Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Andrew Leventhal is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley Private Bank. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.

Matthew Greenwald is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He holds a Series 65 designation and has been with Beck, Mack & Oliver since 2010. 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 with a process-driven discipline tailored to clients’ objectives and tax status, and manages both registered investment companies and multiple private pooled funds.

Sean Russo is a financial advisor at Ritholtz Wealth Management with a Series 65 designation and four years of industry experience. Prior to joining Ritholtz in 2022, he worked at Interocean Advisors, Morriseey Goodale, and Nuveen. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets and employs a goal-based investment process emphasizing asset allocation and behavioral finance, offering both advisor-led services and digital platforms for portfolio implementation and management.

Edward Majtenyi is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He has been with RMR Wealth Builders since 1986 and previously worked at Calton & Associates, Inc. for 10 years. Outside of advisory work, he owns HR Ease LLC, a technology company focused on software and services. RMR Wealth Builders is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, and specialized advisory programs including annuity management and digital asset management.

Joseph Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC, where he has worked since 2021. His prior experience includes roles at Laidlaw & Company, Laidlaw Wealth Management, and HSBC Bank USA. Outside of his advisory work, he is involved with Stonebriar Investments, LLC, an advisory business for which he holds life and health insurance licenses. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options, supported by a network of approximately 153 investment adviser representatives.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Brant Cavagnaro is a CFP® and CFA® with four years of industry experience. He currently works at Greenspring Advisors, LLC and previously spent eleven years at Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm utilizes fundamental, quantitative, and qualitative analysis alongside thorough due diligence and offers a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Samuel Baker is a financial advisor with Allen Investment Management, LLC and holds a Series 63 designation. He has 5 years of industry experience and has worked at Allen Investment Management since 2012. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs through discretionary and non-discretionary agreements, focusing on manager due diligence and a range of long-only equity and thematic strategies.

Jesse Moreno is a CFP® with 18 years of industry experience, currently serving at Cantor Fitzgerald Investment Advisors. His prior experience includes roles at MBSC Securities Corporation, LPL Financial, and Osaic FA, Inc. He is based in New York, NY. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a broad client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios that combine strategic, tactical, and opportunistic asset allocation driven by macroeconomic research, primarily utilizing index-based ETFs for diversification.

Jeremy Wittenberg is a CFP® with 12 years of industry experience and currently advises at Douglas C. Lane & Associates. His prior roles include positions at Corient Services LLC, Kore Private Wealth, Jeffries LLC, and UBS Financial Services. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, supported by proprietary fundamental research and a flexible core investment strategy.

Malcolm Macpherson Jr. is a CFA® charterholder and holds a Series 65 license, with four years of experience in the financial industry. He has been with Williams Jones Wealth Management, LLC since 2019 and previously worked at Williams, Jones & Associates, LLC from 2000 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity strategy and active fixed-income management, while also sponsoring affiliated funds and facilitating access to third-party managers and private investment opportunities.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, as well as at Atrium Advisors since 2001. Kaess is the founder of Feminomics, a business focused on women and money that provides web-based content and in-person presentations. She also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm implements investment strategies using proprietary models, third-party managers, and multiple platforms while supporting customized investment restrictions and conducting regular due diligence.

Matthew Gordon is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2025. Prior to joining Greenspring, he worked for 12 years at Wealthstream Advisors, Inc. He is a member of the investment committee for Rodeph Sholom, where he assists in managing the temple's endowment and pension funds. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and offers fiduciary and non-fiduciary retirement plan services, including proprietary pooled employer plan platforms.

Mark Childs is a financial advisor at SVB Wealth with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including JPMorgan Chase, HSBC, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individuals and families to corporations and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental, quantitative, and technical analysis and provides both discretionary and non-discretionary investment solutions.

James Harvey II is a financial advisor at Tocqueville Asset Management LP with 16 years of industry experience. He holds the Series 63 designation and previously worked at Poplar Forest Capital LLC for 18 years before joining Tocqueville in 2025. Outside of his advisory role, he is the proprietor of Pigasus Vineyard LLC, a vineyard business selling grapes. Tocqueville Asset Management LP 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 a bottom-up, value-oriented, and contrarian investment approach through multiple independent Investment Teams across various asset classes and manages both separate accounts and pooled vehicles.

Joseph Werner is a financial advisor at Cannell & Spears LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Peter B. Cannell & Co., Inc. since 1991. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach grounded in proprietary fundamental research and serves as a sub-adviser to an exchange-traded fund.

Nicholas Banks is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Merrill. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, providing clients access to bank-related financial products and services.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

James Barrett is a Series 63-licensed advisor with 43 years of industry experience. He is currently with RMR Wealth Builders, Inc., where he has worked for a combined total of over 40 years, and also spent time at Calton & Associates, Inc. Barrett's long tenure reflects extensive involvement in wealth advisory services. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with accounts managed through model-based allocations and a range of advisory program options.