Adanlys Santos Pichardo is a financial advisor with First Advisors National, LLC, holding a Series 63 designation and nine years of industry experience. Her work history includes roles at Teras Capital LLC, My Secure Advantage, and Primerica Advisors. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Elise Ornstein is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 66 and Series 63 licenses with 26 years of industry experience. Her prior roles include nearly a decade with Metlife Investors Distribution Company and METLIFE Securities Inc. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a mix of mutual funds, ETFs, alternative investments, and third-party managers, with an emphasis on documented investment strategies and periodic portfolio monitoring.

Matthew Lohrius is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2018. His prior experience includes roles at American Portfolios Financial Services, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. Outside of his advisory work, he plays drums in a band called Somethin Fresh. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm emphasizes a goal-based investment process using diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Mario Gabelli is a CFA® charterholder with 58 years of industry experience, currently serving at Gamco Asset Management Inc. He has held leadership roles at numerous affiliated firms, including MJG Associates, Inc. and LICT Corporation, and is a director of the Foreign Policy Association. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, employing a research-driven value discipline supplemented by fundamental and macro analysis. The firm manages approximately $11.6 billion in discretionary assets and offers a range of investment strategies across value, growth, sustainability, and event-driven approaches.

Dorothy Decarlo is a financial advisor at Klingman and Associates, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Private Wealth Management for nine years. Klingman and Associates provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets and uses an investment approach grounded in Modern Portfolio Theory, employing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Ilan Folman Cohen is a CFP® professional with 4 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2014. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension plans, profit-sharing plans, and charitable organizations. The firm manages approximately $8.04 billion in client assets and offers a range of services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Kimberly Viggiano is a financial advisor at Gilder Gagnon Howe & Co. LLC with 21 years of industry experience. She has been with Gilder Gagnon Howe since 2009. Kimberly holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading primarily in stocks, combining fundamental and technical research while managing separate client accounts.

Steven Powers is a CFA® charterholder with two years of industry experience, currently serving at Ingalls Investment Management, LLC. His prior roles include positions at Ingalls & Snyder LLC, Spouting Rock Asset Management, and Stewart Asset Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad 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, offering strategies from long-term equity holdings to short-term trading and option writing.

Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Douglas Moxham is a CFP® professional with 20 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at PNC Investments, PNC Bank, and Merrill. He also serves as trustee of the Mullins Family Trust, managing an irrevocable trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes tailored long-term asset allocation within an open-architecture framework and benefits from its affiliation with Citizens Bank, providing integrated banking and investment services.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. Parker is also associated with LionSmith LLC, which formerly operated as Four Corners Private Wealth. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans with discretionary portfolio management, financial planning, and advisor support. The firm employs a multi-strategy investment approach and manages bespoke portfolios using a range of instruments alongside third-party manager integration.

Lissett Hernandez is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing. Hernandez is also dually registered as a Senior Operations Associate with an affiliate RIA. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies. The firm incorporates third-party macroeconomic research and includes global and emerging-market exposures within its investment approach.

Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and AXA Advisors. In addition to her role at Prospera, she is the owner of Alphera Wealth Advisors, LLC, a wealth advisory business. Prospera Financial Services is a multi-team advisory firm managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through various platforms and both discretionary and non-discretionary account management.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected independent managers.

Seth Hofstetter is a financial advisor with Copper Financial in New York, NY, holding a Series 66 license and six years of industry experience. His career includes roles at Copper Financial Network LLC, United Nations Federal Credit Union, and Prudential Insurance Company of America. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, 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 and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.

Michael Paton is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Tocqueville Asset Management since 2004. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies and offers tailored portfolio management services.

Mariana Isabel Muro Riveiro is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Intercam Advisors, Inc. and Jefferies LLC. Outside of her advisory role, she is an assistant designer and co-owner of Vana Accessories LLC, a fashion business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized and collaborative planning process supported by third-party financial planning software.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

Richard Petrosky is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has previously worked at various HSBC entities for over a decade and currently serves as Regional Market Executive and Executive Vice President at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a range of investment vehicles and third-party managers, with approximately $784 million in assets under management as of December 31, 2025.