Brandon Sim is a financial advisor at Silvercrest Asset Management Group LLC with 4 years of industry experience. He holds a Series 63 designation. His prior experience includes working at IEQ Capital, LLC since 2026, and he spent 19 years at Silvercrest in various roles from 2007 to 2026. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and integrating quantitative risk analytics as part of its investment approach.

Adam Janovic is a financial advisor at Ingalls Investment Management, LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Ingalls & Snyder LLC since 2002. He serves as a trustee for three family trusts and one friend's trust, devoting limited time to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary advisory services to a range of clients, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

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.

John Paul Mcmanus is a CFA® charterholder and holds a Series 63 license, with 17 years of industry experience. He is currently with Snowden Capital Advisors LLC, having joined after 14 years at Laidlaw & Co (UK) Ltd. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering customized portfolio management, investment consulting, and third-party manager selection through a multi-team structure with institutional capabilities.

Frank Ammirato is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including over two decades at NPA Asset Management and Nationwide Planning Associates. Outside of his advisory work, Ammirato provides FAA financial consulting and tax preparation services for a limited part of the year. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often utilizing third-party sub-advisors while maintaining supervisory oversight.

John Raggio is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Cannell & Spears LLC and has prior work history at Spears Abacus Advisors LLC spanning 18 years. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, and pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on proprietary fundamental research and concentrated security selection, tailoring asset allocation and security choices to client objectives.

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.

Richard Hveem is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995 and is also involved with Campus Corner. Outside of his advisory work, he is an owner and provides funding for an online resale business operated by his wife. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

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.

Donald Callahan III is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Hennion & Walsh Asset Management, Inc. and has held roles at JPMorgan Chase Bank and JPMorgan Securities LLC since 2014. Outside of finance, he was involved with The Piano Workshop at Chester for five years. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million across multiple program structures, employing a combination of fundamental and technical analysis with a range of investment strategies and asset classes.

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.

Charles Frentz is a CFA® charterholder currently with Douglass Winthrop Advisors LLC, where he has worked since 2026. He previously worked at Frentz O'Donnell Investments Limited from 2022 to 2026 and at Tree Line Advisors from 2013 to 2022. Douglass Winthrop Advisors provides customized investment management primarily for individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term horizons and fundamental stock research, offering equity and balanced portfolio strategies including a distinct Sustainable Equity program with an environmental value filter.

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.

Kevin Morse is a financial advisor at NPA Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill and Morgan Stanley. Outside of his advisory work, he serves as a firefighter with the Morristown Fire Department. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors, managing over $1 billion in assets. The firm offers a variety of managed-account programs and third-party asset manager referrals, delivering advisory services via the Advisor’s Edge platform.

James Shagawat is a CFP® and ChFC® with 20 years of industry experience. He is currently with Mariner Independent and has previously worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, and AdvicePeriod, LLC. Outside of his advisory work, he is a composer affiliated with the American Society of Composers, Authors and Publishers. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, integrating institutional and retirement resources through affiliated companies and third-party partnerships.

Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Amanda Parness is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at Jefferies LLC, Kidron Capital Securities LLC, Spring Advisory Services, Caisse deDepot Du Quebec, Goldpoint Partners LLC, and NYLIFE Distributors LLC. Outside her advisory work, she serves as treasurer of the Columbia Jewish Alumni Association, a nonprofit focused on networking, student support, and combating anti-Semitism on campus. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering various topics including tax and estate planning, executive compensation, and philanthropic planning.

Francis Lepore is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, Bleakley Financial Group, and Purshe Kaplan Sterling Investments. Outside of advising, he is the owner of a restaurant, Lepore's Prime and Proper. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most assets managed on a discretionary basis and supported by formal monitoring and AI-assisted documentation tools.

Deven Markase is a financial advisor at Gilder Gagnon Howe & Co. LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Outside of finance, Markase is a self-employed DJ and music producer, performing at venues and producing music. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.