Keren Savitzky is a financial advisor at Maxim Financial Advisors LLC with eight years of industry experience and a Series 66 designation. She has worked at Maxim Group LLC and Maxim Financial Advisors since 2017, and previously spent one year at Yigal Azrouel. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base that includes individuals, trusts, corporations, and entities such as sovereign wealth funds and state governments. The firm’s advisors offer customized investment strategies using a range of products and may manage accounts directly or utilize various third-party platforms and sub-advisers.

Margaret Maclennan is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has worked at Spears Abacus Advisors LLC since 2007. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, and pooled investment vehicles.

Kevin Sesny is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and J.P. Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

Mourad Tossounian is a financial advisor at Ashton Thomas Securities, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc., Raymond James, and MT Capital. Outside the financial industry, he has been involved with Carnival Bounce Rentals. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for about 2,281 clients through a team of 18 advisors across six offices, providing a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Rabin Kaydanian is a financial advisor at The Partners Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes over a decade at American Portfolios Financial Services, Inc., and roles at OSAIC and Osaic Advisory Services. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both internal and third-party models and managers.

Kristian Sedeno is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Fieldpoint Private Securities LLC before joining Snowden Lane Partners in 2022. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a multi-team approach combining scale and institutional capabilities.

Randall Diamond is a financial advisor at Tsa Management Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he works as a youth soccer coach and trainer with Super Soccer Stars. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional clients, focusing on strategic asset allocation and diversified portfolios managed through discretionary and non-discretionary approaches. The firm manages a mix of securities and emphasizes tax considerations, with a team of five advisors overseeing approximately $1.285 billion in assets.

Nolan Lowe is a financial advisor at Maxim Financial Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maxim Financial Advisors since 2018, also working with Maxim Group LLC since 2006. 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 retirement accounts. The firm manages assets through various programs and investment vehicles, serving both retail and institutional clients such as other investment advisers, banking institutions, and government entities.

Howard Douglas is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, having previously worked at firms including Equitable Advisors and American Portfolios Financial Services. 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 both proprietary model portfolios and access to independent third-party sub-advisors.

Jay Tini is a financial advisor at Ritholtz Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation. Ritholtz Wealth Management provides portfolio management, financial planning, and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified ETFs and alternative investments, and offers both advisor-led and digital platform services.

Robert Beck is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He has been with Beck, Mack & Oliver since 1985. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach and manages both registered investment companies and private pooled funds.

Alfred Cantilina is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Independent. His prior roles include positions at Tapfin/EY, Own Your Life Planning LLC, Mansour Partners, SurePath Wealth, CFS Investment Advisory Services, and The AYCO Company, L.P./Mercer Allied. Outside of advising, he is involved with Catalina Vending, LLC, a business operating stock vending machines. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and discretionary management through its platform, along with institutional and retirement plan resources integrated with affiliated entities.

Paul Criscitiello is a financial advisor at Savvy in New York, NY, holding a Series 65 designation. He has worked in the financial industry since 2019, with prior roles at Trillium Trading and Brown Brothers Harriman. Savvy provides customized discretionary and non-discretionary investment and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Ingrid Schnau is a financial advisor at Ingalls Investment Management, LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at Ingalls & Snyder LLC since 2003. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs various asset-management styles and offers services ranging from long-term equity holdings to short-term trading, as well as managing private investment partnerships and donor-advised fund programs.

Chloe Denning is a CFP® professional at Greenspring Advisors, LLC with two years of industry experience. She previously worked at Wealthstream Advisors, Inc. for four years and held positions at Marriott International for five years. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus and includes discretionary and non-discretionary portfolio management.

Valentina Solomita is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2013 and is also the owner of American Centurion Financial LLC, a registered investment advisor. Outside of her advisory roles, she is involved in several entrepreneurial ventures focused on regional economic growth and job creation, including founding VS Global Financial Solutions and Pure Hedge, LLC. Vanderbilt Advisory Services serves a broad mix of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles in various industries such as education and food service. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with a multi-team platform of approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Cohen & Steers Capital Management, Inc., Torchlight Investors, and Foreside Fund Services, LLC. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach, managing strategies across various equity and fixed income portfolios, and also serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Joshua Huffard is a financial advisor with Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation and 11 years of industry experience. He has been with Douglass Winthrop Advisors since 2013 and is also the manager of Consor Capital LLC, a private equity firm involved in early-stage venture capital investments, currently in wind-down mode. Additionally, he serves as vice chairman of the board for a website development and hosting company. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions, offering portfolios that include domestic and international equities and investment-grade fixed income. The firm uses a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.