Maria Millner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds a Series 66 license and has previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization and administration. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, private fund advisory, and wrap fee programs, utilizing both traditional and alternative investments along with AI-enhanced research and operations.

Patrick Buckley is a financial advisor at Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Jefferies LLC since 2019 and previously held a role at Interactive Brokers LLC from 2014 to 2019. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and business entities, offering a range of planning topics including tax and estate planning, executive compensation, and philanthropic planning. The firm follows a customized, collaborative planning process and utilizes third-party software and Monte Carlo simulations to analyze financial scenarios.

Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

Rae Kim is a financial advisor at Capital Analysts with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2012. Kim also owns Kim Financial Group, which provides insurance and retirement planning services. Additionally, she has an ownership interest in a real estate business managed through a third party. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm combines discretionary and non-discretionary investment management supported by an in-house research team using a proprietary screening process.

Richard Rosen is a CFA® charterholder with 30 years of industry experience. He has been with Pinnacle Associates, Ltd. since 2018 and previously held positions at Satucket Capital Management, LLC, and TD Private Client Wealth LLC. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, corporations, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term valuation-sensitive approach and offers its strategies through direct portfolios, model portfolios, and unified managed account platforms.

Brian Mcgann is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Beacon Investment Advisory Services, Inc. since 2017 and previously worked at UBS from 2015 to 2017. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and delivers investment advice through an open-architecture platform that combines in-house strategies, factor-based models, and independent managers with an emphasis on tax awareness and customized fixed-income portfolios.

Angelo Guerriero is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Muriel Siebert & Co., Inc. since 1999. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based portfolio management platform with access to third-party and independent managers, using a mix of Modern Portfolio Theory, fundamental and technical strategies, and sub-advised solutions.

Delphia Polle is a financial advisor at Ingalls Investment Management, LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at CITIGROUP and Transatlantique Private Wealth LLC prior to joining Ingalls. 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 multiple asset-management styles and offers services ranging from long-term equity holdings to shorter-term trading and portfolio consulting.

Jeffrey Faller is a Series 66 registered advisor at Capital Analysts with eight years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2018 and previously spent four years at Sacred Heart University. In addition to his advisory role, he is involved in insurance sales through The Faller Company LLC. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and firm-managed programs.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Merrill from 2013 to 2021. Outside of finance, he is a member of an LLC that owns a retail women’s clothing store operated by his wife. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm uses a blend of fundamental and technical analysis and offers multiple program structures across various asset classes, managing approximately $768.8 million for about 1,087 clients through a team of 73 advisors.

Amadeus Christian Wijatkowski is a financial advisor with Arete Wealth Advisors, LLC based in New York, NY. He holds a Series 66 designation and has been in the industry for less than a year, with prior experience at firms including Fincadia LLC, Langham Hall LLC, and Quaan Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily manages discretionary portfolios using advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while fulfilling ERISA fiduciary responsibilities when applicable.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. 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, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Michael Feiler is a financial advisor at Palisade Capital Management, LP in Fort Lee, NJ, holding Series 63 and Series 65 registrations with 20 years of industry experience. He has been with Palisade Capital Management since 1995. 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, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios across several equity and bond strategies and serves as a sub-adviser to mutual funds and collective investment trusts.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Walter Giles is a financial advisor at Cannell & Spears LLC with 28 years of industry experience. He previously worked at Beck Mack & Oliver LLC from 1998 to 2020 before joining Peter B. Cannell & Co., Inc. in 2020. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio management.

Michael Spitaletta is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He has been with Hennion & Walsh since 2016 and holds Series 63 and Series 65 licenses. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Lorraine Salvo is a CFP® professional with 13 years of industry experience, currently serving at Palisade Capital Management, LP. She has worked at Massey, Quick & Co. LLC since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various strategies and serves as sub-adviser to mutual funds and investment adviser to collective investment trust vehicles.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Rhonda Pirvulescu is a CFP®-designated financial advisor at MissionSquare Retirement with 23 years of industry experience. Her career includes roles at Merrill, M&T Bank, LPL Financial, and Bank of America. She is currently based in New York, NY, and holds Series 63 and Series 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management, delivered through various channels to more than 40,000 participants.