Lindsay Cherashore is a Series 65-licensed financial advisor at Circle Wealth Management, LLC, with eight years of industry experience. She has been with Circle Wealth Management since 2013. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with around $50 million in investable assets and emphasizes a tailored investment approach supported by proprietary due diligence and comprehensive portfolio monitoring.

Kayvan Karoon is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Capital Corp, National Asset Management, and Cetera Wealth Services. Karoon is also president of KS Capital Management Inc., where he manages client accounts. A.G.P. / Alliance Global Partners operates a multi-team platform serving over 7,000 clients with a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage products. The firm employs an open-architecture investment approach combining internal strategies and sub-advisory relationships, with a focus on international equity and value-oriented investments.

Gregory Ferguson is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Marathon (a subsidiary of Stadion Money Management), and InvestX Capital Ltd. prior to joining Cantor Fitzgerald. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a wide range of clients, including individuals, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach incorporating strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Jorge Oliveira is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Oppenheimer & Co., Inc and Morgan Stanley Private Bank. Insigneo Advisory Services, LLC offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm combines customized allocations by individual advisors with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and strategies tailored to client needs.

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

Patrick Haley is a CFP® with 20 years of industry experience, currently serving at Ritholtz Wealth Management since 2014. He is an advisory board member at The Pennfield School. Ritholtz Wealth Management advises individual and institutional clients, offering comprehensive portfolio management and financial planning with a focus on goal-based strategies that incorporate behavioral finance principles and diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Alan Wolberg is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Securities. Outside of his advisory role, he volunteers with Bet Torah, assisting in charitable gifting marketing. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a customized, collaborative planning process supported by third-party software and scenario analysis.

Maria Millner is a financial advisor at Arax Advisory Partners in Madison, NJ, with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is also a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and distinguishes itself through performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.

Patrick Buckley is a financial advisor at Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Jefferies LLC since 2019 and previously held a role at Interactive Brokers LLC from 2014 to 2019. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and business entities, offering a range of planning topics including tax and estate planning, executive compensation, and philanthropic planning. The firm follows a customized, collaborative planning process and utilizes third-party software and Monte Carlo simulations to analyze financial scenarios.

Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

Richard Rosen is a CFA® charterholder with 30 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2018 and previously held roles at Satucket Capital Management, LLC and TD Private Client Wealth LLC. Pinnacle Associates provides discretionary investment management and financial planning to individuals, families, trusts, corporations, endowments, foundations, and retirement plans. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term focus, primarily managing individual equity portfolios and offering strategies through model portfolios and unified managed account platforms.

Angelo Guerriero is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Muriel Siebert & Co., Inc. since 1999. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based portfolio management platform with access to third-party and independent managers, using a mix of Modern Portfolio Theory, fundamental and technical strategies, and sub-advised solutions.

Delphia Polle is a financial advisor at Ingalls Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at CITIGROUP and Transatlantique Private Wealth LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and offers services ranging from long-term equity holdings to short-term trading and private investment partnerships.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Merrill from 2013 to 2021. Outside of finance, he is a member of an LLC that owns a retail women’s clothing store operated by his wife. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm uses a blend of fundamental and technical analysis and offers multiple program structures across various asset classes, managing approximately $768.8 million for about 1,087 clients through a team of 73 advisors.

Amadeus Christian Wijatkowski is a financial advisor with Arete Wealth Advisors, LLC based in New York, NY. He holds a Series 66 designation and has been in the industry for less than a year, with prior experience at firms including Fincadia LLC, Langham Hall LLC, and Quaan Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily manages discretionary portfolios using advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while fulfilling ERISA fiduciary responsibilities when applicable.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 1995. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios across various equity and bond strategies, serving both institutional and private wealth clients.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Walter Giles is a financial advisor at Cannell & Spears LLC with 28 years of industry experience. He previously worked at Beck Mack & Oliver LLC from 1998 to 2020 before joining Peter B. Cannell & Co., Inc. in 2020. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio management.

Michael Spitaletta is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Hennion & Walsh since 2016. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through multiple program structures, combining fundamental and technical analysis with various investment strategies across multiple asset classes.