Scott Sussman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Jefferies LLC since 2018 and previously spent 16 years at Citigroup Global Markets. Outside of his advisory work, he serves as CFO of The Mannis Foundation Inc. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations, using a customized, collaborative process supported by third-party financial planning software.

Ian Maccallum is a financial advisor at Cannell & Spears LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Hal Brown is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior roles include positions at Maxim Financial Advisors, Maxim Group LLC, B. Riley Wealth Management, and Dominick & Dickerman LLC. 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 offers a range of portfolio management and financial planning services, emphasizing international investing and maintaining active broker‑dealer operations alongside management of pooled vehicles and private funds.

James Maxwell is a financial advisor at Tocqueville Asset Management LP with five years of industry experience. He has been with Tocqueville since 2009. Tocqueville Asset Management L.P. manages approximately $10.24 billion in regulatory assets and offers discretionary and non-discretionary portfolio management, sub-advisory services, and participation in wrap and third-party managed account programs. The firm serves a diverse client base, including individuals, institutional investors, registered investment companies, private investment vehicles, ERISA accounts, sovereign wealth funds, and banking institutions, employing a bottom-up, contrarian, value-oriented investment approach.

H. Toner III is a financial advisor with Ingalls Investment Management, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at First Republic Securities Co for 15 years and is currently a Managing Director at Trainer Wortham, a subsidiary of First Republic Bank. Toner’s career includes roles at multiple affiliated entities under First Republic Bank’s common control. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles, managing accounts primarily on a discretionary basis with strategies ranging from long-term equity holdings to option writing and private placements.

Barry Ritholtz is a financial advisor with Ritholtz Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Ritholtz Wealth Management since 2013. Outside of advisory work, he is a self-employed writer and regular contributor to multiple media outlets. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, utilizing a goal-based investment approach that incorporates diversified, low-cost ETFs and behavioral-finance principles alongside tactical overlays and alternative investments.

William Martin is a Series 63 licensed advisor at Silvercrest Asset Management Group LLC with three years of industry experience. He has been with Silvercrest since 2014. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

James Besaw is a CFA® charterholder with 19 years of industry experience. He is a principal and Chief Investment Officer at GenTrust, where he has been employed since 2011, and he also holds a principal role at Catenary Asset Management, a related firm focusing on alternative investments. Besaw has been affiliated with Old City Securities LLC since 2015. GenTrust is a multi-team SEC-registered investment adviser that provides wealth management, investment management, financial planning, concierge, and consulting services to a diverse client base including individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven investment approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and diversified portfolio construction.

Fred Pisculli Jr. is a CFP® professional with 29 years of experience in the financial services industry. He has worked at A.G.P. / Alliance Global Partners since 2020 and previously held positions at Aegis Capital Corp and HSBC Securities (USA) Inc. He is based in New York, NY. 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. The firm offers a range of portfolio management and financial planning services with a focus on international investing and manages both discretionary and non-discretionary accounts across multiple strategies.

Damien Depeter is a financial advisor at New Edge Wealth with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Private Client Services, Mayflower Financial Advisors, and Wells Fargo Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics.

Norman Adams is a financial advisor at Tocqueville Asset Management LP with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tocqueville Securities L.P. since 2004. In addition to his portfolio management role, he provides equity market commentary as an independent consultant. Tocqueville Asset Management L.P. offers discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individuals, high-net-worth investors, registered investment companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Robert Sechan II is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and Mid Atlantic Capital Corporation. Outside of his advisory role, Sechan serves on the boards of Technosoft Corporation and Portfolios with Purpose, and he is a co-founder and committee member of Bitmine Immersion Technologies, Inc. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary investment solutions, and technology tools—including AI-assisted analytics—integrated with adviser judgment and oversight.

Paul Ackerley is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory services and mutual fund management.

Patricia Serafin is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Maxim Financial Advisors and its affiliate Maxim Group LLC since 2007. 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, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, and manages assets totaling over $386 million as of December 31, 2024.

Joseph Delasho is a CFP® with seven years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill. He is based in New York, NY. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs model portfolios, third-party strategies, and AI-assisted tools for portfolio management.

Altin Tirana is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Gladstone in 2020. Outside of his advisory role, he is the managing partner of Altin Tirana LLC, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Jane Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63, 65, and 66 designations and 26 years of industry experience. She has been with Aegis Capital Corp. since 2012 and also works with Milton Skinner LLC since 2010. 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. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple programs with a focus on non-discretionary advisory relationships.

Michael O'Connor is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, Pinnacle Private Wealth, Triad Advisors, and U.S. Capital Wealth Advisors. He is also registered as an insurance agent, selling fixed insurance and annuity products. Arax Advisory Partners serves individual and high-net-worth clients, family offices, institutions, and businesses, offering wealth management, financial planning, and private fund advisory. The firm uses a mix of in-house teams and external managers with traditional and alternative investments, and has over 200 advisors managing billions in assets.

Fan Chen is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at Murdock Capital Partners Corp, Four Points Capital Partners LLC, Bio Pharmaceuticals, Inc, WestPark Capital Inc., and China Ginseng Holdings, Inc. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, retirement accounts, sovereign wealth funds, and municipal governments. The firm’s representatives tailor advice based on client interviews and utilize various investment strategies and platforms, combining individual management styles with third-party research.

Franklyn Collymore is a financial advisor at Jefferies Investment Advisers LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Jefferies LLC since 2018, with prior experience at Leucadia Asset Management LLC and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.