Brian Doughney is a CFP® and CFA® charterholder with 27 years of industry experience. He currently serves with Nations Financial Group, Inc. and has previously worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Ernst & Young Investment Advisers LLP, and Chase Investment Services Corp. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, model portfolios, and third-party manager programs, utilizing a range of investment strategies across multiple asset classes and risk profiles.

James Buchanan is a financial advisor at Hennion & Walsh Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2018. Prior to his advisory role, he was employed at McArthur Golf Club and the PGA Tour. 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 employs both discretionary and non-discretionary management strategies across a range of asset classes and offers several managed account programs alongside supervisory and consulting services.

Eric Strominger is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes prior roles at Aegis Capital Corp, Oppenheimer, Maxim Financial Advisors LLC, MSI Financial Services, and Eastbrook Capital Group. Outside of his advisory work, he is involved with CRAZMinds LLC, a consumer products business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and model portfolios.

David Burch is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Maxim Financial Advisors since 2017 and has been with its affiliated firm, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs various investment vehicles and analytical methods, serves both retail and institutional clients, and reported assets under management of approximately $386 million as of December 31, 2024.

Craig Kaufman is a financial advisor at Citizens Private Wealth with 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and UBS Financial Services. He serves on the Board of Trustees for Temple Emanuel of the Pascack Valley. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and consulting services.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Angela Hopkins is a financial advisor with Capitol Securities Management, Inc. in Sparta, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Capitol Securities since 2009 and previously worked at Talbots from 2018 to 2020. Outside of her advisory role, she serves on the Membership Committee for BNI Business Developers, where she engages with and monitors membership. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios, with investment advice delivered by its network of representatives who manage accounts using a range of securities and strategies.

Luke Fenker is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Guardian Life and North Florida Financial. Fenker’s background includes four years at Florida State University and five years in secondary education prior to entering finance. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients, including individuals, trusts, and charitable organizations. The firm uses a collaborative planning process supported by third-party software and focuses on customized financial planning without offering security-specific investment recommendations.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.

John Rochford is a financial advisor at Tocqueville Asset Management LP with eight years of industry experience. He holds a Series 66 designation and has worked at Tocqueville since 2019. Prior to this, he held positions at Inverness Counsel LLC, J.P. Morgan Securities Inc., and Chase Investment Services Corp. Tocqueville Asset Management is a registered investment adviser managing over $10 billion in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple asset classes.

Stephanie Fagenson is a financial advisor at A.G.P. / Alliance Global Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp, B. Riley Wealth Management, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, including high-net-worth households, retirement plans, and pooled/institutional vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution, with a notable focus on international investing through its EPC Advisors Group division.

Paul Kleinschmidt is a financial advisor at Tocqueville Asset Management LP with 15 years of industry experience. He has been with Tocqueville Securities L.P. since 2010 and serves as President, CEO, and Portfolio Manager at Tocqueville Asset Management. 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 a bottom-up, value-oriented, and contrarian investment approach through multiple specialized investment teams.

Michael Gabay is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY. He holds the Series 66 designation and has experience working at Gilder Gagnon Howe since 2026. His prior positions include roles at Binghamton University and Nationwide Mutual Insurance Company. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Sabrina Mangual is a financial advisor with Prosperity - An EisnerAmper Company in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at LPL Financial, LLC, EisnerAmper Wealth Management & Corporate Benefits, and DAI Securities, LLC. Outside of advisory work, she is a part-owner of STL Traders LLC, where she handles order preparation, shipping, and bookkeeping. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management strategies supported by third-party managers and technology platforms.

James Fortescue is a financial advisor at Arax Advisory Partners with eight years of industry experience. He previously worked at U.S. Capital Wealth Advisors and has been affiliated with Piton Investment Management for over a decade. Outside of his advisory role, Fortescue serves as chairman of the board at Don Bosco Prep School and holds multiple managing member positions in investment-related entities. Arax Advisory Partners provides wealth management and advisory services to a diverse clientele including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and private fund advisory, employing both internal teams and external managers across traditional and alternative investments.

William O’Brien Jr. is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 25 years before joining Summit Financial in 2018. He holds a Series 63 designation and is also licensed to offer insurance products through various companies. 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 provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment options.

Brenna Mcloughlin is a CFP® with four years of industry experience, currently with Greenspring Advisors, LLC. She previously worked at Wealthstream Advisors, Inc. for ten years. Outside of her advisory role, she serves as secretary and board member of a residential cooperative in New York City, handling administrative duties such as meeting scheduling and minute taking. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering wealth management, financial planning, and retirement consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis, with regular portfolio reviews and a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

John Sini Jr. is a financial advisor at Douglas C. Lane & Associates with 10 years of industry experience. He has been with the firm since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes customized portfolios with a focus on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

Jennifer Aimone Seiler is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RMR Wealth Builders in 2019, she worked at Calton & Associates, Inc. for 11 years and Cetera Wealth Services, LLC for 5 years. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Susan Hayes is a financial advisor at Beacon Trust with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fahnestock & Co., Inc. for 13 years before joining Beacon Trust in 2016. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform that emphasizes risk diversification, tax-aware management, and customization, supported by its affiliation with a chartered trust company and bank holding company.