Joseph Circosta is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer from 2021 to 2023. Outside of finance, he was involved with Ralph's Famous Italian Ices for seven years. Ingalls Investment Management serves individuals, financial institutions, and various organizations with discretionary and non-discretionary advisory services. The firm employs multiple asset-management styles ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

Andrew Chang is a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Capvision and Pulsafeeder. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and offers both advisory and broker-dealer services.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience. He holds a Series 63 designation and has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers on the investment committee for the IIT Madras Foundation, providing guidance on investment allocation and performance review. GenTrust is an SEC-registered investment adviser that serves a concentrated client base including individuals, financial intermediaries, and institutional clients such as sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation and risk management.

Jason Purvis is a CFP® with nine years of industry experience, currently serving at Simplicity Wealth. His prior roles include positions at Prudential Insurance Company of America and Bank of America, and he is also involved in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisors.

Dilnaman Sachdeva is a CFA® charterholder with eight years of industry experience. He has worked at Aegis Capital Corp. since 2020 and previously held positions at MD Global Partners and Duke University’s Fuqua School of Business. Sachdeva is based in New York, NY. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms.

Jonathan Shapero is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Maxim Group LLC, BNY Mellon, and Edward Jones. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, serving both individual and institutional clients, including other investment advisers and government entities.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

Daniel Otoole is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Meeder Investment Management, Quasar Distributors, Horizon Investments, and Assetmark, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, among others. Outside of his advisory role, he serves as president of Furraylogic, Ltd., a company specializing in customized software development, and BFC Consultants, Ltd., which provides financial analysis and expert witness services. Brookwood Investment Group serves individual investors, businesses, and retirement plans by offering customized portfolio management and financial planning using a combination of passive, active, and tactical strategies. The firm supports both discretionary and non-discretionary management and provides ongoing due diligence and access to various investment instruments.

Steven Topal is a financial advisor at Perigon Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Perigon since 2022. In addition to his advisory role, he is a partner at Prager Metis CPAs, LLC, an accounting firm, and serves as a board member and officer of MJHS Health System Inc., as well as chairman of the board at Menorah Nursing Home. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm specializes in individualized portfolio construction and acts as sponsor and overseer of wrap-fee programs, serving banking and thrift institutions among its diverse client base.

Daniel Mc Gurl is a financial advisor at Savvy in New York, NY, holding a Series 65 credential with four years of industry experience. His previous roles include positions at Fortis Capital Advisors, LLC, MML Investors Services, LLC, and MassMutual Life Insurance Co. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools.

Christine Stafstrom is a financial advisor at Ingalls Investment Management, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, People's United Bank, and First Republic Investment Management, LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and alternative investment vehicles.

Arthur Ferreri is a financial advisor at Gilder Gagnon Howe & Co. LLC with 30 years of industry experience. He has been with the firm since 2000. Ferreri 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 employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Robert Sayre is a financial advisor at Simplicity Wealth with 23 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Mid-Atlantic Wealth Advisory, Creative Planning Institutional Advisors, and Ameriprise. Outside of his advisory work, Sayre serves as president of Phyxius Capital Management and is involved as an insurance agent selling life, health, disability, annuities, and long-term care products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios monitored and rebalanced regularly, and offers advisory and operational services including a managed account platform for advisers.

Thomas Filomena is a Series 66 licensed financial advisor with Maxim Financial Advisors LLC, based in New York, NY. He has 10 years of industry experience, working at Maxim Financial Advisors since 2016 and also associated with Maxim Group LLC and HydePoint Solutions, LLC since 2015. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, and various institutional entities. The firm employs a range of investment vehicles and analytical methods, managing assets through both wrap-fee and non-wrap programs, with reported assets under management of over $386 million as of December 31, 2024.

Elizabeth Newberry is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. She has been with Carret Asset Management, LLC since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a range of distinct sleeves such as fixed income, equity, and custom balanced approaches, often managing accounts on a discretionary basis.

Joseph Medina is a financial advisor with Infinity Financial Services Advisory, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes roles at NewBridge Securities, Cetera Advisors, Gilford Financial, Chase Investment Services, and Equitable Advisors. Outside of financial advising, Medina is involved in commercial and residential real estate sales, works as an independent public notary, and is a limited partner in several bars in Brooklyn, NY. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes both short- and long-term strategies using a range of complex investment products.

Machoura Akmalkhodjaeva is a financial advisor at Copper Financial with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at New York Life Insurance and United Nations Federal Credit Union Advisors. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and an online Guided Investing option. The firm serves both individual and institutional clients and distinguishes itself through its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its operational ties to CommunityAmerica Federal Credit Union.

Mark Pittsey is a financial advisor at Flagstar Securities, Inc. in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flagstar, he worked at HSBC Private Bank and HSBC Securities (USA) Inc. and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis, employing a range of investment strategies and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

John Gray is a financial advisor with Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a range of proprietary equity and fixed-income strategies combined with outsourced CIO and risk analytics services, tailoring solutions to individual client portfolios.