James Werner is a CFP® with 20 years of industry experience and has been with HRC Investment Services, Inc. since 2009. He is currently an advisor at Tsa Management Inc, a firm with a team of five advisors based in Glen Head, NY. Outside of his advisory work, Werner serves as Treasurer and Chairperson of the finance committee for the Youth and Family Counseling Agency of Oyster Bay and holds a governance role with Sagamore Junior Sailing, a nonprofit social club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a broad mix of securities while limiting aggressive tactics and serves approximately 2,800 client relationships with $1.285 billion in assets under management.

James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a distinctive service mix.

Alina Miska is a financial advisor at Cannell & Spears LLC in New York, NY, holding a Series 63 designation with five years of industry experience. She has worked at Cannell & Spears since 2016 and previously at Foreside Fund Services LLC. Miska serves as a Client Service and Planning Manager, focusing on marketing, financial planning, client reporting, client services, and operations. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on fundamental research and concentrated security selection, customizing asset allocation and security choices to client objectives.

Taylor Petrick is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Circle Wealth Management, LLC, having previously held roles at Morgan Stanley and CareFirst BlueCross BlueShield. His background also includes experience in educational institutions and corporate settings. Circle Wealth Management is an independent, women-owned registered investment adviser serving a select group of high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory and investment management, focusing on coordinating comprehensive planning and employing a broad range of investment strategies.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Nicholas Weiss is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has held prior roles at Commonwealth Financial Network, Monogram Wealth Partners, Kuttin Wealth Management, and Aflac. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical investment analysis.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sapient Capital, Eckrich worked at Bofa Securities, Inc. and Plan Forward. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment process combining fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds and as a sub-advisor to registered ETFs.

Richard Pascale is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has served as an independent insurance agent and co-owner of Classic Benefit Planners, Ltd. since 2005. At Classic Benefit Planners, he manages sales and accounting duties related to life, health, and accident insurance. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized, suitability-driven advice and manages accounts using various portfolio programs with both discretionary and non-discretionary options.

Stephen Pedicini is a CFP® with 21 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2024. He previously worked at Valley Wealth Managers, Inc., TD Ameritrade, and Federated Securities Corp. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients by providing comprehensive wealth planning and investment management, including alternative strategies and trustee services. The firm combines discretionary account management with qualitative macro and fundamental analysis, and also acts as a private fund and institutional sub-adviser.

Bradley Cohen is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Outside of his advisory role, Cohen is a professor at SUNY Alfred State College. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Joseph Piropato is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 19 years at the firm and four years of industry experience. He holds a Series 63 designation. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and 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 maintains distinct governance and operational practices.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Lydia Nunez Ferrari is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has previously worked at Merrill and Morgan Stanley. She serves as secretary on the board of Milagros Hope, a nonprofit focused on providing financial assistance to high school students pursuing college or vocational training. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm provides a customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.

Evelyn Benbrahim is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 18 years. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a customized investment process supported by a dedicated Investment Committee and offers a range of managed accounts, third-party manager oversight, and proprietary private placement vehicles.

Ruth Mejia is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Leucadia Asset Management LLC, Jefferies LLC, and Morgan Stanley. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, and various organizations through a customized process that incorporates tools such as eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.

Lawrence Barocas is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Snowden Lane Partners. Outside of his advisory role, he serves as a trustee for the Lonestar Art Alliance and Ursinus College, where he participates in governance and audit oversight, and he is involved with a nonprofit youth soccer club handling financial forecasting and budgeting. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and a range of advisory programs, utilizing institutional capabilities and a multi-team scale with 121 advisors.

Mangesh Kulkarni is a financial advisor at RBC Securities, Inc. He holds a Series 66 designation and has worked in the financial industry since 2019, including positions at City National Securities, Inc., Finley, Capital One, Silicon Valley Bank, and Prudential Financial. 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 combines financial planning and portfolio management with access to affiliated investment sub-advisors and a broad financial services group that includes trust, municipal advisory, and trading businesses.

Raymond Donnelly is a financial advisor with Capital Analysts in Garden City, NY, holding a Series 63 designation and having 39 years of industry experience. He has been affiliated with Lincoln Investment since 2010 and MassMutual Life Insurance Company since 2009. Donnelly is also the owner of Advisors Resource Group, Ltd., a life and health insurance sales business, and serves on the board of directors for the South Shore Child Guidance Center. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Michael Ward is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves on the board of the John Brower Jr. Foundation, where he is involved in fundraising efforts to combat opioid abuse on Long Island. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary management alongside financial planning and consulting services.

Hadley Smith is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Circle Wealth Management, he worked at Commonfund OCIO and has a background in education at Trinity College and St. George's School. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, typically with around $50 million in investable assets. The firm develops written Investment Policy Statements tailored to each client and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.