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 in New York, NY, holding Series 63 and Series 65 designations with 32 years of industry experience. He worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers a range of discretionary and non-discretionary portfolio management services, combining top-down country and currency analysis 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.

Kevin Cave is a financial advisor at Santander Securities LLC with 10 years of industry experience. He holds a Series 66 designation and has worked within the Santander organization since 2016. Outside of his advisory role, he serves as Treasurer of the Great Dane Club of Raritan Valley, a local dog club. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products, primarily leveraging third-party discretionary managers and the FMAX wrap-fee platform.

Daniel Arcos is a CFP® and CFA® with five years of industry experience. He is currently with Robertson Stephens Wealth Management, where he has worked since 2019, and previously worked at Rockefeller Capital Management. Outside of his advisory role, he serves as president of a personal real estate holding company, assisting with leasing and property management. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets. The firm offers discretionary and non-discretionary portfolio management, planning services, and uses a range of investment tools including equities, fixed income, and private funds.

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.

Stanley Reese is a financial advisor at Silvercrest Asset Management Group LLC with 24 years at the firm. He holds Series 65 and Series 63 licenses and has one year of industry experience. Reese is based in New York, NY. Silvercrest serves primarily high-net-worth families and select institutions, managing over $28 billion in assets. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, offering services that include separate portfolio management, outsourced CIO roles, and family office services.

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.

Darren Castillo is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for seven years and has been with the Flagstar organization since 2023. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporations. The firm manages portfolios on a discretionary basis and utilizes third-party managers and Envestnet PMC for due diligence and recommendations.

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 with Santander Securities LLC in Forest Hills, NY, holding Series 63 and Series 65 designations and 16 years of industry experience. His career includes roles at Santander Bank, NA and Capital One Investing, LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports individuals, ERISA and IRA accounts, and institutional clients, and offers investment management primarily through the FMAX wrap-fee platform with multiple third-party discretionary managers.

Daniel Yankovich is an advisor at B. Riley Wealth Advisors, Inc. with the Series 66 designation and recently began his career in financial advising. Prior to joining B. Riley, he has held roles outside the industry, including work at Oh Baby Games and the New Jersey Institute of Technology. B. Riley Wealth Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets. The firm offers various investment programs and financial planning services through a team of about 173 advisors.

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.

Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at CitiGroup, Wells Fargo Clearing, and Prudential Equity Group. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving individual and high-net-worth clients, as well as intermediaries, through comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach combined with behavioral economics and offers access to institutional-quality alternatives and precious metals custody services.

Lance Armenta is a financial advisor at Flagstar Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Shufro, Rose & CO., LLC, UBS Financial Services, INC, and Sanford C. Bernstein & Co., LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages accounts on a discretionary basis with documented strategies and uses a range of investment vehicles and third-party managers.