Kevin Ryan is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation. He joined Beacon Trust in 2025 and has prior experience at JP Management LLC and Kerry Group. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets using an open-architecture platform with a risk-first investment framework and offers integrated trust and banking referral capabilities.

Elizabeth Stahl is a CFA® charterholder and holds a Series 63 license. She has two years of industry experience and is currently with Allen Investment Management, LLC, where she has worked since 2023. Prior to this, she was employed at Allen & Company from 2014 to 2022. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm focuses on long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

Leopoldo Ferris Wallis is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. for five years and at Morgan Stanley Private Bank for five years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and individualized advisor-led construction across diverse global asset classes.

Essa Athar is a financial advisor at Flagstar Securities, Inc. with four years of industry experience. He holds the Series 66 credential and has worked at multiple firms, including Merrill and Citigroup, along with roles at Flagstar’s affiliated entities. His background also includes academic positions at Columbia University. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a discretionary management approach, utilizing a mix of mutual funds, ETFs, alternative investments, and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

John Eager is a financial advisor with Williams Jones Wealth Management, LLC, based in New York, NY. He has four years of industry experience and has been with Williams Jones Wealth Management since 2019, following a 30-year tenure at Williams, Jones & Associates, LLC. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach targeting mid- to large-cap businesses, and active intermediate-term fixed-income management, typically managing concentrated portfolios of about 30 positions.

Jeremiah Milbank III is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has worked at Silvercrest since 2011 and also serves as a part-time consultant to Transcontinental Capital, where he has been involved since 1990. Milbank holds a Series 63 designation and is a director and vice president of a family-owned cattle and timber farming operation. He is a board member of several nonprofit organizations, including The International Center, The JM Foundation, The New York Eye and Ear Infirmary, The Hoover Institution, and Boys and Girls. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering discretionary and non-discretionary portfolio management alongside family office services. The firm employs a combination of proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, managing approximately $36.5 billion in assets under advisement as of December 2024.

Matthew Kolakowski is a CFP®-certified financial advisor at Laird Norton Wetherby Wealth Management (LNW) with three years of industry experience. He has been with LNW since 2024, including prior roles at Wetherby Asset Management and MSI Financial Services. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic asset allocation approach with global diversification and a core-satellite investment structure, offering access to private funds and specialized services such as trust administration and tax-aware implementation.

Christopher Moore is a CFP® with 13 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2004. He previously worked at Massey Quick Wealth Solutions for one year. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, alongside proprietary tools and sub-advisory relationships.

Brian Cody is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at several firms, including Wealthcare Advisory Partners LLC, Private Advisor Group, and Carson Wealth Management Group. In addition to his advisory work, Cody volunteers as a VITA Advanced Tax Preparer with United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Claudia Carmona is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2023 and has been with Snowden Lane Partners since 2023. Snowden Capital Advisors serves a diverse clientele including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools across multiple asset classes.

Young Ai Choi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with B. Riley Wealth Advisors since 2022 and has also worked at B. Riley Wealth Management since 2015. The firm manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. B. Riley Wealth Advisors offers a broad range of services including advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party management strategies.

Owen Burns is a financial advisor at Cantor Fitzgerald Investment Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BBVA Wealth Solutions Inc., Compass Bank, and related BBVA entities. 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 employs proprietary ETF model portfolios that incorporate strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages a variety of registered and private investment funds.

Donato Cuttone Jr. is a financial advisor at Siebert AdvisorNXT, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at iHeart Media and served in the U.S. Army. He is also involved with Cuttone Enterprises, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform that combines Modern Portfolio Theory-based ETF/ETN allocations with fundamental and technical strategies, offering both discretionary and non-discretionary portfolio management.

Ying Zhao is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and 19 years of industry experience. Prior to joining A.G.P. in 2021, Zhao worked at Stifel, Intl Advisory Consultants Inc., Next Financial Group, Inc., and Merrill. Outside of financial advising, Zhao is involved in film production in Los Angeles as a part-time producer. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside discretionary and non-discretionary portfolio management, financial and estate planning, and offers access to pooled vehicles and model portfolio solutions.

Paige Rimer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Joel Isaacson & Co., LLC since 2021. Prior to this, she worked at The Vanguard Group, Inc. from 2017 to 2021. She also has experience from Xavier University in roles including a phonathon position and other capacities from 2013 to 2017. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily to high net worth individuals, with occasional clients including corporate pension plans and charitable organizations. The firm employs long-term investment strategies with a focus on mutual funds, ETFs, and private investment funds, offering both discretionary and non-discretionary advice along with in-house tax, outsourced CFO, and trustee services.

Kristopher Venne is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Ritholtz Wealth Management since 2013 and is also associated with RWM Insurance Services, LLC since 2018. Outside of his advisory roles, he is a partial owner of Compound Media, Inc., a content marketing company. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified ETFs, tactical overlays, and alternative investments, and operates both advisor-led services and digital platforms for portfolio implementation and management.

Elizabeth Fell is a financial advisor at Jefferies Investment Advisers LLC with 31 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Leucadia Asset Management LLC and Jefferies LLC. Outside of her advisory role, she serves as president of the board of directors for a nonprofit organization, where she oversees finances and manages administrative responsibilities. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that covers a wide range of topics, including tax and estate planning, executive compensation, and philanthropic planning.

Kevin Allen is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Maxim Group LLC. 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, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, and serves less common institutional clients such as other investment advisers and sovereign wealth funds.

Damany Henry is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation for 14 years. Outside of his advisory role, he owns DEH Advisors, a business used solely for tax and bill pay purposes. 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 employs a mix of advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Nancy Brzozowski is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., APW Capital, and Stratos Wealth Partners. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.