George Sarlanis is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Snowden Lane Partners, OSAIC, Royal Alliance, Interactive Brokers, Capital One Financial Advisors, and Edward Jones. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial planning, and advisory programs. The firm offers customized model portfolios, third-party manager selection, and a range of investment tools, combining multi-team scale with institutional capabilities.

Samuel Brick is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC, JPMorgan Distribution Services, Inc., Keybank, Flyer Enterprises, Artstreet Cafe, and Communion Of Saints School & Parish. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers a broad range of financial topics.

Anastasios Thermos is a financial advisor at Sprott Asset Management USA Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-oriented strategies, combining bottom-up fundamental analysis with top-down asset allocation, and offers both actively managed and index-based ETFs.

Robert Morgenthau is a financial advisor at Cannell & Spears LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spears Abacus Advisors LLC since 2011. Morgenthau serves as an independent director for three mutual fund families sponsored by Davis Selected Advisors. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Michael Paley is a financial advisor with Klingman and Associates, LLC in New York, NY, holding four years of industry experience. He has been with Klingman and Associates since 2014 and also worked at Ridge Retirement Consultants, LLC from 2014 to 2016. 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 and uses an investment approach grounded in Modern Portfolio Theory, with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Jamie Sherr is a financial advisor at Gilder Gagnon Howe & Co. LLC with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Facet Wealth, National Asset Management, and National Securities Corporation. He has been with Gilder Gagnon Howe since 2022. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading strategies primarily involving stocks, combining fundamental and technical research, and serves clients through separately managed accounts and a retirement wrap-fee program.

Michael Allan is a CFP® professional with 41 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2014. He previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax Services. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets across 274 advisors, providing a broad range of services including financial planning, retirement solutions, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers multiple program structures with discretionary and non-discretionary management options, utilizing proprietary asset allocation models and various research methods.

Jacqueline Townsend is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at The Investment Center, Inc. and Innovation Boosters. Outside of her advisory role, she owns and coaches at Jax First Mile LLC, a business focused on running coaching, and also works at Pizza One, a restaurant. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various business entities. The firm employs a customized, collaborative planning process utilizing third-party financial planning software and serves clients through a fiduciary planning role distinct from implementation and execution.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using a broad range of investment approaches tailored at the representative level.

Confrence Gbaje is a financial advisor at A.G.P. / Alliance Global Partners with Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Aegis Capital Corp. since 2010. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled-vehicle accounts alongside active broker-dealer operations.

Eivind Olsen is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and has previously worked at Smith Asset Management Group. Olsen serves as Honorary Consul for Norway in Dallas, focusing on enhancing business and cultural relationships between Texas and Norway. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategies emphasizing large-cap value and fixed income with varied asset allocation techniques.

Rodney Ibrahim is a CFP® with 25 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2021. His prior experience includes roles at Aegis Capital Corp, Maxim Financial Advisors LLC, and Ladenburg Thalmann Asset Management Inc., among others. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a variety of portfolio management and planning services, emphasizing international investing and model portfolios, along with distinctive broker-dealer operations and management of pooled investment vehicles.

Michael Rome is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Ingalls Investment Management, LLC. Prior to joining Ingalls in 2026, he worked at Romen Capital Management for seven years and was self-employed for two years. He also manages money for an outside client, Shay Capital. Ingalls Investment Management offers discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs varied asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies.

Nathaniel Fierstein is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Hamlin Capital Management, LLC since 2019 and previously worked at Morgan Stanley Wealth Management from 2016 to 2019. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools, and it serves a diverse client base including municipal issuers and obligated persons.

Charles Levy is a financial advisor at Gilder Gagnon Howe & Co. LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at 12 West Capital Management for ten years. Outside of his advisory role, he is a passive investor and board member of Creekview Three, LLC, which operates franchises of the European Wax Center. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused mainly on stocks, combining fundamental and technical research while managing separate client accounts independently.

Timothy Figueroa is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Axxcess Wealth Management, Daniel Investment Associates, and Preview Properties. Figueroa serves on the Audit and Finance Committees of The Scholarship Foundation of Santa Barbara. 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 with customizable portfolio strategies and operates several affiliated funds and service platforms.

Stephanie Farella is a CFP® professional with 10 years of experience in the financial services industry. She currently works at Jefferies Investment Advisers LLC and has held prior roles at Calamos Financial Services LLC, Morgan Stanley Private Bank, and Oppenheimer. Outside of finance, she is involved as a limited partner with Sexy Coffee, a coffee shop on Long Island, contributing to interior and menu design. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base including individuals, trusts, and charitable organizations, using a customized, collaborative approach supported by third-party planning software and probability-based scenario analysis.

Timothy Ghriskey is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ingalls Investment Management, LLC. His prior roles include positions at Ingalls & Snyder LLC, Inverness Counsel, LLC, and Solaris Group - Solaris Asset Management. He also serves as a trustee for six family and friends trusts. 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 various asset-management styles, ranging from long-term equity holdings to short-term trading and option writing, and participates in private placements and third-party wrap programs.

Devorah Finkelstein is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, third-party managers, and proprietary asset allocation models.

Gabe Wolosky is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has previously worked at PM Wealth Management, LLC. Outside of his advisory role, Wolosky is a partner at Prager Metis CPAs, LLC, an accounting firm, serves as an attorney providing legal consulting services, and is a board member for two music publishing companies, Franco-London Music Publishing, Corp. and Plaza Sweet Music, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while retaining oversight and regularly reviewing accounts.