David Shafranek is a financial advisor with Prospera Financial Services, Inc. in Livingston, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory role, he serves as the executor of an estate, managing asset distribution to family members and charities. Prospera Financial Services is a multi-team firm overseeing approximately $14.4 billion in client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to various advisory programs through both proprietary and third-party platforms.

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios using third-party models, mutual funds, ETFs, individual equities, and fixed income, with a notable specialization in pension transfer services for U.K. expatriates.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.

Michael Delfino is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with five years of industry experience. He has been with Pinnacle Associates since 2005. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities and custom allocations for non-institutional clients.

David Mazzullo is a financial advisor at Cannell & Spears LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JonesTrading for over two decades. Outside of his advisory role, he is a part-owner of several businesses related to Hotel Dylan and non-investment real estate ventures. Cannell & Spears LLC provides discretionary portfolio management and financial planning to a diverse set of clients, including individuals, trusts, and tax-exempt organizations. The firm employs a long-term, value-oriented approach grounded in proprietary fundamental research and offers tailored asset allocation that may include illiquid securities and private placements.

Shane Mcgill is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds a Series 66 designation and has held positions at Bloomberg, Prudential Advisors, and Wells Fargo. Prior to his financial services career, he spent nine years in education at Rowan University and Vernon Township High School. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary portfolio models, third-party managers, and custodian programs, managing most client assets on a discretionary basis.

Stuart Conley is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is a founding partner of Hyperion Wealth Advisors LLC and serves as a board officer and temporary president of a residential cooperative in New York City. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Tony Golden is a financial advisor at Compound Planning, Inc. based in New York, NY, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill from 2010 to 2025 and Bank of America, N.A. since 2017. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that incorporates a range of strategies including direct indexing, tax-loss harvesting, and alternative investments.

James Fields is a financial advisor at Klingenstein Fields Advisors with five years of industry experience. He has worked at Klingenstein Fields in various entities since 2011. Since 2017, he has served as a director involved with Wealth PFM, LLC, advising on software strategy and capital raising. Klingenstein Fields Advisors manages approximately $4.7 billion for individuals, high-net-worth families, trusts, and institutional clients, including endowments and nonprofit organizations. The firm employs a team-based fundamental research approach combining a core equity model portfolio with an open-architecture asset allocation framework.

Harold Kalkstein is a financial advisor with Latitude Advisors, LLC in New York, NY, holding a Series 63 credential and over 43 years of industry experience. He has been with Latitude Advisors since 2014 and has a background that includes long-term involvement with Personnel Resources Consultants and Benefits Dynamics. Outside of his advisory work, Kalkstein owns and operates businesses in property and casualty insurance, meeting planning services, and marine accessories. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority on third-party model implementations.

Brian Schwartz is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His prior roles include positions at Signature Securities Group Corp. and HSBC, among others. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages roughly $784 million in discretionary assets and offers wealth management, a Managed Account Program, and retirement plan consulting, using a discretionary approach with documented Investment Policy Statements and diversified allocations including third-party managers.

David Gao is a financial advisor at Savvy with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Campbell Wealth Management and United Capital Management. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.

Matthew Wolcott is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2006 to 2019 before joining Hennion & Walsh in 2019. He holds the Series 63 and Series 66 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers both discretionary and non-discretionary management using a variety of investment strategies across multiple asset classes and provides financial planning services at no cost upon request.

Bryan Pinedo is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Optima Fund Management, and Cerulli Associates. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a collaborative, customized planning process using third-party software and scenario analysis to support goal-based financial planning.

John Patterson is a CFP® credentialed financial advisor with over 32 years of experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual and LPL Financial. His outside activities include managing a business entity unrelated to investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a broad client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a client-specific investment approach with a mix of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

Meredith Lipman is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes positions at Morgan Stanley and various roles outside the financial sector. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans through multiple independent portfolio managers who employ an active, growth-oriented equity strategy. The firm acts as both a registered investment adviser and broker-dealer, using transaction-based commissions on non-retirement accounts and offering separate accounts alongside a retirement-only wrap-fee program.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

Jason Condon is a CFP® with 12 years of industry experience. He is currently with Perigon Wealth Management, LLC and has held roles at Vanderbilt Securities, LLC and Gitterman Wealth Management, 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 focuses on individualized portfolio construction with ongoing monitoring and serves as both sponsor and overseer of wrap and sub-advisor programs, maintaining institutional relationships with multiple custodians and platform providers.

Sean Carmody is a financial advisor with Maxim Financial Advisors LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Maxim Group LLC since 2012. Outside of his advisory role, he is the sole member of SHC Capital Management, LLC, an entity involved in a commercial real estate project. Maxim Financial Advisors LLC provides investment supervisory services and referrals to third-party managers for a range of clients, including individuals, trusts, corporations, and various institutional entities. The firm’s advisors customize investment strategies using a variety of asset types and platforms, combining individual approaches with third-party research.