Arash Ganjian is a financial advisor at Gilder Gagnon Howe & Co. LLC with 19 years of industry experience. He has been with the firm since 2004. Ganjian 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 employs an active, growth-oriented trading strategy focused primarily on stocks and manages both wrap-fee retirement programs and transaction-based non-retirement accounts.

David Howe is a financial advisor with Gilder Gagnon Howe & Co. LLC, holding a Series 63 designation and bringing 50 years of industry experience. He has been with the firm since 1978. Outside of finance, Howe is the founder and owner of 601Artspace, a private non-commercial exhibition space on the Lower East Side, and also operates David Howe Studio, where he maintains an active art practice. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, pension plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research with independently managed client accounts.

Jason Konskier is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with NFSG Corporation and previously worked at Realta Investment Advisors, Realta Equities, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved with Simplicity, focusing on research and analysis related to potential insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management with a focus on diversified portfolios and utilizes an internal portfolio manager along with third-party asset managers to support its representatives.

Margaret Rivera is a financial advisor with Insigneo Advisory Services, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment solutions across various asset classes, utilizing both proprietary and third-party strategies.

Joshua Abercrombie is a financial advisor at Cantor Fitzgerald Investment Advisors with 20 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Cantor Fitzgerald since 2022. Prior to that, he was with Brighthouse Financial and Griffin Capital Securities. Outside of his advisory role, he is the founder and sole proprietor of Denovo Ventures LLC, which acquires, renovates, and sells residential properties in the Phoenix area. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm utilizes a research-driven approach primarily focused on index-based ETFs and offers proprietary model portfolios alongside active value and income strategies.

William Butler is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Beacon Trust in New York, NY. He has been with Tirschwell & Loewy, a division of Beacon Trust, since 2007. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach using an open-architecture platform and offers integrated trust and banking referral capabilities through its affiliated trust company and bank holding company.

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.

Michael Luis is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Calton & Associates, Inc. for eight years. He has been associated with RMR Wealth Builders for multiple periods since 2011. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

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 57 years of experience in the investment industry. He is affiliated with Gamco Asset Management Inc. and has held leadership roles in multiple entities, including serving as Chairman and CEO of various affiliated companies. Gabelli is also a director of the Foreign Policy Association, a nonprofit organization focused on U.S. foreign policy and global issues. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base that includes institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment approach grounded in bottom-up fundamental research and integrates both Private Market Value philosophy and top-down macro analysis across its strategies.

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 experience includes roles 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 range of clients including individuals, financial institutions, pension plans, charitable organizations, and private investment partnerships. The firm employs multiple asset-management styles, including fundamental, technical, and cyclical analysis, and offers services such as financial planning, third-party manager selection, and portfolio consulting.

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® with 20 years of experience in the financial industry. He currently works at Citizens Private Wealth and Citizens Securities, Inc., having previously held roles at PNC Investments and PNC Bank. He serves as a trustee for the Mullins Family Trust, managing an irrevocable trust on behalf of a family member. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, leveraging its affiliation with Citizens Bank to offer banking-related features and specialized business consulting services.

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. Her prior work includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing, as well as positions within various Insigneo entities since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates third-party macroeconomic research and global asset classes to align investments with client objectives and risk tolerances, and maintains cross-border capabilities through affiliated entities.

Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She previously worked at Ameriprise and AXA Advisors. In addition to her role at Prospera, she is an owner and advisor at Alphera Wealth Advisors, LLC. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans with a range of investment advisory and financial planning services. The firm manages approximately $12.4 billion through about 207 advisors and offers various portfolio management options including firm-sponsored and third-party models.

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.