Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Principal Street Partners, LLC and R. Seelaus & Co Inc. Calydon Capital specializes in portfolio management, sub-advisory services, and private fund management for high-net-worth individuals, pooled investment vehicles, and other advisers. The firm combines proprietary equity screening models with credit underwriting for municipal strategies and manages both discretionary and non-discretionary assets.

Joseph Gileno is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Sovereign Global Advisors. Outside of his advisory work, he is involved in several business ventures related to real estate and tax preparation services. 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 manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Robert Cannon is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Franklin Managed Options Strategies and Fidelity Investments. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process rooted in empirical research and offers a customizable platform alongside managed options overlays.

Matthew Gaer is a financial advisor at Aegis Capital Corp. in New York, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Oppenheimer and Ameriprise. Outside of advisory work, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual and corporate clients with a range of services including asset management, financial planning, brokerage, annuities, and insurance. The firm combines SEC investment adviser and FINRA broker-dealer registrations to deliver both discretionary and non-discretionary advisory solutions, often utilizing multiple sponsored programs and third-party platforms.

Andrew Scheffer is a financial advisor at Core Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Edward Jones, and Yoma Bank. Outside of financial advising, Scheffer is the founder of the 2 Minute M.O.N.K Method, a leadership coaching business serving senior executives. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Amish Dalal is a CFA® charterholder with five years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, Columbia University, and Western Asset. He is currently with NorthCoast Asset Management LLC in Greenwich, CT. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies, including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Arthur Langhaus is a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. He also serves as a consultant to a select group of ultra-high net worth multi-generational families. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings in its investment approach.

Christopher Morphy is a Series 65 licensed financial advisor at Tocqueville Asset Management LP with 27 years of industry experience. Prior to joining Tocqueville in 2025, he worked for 18 years at Poplar Forest Capital LLC. Tocqueville Asset Management L.P. provides portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Donald Wang is a Series 65-licensed advisor at Tocqueville Asset Management LP with four years of industry experience. He has been with Tocqueville since 2009. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management services to a diverse client base, including individual and high-net-worth investors, registered investment 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.

William Ostruzka is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and E*TRADE Capital Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process that incorporates proprietary market-exposure and security-scoring models, offering a diverse range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Romel Rodriguez is a financial advisor at Jefferies Investment Advisers LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Jefferies since 2023, having previously been with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. Outside of his advisory role, he is the owner of H&2R Group LLC. 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, collaborative planning process using third-party software and probability-based outcome simulations, while separating its fiduciary planning role from implementation services.

Alan Rothstein is a PFS™ credentialed advisor with 23 years of industry experience. He is currently with Advisory Services Network and has a background that includes over two decades at Asset Strategies, Inc. and a longstanding CPA practice through Rothstein and Company, LLC, where he provides tax preparation and accounting services. Advisory Services Network supports individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through a network of independent advisers. The firm employs a variety of investment strategies and implementation options tailored to client objectives.

Aphrodite Garrison is a financial advisor at Ingalls Investment Management, LLC with 38 years of industry experience. She has worked at Ingalls & Snyder, LLC since 1987 and joined Ingalls Investment Management in 2026. Garrison holds the Series 63 designation. She also serves as a trustee for several friends' trusts, dedicating limited time to these responsibilities. 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 investment styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and alternative investment vehicles.

Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Leandro Milititsky is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Jefferies LLC and its affiliated entities since 2012. 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 covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support their recommendations.

Thomas Boucher Jr. is a financial advisor at Ingalls Investment Management, LLC with 45 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1992. Outside of his advisory role, he serves as a trustee of five family trusts. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs a variety of asset-management styles and offers specialized services including financial planning, sub-advisory support, and management of third-party wrap programs.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Scott Shames is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Alliance Global Partners since 2022. His prior experience includes 12 years at National Asset Management, Inc. and over two decades at V-Finance. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and model portfolios, delivered through a multi-team platform.

Ileana Platt is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with various Jefferies entities since 2015. Outside of her advisory role, she is a general partner in a real estate partnership and serves as a director of a real estate holding company. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses, using a customized and collaborative planning process supported by third-party software and scenario analysis.

Phillip Pedrena is a Series 66–registered advisor with Snowden Capital Advisors LLC, based in New York, NY. He has 19 years of industry experience and has worked at Snowden Lane Partners since 2014. Snowden Capital Advisors 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 third-party manager selection, combining multi-team scale with institutional capabilities.