Peter Shawn is a portfolio manager at Tocqueville Asset Management LP with 37 years of industry experience. He has been with Tocqueville Securities L.P. since 2005. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including high-net-worth individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach and operates through independent investment teams.

Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at CitiGroup, Wells Fargo Clearing, and Prudential Equity Group. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving individual and high-net-worth clients, as well as intermediaries, through comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach combined with behavioral economics and offers access to institutional-quality alternatives and precious metals custody services.

Lance Armenta is a financial advisor at Flagstar Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Shufro, Rose & CO., LLC, UBS Financial Services, INC, and Sanford C. Bernstein & Co., LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages accounts on a discretionary basis with documented strategies and uses a range of investment vehicles and third-party managers.

Anthony Walley is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 credential and located in Brooklyn, NY. He has experience at J.O.Y. Wealth Partners and Charles River Laboratories, along with roles at Icahn School of Medicine at Mount Sinai and Umass Chan Medical School. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory styles and third-party manager relationships.

James Colavita is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GenTrust since 2012. Prior to joining GenTrust, he worked for Merrill for 10 years. He is also a licensed insurance agent with 1847 Financial, where he sells life, health, and long-term care insurance products. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, and consulting services to a range of clients including individuals, families, pooled vehicles, and institutions. The firm employs an asset-allocation driven investment approach integrating fundamental, technical, and macroeconomic analysis, and uses AI-enabled tools alongside human oversight to construct customized portfolios.

Murry Shapero is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Maxim Financial Advisors since 2020 and has also worked with Maxim Group LLC since 2004. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and makes referrals to third-party managers for a wide range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering tailored advice either through direct management or allocation to managed account programs.

Ronan Cox is a financial advisor with Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Asset Management, Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. He serves as a director for Clothes for Kids to Fairfield County, a nonprofit organization providing clothing to impoverished children. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies and integrates affiliated financial businesses and product channels in its service offerings.

Jack Kaplan is a CFA® charterholder with eight years of industry experience. He has been with Carret Asset Management, LLC since 2006 and previously worked at DDA Investors, LLC from 2002 to 2004. Carret Asset Management is a multi-team SEC-registered investment adviser managing approximately $3.46 billion for individuals, retirement plans, and institutional clients. The firm employs fundamental research and periodic rebalancing across a range of fixed income, equity, and leverage-enabled strategies, while also serving as a sub-advisor to other registered investment advisers and managing a registered mutual fund.

Eric Siss is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Wealthstream Advisors and Rockwood Wealth Management. He serves on the planning committee for the NAPFA Large Firm Forum without compensation. 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 fundamental, quantitative, and qualitative analysis in its investment approach and offers a notable suite of retirement services, including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Ronald Roberts is a Series 63-licensed financial advisor with 36 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 18 years at Stockcross, Inc. Roberts divides his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform leveraging Modern Portfolio Theory to build and periodically rebalance ETF/ETN-based portfolios alongside fundamental and technical strategies, offering both discretionary and non-discretionary engagement options.

Adam Wachtel is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Maxim Group LLC and Maxim Financial Advisors since 2008. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients, including individuals, trusts, estates, corporations, and institutional entities such as sovereign wealth funds and municipal governments. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.

Stuart Steinberg is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. He has worked at LPL Financial for 17 years and operates Erock Tax & Financial Planning LLC, where he provides tax preparation, planning, and advocacy services. In addition to his advisory role, he maintains licenses as a life and disability insurance agent. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement consulting, typically allocating assets among diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Joshua Mondschein is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, following a decade at Calton & Associates, Inc. He is the owner and president of Mondschein Associates, Inc., a licensed insurance agency specializing in personal and commercial lines, pension consulting, asset protection, and estate planning. Mondschein also serves as an uncompensated board member of the William H. Kearns Foundation and is a director at HR Ease, LLC, a benefit administration platform. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement tailored investment strategies.

Taylor Hogarth is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Lord Abbett, Merrill, and Northwestern Mutual. Hogarth also has experience outside financial services, having worked at Ridgewood Country Club for four years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs proprietary ETF model portfolios with a process focused on asset allocation, portfolio construction, and rebalancing, using macroeconomic research to guide strategic, tactical, and opportunistic asset allocation.

Neil Klein is a financial advisor at Carret Asset Management, LLC in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carret since 2008. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and offers a range of approaches such as fixed income, equity, and leveraged opportunities, managing accounts primarily on a discretionary basis.

Andrew Brower is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corp. Outside of advisory roles, he is involved with HudsonPoint Capital as an investment executive and owns The Brower Group, a non-investment-related entity. 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 employs discretionary portfolio management and proprietary model allocations, leveraging affiliated financial businesses and product channels as part of its integrated approach.

Nicolas Valdes Fauli is a CFP® with 11 years of industry experience, currently serving at Main Street Financial Solutions, LLC in New York, NY. He has been affiliated with Main Street Financial Solutions and its dba Thin Blue Line Financial since 2010. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach that incorporates mutual funds, passive ETFs, and selected actively managed funds, tailoring portfolios to client objectives and risk profiles.

Jeanpaul Skovronck is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital since 2012 and has maintained a long-term business presence since 2003. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, using a combination of proprietary technical analysis and fundamental review within a top-down, asset-allocation framework. The firm employs discretionary management, sub-advisers, and model portfolios while utilizing third-party platforms for execution and custody.

Karim Khairallah is a financial advisor at Sapient Capital LLC with a Series 65 designation and two years of industry experience. He previously spent 19 years at Oaktree Capital Management, L.P. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm utilizes a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Gregory Timeranko is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Wells Fargo Private Bank, Wilmington Trust, Bank of America, and Merrill. 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 third-party manager selection, combining multi-team scale with institutional capabilities.