Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves multiple private pooled investment vehicles for qualified investors.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Yousef Khan is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with OnePoint BFG Wealth Partners and has held roles at firms including LPL Financial and Northwestern Mutual. Outside of his advisory work, he serves as a notary, providing notarization services to clients at no charge. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, with most assets managed on a discretionary basis, and incorporates AI-assisted tools to document client interactions.

Arthur Langhaus is a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. He also serves as a consultant to a select group of ultra-high net worth multi-generational families. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings in its investment approach.

Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cantella & Co., Inc. from 2015 to 2022. He serves as a board member of the North Shore Child and Family Guidance Center. 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 and offers a range of investment strategies including separately managed accounts and third-party manager programs.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

Christopher Morphy is a Series 65 licensed financial advisor at Tocqueville Asset Management LP with 27 years of industry experience. Prior to joining Tocqueville in 2025, he worked for 18 years at Poplar Forest Capital LLC. Tocqueville Asset Management L.P. provides 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 asset classes and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Donald Wang is a Series 65-licensed advisor at Tocqueville Asset Management LP with four years of industry experience. He has been with Tocqueville since 2009. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management services to a diverse client base, including individual and high-net-worth investors, registered investment companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and manages both separate accounts and pooled vehicles.

Charles Bustin Jr. is a CFA® charterholder with 4 years of industry experience, currently serving as an advisor at Douglas C. Lane & Associates since 2010. He is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for a diverse client base, including high-net-worth individuals, families, trusts, endowments, and institutions. The firm emphasizes proprietary fundamental research and offers customized portfolios focused on individual equity securities and fixed income, alongside financial planning and access to third-party cash, credit, and insurance solutions.

Benjjamin Zales is a financial advisor at Wealth Watch Advisors, INC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Chelsea Financial Services Inc, IP Financial Advisory Services LLC, Innovation Partners LLC, and Voya Financial Advisors. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment methods and offers portfolio management through third-party model managers, financial planning, and consulting services.

Romel Rodriguez is a financial advisor at Jefferies Investment Advisers LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Jefferies since 2023, having previously been with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. Outside of his advisory role, he is the owner of H&2R Group 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 using third-party software and probability-based outcome simulations, while separating its fiduciary planning role from implementation services.

Alan Rothstein is a PFS™ credentialed advisor with 23 years of industry experience. He is currently with Advisory Services Network and has a background that includes over two decades at Asset Strategies, Inc. and a longstanding CPA practice through Rothstein and Company, LLC, where he provides tax preparation and accounting services. Advisory Services Network supports individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through a network of independent advisers. The firm employs a variety of investment strategies and implementation options tailored to client objectives.

Aphrodite Garrison is a financial advisor at Ingalls Investment Management, LLC with 38 years of industry experience. She has worked at Ingalls & Snyder, LLC since 1987 and joined Ingalls Investment Management in 2026. Garrison holds the Series 63 designation. She also serves as a trustee for several friends' trusts, dedicating limited time to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse investment 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.

Mark Tassie is a financial advisor at Savvy with 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, as well as self-employment and work with Koyote Trading LLC. He holds Series 63 and Series 66 licenses and is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs mostly index-based, long-term investment approaches while offering active equity portfolios and tax-aware direct indexing, integrating fintech tools and specialized sub-adviser strategies.

Meghan Lee is a CFP® professional with three years of industry experience, currently affiliated with CW Advisors, LLC in New York, NY. She previously worked at Congress Wealth Management LLC for seven years and held positions at Boston Private. Her background also includes four years at Babson College. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and business entities, providing wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other advisors.

Leandro Milititsky is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Jefferies LLC and its affiliated entities since 2012. 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 planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support their recommendations.

Thomas Boucher Jr. is a financial advisor at Ingalls Investment Management, LLC with 45 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1992. Outside of his advisory role, he serves as a trustee of five family trusts. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs a variety of asset-management styles and offers specialized services including financial planning, sub-advisory support, and management of third-party wrap programs.

Scott Dresser is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) based in New York, NY, holding a Series 65 designation with two years of industry experience. His prior experience includes four years at Wetherby Asset Management and multiple roles within the LNW organization since 2022. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach incorporating active managers, tax-aware strategies, and alternative investments.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

Scott Shames is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes roles at National Asset Management, Inc. and V-Finance. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering services such as portfolio management, financial planning, and capital markets advisory. The firm combines advisory and brokerage services with a focus on international investing and various specialized investment strategies.