Noah Mussman is a financial advisor at Cantor Fitzgerald Investment Advisors with Series 66 credentials and two years of industry experience. He previously worked at Equitable Advisors, LLC and participated in a Baylor University exchange program. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with a focus on asset allocation, portfolio construction, and periodic rebalancing, offering strategic, tactical, and opportunistic approaches primarily using index-based ETFs.

Michael Stanton is a financial advisor with TSA Management Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, and MSI Financial Services, Inc. Outside of his advisory work, he is the owner and member of Stanton Places, LLC, a residential property lessor. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across 2,566 clients, utilizing model-based asset allocation and a mix of in-house and third-party management strategies.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

Charles Pepe III is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2012. Williams Jones Wealth Management serves high-net-worth individuals and families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated portfolio approach with an equity emphasis on mid-to-large cap growth-at-a-reasonable-price investments and provides discretionary and non-discretionary portfolio management along with access to alternative strategies and affiliated private funds.

Jason Morad is a Series 65 licensed financial advisor with 17 years of industry experience. He is currently with Ingalls Investment Management, LLC and has been associated with their affiliated broker-dealer, Ingalls & Snyder, LLC, since 2015. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base that includes individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services such as portfolio consulting, financial planning, and management of private investment partnerships.

Michael Dowd is a financial advisor at SeaCrest Wealth Management, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2016. He also has experience as an independent insurance agent. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm takes a customized, long-term investment approach using fundamental and technical analysis and incorporates artificial intelligence tools to support decision-making.

Robert Limmer is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS, Stifel, Ryan Beck & Co., LPL Financial, and Gladstone Institutional Advisory. He is also involved as Principal-Chief Growth Officer at Onward Advisors and serves on the advisory board of BiCoastal Wealth Management. 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, securities lending, and capital markets services. The firm employs both discretionary and non-discretionary portfolio management strategies tailored to client objectives and risk tolerances.

Michael Porricelli is a financial advisor at NorthCoast Asset Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC, Connectus Wealth, and Ameriprise Financial Services, among others. Outside of his advisory role, he is a licensed real estate salesperson engaged in part-time, self-employed real estate activities in Connecticut for personal use only. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process that includes proprietary market-exposure and security-scoring models, offering a broad range of strategies from strategic asset allocation to options-defined outcome overlays and alternative interval funds.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Harrison Barresi is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Inc. and Rothschild & Co US Inc. Barresi serves as CEO of CWHB Real I LLC, a real estate holding company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. 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 covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Rosenfeld is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY, holding 22 years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2002. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm emphasizes long-term growth through strategic asset allocation and GARP-oriented equity strategies focused on mid- to large-cap businesses, managing concentrated portfolios while also offering access to third-party managers and private investment funds.

Andre Yoskowitz is a financial advisor at Copper Financial in New York, NY, holding the CFP® designation with 14 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, he was involved with Afterdawn.com for five years. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and operates with a fiduciary advisory model supported by due diligence on third-party managers.

Michael Ross is a CFP® professional with 25 years of industry experience, currently serving as an advisor with Jefferies Investment Advisers LLC since 2023. His prior experience includes roles at Leucadia Asset Management LLC, Jefferies Insurance Brokerage, Jefferies LLC, and Wells Fargo Clearing, among others. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base including individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis to develop comprehensive financial plans.

Alexander Messer is a Series 65-licensed advisor at Ritholtz Wealth Management with seven years of industry experience. His prior roles include positions at MD Financial/Vestment Financial, RMD Capital, and Northwestern Mutual. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical and alternative strategies.

Joseph Murphy is a financial advisor at Ingalls Investment Management, LLC in New York, NY, with 31 years of industry experience. He holds the Series 63 designation and has been with the Ingalls organization since 2015. Outside of his advisory role, he is employed with Rosenthal Collins, a futures commission merchant, where he introduces potential futures and foreign exchange producers and employees. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs various asset-management strategies such as long-term equity holdings, short-term trading, option writing, and also manages private placements and third-party wrap programs.

Connor Mullin is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals and multi-generational families, focusing on customized wealth advisory and family office services. The firm employs a detailed discovery process to develop investment policies and manages portfolios through a combination of manager selection, direct securities, and discretionary mandates.

Brandon De Otaduy Nam is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments LLC and Golub Capital LLC. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates with affiliated financial businesses and product channels.

Douglas Jamieson is a financial advisor with Gamco Asset Management Inc. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Associated Capital Group, Inc., Gabelli Funds Distributor, LLC, G.research, LLC, GAMCO Investors, Inc., and GAMCO Asset Management (UK) Limited. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-driven investment philosophy supported by fundamental research and offers a range of customized institutional separate-account composites.