Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 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 for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

John Raschella is a financial advisor at The Pinnacle Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with The Pinnacle Financial Group and LPL Financial since 2015. Outside of his advisory role, Raschella serves as an official for the National Junior Baseball League Umpire Association. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing accounts primarily on a discretionary basis with regular reviews and the potential use of third-party money managers.

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 1995. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios across various equity and bond strategies, serving both institutional and private wealth clients.

Walter Giles is a financial advisor at Cannell & Spears LLC with 28 years of industry experience. He previously worked at Beck Mack & Oliver LLC from 1998 to 2020 before joining Peter B. Cannell & Co., Inc. in 2020. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio management.

Benjamin Dzialo is a CFA® charterholder with 20 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Alt Fund Distributors, Abbey Capital (US) LLC, and Help To Retire Group. In addition to his advisory role, he acts as an insurance agent for Combined Benefits United. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and discretionary authority through a broad network of affiliated advisers.

Lorraine Salvo is a CFP® professional with 13 years of industry experience, currently serving at Palisade Capital Management, LP. She has worked at Massey, Quick & Co. LLC since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various strategies and serves as sub-adviser to mutual funds and investment adviser to collective investment trust vehicles.

Michael Levin is a financial advisor at Vanderbilt Advisory Services with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services, Lincoln Investment, and PMG Securities Corp. Levin is also a partner in Preferred Financial Group, where he is involved in insurance sales and financial planning. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, model portfolios, third-party sub-advisors, and digital platform access, emphasizing strategic asset allocation supported by fundamental and technical analysis.

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has worked within various Cantor Fitzgerald entities since 2016. 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 specializes in ETF model portfolios, strategic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

James Pino is a financial advisor with TSA Management Inc. in Glen Head, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at HRC Services, Inc. since 1997. 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 diverse range of securities and serves approximately 2,800 client relationships with a team of five advisors.

Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses. She has 15 years of industry experience, having worked at Alliance Global Partners since 2022 and previously with National Securities Corporation and National Asset Management. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business based in San Diego. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services, utilizing an open-architecture investment model that includes both internally managed strategies and sub-advisory relationships.

John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Bacigalupi serves as the president of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with strategic allocation informed by macroeconomic research and manages multiple registered investment companies and private funds.

Sean Fellin is a financial advisor with United Capital Financial Advisors, holding Series 65 and Series 63 licenses and having five years of industry experience. He previously worked at M Holdings Securities, Inc. and Apexium Financial LP. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm supports customized investment solutions and operates a technology platform, FinLife Partners, that serves independent advisors.

Michael Cohen is a financial advisor with Summit Trail Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017, and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory work, Cohen serves on the Village of Lake Success Golf Commission, advising on park management and course conditions. 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, integrating ETFs, mutual funds, separate accounts, independent managers, and private funds.

Rachel Pino is a financial advisor at TSA Portfolio Management Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HRC Services, Inc. since 1993. Outside of advising, she is a partner in MII Holdings, LLC, a real estate holding company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.5 billion using model allocations and emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing.

Cody Rominger is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Cantor Fitzgerald since 2017 and was previously with Efficient Market Advisors, LLC from 2015 to 2017. Cantor Fitzgerald Investment Advisors, L.P. 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 with strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs and manages several registered investment companies and private pooled funds.

Robert Eising is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection.

Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Smith Asset Management Group for 10 years before joining Cantor Fitzgerald in 2023. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs a combination of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with A.G.P. since 2018. He also has a history with Aegis Capital Corp dating back to 2013. Outside of his advisory work, he serves as a co-trustee for the Michael Nissen 2010 Insurance Trust. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture model that combines internally managed strategies with co-advisory and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Robert Nepo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining A.G.P. / Alliance Global Partners in 2020, he worked at Five Rings Capital LLC from 2012 to 2020. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory and third-party money manager programs, and brokerage and insurance product sales, utilizing an open-architecture model that includes internally managed strategies, co- and sub-advisory relationships, and separately managed accounts.