Grayson Goulet is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, providing discretionary portfolio management, financial planning, and educational services with a broad range of investment options, including alternative and privately placed investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocation strategies.

Rochelle Wagenheim is a financial advisor at Ingalls Investment Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Distribution, Inc. from 2015 to 2018 before joining Ingalls & Snyder LLC in 2018. 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 asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services that include portfolio consulting, private placements, and donor-advised fund programs.

Daniel Winters is a financial advisor at Savvy with Series 63 and Series 65 credentials and approximately two years of experience in the financial services industry. His prior experience includes roles at Merit Financial Advisors and Purshe Kaplan Sterling Investments, as well as five years of service in the United States Marine Corps. Savvy serves individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations with investment and financial planning services. The firm employs a primarily index-based, long-term investment approach supplemented by active equity and tax-aware direct indexing strategies, integrating third-party sub-advisers and fintech tools to build customized client plans.

Michael Kissi is a financial advisor at Aegis Capital Corp. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank and RBC Capital Markets. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Wesley Ford is a financial advisor at Madison Avenue Securities, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BrightHouse Financial, ProEquities, Inc., and Nationwide Investment Services Corporation. Outside of his advisory role, he serves as a successor trustee. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and employs various investment strategies, serving clients through both discretionary and non-discretionary account management.

Susan Feeley is an advisor at Circle Wealth Management, LLC with 17 years of experience at the firm. She holds Series 65 and Series 63 designations. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, along with their related trusts, foundations, and endowments. The firm focuses on customized wealth advisory, investment management, and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.

Zbynek Kozelsky is a financial advisor at Ashton Thomas Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. and Arax Investment Partners. Outside of his advisory role, he is the managing member of DN Athletics, LLC, an apparel and retail business. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and retirement plan consulting services through a team of 18 advisors and manages approximately $1.86 billion across multiple program structures.

Ying Zhang is a financial advisor at Gilder Gagnon Howe & Co. LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research while managing separate client accounts.

Adam Godino is a financial advisor at SB Advisory, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and AXA Advisors. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing over $1.1 billion primarily on a non-discretionary basis for individuals, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and qualitative analysis in constructing tailored client portfolios.

Triana Raquel Arellano is a financial advisor at Jefferies Investment Advisers LLC with a Series 66 credential and one year of industry experience. She has previously worked at Insigneo Securities LLC and Wells Fargo Clearing Services. Jefferies Investment Advisers LLC offers fee-based financial planning services to a variety of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process utilizing third-party software and Monte Carlo simulations to support goal-based financial analysis.

Bruce Resnik is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2008 to 2018. Resnik is also a notary public, providing notarization services for family and personal documents. Summit Financial, LLC is an SEC-registered 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, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

Mason Rothe is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Alliance Global Partners in 2023, he worked in his family’s construction business, Rothe Construction, where he performed masonry, utility work, and operated heavy equipment. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans with portfolio management, financial planning, and brokerage services. The firm employs an open-architecture investment approach with a focus on international investing and offers both discretionary and non-discretionary strategies through in-house and third-party managers.

James Wright is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. from 2015 to 2021. Outside of his advisory role, he is an investor in a technology services company, Bbot Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Jeffrey Morrison is a financial advisor at Lifemark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been president of Classic Benefit Planners, Ltd. since 2005. Morrison is also an attorney with over 50 years in legal practice, performing occasional legal work alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of investment programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager services, with client suitability assessments and tailored risk management.

Emily Rosen is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds the Series 66 designation and has been with Jefferies since 2022. Prior to her financial advisory role, she studied at Syracuse University and completed her secondary education at Upper Dublin High School. 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 collaborative planning process tailored to client goals and utilizes third-party software, including Monte Carlo simulations, to support probability-based financial outcomes.

Jimmy Khaski is a financial advisor at Maxim Financial Advisors LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Maxim Group LLC in 2024, he worked at PHX Financial Inc from 2021 to 2024. Khaski is also associated with Baruch College since 2016. 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, estates, corporations, and various institutional entities. The firm’s representatives customize investment strategies using mutual funds, ETFs, individual equities, fixed income, options, and active reallocation, combining their styles with third-party research and model providers.

Joseph Zock is a financial advisor at Tocqueville Asset Management LP with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tocqueville Securities L.P. since 2006, where he serves as a portfolio manager. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, high-net-worth investors, registered investment companies, and public pension plans. The firm employs a multi-team investment approach focused on bottom-up, value-oriented, and contrarian strategies across various asset classes and is notable for its extensive involvement with investment companies, private pooled vehicles, and affiliated broker-dealer operations.

Marc Milic is a CFP® professional at Douglas C. Lane & Associates with four years of industry experience. He has been with the firm since 2002. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and pension plans. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, supported by proprietary fundamental research and a flexible long-term investment approach.

Damon Varady is a financial advisor at SEIA with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Royal Alliance Associates and Invest Financial Corp. He also serves as a trustee of a family irrevocable trust. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and emphasizes a predominantly non-discretionary management approach.

Wendell Cayton is a ChFC® credentialed financial advisor with 38 years of industry experience, currently with Snowden Capital Advisors LLC. His prior roles include positions at Snowden Lane Partner, Triad Advisors, Inc., and Signator Investors, Inc. Outside of his advisory work, he serves as a part-time ski instructor at Sun Valley Ski School and chairs a scholarship committee within the Hailey Rotary Club. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm utilizes a multi-team approach with a wide range of investment tools and frequently employs third-party managers while maintaining client oversight.