Dorothy Decarlo is a financial advisor at Klingman and Associates, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Private Wealth Management for nine years. Klingman and Associates provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets and uses an investment approach grounded in Modern Portfolio Theory, employing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Ilan Folman Cohen is a CFP® professional with 4 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2014. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension plans, profit-sharing plans, and charitable organizations. The firm manages approximately $8.04 billion in client assets and offers a range of services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Kimberly Viggiano is a financial advisor at Gilder Gagnon Howe & Co. LLC with 21 years of industry experience. She has been with Gilder Gagnon Howe since 2009. Kimberly holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading primarily in stocks, combining fundamental and technical research while managing separate client accounts.

Steven Powers is a CFA® charterholder with two years of industry experience, currently serving at Ingalls Investment Management, LLC. His prior experience includes roles at Ingalls & Snyder LLC, Spouting Rock Asset Management, and Stewart Asset Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, charitable organizations, and private investment partnerships. The firm employs multiple asset-management styles, including fundamental, technical, and cyclical analysis, and offers services such as financial planning, third-party manager selection, and portfolio consulting.

Lissett Hernandez is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing, as well as positions within various Insigneo entities since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates third-party macroeconomic research and global asset classes to align investments with client objectives and risk tolerances, and maintains cross-border capabilities through affiliated entities.

Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She previously worked at Ameriprise and AXA Advisors. In addition to her role at Prospera, she is an owner and advisor at Alphera Wealth Advisors, LLC. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans with a range of investment advisory and financial planning services. The firm manages approximately $12.4 billion through about 207 advisors and offers various portfolio management options including firm-sponsored and third-party models.

Seth Hofstetter is a financial advisor with Copper Financial in New York, NY, holding a Series 66 license and six years of industry experience. His career includes roles at Copper Financial Network LLC, United Nations Federal Credit Union, and Prudential Insurance Company of America. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Henry Ellis is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Maridea Wealth Management and Maridea Insurance Company, where he is also a licensed insurance agent. Prior to this, he held roles at OneDigital Investment Advisors, M Holdings Securities, and KB Financial Partners. In addition to his advisory work, Ellis operates as an independent digital marketing consultant, advising sales professionals on AI-enabled marketing strategies. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach centered on diversified, low-cost mutual funds and ETFs, with discretionary portfolio management and tailored planning.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.

Michael Paton is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Tocqueville Asset Management since 2004. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies and offers tailored portfolio management services.

Mariana Isabel Muro Riveiro is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Intercam Advisors, Inc. and Jefferies LLC. Outside of her advisory role, she is an assistant designer and co-owner of Vana Accessories LLC, a fashion business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized and collaborative planning process supported by third-party financial planning software.

David Gottlieb is a financial advisor with Savvy in West Orange, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at EisnerAmper Wealth Management, Ameriprise Financial Services, and APW Capital, Inc. He also provides fixed insurance and annuity products through Advisors Excel. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and external sub-advisers.

Rohan Motwani is a CFA® charterholder with four years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Greenwich Strategy and Apollo Global Management. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, 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 the end of 2024.

Emilio Rivera is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at Simplicity Investments, MassMutual Investors Services, New York Life Insurance Company, and AXA Advisors. Rivera is President and CEO of E. Rivera & Associates and serves as a board member for the Staten Island University/Northwell Hospital Foundation, participating in fundraising activities. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice through discretionary management, advisor-specific styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.

Eric Cohen is a financial advisor at StoneX Advisors Inc. in New York, NY, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2015. Outside of his advisory role, Cohen works as an independent insurance agent and serves as a trustee on a life insurance trust. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through various models and third-party managers supported by advanced portfolio platforms.

Jamahl Mahmood is a CFP® and ChFC® with 24 years of industry experience. He has been with Main Street Financial Solutions, LLC since 2017 and previously worked at Purshe Kaplan Sterling Investments and Access Wealth Planning, LLC. Outside of his advisory work, Mahmood serves as a wedding officiant and holds board positions with the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on mutual funds and low-cost passive ETFs while also utilizing actively managed funds and alternative investments.

Mitchell Lui is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and two years of industry experience. He previously worked at Banco Santander SA and held roles at Jefferies LLC and several other organizations. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a collaborative planning process tailored to client goals and uses third-party software to deliver comprehensive financial plans without offering security-specific investment recommendations.

Nicholas Kong is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at City National Rochdale from 2015 to 2019 and has been with City National Bank since 2019. Outside of his advisory role, he serves on the Associate Board of Directors for the charitable foundation Summer Search, where he participates in fundraising, board meetings, and mentoring students. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a larger financial services group that includes banking, trust, municipal advisory, and brokerage activities.

Renat Mamashev is a financial advisor with Cyndeo Wealth Partners, holding a Series 65 license and bringing two years of industry experience. He is also CEO and Athletes Agent at Bridge Sports & Entertainment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion, using customized portfolios that incorporate firm-developed models, third-party managers, and a broad range of investment instruments.

Ira Menkes is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with B. Riley Wealth Management since 2015 and joined B. Riley Wealth Advisors in 2022. Menkes serves as a director of the Congregation Emanu-El Men's Club, where he helps organize seminars and charitable events. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.