment vehicles.

Emilio Alix Brantley is a financial advisor at Aspiriant, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Goldman Sachs & Co. Prior to joining Aspiriant in 2024, his roles spanned wealth management and private banking. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs incorporating various asset classes and utilizes AI tools to support client communications and analyses.

Peter Sosnowski is an investment advisor at Siebert AdvisorNXT, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has spent over two decades at Muriel Siebert & Co., Inc., continuing his work there under its current structure since 2022. He divides his time equally between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both affiliated entities under Siebert Financial Corporation. Siebert AdvisorNXT primarily serves individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm offers investment management through its AdvisorNXT platform, which employs a risk-tolerance questionnaire and Modern Portfolio Theory to build portfolios of low-cost ETFs and ETNs, supplemented by discretionary and non-discretionary management options and access to third-party managers and specialty strategies.

Cody Rominger is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Cantor Fitzgerald since 2017 and was previously with Efficient Market Advisors, LLC from 2015 to 2017. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm employs proprietary ETF model portfolios with strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs and manages several registered investment companies and private pooled funds.

Keith Stecker is a financial advisor with RMR Wealth Builders, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, and specialized advisory services including annuity management and digital asset programs.

Michael Bray is a financial advisor with Ingalls Investment Management, LLC, holding Series 65 and Series 63 designations and 35 years of industry experience. His prior roles include positions at Robert W. Baird & Co. Inc. and Inverness Counsel. Ingalls Investment Management provides discretionary and non-discretionary 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 from long-term equity holdings to short-term trading and alternative investment vehicles.

Michael Brod is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding a Series 66 designation and seven years of industry experience. He has been with Maxim Financial Advisors since 2019 and has been affiliated with Maxim Group since 2013. He is also associated with Indiana University. 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 retirement accounts. The firm uses various investment vehicles and analytical methods, serving both retail and institutional clients, and manages assets through wrap-fee and non-wrap programs.

Robert Eising is a financial advisor at Cannell & Spears LLC 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 individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection.

Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Smith Asset Management Group for 10 years before joining Cantor Fitzgerald in 2023. 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 utilizes proprietary ETF model portfolios and employs a combination of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with A.G.P. since 2018. He also has a concurrent affiliation with Aegis Capital Corp dating back to 2013. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets services, with a focus on international investing and a range of actively managed strategies.