Gregory Tomczak is an advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has experience as a practicing attorney, maintaining an active law practice through Tomczak Law, PLLC. His professional background includes legal work and licensed insurance activities related to accident, health, life, and variable annuities. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management using proprietary and third-party model portfolios. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and offers specialized retirement account management.

Daniel Menton is a CFP® with 27 years of industry experience, currently serving with Citizens Private Wealth. His prior experience includes roles at Flagstar Advisors and Signature Securities Group Corp. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides access to bank deposit programs, securities-based lending, and other affiliated services.

Jack Daly is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at BTIG LLC and IBISWorld. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm utilizes third-party financial planning software and offers a range of planning topics including tax and estate planning, executive compensation, and philanthropic planning.

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., Quadstar Capital Advisors, and Gunnallen Financial. Outside of advising, he serves on the board of directors for Manhattan Bridge Capital, Inc. and is involved with the nonprofit Save Asbury Park History, focusing on the preservation of historical buildings. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside a range of portfolio management and financial planning services, managing both discretionary and non-discretionary accounts with an approach that combines top-down and bottom-up analysis.

Franco Agapito is a CFA® charterholder with 19 years of industry experience. He is currently with Williams Jones Wealth Management, LLC and previously worked at Riversource Fund Distributors, Inc. and Columbia Management Advisors, LLC. Williams Jones Wealth Management serves high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a growth-at-a-reasonable-price investment approach with concentrated portfolios and active, tax-aware fixed-income management, while providing access to alternative strategies and affiliated private funds.

Maria Pansini is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. She has two years of industry experience, including prior roles at Snowden Lane Partners and teaching positions at Princeton University and The Agnes Irwin School. Snowden Capital Advisors LLC serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, 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, third-party manager selection, and a broad range of investment tools.

Thomas Hakala is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the PFS™ designation and previously worked for Fieldpoint Private Securities LLC for 10 years. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, 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 utilizes third-party managers and global custodian platforms in its investment approach.

Wilfred Guzman Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NPA Asset Management and its affiliated firms since 2010. In addition to his advisory role, he operates as an independent insurance agent through various agencies. NPA Asset Management, LLC serves individuals, including high-net-worth clients, corporations, pension, and charitable accounts through a network of 51 advisors managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to a broad range of investment products.

Sidney Goudie is a CFA® charterholder with 4 years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2019. Prior to this, he worked at Williams, Jones & Associates, LLC for 11 years. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth families, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, GARP-oriented equity investments, and active intermediate-term fixed-income management.

Kathi Diorio is a CFP® with 31 years of experience in the financial industry. She is currently with Capital Analysts and has previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 22 years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and combines discretionary investment management with custom and model portfolios developed by an in-house research team.

Heather Perlmutter is a financial advisor at Tocqueville Asset Management LP with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Tocqueville Securities L.P. since 2008, serving as a portfolio manager. Tocqueville Asset Management L.P. offers discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including high-net-worth individuals, registered investment companies, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and manages both separate accounts and pooled vehicles.

Alison Berman is a Series 65 licensed financial advisor at Palisade Capital Management, L.P. with nine years of industry experience. She has been with Palisade Capital Management since 2011. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base that includes corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across several equity and fixed income strategies, and maintains formal subadvisory relationships and digital asset investment capabilities.

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.

Michael Brabant is a financial advisor at Jefferies Investment Advisers LLC with 38 years of industry experience. He holds the Series 66 designation and has worked with Jefferies-affiliated entities since 2009. He serves on the CAIS Advisory Council, a volunteer role focused on alternative asset platform developments. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm offers a customized planning process incorporating various financial topics and utilizes third-party software and scenario analysis to support client goals.

Scott Monty is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a broad range of clients, including individuals, trusts, and charitable organizations. The firm emphasizes a customized, collaborative planning process supported by third-party software and probability-based scenario analysis.

Joshua Rinkov is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Jefferies-affiliated firms since 2013 and has an investment-related business, RINKOV LP, based in Illinois. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities using a customized, collaborative process supported by third-party software and scenario analysis.

Emanuele Pirrello is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Jefferies & Company, Inc. since 2009 and previously worked at Leucadia Asset Management LLC and Merrill. Outside of his advisory role, he is involved as Chief Operations Officer and LLC member of PERC Carshare LLC, a project offering Tesla carshare services as amenities in luxury residential buildings. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and corporate entities, employing a customized and collaborative process that includes analysis, recommendations, and periodic reviews, supported by third-party financial planning software and scenario simulations.

Morgan Mclanahan is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Jefferies LLC, Leucadia Asset Management LLC, Barclays Capital Inc., and Lehman Brothers Inc. Outside of his advisory role, he serves as a governor for The Meadow Club of Southampton, a private tennis club, where he is involved in long-term planning and membership matters. 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 supported by third-party software and focuses on a range of planning topics without providing security-specific investment recommendations.

Jason Murray is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His background includes roles at Innovation Partners LLC and Fiserv. Besides his advisory work, he is an author of several publications focused on entrepreneurship and personal development and also serves as a Medicare consultant and sales and marketing consultant through separate business ventures. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants while providing specialized advisory services including actuarial and insurance consulting.

Thomas De Cicco is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Jefferies LLC and Merrill, along with earlier positions in education at Sacred Heart University, Long Island University, and Saint Joseph by the Sea High School. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process using third-party software and focuses on a range of topics including tax and estate planning, executive compensation, and philanthropic planning.