Cole Aaronson is a financial advisor with A.G.P. / Alliance Global Partners, holding CFP®, Series 65, and Series 63 designations and bringing 11 years of industry experience. He previously worked at David Lerner Associates, inc for seven years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach emphasizing international investing and combines in-house management, third-party managers, and sub-advisers to deliver discretionary and non-discretionary strategies alongside brokerage and capital markets services.

Horace Boone is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 license and 37 years of industry experience. He has been affiliated with Ingalls & Snyder, LLC since 1993 and joined Ingalls Investment Management in 2026. Boone serves on the boards of several private and public companies, including Yangaroo, Inc., where he is interim chairman of the audit committee, and is involved in various investment-related trustee roles. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management strategies and participates as an investment manager in third-party wrap programs, donor-advised funds, and private investment partnerships.

Amy Pastorino is a CFP® with 18 years of industry experience, currently serving at Pinnacle Associates, Ltd. Since 2020, she has worked at Morgan Stanley Smith Barney LLC and previously spent four years with TIAA-CREF Individual & Institutional Services, LLC. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, and institutions. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities alongside other investment vehicles.

James Keegan is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation. He has one year of industry experience. His prior work includes roles at Astound Broadband and St. John's University. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers in its service offerings.

Samuel Colleran is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms, including Spouting Rock Asset Management and Merrill. Colleran is based in New York, NY. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various investment strategies.

Sat Jivan Khalsa is an advisor with Integrity Advisory Solutions, holding a Series 65 designation and beginning his advisory career in 2025. He has over 50 years of experience as a partner and attorney at The Khalsa Law Firm, specializing in estate planning. Khalsa serves as a board member of the Alzheimer's Association of New York. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of investment adviser representatives and utilizes third-party platforms and managers to deliver customized investment strategies.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Private Bank and Morgan Stanley for ten years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and oversight to manage a range of investment types.

Gregory Franks is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He has been with Snowden Capital Advisors and its related entity, Snowden Account Services, Inc., since 2012. Outside of his advisory role, he is the owner of Indian Mountain Capital LLC, a holding company for personal assets. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Stacy Dauber is a CFP® professional with 16 years of industry experience, currently an advisor at Bailard, Inc. since 2017. Prior to joining Bailard, she worked for Goldman, Sachs & Co. for ten years. Bailard provides wealth and asset management services to individual and institutional clients, delivering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm applies an active, multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Brian Stigliano is a CFP® with 19 years of experience in the financial services industry. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held positions at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, consulting, and family-office style services with an emphasis on discretionary mandates guided by Investment Policy Statements.

Konner Gershkoff is a financial advisor at Advisors Capital Management, LLC with a Series 65 designation and two years of industry experience. He has worked at Advisors Capital Management since 2019 and previously held roles at JWC Research and Tuition Management Systems. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, offering custom private accounts and model strategies that combine top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Nirav Thakker is a financial advisor at RMR Wealth Builders, Inc. with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at UBS Securities LLC, BNPPSC, and RBC Capital Markets. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 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 services, and educational seminars.

Thomas Dickey is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Apexium Financial LP and Altfest Personal Wealth Management. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its FinLife Partners technology and practice platform.

Christian Pevarnik is a financial advisor with Arax Advisory Partners in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2009. In addition to advisory services, he is licensed to sell insurance with multiple companies and receives commissions related to those sales. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management strategies and offers a range of services including financial planning and retirement plan consulting, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

Thomas Tipton is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. Outside of financial advising, he is a flight attendant for Delta Airlines and is involved with Vantage Financial Alliance, focusing on financial education and insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and employs a range of analytical and operational strategies tailored to non–high-net-worth investors and retirement plan participants.

Scott Hall is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Hall has worked at Jefferies Investment Advisers, Jefferies Insurance Brokerage, Jefferies LLC, and J.P. Morgan Securities Inc. Outside of his advisory role, he serves as a board member for a local nonprofit Montessori school. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations through a customized, collaborative process that includes goal setting, financial analysis, and periodic reviews. The firm uses third-party planning software and separates its fiduciary planning role from implementation.

Anna Van Pilsum Johnson is a CFP® at Aspiriant, LLC with one year of industry experience. She has worked at Aspiriant since 2022 and previously held positions at Forage Kitchen, The Gap, and Lunds & Byerlys. Aspiriant serves high-net-worth individuals, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm utilizes customized investment programs informed by internal Capital Market Expectations and offers a range of implementation options including third-party managers and private investments.

Benjamin Coulthard is a financial advisor with Ritholtz Wealth Management in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Ritholtz, he worked at Congress Wealth Management and held various roles at State Street Global Advisors. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment approach that integrates behavioral finance principles, using diversified low-cost ETFs, tactical overlays, and alternatives, and offers both advisor-led and digital portfolio management services.