Sanford Braun is a financial advisor at Gilder Gagnon Howe & Co. LLC with 29 years of industry experience. He has been with the firm since 1998. Braun serves as a board member for Touro College, a higher education charitable organization. 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.

Eric Freedgood is a CFA® charterholder with 19 years of industry experience. He has been with Pinnacle Associates, Ltd. in New York, NY since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base that includes individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across equity and fixed income, as well as model portfolios and sub-advisory services to third-party programs.

Christopher Yonkers is a financial advisor at RBC Securities, Inc. based in New York, NY. He holds a Series 66 designation and has held various roles in the financial and healthcare industries since 2017, including positions at City National Bank and JP Morgan. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, offering discretionary portfolio management alongside affiliated bank and trust services.

Brett Ciarlo is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Brokers International Financial Services, and D.H. Hill Securities. Outside of advising, he is involved in real estate sales with Brown Harris Stevens and works as an independent insurance agent focused on fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning through customized portfolios, combining internal strategies with third-party managers and supporting a range of investment approaches from passive to tactical.

Noah Mussman is a financial advisor at Cantor Fitzgerald Investment Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and participated in the Baylor University Exchange Program. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm employs proprietary ETF model portfolios and various asset allocation strategies informed by macroeconomic research, primarily utilizing index-based ETFs for diversification.

Michael Stanton is a financial advisor with TSA Management Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, and MSI Financial Services, Inc. Outside of his advisory work, he is the owner and member of Stanton Places, LLC, a residential property lessor. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across 2,566 clients, utilizing model-based asset allocation and a mix of in-house and third-party management strategies.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

Charles Pepe III is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with seven years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2012. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as institutional clients including pension plans and charitable organizations. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity strategy and active, tax-aware fixed-income management.

Jason Morad is a Series 65-licensed financial advisor with 17 years of industry experience. He currently works at Ingalls Investment Management, LLC and previously held positions at Ingalls & Snyder, LLC, Capital Formation Group, Inc., and Silver Bridge. Ingalls Investment Management, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm offers a range of investment strategies, from long-term equity holdings to shorter-term trading, utilizing fundamental, technical, and cyclical analysis.

Michael Dowd is a financial advisor at SeaCrest Wealth Management, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2016. He also has experience as an independent insurance agent. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm takes a customized, long-term investment approach using fundamental and technical analysis and incorporates artificial intelligence tools to support decision-making.

Robert Limmer is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS, Stifel, Ryan Beck & Co., LPL Financial, and Gladstone Institutional Advisory. He is also involved as Principal-Chief Growth Officer at Onward Advisors and serves on the advisory board of BiCoastal Wealth Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services. The firm employs both discretionary and non-discretionary portfolio management strategies tailored to client objectives and risk tolerances.

Michael Porricelli is a financial advisor at NorthCoast Asset Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC, Connectus Wealth, and Ameriprise Financial Services, among others. Outside of his advisory role, he is a licensed real estate salesperson engaged in part-time, self-employed real estate activities in Connecticut for personal use only. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process that includes proprietary market-exposure and security-scoring models, offering a broad range of strategies from strategic asset allocation to options-defined outcome overlays and alternative interval funds.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Harrison Barresi is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Inc. and Rothschild & Co US Inc. Barresi serves as CEO of CWHB Real I LLC, a real estate holding company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Rosenfeld is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY, holding 22 years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2002. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm emphasizes long-term growth through strategic asset allocation and GARP-oriented equity strategies focused on mid- to large-cap businesses, managing concentrated portfolios while also offering access to third-party managers and private investment funds.

Andre Yoskowitz is a financial advisor at Copper Financial in New York, NY, holding the CFP® designation with 14 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, he was involved with Afterdawn.com for five years. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and operates with a fiduciary advisory model supported by due diligence on third-party managers.

Michael Ross is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has held roles at several related Jefferies entities since 2013, as well as prior experience at firms including Leucadia Asset Management, Lenox Advisors, Wells Fargo Clearing, and Prudential Equity Group. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, foundations, and corporations. The firm offers a collaborative and customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Alexander Messer is a Series 65-licensed advisor at Ritholtz Wealth Management with seven years of industry experience. His prior roles include positions at MD Financial/Vestment Financial, RMD Capital, and Northwestern Mutual. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical and alternative strategies.