Nicholas Choman is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at A.G.P./Alliance Global Partners, Aegis Capital Corp, LPL Financial, Voya Financial Advisors, and Vision Retirement. In addition to his advisory work, he is involved with ACC Corp., a general insurance agency. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.9 billion across 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with seven years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2012. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as institutional clients including pension plans and charitable organizations. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity strategy and active, tax-aware fixed-income management.

Jason Morad is a Series 65-licensed financial advisor with 17 years of industry experience. He currently works at Ingalls Investment Management, LLC and previously held positions at Ingalls & Snyder, LLC, Capital Formation Group, Inc., and Silver Bridge. Ingalls Investment Management, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm offers a range of investment strategies, from long-term equity holdings to shorter-term trading, utilizing fundamental, technical, and cyclical analysis.

Robert Limmer is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS, Stifel, Ryan Beck & Co., LPL Financial, and Gladstone Institutional Advisory. He is also involved as Principal-Chief Growth Officer at Onward Advisors and serves on the advisory board of BiCoastal Wealth Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services. The firm employs both discretionary and non-discretionary portfolio management strategies tailored to client objectives and risk tolerances.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Harrison Barresi is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Inc. and Rothschild & Co US Inc. Barresi serves as CEO of CWHB Real I LLC, a real estate holding company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. 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 customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Rosenfeld is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY, holding 22 years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2002. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm emphasizes long-term growth through strategic asset allocation and GARP-oriented equity strategies focused on mid- to large-cap businesses, managing concentrated portfolios while also offering access to third-party managers and private investment funds.

Andre Yoskowitz is a financial advisor at Copper Financial in New York, NY, holding the CFP® designation with 14 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, he was involved with Afterdawn.com for five years. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and operates with a fiduciary advisory model supported by due diligence on third-party managers.

Michael Ross is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has held roles at several related Jefferies entities since 2013, as well as prior experience at firms including Leucadia Asset Management, Lenox Advisors, Wells Fargo Clearing, and Prudential Equity Group. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, foundations, and corporations. The firm offers a collaborative and customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Alexander Messer is a Series 65-licensed advisor at Ritholtz Wealth Management with seven years of industry experience. His prior roles include positions at MD Financial/Vestment Financial, RMD Capital, and Northwestern Mutual. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical and alternative strategies.

Joseph Murphy is a financial advisor at Ingalls Investment Management, LLC in New York, NY, with 31 years of industry experience. He holds the Series 63 designation and has been with the Ingalls organization since 2015. Outside of his advisory role, he is employed with Rosenthal Collins, a futures commission merchant, where he introduces potential futures and foreign exchange producers and employees. 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 various asset-management strategies such as long-term equity holdings, short-term trading, option writing, and also manages private placements and third-party wrap programs.

Connor Mullin is a Series 65 licensed advisor with Circle Wealth Management, LLC, where he has worked since 2024. He has two years of industry experience and previously held roles at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals, multi-generational families, and related entities. The firm combines detailed client discovery and customized investment policy statements with a broad array of asset classes and complex instruments, focusing on multi-generational relationships and coordinating comprehensive planning among clients' advisers.

Brandon De Otaduy Nam is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments LLC and Golub Capital LLC. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates with affiliated financial businesses and product channels.

Cameron Rufus is a CFP® with five years of experience in the financial services industry. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Northwestern Mutual and Modern Woodmen of America. Rufus also writes and blogs on investment topics through Wealthfoundme.com. Ritholtz Wealth Management serves a range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a goal-based investment process focused on asset allocation and behavioral finance, combining diversified, low-cost ETFs with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Jason Ewing is a financial advisor at Savvy with a Series 65 credential and four years of industry experience. Prior to joining Savvy in 2026, he worked at Crestwood Advisors and Trillium Trading. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

David Wood is a financial advisor at Jefferies Investment Advisers LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Jefferies LLC, Leucadia Asset Management LLC, Bank of America, and Merrill. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and other entities through a customized, collaborative process using third-party software and analytical tools. The firm offers a range of planning topics, including tax, estate, executive compensation, and philanthropic planning.

Colin Carter is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley, Equitable, and AXA Advisors. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and FINRA member broker-dealer, delivering advisory services through various sponsored programs and third-party platforms.

Natasha Howe is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked primarily with Muriel Siebert & Co., Inc., including her current role, and has experience in various industries including personal training and nutrition. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.