Thomas Savino is a financial advisor at Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 credential and has recently begun his career in the financial industry, joining Jefferies LLC in 2024. Prior to this, he was involved in a family landscaping business for five years. 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 range of planning topics through a customized, collaborative process supported by third-party financial planning software and probability-based outcome analyses.

James Culp III is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related entities since 2022. Prior to that, he spent 11 years with National Asset Management, Inc. and National Securities Corp. Outside of his advisory role, he provides consulting services to help individuals and families organize their financial accounts and assets related to estate matters. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended investments.

Julia Bialek is a CFP® and holds a Series 65 license with four years of industry experience. She has been with BakerAvenue Asset Management since 2020. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, and family office services, utilizing a range of named strategies that combine quantitative, fundamental, and tactical approaches.

Laurie Goodman is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Leucadia Asset Management LLC, and Jefferies LLC. She serves on the advisory boards of Two Sigma Venn Organization and Johns Hopkins University’s Center for Financial Economics, providing guidance on product development and academic program needs. Jefferies Investment Advisers LLC offers fee-based financial planning services to a range of clients including individuals, trusts, and charitable organizations, using a customized, collaborative process supported by third-party planning software and scenario analysis.

Richard Lewis is a financial advisor with Capital Analysts, holding a Series 66 designation and 30 years of industry experience. He has been associated with Lincoln Investment since 2012 and has an ongoing role with Kim Financial Group since 2002. Outside of advisory work, he is involved in benefits consulting for public sector employees and is a co-owner of a real estate partnership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and its in-house investment management team.

Caesar Cepeda is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Snowden Capital Advisors and its affiliated entities since 2014. Outside of advisory work, he is the president and owner of Plan B Athletics Inc., operating the Crossfit Monrovia gym. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers a range of portfolio management and consulting services, employing customized model portfolios and third-party managers while maintaining client oversight.

Edward Spiegel is a financial advisor at Wedbush Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including E*TRADE Capital Management and Banc of America Investment Services. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of services including discretionary and non-discretionary portfolio management, wealth management, fixed income, commodities, and capital markets.

Ronald Orr is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He previously worked at Oppenheimer & Co for 13 years and Aegis Capital Corp for 2 years. He holds a Series 63 designation and 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 through a multi‑team platform. The firm emphasizes international investing and offers a range of portfolio management services including discretionary and non‑discretionary strategies, model portfolios, and third-party sub‑advisory arrangements.

Riccardo Rainieri is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds the Series 63 designation and has worked at notable firms including Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. 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, financial and estate planning, and brokerage services, with a notable focus on international investing through its EPC Advisors Group division.

Kevin Roche is a financial advisor at Leo Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is Deputy Mayor and Commissioner responsible for Revenue and Finance in the Borough of Haddonfield. Leo Wealth serves high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

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.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He previously worked at Palmerston Group Advisors LLC for 28 years and is a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., firms affiliated with his prior employer. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory and administrative services.

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.

Jenica Roffina is a financial advisor at Kintra Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for Commonwealth Financial for 12 years. Outside of finance, she owns Sea Change Fitness, a personal training business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and account integration.

Matthew Cilento is a financial advisor at Chelsea Advisory Services, Inc. with four years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on a fundamental, long-term investment approach with diversified portfolios and generally manages accounts on a discretionary basis.

Daniel Bodnar is a financial advisor at A.G.P. / Alliance Global Partners with four years of industry experience. He holds the Series 66 designation. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has held positions in several companies including GE and various pharmaceutical firms. 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 emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services across its multi-team platform.