George Kuruvilla is a financial advisor at Virtue Capital Management, LLC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Kuruvilla’s prior experience includes roles at Center Street Advisors, Inc. and Lifemark Securities Corp. He is also an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven investment approach with active management and quantitative optimization.

Christy Matzen is a CFP® and Series 66-licensed financial advisor at Sapient Capital LLC with 10 years of industry experience. Her prior roles include positions at Northstar Investment Advisory, JP Morgan Chase, Zoe Financial, Goldman Sachs, and The AYCO Company, L.P./Mercer Allied. 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 employs a long-term investment process that combines fundamental and technical analysis to build diversified portfolios, and it serves as both adviser and sponsor to private funds and registered ETFs.

Melissa Shaw Patino is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman for five years before joining Arete Wealth Management and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Michelle Mc Kinnon is a CFP® with 11 years of industry experience. She has been with Klingman and Associates, LLC since 2019 and previously worked at Payne Capital Management, LLC from 2012 to 2019. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets through a disciplined investment process grounded in Modern Portfolio Theory, utilizing a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Terron Tidwell is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and National Securities Corp. Outside of his advisory work, Tidwell owns a media business focused on speaking engagements, book publishing, and documentary distribution, and he consults with college athletes on NIL deals. 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 both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and offers comprehensive portfolio management and retirement plan services.

Thomas Valenzuela is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Ingalls Investment Management, LLC and has prior experience at Spouting Rock Asset Management, L / Stewart Asset Management, LLC, and WPS Advisers, Inc. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to shorter-term trading and other specialized approaches.

Caribel Colon is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, and Francis Financial. She also works part-time with Aetna Health Insurance. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance activities.

Eric Strominger is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is a member of CRAZMINDs LLC, a consumer products company. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory services.

David Burch is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Maxim Financial Advisors since 2017 and has been with its affiliated firm, Maxim Group LLC, since 2002. 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 retirement accounts. The firm employs various investment vehicles and analytical methods, serves both retail and institutional clients, and reported assets under management of approximately $386 million as of December 31, 2024.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.

John Rochford is a Series 66-licensed financial advisor at Tocqueville Asset Management LP with seven years of industry experience. He joined Tocqueville in 2019 after seven years at Inverness Counsel LLC. Tocqueville Asset Management L.P. 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 across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and Qualified Opportunity Funds.

Stephanie Fagenson is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and National Securities Corp. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering a range of advisory and brokerage services. The firm emphasizes international investing through its EPC Advisors Group and provides access to various investment strategies, third-party managers, and financial products beyond standard advisory services.

Paul Kleinschmidt is a financial advisor at Tocqueville Asset Management LP with 15 years of industry experience. He has been with Tocqueville Securities L.P. since 2010 and serves as President, CEO, and Portfolio Manager at Tocqueville Asset Management. Tocqueville Asset Management 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 specialized investment teams.

Michael Gabay is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY. He holds the Series 66 designation and has experience working at Gilder Gagnon Howe since 2026. His prior positions include roles at Binghamton University and Nationwide Mutual Insurance Company. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Sabrina Mangual is a financial advisor with Prosperity - An EisnerAmper Company in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at LPL Financial, LLC, EisnerAmper Wealth Management & Corporate Benefits, and DAI Securities, LLC. Outside of advisory work, she is a part-owner of STL Traders LLC, where she handles order preparation, shipping, and bookkeeping. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management strategies supported by third-party managers and technology platforms.

James Fortescue is a financial advisor at Arax Advisory Partners with eight years of industry experience. Prior to joining Arax in 2026, he worked at U.S. Capital Wealth Advisors for eight years and has been associated with Piton Investment Management since 2015. He serves as chairman of the board at Don Bosco Prep School and is a board member of HALO Investing Inc., a technology platform for structured notes. Arax Advisory Partners is a multi-team wealth manager with more than 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation approaches to meet client objectives.

Samuel Scheller is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He joined A.G.P. in 2019 after six years at Aegis Capital Corp. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm emphasizes international investing through its EPC Advisors Group and provides a range of portfolio management and financial planning services alongside brokerage and capital markets capabilities.

Brenna Mcloughlin is a CFP® with four years of industry experience, currently with Greenspring Advisors, LLC. She previously worked at Wealthstream Advisors, Inc. for ten years. Outside of her advisory role, she serves as secretary and board member of a residential cooperative in New York City, handling administrative duties such as meeting scheduling and minute taking. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering wealth management, financial planning, and retirement consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis, with regular portfolio reviews and a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

John Sini Jr. is a financial advisor at Douglas C. Lane & Associates with 10 years of industry experience. He has been with the firm since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes customized portfolios with a focus on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.