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 the financial services industry. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held positions at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, consulting, and family-office style services with an emphasis on discretionary mandates guided by Investment Policy Statements.

Konner Gershkoff is a financial advisor at Advisors Capital Management, LLC with a Series 65 designation and two years of industry experience. He has worked at Advisors Capital Management since 2019 and previously held roles at JWC Research and Tuition Management Systems. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, offering custom private accounts and model strategies that combine top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Nirav Thakker is an advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior roles include positions at UBS Securities LLC, BNPPSC, and RBC Capital Markets. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, retirement plan fiduciary services, sub-advisory services, and educational seminars.

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 with Arax Advisory Partners in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2009. In addition to advisory services, he is licensed to sell insurance with multiple companies and receives commissions related to those sales. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management strategies and offers a range of services including financial planning and retirement plan consulting, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

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.

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 associated with GenTrust Wealth Management since 2012 and Old City Securities LLC since 2015. Cohen is a principal and head of alternative investments at GenTrust and Catenary Asset Management, registered investment advisers with shared ownership. GenTrust is an SEC-registered investment adviser serving high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutions. The firm manages approximately $5.2 billion in assets, employing a multifaceted investment approach that includes fundamental, technical, and macroeconomic analysis integrated with risk management and asset allocation strategies.

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 with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Snowden Lane Partners and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Playa Please Inc., a rental property business in the Bronx. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and estate planning, utilizing multi-team resources and institutional capabilities to manage a broad range of investment strategies and client types.

Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

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.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2023. Outside of his advisory role, he owns and operates Perry Bindelglass Foods, LLC, a company that sells sauces through a website and wholesale channels, and runs Bindelglass Photography, a professional photography business focused on event coverage. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing portfolios with a range of securities and third-party managers tailored to clients’ risk tolerance and time horizon.

Steven Muehlgay is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has previously worked at 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 with approximately 131 advisors managing $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, serving a range of clients through portfolio management, financial planning, retirement-plan advisory, and brokerage services.