Nicole Boutmy De Katzmann is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Fieldpoint Private Securities, LLC since 2018 and Oppenheimer & Co. Inc. since 2015. Outside of her financial advisory work, she serves as President of the Board and Resource Development Committee member for the Westchester Ballet Company and is on the Advisory Committee of the Ballet Support Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, institutions, and pension plans by providing portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, offering customized investment solutions that include third-party manager selection and oversight.

Monica Calabrese is a financial advisor at Bolton Securities Corporation with four years of industry experience. She previously worked at LifeInvest Wealth Management, LTD for seven years and EMC Managers Consulting, Ltd for eleven years. Monica is the founder and partner of Moneyology LLC, a company focused on providing financial education for women. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach tailors portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Eric Seidman is a financial advisor at SAX Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fred Alger Management and PGIM Investments prior to joining SAX Wealth Advisors in 2020. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs with a long-term orientation, and offers customized fixed-income portfolios and third-party sub-advisory services.

Brian Robertson is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Laidlaw & Co (UK) Ltd for eight years before joining Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, in 2018. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services to individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment approaches and vehicles, serving both retail and institutional clients, including other investment advisers and government entities.

Michael Axelrod is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Private Advisor Group, LLC. Axelrod also works as an independent insurance agent specializing in life, health, disability, and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management strategies utilizing third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Thomas Hennion is a Series 66-registered advisor with Hennion & Walsh Asset Management, Inc., based in Parsippany, NJ. He has six years of industry experience, all with Hennion & Walsh since 2020. He was unemployed from 2010 to 2020 prior to joining the firm. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, utilizing a range of investment strategies and program structures across various asset classes.

Joshua Joffe is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Revolve Wealth Partners, LLC and Altfest Personal Wealth Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to deliver customized investment plans.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on discretionary or non-discretionary bases.

Leonard Parisi is a financial advisor at Maxim Financial Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Maxim Group LLC since 2002, joining Maxim Financial Advisors in 2017. Outside of finance, he is the owner of AR Sports, a company developing augmented reality software for fantasy sports. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and unique client types such as sovereign wealth funds and municipal governments. The firm’s investment approach combines various asset classes and strategies, drawing on individual advisor expertise alongside third-party research and model portfolios.

Matthew Panek is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Hennion & Walsh since 1999. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a range of managed account programs and utilizes both fundamental and technical analysis across various asset classes.

Nicholas Thompson is a CFA® charterholder with seven years of industry experience. He currently works at Beacon Trust and has prior experience at CNR Securities, Hartford Funds Distributors, Villanova University, and JPMorgan. Outside of his advisory role, he personally manages two rental properties. Beacon Trust offers financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in assets. The firm utilizes an open-architecture investment platform that includes in-house and third-party strategies, with a focus on tax efficiency and customized fixed-income portfolios.

Nikolas Piccolo is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Corient Services LLC, RegentAtlantic, RBC Wealth Management, and Equitable Advisors. Prior to his advisory roles, he studied at Seton Hall University from 2018 to 2022. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with both discretionary and consultative services, catering to diverse client needs through customized allocations and access to alternative investments.

Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Christopher Buckman is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Paulson Investment Company and Leucadia Asset Management LLC. Outside of finance, he is a member of the Teamsters Local 817 Union, working as a production assistant on various television shows, movies, and concerts. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software to address topics such as tax and estate planning, executive compensation, and philanthropic planning.

Alice Mclean is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 24 years of industry experience. She has been with Ingalls Investment Management since 2026 and previously with Ingalls & Snyder LLC for 25 years. Outside of her advisory work, she is a group fitness instructor at Club Fit and Town Sports International Holdings. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to short-term trading and option writing.

Louis Russo is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Truist Investment Services, Inc. and PNC Bank, where he spent over a decade in total. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm uses an open-architecture investment platform combining in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.

Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including National Asset Management and Eagles Coast Capital, LLC. Vallach is based in New York, NY. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales, employing an open-architecture investment approach that incorporates both internally managed strategies and sub-advisory relationships.

Michael Lieberman is a Series 66-credentialed financial advisor with 22 years of experience at Advisors Capital Management, LLC, where he has worked since 2004. He is based in Ridgewood, NJ. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection using fundamental, quantitative, and qualitative methods across various asset classes, managing over $8 billion in discretionary assets.