Alexander Shapses is a CFP® professional with 19 years of experience in financial advising. He is currently with NewEdge Wealth and has held roles at The Leaders Group, Inc., Summit Trail Advisors, M Holdings Securities Inc, Heritage Strategies Inc, A Shapses & Co, and Dearbon Capital. Outside of his advisory work, he manages an outsourced family office business. NewEdge Wealth serves ultra-high-net-worth individuals, families, 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 alternative investments.

Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Rael Rubin is a CFP® with three years of industry experience, currently serving as an advisor at SEIA. His prior experience includes positions at NorthRock Partners, Parkside Advisors, and Fisher Investments. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a combination of strategic macro asset-allocation and tactical adjustments driven by an internal Investment Solutions Group and Investment Committee, offering both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting services.

Katharine George is a CFP® professional with four years of industry experience. She has worked at Greenspring Advisors, LLC since 2025 and previously spent eight years with Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis, along with asset-allocation and manager due diligence, and offers a distinctive suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Billy Obregon is a financial advisor at Vontobel Swiss Financial Advisers with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Trust Company Americas, Deutsche Bank Securities Inc., and Rreef Management, an affiliate of DWS Investments Distributors, Inc. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. taxpayers and a significant non-U.S. client base. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Stephen Jones is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 65 and Series 66 licenses and has 24 years of industry experience, including 17 years at National Asset Management Inc and ongoing affiliation with National Securities Corp since 2002. Outside of his advisory work, he serves as a board member of Latsky Dance, Inc., a dance company. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm provides portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that integrates internal and external strategies, including international equity SMAs and sub-advisory relationships.

Catherine Castaldo is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 48 years of industry experience. She has been with Jefferies & Company, Inc. since 2005 and previously worked at Leucadia Asset Management LLC. 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 a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

Christopher Michelsen is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2021 before joining B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, he is a part owner of BellaWolf Records LLC, a music business established for his wife’s singing career. B. Riley Wealth Advisors manages approximately $7 billion in client assets and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory programs and investment solutions, utilizing both proprietary models and third-party sub-advisers, with accounts managed on discretionary or non-discretionary bases.

Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.

Hannah Woolley is a CFP® professional with four years of experience at Joel Isaacson & Co., LLC, where she has worked since 2009. She is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily 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 through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Maxwell Kopelman is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial Services Advisors, Focus Partners Wealth, and other financial and real estate related firms. Kopelman is also associated with Eagle Rock Wealth and Greenberg and Rapp as a financial advisor. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and various business entities through a customized, collaborative process that includes goal definition, financial analysis, and periodic review. The firm utilizes third-party planning software and focuses on planning rather than security-specific investment recommendations.

John Delafield is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and four years of industry experience. He is based in New York, NY. Tocqueville Asset Management L.P. 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 a bottom-up, value-oriented, and contrarian investment approach across multiple strategies and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Jonathan Khalavsky is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Prospera Financial Services, Inc., where he has worked since 2024. Prior to that, he spent 12 years at TFS Securities, Inc. and four years at Merrill. Outside of his advisory role, he is involved in health insurance services for business owners. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including multiple roles within Cantor Fitzgerald entities since 2015. Cantor Fitzgerald Investment Advisors, L.P. offers discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm employs proprietary ETF model portfolios and a multi-step asset allocation approach, managing a range of equity and fixed-income strategies while serving as advisor to various registered investment companies and private pooled funds.

Alexander Facini is a CFP® professional with experience at Joel Isaacson & Co., LLC since 2023. He previously worked at New York Life Insurance Company and Eagle Strategies LLC, and has an academic background from Fordham University’s Gabelli School of Business. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily for high net worth individuals, offering services that include financial planning, tax and estate planning, and ancillary support such as family office and outsourced CFO services. The firm emphasizes long-term investment strategies, utilizing mutual funds, ETFs, private investment funds, and both discretionary and non-discretionary advice within a network supported by its ownership through Focus Financial Partners.

Edward Gardner Jr. is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses. He has been in the industry since 2015, with experience at Cyrus J. Lawrence, LLC and Empire Asset Management Company prior to joining Apollon. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base, including individuals, families, trusts, businesses, and insurance company clients. The firm offers financial planning and portfolio management services, employing a combination of centrally managed model strategies and locally managed portfolios across various investment vehicles.

Jordan Press is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for over two decades. Jordan holds a Series 65 designation. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers customized, team-based investment management and financial planning, utilizing internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

John Fiorito is a financial advisor at Wealthcare Advisory Partners LLC with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wealthcare Advisory Partners in 2022, he worked at RMR Wealth Management and Dinosaur Financial Group LLC. Fiorito is also involved in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and integrates behavioral economics with fundamental and technical analysis to construct long-term investment portfolios.

Michael Goodman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. He has worked at Greenspring Advisors, LLC since 2025 and was previously with Wealthstream Advisors, Inc. for 21 years. Goodman serves as chair of the AICPA PFP Symposium. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis alongside asset allocation and manager due diligence, and offers a range of fiduciary and non-fiduciary retirement plan services.

Daniel Delmoro is a CFA® charterholder with seven years of industry experience. He has been with Klingman and Associates, LLC since 2015. The firm provides wealth management, financial planning, investment management, and consulting services to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. Klingman manages approximately $5.66 billion in assets for around 700 clients, employing a long-term, diversified investment approach that includes traditional and alternative asset classes.