Ruth Mejia is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Leucadia Asset Management LLC, Jefferies LLC, and Morgan Stanley. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, and various organizations through a customized process that incorporates tools such as eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.

Bennett Linsky is a financial advisor at Beacon Global Advisor Network, LLC, holding a Series 65 designation with one year of industry experience. His previous roles include positions at Rosefinch Investments, Brite Investments USA, LLC, and Touchstone Advisory, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a combination of mutual funds, ETFs, individual equities, and fixed income.

Lawrence Barocas is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Snowden Lane Partners. Outside of his advisory role, he serves as a trustee for the Lonestar Art Alliance and Ursinus College, where he participates in governance and audit oversight, and he is involved with a nonprofit youth soccer club handling financial forecasting and budgeting. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and a range of advisory programs, utilizing institutional capabilities and a multi-team scale with 121 advisors.

Mangesh Kulkarni is a financial advisor at RBC Securities, Inc. He holds a Series 66 designation and has worked in the financial industry since 2019, including positions at City National Securities, Inc., Finley, Capital One, Silicon Valley Bank, and Prudential Financial. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated investment sub-advisors and a broad financial services group that includes trust, municipal advisory, and trading businesses.

Raymond Donnelly is a financial advisor with Capital Analysts in Garden City, NY, holding a Series 63 designation and having 39 years of industry experience. He has been affiliated with Lincoln Investment since 2010 and MassMutual Life Insurance Company since 2009. Donnelly is also the owner of Advisors Resource Group, Ltd., a life and health insurance sales business, and serves on the board of directors for the South Shore Child Guidance Center. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Michael Ward is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves on the board of the John Brower Jr. Foundation, where he is involved in fundraising efforts to combat opioid abuse on Long Island. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary management alongside financial planning and consulting services.

Marshall Kaplan is a financial advisor at Ingalls Investment Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at INGALLS & Snyder LLC and Morgan Stanley Distribution, Inc. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs distinct asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to shorter-term trading and option writing.

Hadley Smith is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Circle Wealth Management, he worked at Commonfund OCIO and has a background in education at Trinity College and St. George's School. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, typically with around $50 million in investable assets. The firm develops written Investment Policy Statements tailored to each client and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Daniel Antenor, Jr is a financial advisor at Consolidated Portfolio Review Corp with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including ARK Global, Vanderbilt Advisory Services, and Mass Mutual Investors Services. He is also involved with True Gritt LTD, operating under the marketing name Vanderbilt Financial Group. Consolidated Portfolio Review Corp is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, utilizing strategic asset allocation and both fundamental and technical analysis through a network of affiliated financial entities and service providers.

Christopher Natale is a financial advisor at Consolidated Portfolio Review Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2018. Natale serves as treasurer for 3D Wealth Management Services, Inc., a non-investment-related entity. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

John Dougherty is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Ingalls and Snyder, LLC since 1991 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and corporations. The firm employs various asset-management styles with strategies ranging from long-term equity holdings to short-term trading and manages private investment partnerships, wrap programs, and donor-advised funds.

Brian Gemino is a CFP® and Series 63-licensed advisor at Silvercrest Asset Management Group LLC with over 16 years at the firm and 17 years in the industry. He has been with Silvercrest since 2010 and also has experience at JNK Securities Corp. Silvercrest Asset Management Group LLC provides investment management and family-office services primarily to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Richard Campo Jr. is a financial advisor with Capital Analysts in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Lincoln Investment since 2010 and previously worked at MM Ascend Life Investor Services, LLC. Outside of advising, he maintains a legal practice and holds officer and member positions in several unrelated business entities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, utilizing an in-house Investment Management & Research team and proprietary tools alongside access to third-party managers.

Cameron Ribler is a CFP® professional with eight years of industry experience, currently serving at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC for one year. He is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic, diversified investment approach, including active management and alternative investments, and is notable for sponsoring private funds and maintaining institutional relationships that support client services.

Harold Batlle is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and CitiGroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and businesses. The firm offers customized planning processes using third-party software and focuses on collaborative goal-setting and periodic plan reviews.

Sean Meehan is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding a Series 66 designation with 20 years of industry experience. He has been with Ingalls & Snyder LLC since 2005 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs multiple asset-management styles, offering strategies from long-term equity holdings to option writing and short-term trading, and participates in third-party wrap programs and private investment partnerships.

Kenneth Lee is a financial advisor at Ingalls Investment Management, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Tocqueville Securities L.P. He serves as a director on the board of Inuvo, Inc., a company engaged in advertising and marketing services. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to option writing and margin transactions.

Jerome Gaudry is a financial advisor at Hilltop Securities Inc. in New York, NY, holding a Series 66 credential with five years of industry experience. He previously worked at Natixis from 2004 to 2019. Outside of his advisory role, he serves as director of a family investment trust held by his children. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and emphasizes custody capabilities and diverse product access.

Paul Pfeiffer is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has worked at Spears Abacus Advisors LLC since 2009. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including high-net-worth individuals and various institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio construction.

Mark Neely is a financial advisor at GenTrust with one year of industry experience. He holds a Series 65 designation and previously worked at EIF Capital LLC for twelve years. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors, employing a strategy that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.