Ronald Orr is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, with 33 years of industry experience. He holds a Series 63 designation and previously worked at Oppenheimer & Co and Aegis Capital Corp. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and offers portfolio management, financial planning, brokerage, capital markets, and investment banking services.

James Kelin is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Golub Capital, Lord, Abbett & Co. LLC, and Fort Washington Investment Advisors, Inc. Outside of his advisory work, he has experience as a wholesaler for Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers as part of its investment approach.

Riccardo Rainieri is a financial advisor with A.G.P. / Alliance Global Partners based in New York, NY. He holds a Series 63 designation and has 37 years of industry experience. His prior roles include positions at Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing and offers a range of investment strategies through separately managed accounts and third-party manager programs.

Lawrence Fields is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Tocqueville Securities L.P. since 2008 and currently serves as a Senior Advisor. 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 multiple investment teams that use a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Gregg Buxton is a CFP®-credentialed financial advisor with 36 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has been affiliated with LPL Financial since 2016. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, supporting a network of approximately 190 advisors.

Sion Harari is a Series 65 credentialed advisor at J. Safra Asset Management Corporation with three years of industry experience. Before joining J. Safra, Harari spent time in academia and took two sabbaticals. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental analysis, macroeconomic assessment, and tactical positioning, using both model-driven managed accounts and direct advisory services.

Peter Mohan is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, emphasizing international investing through strategies that combine top-down macro themes with bottom-up security selection.

Kimberly Quintero is a Series 66-licensed financial advisor at Ingalls Investment Management, LLC with 16 years of industry experience. She has held roles at Ingalls & Snyder LLC and First Republic Securities Company, as well as First Republic Investment Management. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a wide range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various strategies from long-term equity holdings to short-term trading and alternative investments.

John Shall Jr. is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has 20 years of industry experience and has worked at firms including Avantax and 1st Global Advisors. In addition to his advisory role, he is a partner and senior accountant at DeSantis, Kiefer, Shall & Sarcone LLP, an accounting firm where he is involved in tax and financial statement preparation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and Social Security optimization. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning, employing a diversified investment approach aligned with client objectives and risk tolerance.

Daniel Arcos is a CFP® and CFA® credentialed advisor at Robertson Stephens with four years of industry experience. He previously worked at Rockefeller Capital Management from 2015 to 2019 before joining Robertson Stephens. Outside of his advisory role, he serves as president of a personal real estate holding company, where he assists with leasing and property management coordination. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, 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 December 31, 2024.

Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.

Anshul Sharma is a financial advisor at Savvy with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for 19 years. In addition to his advisory role, Sharma serves as an adjunct professor at Stevens Institute of Technology, teaching Quantitative Hedge Fund Strategies. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Peter Gambee is a financial advisor at Summit Trail Advisors, LLC in New York, NY, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Summit Trail Advisors since 2015, including a prior role at Purshe Kaplan Sterling Investments. He is a council member of the College of Charleston Parent Advisory Council, where he meets with prospective students. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm employs a three-step investment process—asset allocation, investment selection, and portfolio construction—using an open-architecture approach with various investment vehicles and conducts ongoing due diligence across multiple dimensions.

Stanley Reese is a financial advisor at Silvercrest Asset Management Group LLC with 24 years of experience at the firm. He holds the Series 65 and Series 63 designations. Reese is based in New York, NY and has spent his entire advisory career at Silvercrest. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, using proprietary valuation tools and quantitative risk analytics.

Mahir Vora is a financial advisor at Robertson Stephens with four years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Wealth Management since 2020, following positions at Tcw and a period away from the industry. Robertson Stephens offers investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages $8.76 billion in assets and provides portfolio management, investment consulting, and planning services including tax and estate planning.

David Peltz is a CFP® professional with four years of experience, currently working at Joel Isaacson & Co., LLC in New York, NY. He has been with the firm since 2003. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Stephanie Hensen is a financial advisor at Joel Isaacson & Co., LLC with four years of industry experience. She has been with the firm since 2009. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8 billion in assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, family-office support, and outsourced CFO services.

Andrew Hoffman is a Certified Financial Planner® with 19 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at HSBC Private Bank. Based in New York, NY, he holds Series 63 and Series 66 licenses. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Peter Costa is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Capital One Investing, Legend Securities, and Santander Bank. Costa is currently based in Flushing, NY. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

Peter Shawn is a portfolio manager at Tocqueville Asset Management LP with 37 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including high-net-worth individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach and operates through independent investment teams.