Alison Berman is a financial advisor at Palisade Capital Management, LP with eight years of industry experience. She holds a Series 65 designation and has been with Palisade Capital Management since 2011. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios and manages a range of strategies across institutional and private wealth accounts.

Sandy Siff is a CFP® with 38 years of experience in the financial industry. She is affiliated with Tsa Management Inc and has worked with HRC Services, Inc. and HRC Financial Services since the late 1980s and early 1990s. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis in its portfolio construction.

Manuel Uranga is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Bolton Securities Corporation. He is also the owner and general partner of A Plus Capital, LLC, an entity involved in securities and investment advisory businesses. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies across multiple asset classes.

Jake Wu is a financial advisor at Copper Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UNFCU Advisors, Santander Bank, Merrill, and Bank of America. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm supports both individual and institutional clients and employs an advisory model focused on third-party manager referrals and in-house portfolio management.

Louis Rusinowitz is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group, LLC. Rusinowitz is president and owner of LMR Planning Services, Inc., a personal tax planning firm. Arkadios Wealth Advisors delivers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers comprehensive financial planning and reporting solutions.

Nicholas Petito is a financial advisor at Cannell & Spears LLC with four years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a plumber’s apprentice at Michael J Petito Plumbing & Heating. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, 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.

Frank Guiffre is a CFP® with 20 years of industry experience, currently serving as an advisor at Tsa Management Inc in Glen Head, NY. He has been associated with Hrc Investment Services since 2005 and is involved with the Saratoga Triathlon Club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary management. The firm emphasizes strategic asset allocation, diversified portfolios, and a combination of fundamental, qualitative, and technical analysis, managing approximately $1.285 billion in assets across 2,800 client relationships.

Cole Aaronson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2021. Prior to joining A.G.P., he worked for seven years at David Lerner Associates, Inc. The firm operates a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. A.G.P. combines internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture investment approach.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Private Bank and Morgan Stanley for ten years. 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 employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and oversight to manage a range of investment types.

Gregory Franks is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He has been with Snowden Capital Advisors and its related entity, Snowden Account Services, Inc., since 2012. Outside of his advisory role, he is the owner of Indian Mountain Capital LLC, a holding company for personal assets. Snowden Capital Advisors 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, and financial planning, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Daryll Ganz is a financial advisor at Vanderbilt Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and Vanderbilt Securities. Ganz is also a partner at Fixed Income Management Group and is a licensed independent insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

David Bock is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Vanderbilt Securities, LLC since 2012. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach, combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Timothy Archard is a CFA® charterholder with 11 years of industry experience. He is currently with The Pinnacle Financial Group and previously worked at NFP Retirement, Inc., American Funds, and Capital Group Companies. The Pinnacle Financial Group serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, applying fundamental analysis and a range of investment strategies to meet client objectives.

Wilton Mejia is a financial advisor at Snowden Capital Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Snowden Lane Partners and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Playa Please Inc., a rental property business in the Bronx. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and estate planning, utilizing multi-team resources and institutional capabilities to manage a broad range of investment strategies and client types.

Stephen Distante is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He holds a Series 63 designation and has held roles at multiple financial entities, including ARK Global and Consolidated Portfolio Review Corp. Outside of his advisory work, he is active as a documentary film producer, book author, and is involved in entrepreneurial initiatives such as creating a platform that connects investors and entrepreneurs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning services. The firm’s investment approach involves strategic asset allocation and a combination of fundamental, technical, and charting analysis, supporting a range of client objectives and integrating plan administration with advisory services.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Steven Muehlgay is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, serving a range of clients through portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Michael Zappier is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2008. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis across a range of securities.

Gary Lofgren is a CFP® with 43 years of industry experience. He is associated with TSA Management Inc and has been with HRC Financial Planners and HRC Services, Inc. since 1986. Lofgren serves as president and 50% owner of ELH Associates, Inc., an investment-related business, and acts as co-trustee for multiple charitable and living trusts with investment responsibilities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts. The firm emphasizes strategic asset allocation, diversified portfolios, and a disciplined investment approach, managing approximately $1.285 billion in assets across five advisors.