Kaitlin Weidner is a CFA® charterholder based in New York, NY, with 3 years of industry experience. She has been with Douglas C. Lane & Associates since 2013. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a proprietary fundamental research approach and offers customized portfolios with a focus on individual equity securities and fixed income, alongside financial planning and access to third-party investment solutions.

Karen Loschiavo is a financial advisor at Advisors Capital Management, LLC in Ridgewood, NJ, with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2016. Advisors Capital Management serves a diverse client base including individuals, high‑net‑worth clients, employee benefit plans, and intermediary clients such as unaffiliated broker‑dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self‑directed brokerage solution, employing a blend of top‑down macro and bottom‑up fundamental, quantitative, and qualitative analyses.

Richard Beam Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Woodbury Financial Services and H. Beck, Inc. In addition to his advisory role, he is president of a CPA firm specializing in tax preparation and accounting services and serves as managing member of a third-party administration LLC for defined contribution and defined benefit plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management and provides access to various managed account solutions through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

James Breece IV is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and has been affiliated with Spears Abacus Advisors LLC since 2010. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets through a multi-team structure.

Michael Hans is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citizens Private Wealth and previously worked at Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management, as well as tax, estate, and business consulting services.

Alfredo Garcia is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Amerant Investments, Inc. Alfredo is based in New York, NY. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, often utilizing customized model portfolios and third-party managers.

Dinamarie Isola is a financial advisor with Ritholtz Wealth Management in New York, NY, holding a Series 65 designation and bringing 5 years of industry experience. She has been with Ritholtz Wealth Management since 2015 and is also the owner and president of RealSmartica, Inc., a company focused on financial education covering budgeting, wealth building strategies, and college selection and funding. In addition to her advisory work, she provides freelance writing and publishes educational and investment-related research articles for non-investment management clients. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Michael Bertash is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Tocqueville Securities, L.P. since 2009 and at Franklin Credit Management Corporation since 1998. Bertash serves as Director of Institutional Client Services at Tocqueville Asset Management LP. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, 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 an affiliated broker-dealer.

Peter Bruno is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Signature Securities, Charles Schwab & Co., Inc., TD Ameritrade, and Equitable, 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 roughly $784 million in discretionary assets and employs a strategy of diversified allocations across mutual funds, ETFs, alternative investments, and third-party managers.

Ross Gladstone is a financial advisor at A.G.P. / Alliance Global Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, David Lerner Associates, and Spartan Capital Securities. Outside of his advisory work, he restores and sells vintage axes as a personal business venture. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and third-party sub-advisory services.

Laurence Ach is a financial advisor at Klingenstein Fields Advisors with five years of industry experience. He holds the CIC, Series 63, and Series 65 designations and has been with the firm and its predecessor entities since 2010. Klingenstein Fields Advisors manages approximately $4.7 billion for individuals, families, trusts, and institutional clients, providing portfolio management, wealth management, investment consulting, financial planning, and outsourced chief investment officer services. The firm employs a team-based fundamental research approach combined with both top-down and bottom-up analysis and integrates a closed-architecture core equity portfolio with an open-architecture asset allocation framework.

Kathleen Fortoul is a financial advisor at Citizens Private Wealth with 35 years of industry experience. She holds the Series 63 designation and has held previous positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and UBS Financial Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary management alongside business consulting services for multigenerational and closely held business matters.

Wailam Lee is a financial advisor at Palisade Capital Management, LP with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 2006. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning 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 focusing on conviction-weighted portfolios across various strategies and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Ryan Goudie is a CFP® certificant and registered investment advisor affiliated with RMR Wealth Builders, Inc., with seven years of industry experience. He has held roles at RMR Wealth Builders and Calton & Associates, Inc., among other firms. He also holds an insurance agent position with MassMutual, primarily handling renewals without active solicitation. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialty advisory options such as annuity management and digital asset programs.

Benner Ulrich is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding Series 65 and Series 63 licenses with five years of industry experience. He has been with Tocqueville since 2017 and previously worked at Breithorn Capital Management LLC from 2009 to 2017. Tocqueville Asset Management LP manages over $10 billion in assets and offers portfolio management, sub-advisory, and wrap account services to a diverse client base including individuals, institutions, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies, with an organizational structure of independent investment teams.

Robert Case is a financial advisor at Ingalls Investment Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Bear, Stearns & Co. Inc. and J.P. Morgan Securities Inc. He serves as a trustee for three family trusts, dedicating less than one hour monthly to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs multiple asset-management styles and offers services ranging from long-term equity holdings to short-term trading and special strategies, including participation in third-party wrap programs and private investment partnerships.

Dennis Lam is a financial advisor at Hamlin Capital Management, LLC, holding a Series 65 credential with four years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension plans, and charitable organizations. The firm focuses on current income through high-dividend equities and high-yield municipal and taxable bonds, employing fundamental credit analysis and long-term investment strategies.

John Smit is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Jefferies LLC since 2015 and joined Jefferies Investment Advisers LLC in 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm employs a customized, collaborative planning process supported by third-party software and scenario analyses, focusing on comprehensive planning rather than security-specific investment recommendations.

Douglas Geraghty is a CFP® with 13 years of industry experience, currently serving at Flagstar Securities, Inc. He has held roles at several firms including LPL Financial, Vanderbilt Securities, and ARK Global. He is based in New York, NY. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm manages assets on a discretionary basis, utilizing a range of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of the end of 2025.

Denise Farlekas is a CFA® charterholder with 10 years of industry experience. She is currently with Jefferies Investment Advisers LLC and has previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. from 2015 to 2022. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to assist clients with a wide range of planning topics.