Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at A.G.P. since 2020 and has been with Aegis Capital Corp since 2013. Based in New York, NY, his career includes roles at notable firms in the financial services sector. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product-distribution activities beyond standard advisory offerings.

Walter Hoehler II is a financial advisor at B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at Banorte Ixe Securities International, Ltd for eight years. Outside of his advisory role, he is involved with an alumni and parent group supporting the men’s lacrosse team at Haverford College by helping to raise funds for hiring an assistant coach. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Michael Ruzhansky is a CFP®-certified financial advisor at J. Safra Asset Management Corporation with 15 years of industry experience. His prior roles include positions at Citigroup, Mass Mutual Investors Services, AXA Advisors, and J. Safra Inc. He has also been involved with SkyTax Advisors, LLC and Zeiders Enterprises. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment approach integrates fundamental security analysis with macroeconomic assessment and tactical positioning, utilizing both in-house models and third-party managers.

Joshua Schechter is a financial advisor at Arax Advisory Partners in New York, NY, holding a Series 65 designation. He joined Arax in 2025 and previously worked at Weil, Gotshal & Manges, LLP, and The Amynta Group. Schechter also has experience in academia through roles at New York University and the University of Michigan. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and it is noted for its use of performance-based fee arrangements and carried-interest structures.

Edward Dewees is a CFA® and CIC credentialed financial advisor at Douglas C. Lane & Associates with 19 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 services primarily for high-net-worth individuals and various institutional clients. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy with a long-term orientation.

William Mchale is a financial advisor at Ingalls Investment Management, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Applico and Axiom Investors. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to shorter-term trading and alternative investment vehicles.

Thomas Galgano is a CFA® charterholder based in New York, NY, with two years of industry experience. He has worked at Andersen Tax LLC since 2020 and previously spent four years at Stonehill College. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments, providing investment consulting that integrates with its tax, valuation, and advisory services. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

Matthew Funaro is a financial advisor at Gilder Gagnon Howe & Co. LLC with six years of experience. He holds a Series 66 designation. His prior work includes roles at Binghamton University and Staples. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Victoria Ross is a financial advisor at Gilder Gagnon Howe & Co. LLC with 22 years of industry experience. She has been with the firm since 2004 and holds the Series 63 designation. Based in New York, NY, Ross focuses on delivering portfolio management services through her firm. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research.

Glenn Ambach is a CFA® charterholder with 18 years of industry experience. He has been with Cantor Fitzgerald Investment Advisors since 2017 and also works with Efficient Market Advisors, LLC. Based in New York, NY, he holds Series 63 and Series 66 licenses. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with a systematic approach to asset allocation and employs both strategic and tactical investment strategies, primarily focused on index-based ETFs and large-cap value equities.

Andres Ricketts is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 credential and has worked previously at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of an electronic device repair LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that incorporates third-party software and scenario analysis to assist clients in a range of financial planning topics.

Christopher Toro is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Joseph Gunnar & Co., LLC for 11 years before joining Alliance Global Partners in 2025. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates from 2012 to 2021. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Timothy Gordon is a financial advisor at BakerAvenue with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Crawford Investment Counsel, Prudential Annuities Distributors, and Invesco Advisers. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and concentrated stock management. The firm’s investment approach combines fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies.

Stephen Decatur III is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services.

Gilbert Rodriguez Jr. is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and JP Morgan Securities LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities and uses a range of investment tools while conducting ongoing due diligence and account reviews.

Jerome Lucas is a financial advisor at Summit Trail Advisors, LLC in New York, NY, with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Summit Trail Advisors since 2015, also working at Summit Trail Securities and Purshe Kaplan Sterling Investments. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary portfolio management, financial planning, family office support, and outsourced CIO consulting.

Andrew Shields is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, employing proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs. The firm advises multiple registered investment companies and operates private and public pooled funds across various investment strategies.

Aaron Stone is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. Since 2016, he has been with Snowden Lane Partners. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a multi-team approach with 121 advisors and approximately $8.9 billion in regulatory assets under management.

Kyle Eager is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has eight years of industry experience. His prior roles include positions at HighTower Advisors, UBS Financial Services, and Williams, Jones & Associates. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pension plans, charitable organizations, and corporations. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies, alongside access to alternative investments and affiliated private funds.