Caesar Cepeda is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Snowden Capital Advisors and its affiliated entities since 2014. Outside of advisory work, he is the president and owner of Plan B Athletics Inc., operating the Crossfit Monrovia gym. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers a range of portfolio management and consulting services, employing customized model portfolios and third-party managers while maintaining client oversight.

Edward Spiegel is a financial advisor at Wedbush Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including E*TRADE Capital Management and Banc of America Investment Services. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of services including discretionary and non-discretionary portfolio management, wealth management, fixed income, commodities, and capital markets.

James Lee is a financial advisor at Level Four Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has worked at Mid-Atlantic Securities, Inc. for 18 years before joining Level Four Advisory Services and Level Four Financial in 2022. Lee has also been affiliated with Queens College since 2006. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing tailored model portfolios and integrated financial capabilities.

Ronald Orr is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds the Series 63 designation and has worked at A.G.P. since 2021. His prior experience includes roles at Aegis Capital Corp and Oppenheimer & Co. A.G.P. / Alliance Global Partners is a multi-team registered investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment model that combines internally managed strategies with co- and sub-advisory relationships across discretionary and non-discretionary mandates.

Riccardo Rainieri is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales through an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Lawrence Fields is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Tocqueville Securities L.P. since 2008 and currently serves as a Senior Advisor. Tocqueville Asset Management 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 multiple investment teams that use a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Gregg Buxton is a CFP®-credentialed financial advisor with 36 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has been affiliated with LPL Financial since 2016. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, supporting a network of approximately 190 advisors.

Sion Harari is a Series 65 credentialed advisor at J. Safra Asset Management Corporation with three years of industry experience. Before joining J. Safra, Harari spent time in academia and took two sabbaticals. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental analysis, macroeconomic assessment, and tactical positioning, using both model-driven managed accounts and direct advisory services.

Peter Mohan is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. 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 about $2.95 billion for more than 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Kimberly Quintero is a Series 66-licensed financial advisor at Ingalls Investment Management, LLC with 16 years of industry experience. She has held roles at Ingalls & Snyder LLC and First Republic Securities Company, as well as First Republic Investment Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a wide range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various strategies from long-term equity holdings to short-term trading and alternative investments.

Daniel Arcos is a CFP® and CFA® credentialed advisor at Robertson Stephens with four years of industry experience. He previously worked at Rockefeller Capital Management from 2015 to 2019 before joining Robertson Stephens. Outside of his advisory role, he serves as president of a personal real estate holding company, where he assists with leasing and property management coordination. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.

Anshul Sharma is a financial advisor at Savvy with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for 19 years. In addition to his advisory role, Sharma serves as an adjunct professor at Stevens Institute of Technology, teaching Quantitative Hedge Fund Strategies. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Peter Gambee is a financial advisor at Summit Trail Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at Corient, Summit Trail Securities, Purshe Kaplan Sterling Investments, Barclays Capital, and Lehman Brothers. Outside of his advisory work, he serves on the College of Charleston Parent Advisory Council. Summit Trail Advisors serves individuals, business entities, trusts, charitable organizations, pension and profit-sharing plans, and institutional clients, offering portfolio management, financial planning, family-office services, and access to private investment funds. The firm’s investment approach involves asset allocation, investment selection, and portfolio construction across multiple asset classes, utilizing an open-architecture platform that includes ETFs, separate accounts, and private funds.

Stanley Reese is a financial advisor at Silvercrest Asset Management Group LLC with 24 years of experience at the firm. He holds the Series 65 and Series 63 designations. Reese is based in New York, NY and has spent his entire advisory career at Silvercrest. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, using proprietary valuation tools and quantitative risk analytics.

Mahir Vora is a financial advisor at Robertson Stephens with four years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Wealth Management since 2020, following positions at Tcw and a period away from the industry. Robertson Stephens offers investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages $8.76 billion in assets and provides portfolio management, investment consulting, and planning services including tax and estate planning.

David Peltz is a CFP® professional with four years of experience, currently working at Joel Isaacson & Co., LLC in New York, NY. He has been with the firm since 2003. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Stephanie Hensen is a financial advisor at Joel Isaacson & Co., LLC with four years of industry experience. She has been with the firm since 2009. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8 billion in assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Darren Castillo is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for seven years and has been with the Flagstar organization since 2023. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporations. The firm manages portfolios on a discretionary basis and utilizes third-party managers and Envestnet PMC for due diligence and recommendations.

Daniel Beaudette is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Black Point Wealth Management, Commonwealth Financial Network, and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, and is noted for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.