Stacy Dauber is a CFP® professional with 16 years of industry experience, currently an advisor at Bailard, Inc. since 2017. Prior to joining Bailard, she worked for Goldman, Sachs & Co. for ten years. Bailard provides wealth and asset management services to individual and institutional clients, delivering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm applies an active, multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Brian Stigliano is a CFP® with 19 years of experience in financial advising. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, TIAA-CREF, TD Ameritrade, and Banc of America Investment Services. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations through financial planning, investment management, and consulting. The firm emphasizes customized asset allocation, diversified active and passive strategies, and integrated services coordinated with tax and accounting professionals from its parent company.

Thomas Dickey is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Apexium Financial LP and Altfest Personal Wealth Management. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its FinLife Partners technology and practice platform.

Christian Pevarnik is a financial advisor at Arax Advisory Partners in New York, NY, with 20 years of industry experience. He holds a Series 66 designation and has worked at SRS Capital Advisors, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is licensed to sell insurance with multiple companies and receives commissions from these sales. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services with both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a mix of traditional and alternative investments alongside AI-supported research and analytics.

Thomas Tipton is a financial advisor at IP Financial Advisory Services LLC with 10 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Fidelity Investments, Innovation Partners LLC, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, Tipton is a flight attendant for Delta Airlines and is involved with Vantage Financial Alliance, providing financial education and insurance services. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, managed account programs, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and specialized consulting services including actuarial and benefits consulting.

Steven Radinsky is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Santander Securities since 2012, as well as Santander Bank, N.A. since 2006. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers and an implementation manager.

Timothy Archard is a CFA® charterholder with 11 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at NFP Retirement, Inc., American Funds, and Capital Group Companies. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental analysis and trading strategies, managing portfolios with a range of investment vehicles on a discretionary basis.

Anna Van Pilsum Johnson is a CFP® at Aspiriant, LLC with one year of industry experience. She has worked at Aspiriant since 2022 and previously held positions at Forage Kitchen, The Gap, and Lunds & Byerlys. Aspiriant serves high-net-worth individuals, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm utilizes customized investment programs informed by internal Capital Market Expectations and offers a range of implementation options including third-party managers and private investments.

Benjamin Coulthard is a financial advisor with Ritholtz Wealth Management in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Ritholtz, he worked at Congress Wealth Management and held various roles at State Street Global Advisors. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment approach that integrates behavioral finance principles, using diversified low-cost ETFs, tactical overlays, and alternatives, and offers both advisor-led and digital portfolio management services.

Eli Cohen is a financial advisor at GenTrust with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been a principal and head of alternative investments at GenTrust Wealth Management since 2012. Cohen is also a partner in Catenary Asset Management, a registered investment advisor affiliated with GenTrust. GenTrust is an SEC-registered investment adviser offering wealth management, financial planning, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that incorporates fundamental, technical, and macroeconomic analysis alongside forward-looking risk management and uses AI-enabled tools in research and operations.

Sarah Whitman is a financial advisor at Stephens with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Stephens, she worked at Goldman Sachs for four years and has experience at several other firms and educational institutions. Outside of her advisory work, she was involved with Shoo Lab for six years. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers discretionary and non-discretionary management across diverse advisory programs and combines bottom-up equity research with committee-driven asset allocation while also providing brokerage, investment banking, and municipal advisory services.

Leah Adamucci is a financial advisor at Robertson Stephens with a Series 65 designation and four years of industry experience. Prior to joining Robertson Stephens in 2025, she worked at Baldwin Wealth Partners, LLC for five years and at Fiduciary Trust Company International for another five years. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm offers comprehensive investment advisory services combining individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee.

Andrew Mcdonald is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with 42 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and previously spent 10 years at StockCross Financial Services. Outside of his advisory roles, he established A & C Properties LLC, a real estate business. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform using Modern Portfolio Theory alongside access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management options.

Wilton Mejia is a financial advisor at Snowden Capital Advisors LLC in New York, NY, holding Series 63 and 66 licenses with 20 years of industry experience. His career includes roles at Snowden Lane Partners, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he is a partner in Playa Please Inc., a rental property business. Snowden Capital Advisors serves 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 utilizes a multi-team approach with access to a broad range of investment tools and third-party managers.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Matthew Braver is a financial advisor at Stephens in New York, NY, holding a Series 66 license with one year of industry experience. His prior roles include positions at New Haven Capital, MTN Capital Partners, Selkirk Partners, and Techstars. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Timothy Daly is a CFP® professional with two years of industry experience, currently with Greenspring Advisors, LLC. He has prior experience at Wealthstream Advisors, Inc. and PricewaterhouseCoopers. Outside of his advisory role, he owns a certified public accounting firm specializing in tax preparation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, using a multi-disciplinary investment approach and offering both discretionary and non-discretionary portfolio management.

Steven Muehlgay is a financial advisor at A.G.P. / Alliance Global Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm emphasizes international investing through the EPC Advisors Group and offers a range of portfolio management, financial planning, and brokerage services.

Michael Dejana is a financial advisor with Bolton Securities Corporation and Bolton Global Capital in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Bolton in 2017, he worked at J Safra Asset Management from 2015 to 2017. He is also the owner of AiM Fidelis Asset Management LLC and serves as plan sponsor and trustee of the AiM Fidelis 401(k) plan. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, employing various investment strategies primarily involving mutual funds, ETFs, equities, and fixed income.