Christopher Yost is a financial advisor at Cantor Fitzgerald Investment Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cantor Fitzgerald & Co. since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a process-driven approach using proprietary ETF model portfolios and offers strategies focused on large-cap value, dividend income, and fixed-income management.

Alexandra Panora is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and J.P. Morgan Securities prior to joining Insigneo in 2021. Alexandra has full ownership of AEGA21 LLC, a non-securities pass-through entity. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized allocations alongside firm-modeled portfolios, utilizing a range of investment strategies and third-party research to manage portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Jeffery Jones is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Halliday Financial, LLC since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across around 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Daniel Wetchler is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and previously worked at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm follows a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, trusts, and corporations.

Edward Giles is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been associated with Peter B. Cannell & Co., Inc. since 2011. 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 strategy based on proprietary fundamental research and concentrated security selection.

Benny Torres Sanchez is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for ten years before joining Snowden Lane Partners. Sanchez is involved with Beyond Baptism, serving on its development committee. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale combined with institutional capabilities.

Lisa Kennedy is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been with Spears Abacus Advisors LLC 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 strategy based on proprietary fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Neela Mohan Gollapudi is a financial advisor at GenTrust with 17 years of industry experience. He holds a Series 63 designation and has been with GenTrust since 2016. Outside of his advisory role, Dr. Gollapudi volunteers on the investment committee for the IIT Madras Foundation, providing guidance on investment allocation and performance review. GenTrust is an SEC-registered investment adviser that serves a concentrated client base including individuals, financial intermediaries, and institutional clients such as sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation and risk management.

Garrett Hill is a financial advisor at Sepio Capital, LP with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary strategies with allocations to unaffiliated independent managers, employing fundamental analysis and a generally long-term orientation while allowing shorter-term trading to meet client needs.

Machoura Akmalkhodjaeva is a financial advisor at Copper Financial with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Company and United Nations Federal Credit Union. Copper Financial serves credit union members and provides financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options. The firm works with both individual and institutional clients and utilizes a fiduciary advisory model focused on manager due diligence and client account monitoring.

Allen Jacobi is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at Snowden Capital Advisors since 2022. Prior to that, he spent 10 years at Fieldpoint Private Securities and Fieldpoint Private Bank & Trust. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combined with institutional capabilities.

Gayle Olivette is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Vanderbilt Advisory Services since 2021 and previously at Cadaret, Grant & Co., Inc. from 2008 to 2021. Outside of her advisory role, she serves as treasurer and board member of Singing Solutions, Inc., a nonprofit organization. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Eric Goldstein is a CFP®-certified financial advisor with 33 years of industry experience, currently with Latitude Advisors, LLC. He has held roles at GWN Securities Inc. since 2014 and operates Eric W. Goldstein, CPA P.C., a full-service accounting firm where he serves as president. Goldstein is also involved with EMG Partners, LLC, focusing on financial planning and insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional and corporate clients. The firm offers financial planning, discretionary portfolio management with multi-asset tactical and quantitative model strategies, third-party manager selection, and pension consulting services.

James Baroutas is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and B. Riley Wealth Management since 2015. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across 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 program structures and research methods.

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., Quadstar Capital Advisors, and Gunnallen Financial. Michals serves on the board of directors for Manhattan Bridge Capital, a finance-related publicly traded company, and is involved with Save Asbury Park History, a nonprofit focused on historic preservation. 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 investment model combining internally managed strategies, sub-advisory relationships, and separately managed accounts, with an emphasis on international equity and value-oriented approaches.

Franco Agapito is a CFA® charterholder with 18 years of industry experience. He currently serves at Williams Jones Wealth Management, LLC and has prior experience with Columbia Management Advisors, LLC and Riversource Fund Distributors, Inc. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to a range of clients including individuals, families, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price (GARP) equity strategy, and active fixed-income management, while also offering access to third-party managers and private investment funds.

Maria Pansini is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. She has two years of industry experience, including prior roles at Snowden Lane Partners and teaching positions at Princeton University and The Agnes Irwin School. Snowden Capital Advisors LLC serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, third-party manager selection, and a broad range of investment tools.

Thomas Hakala is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the PFS™ designation and previously worked for Fieldpoint Private Securities LLC for 10 years. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers and global custodian platforms in its investment approach.

Andrew Grossman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corp from 2015 to 2022. Grossman is also involved with North Shore Wealth Management, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Sidney Goudie is a CFA® charterholder with 4 years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2019. Prior to this, he worked at Williams, Jones & Associates, LLC for 11 years. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth families, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, GARP-oriented equity investments, and active intermediate-term fixed-income management.