Mary Erwin is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She is currently with O'Shaughnessy Asset Management, LLC and has prior experience at Russell Investments, Raymond James & Associates, BlackRock, and Bank of America Merrill Lynch. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a systematic, model-driven investment process and offers a customizable advisor-facing platform, managing a large number of client accounts through a network of approximately 53 advisors.

Michelle Debusschere is a financial advisor at NewEdge Wealth with 31 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for nearly three decades before joining NewEdge Wealth in 2023. Debusschere is registered with Series 63 and Series 65 licenses. She is also involved with Cooba Partners, a private security investment partnership that is in the process of winding down. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as 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, model strategies, separately managed accounts, and alternative exposures.

Elizabeth Fell is a financial advisor at Jefferies Investment Advisers LLC with 31 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Leucadia Asset Management LLC and Jefferies LLC. Outside of her advisory role, she serves as president of the board of directors for a nonprofit organization, where she oversees finances and manages administrative responsibilities. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that covers a wide range of topics, including tax and estate planning, executive compensation, and philanthropic planning.

Kevin Allen is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Maxim Group LLC. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients, including individuals, trusts, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, and serves less common institutional clients such as other investment advisers and sovereign wealth funds.

Dean Kuhlkin is a CFA® charterholder with six years of industry experience. He has worked at Perigon Wealth Management, LLC since 2019, following prior roles at RLP Wealth Advisors and National Planning Corporation. Outside of his advisory work, he is a passive owner of a real estate investment entity, Venti Properties LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and regular monitoring, and it is noted for its servicing of banking institutions and oversight of wrap and sub-advisor programs.

Cameron Petrie is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. His background includes roles at Jefferies LLC, Wellington Management Company, and Amundi Pioneer Asset Management. He holds Series 65 and Series 63 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse range of clients including individuals, trusts, estates, and corporations. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to develop comprehensive financial plans separate from investment recommendations.

Adam Ballout is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Modera, he attended Seton Hall University and held positions at Lifetime Fitness and various schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

David Harris is a financial advisor at Tocqueville Asset Management LP with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tocqueville Securities, L.P. since 2002. 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, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Emily Clinton is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 28 years. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, combining multi-team scale with institutional capabilities.

James Hunt is a Series 63-licensed financial advisor with 34 years of industry experience. He has been with Tocqueville Asset Management LP since 2000, serving as a portfolio manager. Hunt is also a board director of Sofina USA. Tocqueville Asset Management LP 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 through multiple independent investment teams.

Christian Gallo is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fieldpoint Private Securities LLC for seven years before joining Snowden Capital Advisors in 2022. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and employs customized model portfolios with access to unaffiliated sub-advisers and third-party managers.

Michael Kreuzer is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith, Inc., and Bank of America, N.A. since 2009. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, often utilizing third-party managers for investment implementation.

Bryan Duffy is a financial advisor at The AmeriFlex Group with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Kestra Investment Services, Cetera, and Peller Wealth Management. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using model asset allocations, third-party managers, and discretionary or non-discretionary manager relationships.

Kurt Ryden is a financial advisor at Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside its dual registration as an adviser and broker-dealer.

Joseph Hart II is a financial advisor with Invst, LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously spent ten years at NS Capital LLC before joining Invst in 2025. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets, employs 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Gustavo Colomina is a financial advisor at Jefferies Investment Advisers LLC with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including J.P. Morgan Securities, CITIGROUP, and Jefferies. He serves as a board member of the Briar Bay Townhouse Homeowners Association. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations, using a customized, collaborative process supported by third-party software to help clients define and pursue their financial goals.

Ryan Schechner is an advisor at B. Riley Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Batting 1000 and B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including internally managed models and third-party managed solutions, managing approximately $4.21 billion in client assets through about 173 advisors.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.

Nicholas Stark is a financial advisor at TSA Management Inc with 15 years of industry experience. He has held positions at Halliday Financial, LLC since 2017 and Mass Mutual Investors Services from 2016 to 2017. Outside of advisory work, he is involved in fundraising for Wonderland Nursery School and has experience in insurance sales and landscaping. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $1.479 billion across about 2,566 clients, utilizing model allocations, tax-aware security selection, and a combination of in-house and third-party managers.

Irene Lam is a financial advisor at Core Planning with a Series 65 designation and over a decade of industry experience, including 12 years at Intesa Sanpaolo IMI Securities and shorter tenures at BBVA and other firms. She joined Core Planning in 2026. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses a tailored investment approach with model portfolios and rule-based rebalancing tools to manage client accounts.