Bennett Linsky is a financial advisor at Beacon Global Advisor Network, LLC, holding a Series 65 designation with one year of industry experience. His previous roles include positions at Rosefinch Investments, Brite Investments USA, LLC, and Touchstone Advisory, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a combination of mutual funds, ETFs, individual equities, and fixed income.

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.

Marshall Kaplan is a financial advisor at Ingalls Investment Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at INGALLS & Snyder LLC and Morgan Stanley Distribution, Inc. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs distinct asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to shorter-term trading and option writing.

Joanne Feeney is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2015. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down and bottom-up analysis across various proprietary strategies and manages over $8 billion in assets, acting as an outsourced sub-advisor to intermediaries.

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.

John Dougherty is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Ingalls and Snyder, LLC since 1991 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and corporations. The firm employs various asset-management styles with strategies ranging from long-term equity holdings to short-term trading and manages private investment partnerships, wrap programs, and donor-advised funds.

Joshua Barg is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Management, National Securities Corporation, Aegis Capital Corp., and Oppenheimer. Barg is the owner of Saratoga Global Partners. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management strategies, financial and estate planning, and brokerage and insurance products, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Brian Gemino is a CFP® and Series 63-licensed advisor at Silvercrest Asset Management Group LLC with over 16 years at the firm and 17 years in the industry. He has been with Silvercrest since 2010 and also has experience at JNK Securities Corp. Silvercrest Asset Management Group LLC provides investment management and family-office services primarily to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Harold Batlle is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and CitiGroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and businesses. The firm offers customized planning processes using third-party software and focuses on collaborative goal-setting and periodic plan reviews.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and previously worked at Huckleberry Capital Management and as a self-employed advisor. Outside of his advisory role, Mr. Sun consults for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs a tax-aware, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by AI tools and formal consent protocols to coordinate its comprehensive financial, retirement, tax, and insurance services.

Richard Appaluccio is a financial advisor at Procyon with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Procyon Advisors since 2017, following prior roles at UBS Financial Services. In addition to his advisory work, he is involved in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a wide range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets, primarily using fundamental analysis across mutual funds, ETFs, equities, and fixed income, and offers both discretionary and predominantly non-discretionary management.

Michael Citron is a financial advisor at Vanderbilt Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Co., Citigroup Global Markets, and A. G. Edwards & Sons. Outside of his advisory role, he operates CitronLLC, his own investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management through a network of independent advisor representatives.

Peter Knapp is an advisor at RMR Wealth Builders, Inc. with a Series 65 credential and one year of industry experience. Prior to joining RMR Wealth Builders, he held roles at the New York Athletic Club, New York Jets, River Operating Company, State Farm, and Temple University. RMR Wealth Builders is a multi-team 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 specialist advisory options including annuity management and digital asset programs.

Sean Meehan is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding a Series 66 designation with 20 years of industry experience. He has been with Ingalls & Snyder LLC since 2005 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs multiple asset-management styles, offering strategies from long-term equity holdings to option writing and short-term trading, and participates in third-party wrap programs and private investment partnerships.

Kenneth Lee is a financial advisor at Ingalls Investment Management, LLC with five years of industry experience. He holds a Series 63 designation and has worked previously at Ingalls & Snyder LLC and Tocqueville Securities L.P. Lee serves as a board member of Inuvo, Inc., a company specializing in advertising, marketing, and communications services. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and participates in third-party wrap programs, donor-advised funds, and private investment partnerships.

Jerome Gaudry is a Series 66-licensed financial advisor with six years of industry experience, currently with Hilltop Securities Inc. in New York, where he has worked since 2020, with a brief tenure at Natixis from 2004 to 2019. He serves as director of a Family Investment Trust held by his children. Hilltop Securities serves individual, high-net-worth, and institutional clients through a combination of investment advisory and broker-dealer services, offering managed accounts, financial planning, and specialized municipal bond strategies. The firm integrates custody, banking, and market-making capabilities within its open-architecture platform.

Paul Pfeiffer is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has worked at Spears Abacus Advisors LLC since 2009. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including high-net-worth individuals and various institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio construction.

John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Mark Neely is a Series 65-licensed financial advisor at GenTrust with two years of industry experience. He previously worked at EIF Capital LLC for 12 years. GenTrust is an SEC-registered investment adviser that provides wealth and investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm uses an asset-allocation driven investment approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and may allocate to independent managers and private placements for qualified investors.