Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Clearing, and Wachovia Bank. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

Richard Schriefer is a financial advisor at Aprio Wealth Management, LLC in New York, NY, with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Equitable Advisors. Schriefer also serves as a consultant providing settlement planning services to personal injury attorneys and their clients. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes customized portfolio management focused on asset allocation and long-term purchasing power preservation, utilizing a range of investment strategies and ongoing account monitoring.

Frasier Esty is a CFP® with four years of industry experience, currently serving at Douglas C. Lane & Associates since 2021. Prior to joining Douglas C. Lane, he spent seven years at Bessemer Trust Company. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy, offering customized portfolios primarily focused on individual equities and fixed income, along with financial planning services and access to third-party investment solutions.

Evangelos Moros is a financial advisor at Jefferies Investment Advisers LLC with Series 65 and Series 63 credentials. He has experience working at Jefferies LLC and Deloitte LLP, and previously held roles in education at Liberty High School and Vandeventer Middle School. Moros joined Jefferies Investment Advisers in 2026. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and business entities. The firm offers a customized, collaborative planning process covering a wide range of topics including tax, estate, and philanthropic planning, using third-party financial planning software to support its recommendations.

Nancy Lu is a financial advisor at Jefferies Investment Advisers LLC with experience at prominent firms including The Carlyle Group and Prudential Financial. She holds a Series 66 designation and has a background that includes roles at several asset management and financial services firms. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base including individuals, trusts, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and Monte Carlo simulations to help clients evaluate probability-based financial outcomes.

Krish Jain is a financial advisor with Kovack Advisors, Inc., holding a Series 65 designation and beginning his industry career in 2026. His work history includes roles at Kovack Advisors, McClintock Advisory, Beyond Wealth Management, and Salt Shack. Outside of finance, he has experience with Sportime LLC and has worked in education at SUNY New Paltz and Hicksville School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and government entities, using an Envestnet-supported workflow and a combination of internal and third-party investment models.

Tracy Reynolds is a financial advisor at Flagstar Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at HSBC Securities (USA) Inc. for 14 years. Outside of her advisory role, she is a vice president of Croft Properties, LLC, an LLC established for real estate investing, though her involvement is minimal. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, employing a range of investment strategies that include allocations to mutual funds, ETFs, alternative investments, and third-party managers.

Keith Hassan is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laidlaw Wealth Management, Convergex Execution Solutions, and U.S. Capital Wealth Advisors. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm uses a mix of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Kayla Sabbagh is a CFP® with three years of industry experience, currently serving at Greenspring Advisors, LLC. Her background includes roles at Wealthstream Advisors, Inc. and The Vanguard Group, Inc. in addition to her current position. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans, using a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also operates a pooled employer plan and offers participant-focused retirement services through various platforms and educational resources.

Odette Aguila Chacon is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Chacon is an owner of OCR Group, Inc. and ROKL Enterprises Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized and collaborative planning process.

Jorge Silva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Chase Bank and Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing a range of investment tools and third-party managers while maintaining oversight.

Matthew Cherashore is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at The Winchester Group Inc for 12 years before joining Tocqueville Securities L.P. in 2013, where he serves as a portfolio manager. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management, sub-advisory services, and wrap account participation. The firm serves a diverse client base including individuals, institutions, ERISA accounts, sovereign wealth funds, and other investment advisers, employing a bottom-up, contrarian, value-oriented investment approach through independent Investment Teams.

Kevin Murphy is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and Sterling National Bank. In addition to his advisory work, he is involved with Senior Services of North America, assisting seniors in comparing Medicare Advantage and Medigap plans. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and integrates retirement-plan consulting with advisory services through relationships with third-party administrators and affiliated broker-dealer platforms.

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.

Leith Harmon is a financial advisor with Wealthcare Advisory Partners LLC in New York, NY. She holds Series 63 and Series 65 credentials and has seven years of industry experience. Her prior firms include Merrill and Counsel Fiduciary, LLC, where she maintained a dual registration during a transitional period. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, combining passive and active investment strategies with dynamic rebalancing.

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.

Christopher Truncellito is a financial advisor at TSA Management Inc with four years of industry experience. He holds the Series 66 designation and has been with Halliday Financial, LLC since 2021. Prior to his advisory career, he was a full-time student at SUNY Oneonta. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

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.

Christopher Mcclure is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Westport Capital Markets and Vanderbilt Securities. Mcclure also serves as President of VFG Westport, LLC, a non-investment related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside 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.