Adelfa Rosario is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. She holds a Series 66 designation and has worked at Bolton Securities Corporation and Bolton Global Capital since 2017, following prior roles at Safra Securities LLC and Safra National Bank of New York. Rosario is also the owner of AiM Fidelis Wealth Solutions, LLC and serves as plan sponsor and trustee of its 401(k) plan. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income, offering access to third-party managers and wrap-fee platforms.

Stanley Altmark is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2009. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm managing approximately $8.04 billion in client assets. The firm primarily serves high-net-worth individuals along with corporate pension plans, charitable organizations, and non-HNW clients, offering comprehensive financial planning, tax advice, portfolio management, and family-office services through a team of about 20 advisors.

Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

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.

Paul Arbeit is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth. He has been with Citizens Private Wealth since 1999 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. His credentials include the Series 63 designation. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

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.

Daniel Grijalva is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2003 and also holds Series 63 registration. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research. Its affiliation with Citizens Bank, N.A. provides clients with access to bank deposit sweep programs, securities-based lending, and integrated investment and consulting services.

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.

John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

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.

Kenneth Mathieson is a financial advisor with Arax Advisory Partners in New York, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, Laidlaw Wealth Management, Steward Partners Investment Advisory, and Raymond James Financial Services. Outside of advising, he has a small real estate business renting out his home. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation.

Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 15 years of industry experience. He has held previous roles at Griffin Capital Securities, Merrill, and SourceOne Dental. Collier holds Series 63, Series 65, and Series 66 designations. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm uses proprietary ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation primarily through index-based ETFs.

Douglas Pruett is a financial advisor at BCG Securities, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at BCG Securities since 2016. Prior to that, he was with Raymond James Financial and Raymond James & Associates from 2008 to 2016. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts exceeding $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Matthew Healey is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Signature Securities Group Corp. and Cronin and Cronin PLLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse clientele including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and employs a multi-manager approach utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, and previously at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Maxwell Cheng is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds the Series 63 designation and has worked at Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2005. Based in New York, NY, he has over two decades of continuous service within these affiliated firms. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and analytic tools to address diverse planning needs such as tax, estate, and executive compensation.

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS, NewEdge Advisors, and Periscope Wealth Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios with a focus on strategic and tactical asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and over 42 years of industry experience. She has worked at GWN Securities, Inc. since 2018 and previously at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Valente is also a licensed insurance agent specializing in life, accident, health, variable, credit, and travel insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of in-house and external model strategies to manage portfolios on a discretionary basis with continuous monitoring and rebalancing in line with client objectives.

Austin Zalkin is a financial advisor at Brave Warrior Advisors, LLC in New York, NY, with 16 years of experience at the firm. He has worked exclusively at Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm manages concentrated long equity portfolios based on fundamental, internally generated research and serves as adviser to multiple private funds, overseeing approximately $5.41 billion in discretionary assets.