Jorge Silva is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Chase Bank and Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing a range of investment tools and third-party managers while maintaining oversight.

Marshall Burroughs is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at RMR Wealth Builders, Inc. and previously worked at M&R Capital Management, Inc., Salesforce, and Deutsche Bank Securities Inc. Outside of advisory services, he is an independent insurance agent specializing in life, health, and disability insurance, and he is president of Burroughs Financial Planning, LLC. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Alexis Macias is a financial advisor at OnePoint BFG Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and RoundAngle Advisors LLC. In addition to advising, Macias serves as Director of Operations at Bleakley Financial Group, overseeing the operations team. 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 uses a combination of third-party managers, proprietary models, and technology to implement and monitor client portfolios.

Matthew Cherashore is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at The Winchester Group Inc for 12 years before joining Tocqueville Securities L.P. in 2013, where he serves as a portfolio manager. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management, sub-advisory services, and wrap account participation. The firm serves a diverse client base including individuals, institutions, ERISA accounts, sovereign wealth funds, and other investment advisers, employing a bottom-up, contrarian, value-oriented investment approach through independent Investment Teams.

Michael Mccormick is a financial advisor with Gilder Gagnon Howe & Co. LLC, holding a Series 63 designation and 36 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 1991. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy with multiple independent portfolio managers who have full trading discretion, utilizing a broker-dealer model that includes transaction-based commissions on non-retirement accounts.

Domenick Tibaldo is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Securities Corporation for nine years. He serves as president of the Nutley Historical Society & Museum and is treasurer of the Kiwanis Club of Belleville, NJ. B. Riley Wealth Advisors manages approximately $7 billion in client assets through a team of 274 advisors, providing a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Valerie Zeigher is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. She has worked at City National Bank since 2015. Valerie also serves as co-trustee for her mother’s trust. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates asset allocation strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a broader financial services group affiliated with a bank and related entities.

John Colton is a financial advisor at Gilder Gagnon Howe & Co. LLC with 41 years of industry experience. He has been with the firm since 1983. He holds the Series 63 designation. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Tyler Mitnick is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2014. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.

Leith Harmon is a financial advisor with Wealthcare Advisory Partners LLC in New York, NY. She holds Series 63 and Series 65 credentials and has seven years of industry experience. Her prior firms include Merrill and Counsel Fiduciary, LLC, where she maintained a dual registration during a transitional period. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, combining passive and active investment strategies with dynamic rebalancing.

Kyle Ruff is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He has been with Hennion & Walsh since 2016. Kyle holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across various asset classes and offers multiple program structures, managing approximately $768.8 million for about 1,087 clients.

Alexander Shapses is a CFP® professional with 19 years of experience in financial advising. He is currently with NewEdge Wealth and has held roles at The Leaders Group, Inc., Summit Trail Advisors, M Holdings Securities Inc, Heritage Strategies Inc, A Shapses & Co, and Dearbon Capital. Outside of his advisory work, he manages an outsourced family office business. NewEdge Wealth serves ultra-high-net-worth individuals, families, 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, and a combination of model strategies, separately managed accounts, and alternative investments.

Douglas Roth is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked at RMR Wealth Builders since 1986, as well as at Calton & Associates, Inc. from 2012 to 2022. Outside of his advisory role, he is the owner of HR Ease LLC, a technology company providing benefits enrollment software services, and a member of Wealth Builders Ventures OC, LLC, an investment holding company. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individual, retirement plan, and institutional clients. The firm provides portfolio management, financial planning, retirement plan fiduciary services, sub-advisory services, and educational seminars, utilizing a variety of investment strategies and technology platforms.

Billy Obregon is a financial advisor at Vontobel Swiss Financial Advisers with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Trust Company Americas, Deutsche Bank Securities Inc., and Rreef Management, an affiliate of DWS Investments Distributors, Inc. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. taxpayers and a significant non-U.S. client base. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Stephen Jones is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 65 and Series 66 licenses and has 24 years of industry experience, including 17 years at National Asset Management Inc and ongoing affiliation with National Securities Corp since 2002. Outside of his advisory work, he serves as a board member of Latsky Dance, Inc., a dance company. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm provides portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that integrates internal and external strategies, including international equity SMAs and sub-advisory relationships.

Brian Ycaza is a CFP® with eight years of industry experience, currently serving at Valley Wealth Managers, Inc. He has held roles at several firms, including Valley Financial Management, Inc., Valley National Bank, and Leumi Investment Services Inc. His background includes experience at Northwestern Mutual Investment Services LLC and multiple financial advisory practices. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm emphasizes a client-driven investment process and utilizes an investment committee to guide strategic and tactical allocations across equities, fixed income, and cash, often blending individual securities with mutual funds and ETFs.

Catherine Castaldo is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 48 years of industry experience. She has been with Jefferies & Company, Inc. since 2005 and previously worked at Leucadia Asset Management LLC. 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 that includes a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

James Noble is a CFP® professional with 28 years of experience in financial advising. He is affiliated with NPA Asset Management, LLC and has worked with Nationwide Planning Associates, Inc. since 2012. In addition to his advisory roles, he teaches continuing education courses on CFP ethics and participates in nonprofit financial literacy initiatives. He is also a musician who performs for senior care homes. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Christopher Michelsen is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2021 before joining B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, he is a part owner of BellaWolf Records LLC, a music business established for his wife’s singing career. B. Riley Wealth Advisors manages approximately $7 billion in client assets and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory programs and investment solutions, utilizing both proprietary models and third-party sub-advisers, with accounts managed on discretionary or non-discretionary bases.

Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.