Alexandra Labagh is a financial advisor at Bailard, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at First Republic Securities Company and First Republic Bank. Alexandra has been with Bailard since 2023. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, utilizing multi-asset diversification through a combination of quantitative models, fundamental research, and qualitative judgment. The firm offers financial planning, discretionary portfolio management, and sustainable investing options, serving high-net-worth individuals, endowments, foundations, and various pooled investment vehicles.

Michael Jensen is a CFP® and ChFC® with Series 63 licenses, currently serving as a financial advisor at Douglas C. Lane & Associates. He has seven years of experience in financial services, including prior roles at Charles Schwab and Pinnacle Financial Services, Inc. Jensen has also worked in design management and spent four years at Delaware Valley University. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and offers customized portfolios with a long-term investment approach across equity and fixed income, as well as financial planning and access to third-party cash, credit, and insurance solutions.

Elizabeth Stahl is a CFA® charterholder and holds a Series 63 license. She has two years of industry experience and is currently with Allen Investment Management, LLC, where she has worked since 2023. Prior to this, she was employed at Allen & Company from 2014 to 2022. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm focuses on long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

Leopoldo Ferris Wallis is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. for five years and at Morgan Stanley Private Bank for five years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and individualized advisor-led construction across diverse global asset classes.

Michael Santucci is a financial advisor with Flagstar Securities, Inc. in Great Neck, NY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior roles include positions at Signature Securities Group Corp., HSBC Securities, and Flagstar Advisors. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting through a multi-faceted, discretionary approach utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Paul Carrano is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018 and Ameriprise Financial Services from 2010 to 2018. Outside of advising, he is involved with Certainty Tax Advisors, LLC, a tax preparation and accounting business. The Pinnacle Financial Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm uses fundamental analysis and combines long-term and short-term trading strategies, managing portfolios primarily on a discretionary basis with regular monitoring.

John Eager is a financial advisor with Williams Jones Wealth Management, LLC, based in New York, NY. He has four years of industry experience and has been with Williams Jones Wealth Management since 2019, following a 30-year tenure at Williams, Jones & Associates, LLC. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach targeting mid- to large-cap businesses, and active intermediate-term fixed-income management, typically managing concentrated portfolios of about 30 positions.

Claudia Carmona is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2023 and has been with Snowden Lane Partners since 2023. Snowden Capital Advisors serves a diverse clientele including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools across multiple asset classes.

Young Ai Choi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with B. Riley Wealth Advisors since 2022 and has also worked at B. Riley Wealth Management since 2015. The firm manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. B. Riley Wealth Advisors offers a broad range of services including advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party management strategies.

Owen Burns is a financial advisor at Cantor Fitzgerald Investment Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BBVA Wealth Solutions Inc., Compass Bank, and related BBVA entities. 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 employs proprietary ETF model portfolios that incorporate strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages a variety of registered and private investment funds.

Ying Zhao is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and with 19 years of industry experience. Prior to joining A.G.P. in 2021, Zhao worked at Stifel, International Advisory Consultants Inc., Next Financial Group, Inc., and Merrill. Outside of finance, Zhao has been involved in film production as a producer for Hollywood Films 3.0. A.G.P. / Alliance Global Partners is a multi-team investment advisory and broker-dealer firm with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internal strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and other services.

Edward Wells is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Since 2015, he has been associated with NBC Securities, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets and offers advisory services through multiple advisor teams and various program-based accounts.

Albert Velez is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Quest Capital Strategies, Inc., HSBC Securities (USA) Inc., and Citigroup Global Markets. Outside of his advisory role, Velez serves as CFO-Treasurer of PNV Industries LLC, a commercial general contractor, where he manages financial risk and reporting. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party money managers, supported by integrated technology platforms.

Israel Harman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. 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 emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to offer a comprehensive range of solutions.

Ronald Birnbaum is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Maxim Financial Advisors LLC and its affiliated firm, Maxim Group LLC, since 2005. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, managing assets through direct management or allocation to external managers, and also serves institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Emily Clinton is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 28 years. 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 discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, combining multi-team scale with institutional capabilities.

Christian Gallo is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fieldpoint Private Securities LLC for seven years before joining Snowden Capital Advisors in 2022. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and employs customized model portfolios with access to unaffiliated sub-advisers and third-party managers.

Michael Kreuzer is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith, Inc., and Bank of America, N.A. since 2009. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by 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, often utilizing third-party managers for investment implementation.

Ryan Schechner is an advisor at B. Riley Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Batting 1000 and B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including internally managed models and third-party managed solutions, managing approximately $4.21 billion in client assets through about 173 advisors.

Nicholas Stark is a financial advisor at TSA Management Inc with 15 years of industry experience. He has held positions at Halliday Financial, LLC since 2017 and Mass Mutual Investors Services from 2016 to 2017. Outside of advisory work, he is involved in fundraising for Wonderland Nursery School and has experience in insurance sales and landscaping. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $1.479 billion across about 2,566 clients, utilizing model allocations, tax-aware security selection, and a combination of in-house and third-party managers.