Thomas Ditosto is a financial advisor with Ingalls Investment Management, LLC in New York, NY, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ingalls and Snyder, LLC since 1996 and joined Ingalls Investment Management in 2026. Outside of his advisory role, he serves as a trustee of a family trust, a position he has held since 2012. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs various asset-management styles and manages portfolios using fundamental, technical, and cyclical analysis, offering strategies that range from long-term equity holdings to more active trading techniques.

Kari Timonen is a financial advisor at Fortis Capital Advisors, LLC with 13 years of industry experience. She holds a Series 63 designation and has previously worked with Mass Mutual Investors Services, MassMutual Life Insurance Company, PGLI Insurance, and New York Life. Timonen serves as Board President of her co-op building, Park Slope Owners Corp. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment strategies using both active and passive approaches, including ESG options, with $1.615 billion in discretionary assets under management as of December 31, 2025.

John Paul Mcmanus is a CFA® with 16 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Laidlaw & Co (UK) Ltd. for 14 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools while managing externally custodied and employer-sponsored retirement plan assets.

John Raggio is a CFA® charterholder and financial advisor with Cannell & Spears LLC in New York, NY, bringing seven years of industry experience. He has been associated with Spears Abacus Advisors LLC since 2008. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Stephen Fitzgerald is a financial advisor with The Pinnacle Financial Group, holding a Series 66 credential and six years of industry experience. He has worked with LPL Financial since 2020 and has additional business activities including tax preparation and insurance brokerage. Fitzgerald also maintains employment with the New York City Department of Sanitation. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and corporate entities. The firm employs fundamental analysis and various trading strategies to manage portfolios that typically include mutual funds, equities, bonds, ETFs, and insurance products.

Aaron Laranetto is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, Fidelity Brokerage Services, and AXA Advisors. Laranetto is also involved with SixPoint Financial Partners, an investment advisory firm operating as a DBA. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including actively managed and passive models, alternative investments, and annuity management.

Alison Motroni is a financial advisor at Abacus Wealth Partners with five years of industry experience. She holds a Series 65 credential and previously worked at Align Impact for seven years and Stryker for four years. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and charitable organizations. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional integration of ESG screening and private pooled vehicles for qualified clients.

Eli Gelman is a financial advisor at Jefferies Investment Advisers LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Gelman serves as a board member of the MAR JCC, a Jewish community center, and also holds a board position with 80 Home Housing Community, a nonprofit organization. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to support goal-based financial planning.

Vincent Fiore is a financial advisor with Principal Advised Services and holds a Series 63 designation. He has 26 years of industry experience, including roles at Principal Advised Services since 2022 and Principal Financial Services and Principal Life Insurance Company since 2005. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party research and proprietary models, serving clients through its integration with the Principal Financial Group family of companies.

Ashok Chachra is a financial advisor with Allen Investment Management, LLC in New York, NY, with five years of industry experience and sixteen years at his current firm. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs through discretionary and non-discretionary management agreements, emphasizing manager due diligence across a range of long-only equity and thematic strategies.

Paula Gaibor is a Series 66-registered financial advisor with seven years of industry experience. She currently works at Snowden Capital Advisors LLC and Snowden Account Services since 2022. Her prior experience includes roles at Morgan Stanley and Merrill, as well as four years at the University of Miami. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, employing a multi-team approach combined with institutional capabilities and frequent use of third-party managers.

Louis Orgera is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has prior experience at Mid Atlantic Securities, Inc. and operates a CPA practice focused on tax services for small businesses and individuals. Additionally, he acts as an executor for an estate and is involved in selling life insurance on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios managed internally or through sub-advisers and third-party managers.

Michael Gorman is a financial advisor with Vanderbilt Advisory Services in Summit, NJ, holding 55 years of industry experience. He has been with Vanderbilt Securities since 2003 and is also president of ANTAX Consulting Corp, a tax consulting firm he founded in 1972. Gorman serves as vice president of the Robert & Nancy Brooks Foundation, a private foundation affiliated with one of his tax clients. Vanderbilt Advisory Services serves a diverse clientele including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and various analytical methods, alongside integrated retirement-plan consulting and administration services.

Rebecca Jin is a financial advisor at Arete Wealth Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers as part of its offering.

William Ketterer is a CFA® charterholder with 17 years of industry experience. He currently serves as an advisor at Cantor Fitzgerald Investment Advisors and has held roles at Cantor Fitzgerald & Co. and Smith Group Asset Management over the past 17 years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs a three-step process for ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation, utilizing primarily index-based ETFs for diversification.

Paul Kleinberg is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Raymond James Financial Services and Paul Louis Financial Management. Kleinberg has been with The Pinnacle Financial Group since 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement for each client and uses fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Joseph Shalom is a financial advisor at The Partners Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of his advisory role, Joseph operates a travel agency where he researches and books hotel accommodations for clients. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers a combination of customized portfolios and model-based management, utilizing both internally developed and third-party investment models and managers.

Amanda Parness is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Kidron Capital Securities LLC, Spring Advisory Services, Caisse de Dépôt du Québec, Goldpoint Partners LLC, and NYLIFE Distributors LLC. Outside of her advisory work, she serves as Treasurer for the Columbia Jewish Alumni Association and is a member of the strategic advisory board for Vintage Investment Partners, a venture capital fund of funds based in Israel. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized and collaborative planning process that covers a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning. The firm uses third-party software and probabilistic modeling tools to support financial planning, maintaining a distinct separation between fiduciary planning roles and implementation services.

Daniel Bauers is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas. 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 of 18 advisors across six offices, offering multiple program structures and retirement plan ERISA fiduciary services.

James Thatcher is a financial advisor with Ingalls Investment Management, LLC and holds a Series 66 designation. He has 15 years of industry experience, including 16 years at Ingalls & Snyder LLC. Outside of his advisory role, he serves as a trustee for four family trusts and one friend trust. 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 and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.