Eli Cohen is a financial advisor at GenTrust with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with GenTrust Wealth Management since 2012 and Old City Securities LLC since 2015. Cohen is a principal and head of alternative investments at GenTrust and Catenary Asset Management, registered investment advisers with shared ownership. GenTrust is an SEC-registered investment adviser serving high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutions. The firm manages approximately $5.2 billion in assets, employing a multifaceted investment approach that includes fundamental, technical, and macroeconomic analysis integrated with risk management and asset allocation strategies.

Sarah Whitman is a financial advisor at Stephens with six years of industry experience. She previously worked at Goldman Sachs and has held roles at various firms, including Stackline Partners and Chilton Investment Partners. Whitman earned experience at UNC Kenan-Flagler Business School and worked at Shoo Lab for several years. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Leah Adamucci is a financial advisor at Robertson Stephens with a Series 65 designation and four years of industry experience. Prior to joining Robertson Stephens in 2025, she worked at Baldwin Wealth Partners, LLC for five years and at Fiduciary Trust Company International for another five years. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm offers comprehensive investment advisory services combining individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee.

Ian Welham is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including City Center Advisors, LLC and Haydenrock Solutions LLC. Outside of his advisory role, he is a partner and consultant at Elite Corporate Holdings LLC and owns LW Connections LLC, which connects business owners and individuals to experts in tax, legal, and business growth. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models and combines fundamental and technical analysis to implement strategies consistent with client objectives.

Andrew Mcdonald is an investment advisor representative at Siebert AdvisorNXT, LLC with 42 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 2017 and has concurrently worked at StockCross Financial Services since 2007. Mcdonald holds Series 63 and Series 65 licenses. Outside of his advisory roles, he has established a real estate holdings business, A & C Properties LLC. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm utilizes algorithmic portfolio construction based on Modern Portfolio Theory, implemented mainly with ETFs and ETNs, and offers both discretionary and non-discretionary management options.

John Pisapia is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Chelsea Advisory Services since 2010 and has been associated with affiliated firms including Chelsea Financial Services and U S Securities International Corp. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach with discretionary portfolio management and integrates brokerage and custody services through a single affiliated platform.

Wilton Mejia is a financial advisor at Snowden Capital Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Snowden Lane Partners and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Playa Please Inc., a rental property business in the Bronx. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and estate planning, utilizing multi-team resources and institutional capabilities to manage a broad range of investment strategies and client types.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Matthew Braver is a Series 66 licensed financial advisor at Stephens with one year of industry experience. His professional background includes roles at New Haven Capital, MTN Capital Partners, and Selkirk Partners. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Timothy Daly is a CFP® professional with two years of industry experience, currently with Greenspring Advisors, LLC. He has prior experience at Wealthstream Advisors, Inc. and PricewaterhouseCoopers. Outside of his advisory role, he owns a certified public accounting firm specializing in tax preparation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, using a multi-disciplinary investment approach and offering both discretionary and non-discretionary portfolio management.

Steven Muehlgay is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Michael Dejana is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He has worked at Bolton Securities and Bolton Global Capital since 2017 and was previously with J Safra Asset Management from 2015 to 2017. Dejana is also the owner of AiM Fidelis Asset Management LLC and serves as plan sponsor and trustee of the AiM Fidelis 401(k) plan. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized portfolio management using a combination of internal management, third-party managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income securities with a long-term investment approach.

Jon Franco is a financial advisor with Chelsea Advisory Services, Inc. in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Chelsea Financial Services since 2013. Chelsea Advisory provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios on a discretionary basis while allowing client-imposed investment restrictions and conducting regular compliance and portfolio reviews.

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

Jared Savino is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. He holds a Series 66 designation and also owns a CPA firm, Jared M Savino CPA PLLC, where he provides tax preparation, bookkeeping, payroll processing, and financial forecasting services for small businesses. His background includes roles at Cetera and multiple Avantax entities. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and provides tax-intelligent strategies, centralized trading, and account reviews, serving approximately 7,500 clients through a network of CPA firms and registered advisors.

James Lamar is a financial advisor at Gilder Gagnon Howe & Co. LLC with 16 years of industry experience. He holds a Series 63 designation and has been with Gilder Gagnon Howe since 2011. Outside of his advisory role, he is a co-founder and advisor of AT4k, a healthcare diagnosis business, where he advises on operational execution. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management services to individuals, charitable organizations, corporations, and various retirement and non-retirement accounts. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and operates both advisory and broker-dealer activities.

Matthew Allain is a financial advisor at Leo Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked with several affiliated firms, including Olden Lane Securities, Massey Quick Wealth Solutions, and multiple entities within The Leo Group. He serves on the board of directors for Capflow Funding Group Managers, LLC, a role unrelated to investment management. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, providing portfolio management, financial planning, model portfolio management, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies, utilizing a range of internal and third-party tools to manage diversified, risk-tiered portfolios.

Kenan Kashlan is a CFA® charterholder with 20 years of industry experience. He has worked at Summit Financial, LLC since 2018 and previously held roles at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2009 to 2018. Kashlan also offers insurance products through affiliated companies. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm provides a blend of discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing various portfolio management programs and third-party platforms.

Joseph Fields is a financial advisor at Calton & Associates, Inc. in Matawan, NJ, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Pierce, Fenner & Smith Incorporated, Dworetsky Financial, and Star Wealth Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Alexandra Labagh is a financial advisor at Bailard, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at First Republic Securities Company and First Republic Bank. Alexandra has been with Bailard since 2023. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, utilizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm offers financial planning, discretionary portfolio management, and sustainable investing options, serving high-net-worth individuals, endowments, foundations, and various pooled investment vehicles.