John Winthrop is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and serves as a director of Groton Land Co. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts, emphasizing all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income.

Joshua Brown is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ritholtz since 2013. Brown is also a contributor to CNBC's Fast Money and serves on advisory boards for several investment-related firms, including Osprey Funds LLC and Vestwell Holdings, Inc., as well as being a writer and blogger for reformedbroker.com. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Alexandra Chan is a financial advisor at Snowden Capital Advisors LLC with 13 years of industry experience. She holds a Series 66 credential and has worked at Snowden Lane Partners since 2017 and AllianceBernstein from 2012 to 2017. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, and financial planning services. The firm offers customized portfolios using a range of investment tools and frequently engages third-party managers while maintaining overall client oversight.

Jenna Morr is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2013. Based in New York, she has focused her career at Simon Quick Advisors, a firm that provides wealth management, investment consulting, financial and tax planning, and administrative services to individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients. Simon Quick Advisors employs a diverse investment approach, including allocation among independent managers, mutual funds, ETFs, and affiliated private funds, and integrates tax and back-office services such as tax return preparation and bill-pay.

Joshua Peltz is a CFP® professional with four years of industry experience, currently serving at Joel Isaacson & Co., LLC since 2010. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves 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, offering services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Anna Mullen is a financial advisor at Brave Warrior Advisors, LLC with eight years at the firm and a total of five years of industry experience. She previously worked at Select Equity Group for two years. Outside of her advisory role, she is the founder of Layette Inc., a company developing a web application to help first-time parents coordinate hand-me-downs and recommendations. Brave Warrior Advisors provides discretionary investment supervisory services to individuals, trusts, estates, endowments, corporations, and pooled private fund investors through separately managed accounts and private funds. The firm focuses on a concentrated portfolio of fewer than 20 long equity positions selected through internal fundamental research and expert input.

Yitzchok Goodman is a financial advisor with B. Riley Wealth Advisors, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and National Securities Corp. Goodman is also involved in insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs and financial planning services through multiple program structures and both proprietary and third-party investment models.

John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Raho is also President of Sound Wealth Management, LLC, a private wealth management firm. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm provides a range of services including portfolio management, financial planning, retirement-plan advisory, and access to third-party money managers, using an open-architecture approach that combines internally managed strategies with sub-advisory relationships and model/wrap programs.

Sydney Mcgrew is a CFP® professional at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick Advisors in 2022, Mcgrew worked at Wilmington Trust from 2020 to 2022 and was a full-time student from 2015 to 2020. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a diversified investment approach including independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.

Alexander Leon is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Signature Securities and HSBC Bank USA, N.A. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a discretionary investment approach that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager selection.

William Brancaccio is a CFP®-credentialed advisor with 15 years of industry experience. He is currently affiliated with Moneco Advisors and has held roles at LPL Financial, Independent Advisor Alliance, and Independent Financial Partners. Outside of his advisory duties, he is involved in a property and casualty insurance agency and owns a real estate business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a broad range of portfolio management and retirement plan consulting services tailored to client goals through multiple custodial platforms.

John Howley is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudent Financial Solutions and Merrill Lynch. 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 topics such as tax and estate planning, executive compensation, and philanthropic planning.

Rebecca Pino is a financial advisor at TSA Management Inc with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Halliday Financial and Nostra. Outside of her advisory role, she is a co-owner of a financial media blog and the founder and CEO of Try Inertia LLC, a company developing an app focused on spending and budgeting insights. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities while limiting aggressive tactics.

Stephen Farinacci is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 registrations with 32 years of industry experience. Prior to joining Flagstar, he worked at Signature Securities Group Corp. and HSBC Bank USA. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a range of investment strategies that include allocations to mutual funds, ETFs, alternative investments, and third-party managers.

Travis Anderson is a financial advisor at Gilder Gagnon Howe & Co. LLC with 47 years of industry experience. He has been with Gilder Gagnon Howe since 1977. Anderson serves as a member of the board of trustees and chairman of the finance committee for the American Battlefield Trust, a charitable organization focused on preserving historic battlefields. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and institutional clients. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research across separately managed accounts and retirement wrap programs.

Michael Romer is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Halliday Financial, LLC and Morgan Stanley Private Bank. Outside of his advisory role, Romer is involved in several business ventures, including part ownership in hospitality and consumer product companies and consulting activities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities for approximately 2,800 client relationships.

Steven Howe is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Vanderbilt Securities, LLC and Sterling Monroe Securities, LLC. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which is not investment-related. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios as well as access to independent third-party sub-advisors.

Michael Meltzer is a Series 66-credentialed financial advisor with Tocqueville Asset Management LP in New York, NY. He has 25 years of industry experience and has worked at Tocqueville Securities L.P. since 2008. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm uses a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams.

Walter Karle is a CFP® with 14 years of industry experience, currently associated with Cantor Fitzgerald Investment Advisors. His prior roles include positions at Cantor Fitzgerald Energy Advisors, O'Connor Alternative Investments, and Smith Group Asset Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individuals, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios that utilize strategic asset allocation and macroeconomic research, alongside managing multiple registered investment companies and private pooled funds.

Joshua Feldman is a financial advisor with Aegis Capital Corp. in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Aegis Capital since 2011. Feldman is also senior managing director of The Feldman Group, focusing on marketing and financial advisory services. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.