Kari Timonen is a financial advisor at Fortis Capital Advisors, LLC with 13 years of industry experience. She holds a Series 63 designation and has previously worked with Mass Mutual Investors Services, MassMutual Life Insurance Company, PGLI Insurance, and New York Life. Timonen serves as Board President of her co-op building, Park Slope Owners Corp. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment strategies using both active and passive approaches, including ESG options, with $1.615 billion in discretionary assets under management as of December 31, 2025.

John Paul Mcmanus is a CFA® with 16 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Laidlaw & Co (UK) Ltd. for 14 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools while managing externally custodied and employer-sponsored retirement plan assets.

John Raggio is a CFA® charterholder and financial advisor with Cannell & Spears LLC in New York, NY, bringing seven years of industry experience. He has been associated with Spears Abacus Advisors LLC since 2008. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as 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.

Stephen Fitzgerald is a financial advisor with The Pinnacle Financial Group, holding a Series 66 credential and six years of industry experience. He has worked with LPL Financial since 2020 and has additional business activities including tax preparation and insurance brokerage. Fitzgerald also maintains employment with the New York City Department of Sanitation. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and corporate entities. The firm employs fundamental analysis and various trading strategies to manage portfolios that typically include mutual funds, equities, bonds, ETFs, and insurance products.

Aaron Laranetto is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, Fidelity Brokerage Services, and AXA Advisors. Laranetto is also involved with SixPoint Financial Partners, an investment advisory firm operating as a DBA. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including actively managed and passive models, alternative investments, and annuity management.

Alison Motroni is a financial advisor at Abacus Wealth Partners with five years of industry experience. She holds a Series 65 designation and has worked previously at Align Impact, Field Guide Advisory, and Stryker. Abacus Wealth Partners serves individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive, asset-class investment approach using institutional funds, incorporates ESG screening upon request, and tailors portfolios to client risk profiles and goals.

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.

Vincent Fiore is a financial advisor with Principal Advised Services and holds a Series 63 designation. He has 26 years of industry experience, including roles at Principal Advised Services since 2022 and Principal Financial Services and Principal Life Insurance Company since 2005. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party research and proprietary models, serving clients through its integration with the Principal Financial Group family of companies.

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.

Louis Orgera is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has prior experience at Mid Atlantic Securities, Inc. and operates a CPA practice focused on tax services for small businesses and individuals. Additionally, he acts as an executor for an estate and is involved in selling life insurance on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios managed internally or through sub-advisers and third-party managers.

Yan Agrachev is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander Securities and Santander Bank since 2006. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers a range of advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary management and ongoing oversight.

Michael Gorman is a financial advisor with Vanderbilt Advisory Services in Summit, NJ, holding 55 years of industry experience. He has been with Vanderbilt Securities since 2003 and is also president of ANTAX Consulting Corp, a tax consulting firm he founded in 1972. Gorman serves as vice president of the Robert & Nancy Brooks Foundation, a private foundation affiliated with one of his tax clients. Vanderbilt Advisory Services serves a diverse clientele including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and various analytical methods, alongside integrated retirement-plan consulting and administration services.

Rebecca Jin is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at JPMorgan Chase Bank NA and its affiliated entities for five years before joining Arete Wealth Management and Golub Capital in 2025. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and conducting ongoing account monitoring.

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.

Paul Kleinberg is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Raymond James Financial Services and Paul Louis Financial Management. Kleinberg has been with The Pinnacle Financial Group since 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement for each client and uses fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Joseph Shalom is a financial advisor at ThePARTNERS Wealth Management with six years of industry experience. He holds a Series 66 designation and previously worked at Hornor Townsend & Kent LLC, MML Investors Services, LLC, Mass Mutual Life Insurance Co, and Children's Apparel Network. Outside of his advisory role, he operates a travel agency focused on hotel research and booking services. ThePARTNERS Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm utilizes a combination of customized portfolios, model-based management, and third-party investment managers, supported by the Amplify Platform for back-office, trading, and model access.

Amanda Parness is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Kidron Capital Securities LLC, Spring Advisory Services, Caisse de Dépôt du Québec, Goldpoint Partners LLC, and NYLIFE Distributors LLC. Outside of her advisory work, she serves as Treasurer for the Columbia Jewish Alumni Association and is a member of the strategic advisory board for Vintage Investment Partners, a venture capital fund of funds based in Israel. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized and collaborative planning process that covers a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning. The firm uses third-party software and probabilistic modeling tools to support financial planning, maintaining a distinct separation between fiduciary planning roles and implementation services.

Daniel Bauers is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering multiple program structures and retirement plan ERISA fiduciary services.