Thomas Fredrickson is a CFP® with 10 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. He holds a Series 65 license and is a general partner at Fredin Associates, an investment-related business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a wide range of clients, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and offers educational workshops, real-time planning sessions, and pension consulting services.

Carly Cohen is a financial advisor at Jordan Park Group LLC with a Series 65 credential and two years of industry experience. Prior to joining Jordan Park, she worked at Freestone Capital Management, Chase Bank, and held a position at Delfino's Chicago Style Pizzeria. Jordan Park Group serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, focusing on clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, employing customized investment guidelines and integrating ESG considerations when requested.

Heather Mc Clintock is a financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She holds a Series 66 credential and has worked at several firms, including Securities America Advisors, Investacorp Inc., and The Blair Financial Group, where she is a partner. In addition to her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and governmental entities, employing both model-based and advisor-managed investment solutions across multiple custodians.

Daniel Claps is a financial advisor at Arete Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corporation. Outside of his advisory role, he is a licensed insurance agent selling fixed insurance products and serves as an OSJ principal for HudsonPoint Capital. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Jacqueline Gibson is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Arete Wealth Management, she worked at Golub Capital, Beacon Hill Staffing Group, and held roles in public health and medical organizations. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of advisor-driven and proprietary model allocations to manage assets on a discretionary basis and employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Frank Pasquale is a financial advisor with Kingswood Wealth Advisors, LLC in New York, NY. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Benchmark Investments, Inc., NewBridge Securities Corporation, and Kingswood Capital Partners, LLC. Pasquale is also licensed to offer insurance products to clients. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture investment platform, incorporating third-party managers and sub-advisors, and emphasizes integration with affiliated financial entities and insurance-linked account management.

Patrick Haley is a CFP® with 20 years of industry experience, currently serving at Ritholtz Wealth Management since 2014. He is an advisory board member at The Pennfield School. Ritholtz Wealth Management advises individual and institutional clients, offering comprehensive portfolio management and financial planning with a focus on goal-based strategies that incorporate behavioral finance principles and diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

Richard Rosen is a CFA® charterholder with 30 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2018 and was previously with Satucket Capital Management, LLC from 2016 to 2018. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on valuation sensitivity and long-term orientation, primarily implementing portfolios of individual equities alongside bonds, mutual funds, and ETFs as appropriate.

John Raschella is a financial advisor at The Pinnacle Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with The Pinnacle Financial Group and LPL Financial since 2015. Outside of his advisory role, Raschella serves as an official for the National Junior Baseball League Umpire Association. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing accounts primarily on a discretionary basis with regular reviews and the potential use of third-party money managers.

Angelo Guerriero is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Muriel Siebert & Co., Inc. since 1999. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based portfolio management platform with access to third-party and independent managers, using a mix of Modern Portfolio Theory, fundamental and technical strategies, and sub-advised solutions.

Amadeus Christian Wijatkowski is a financial advisor with Arete Wealth Advisors, LLC based in New York, NY. He holds a Series 66 designation and has been in the industry for less than a year, with prior experience at firms including Fincadia LLC, Langham Hall LLC, and Quaan Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily manages discretionary portfolios using advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while fulfilling ERISA fiduciary responsibilities when applicable.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Rhonda Pirvulescu is a CFP®-designated financial advisor at MissionSquare Retirement with 23 years of industry experience. Her career includes roles at Merrill, M&T Bank, LPL Financial, and Bank of America. She is currently based in New York, NY, and holds Series 63 and Series 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management, delivered through various channels to more than 40,000 participants.

Lea Highet is a CFP® with five years of industry experience and has been with Douglass Winthrop Advisors LLC since 2004. She is based in New York, NY. Outside of her advisory role, Highet serves as a trustee of the Paine Memorial Free Library in Willsboro, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term equity and balanced portfolio strategies using a five-filter stock selection methodology and includes a Sustainable Equity Strategy with an environmental value focus.

Edgar Perez is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with 23 years of industry experience. He holds the Series 63 designation and has been with Pinnacle Associates since 2001. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored strategies across equity, fixed income, and option overlays.

Michael Cohen is a financial advisor with Summit Trail Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017, and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory work, Cohen serves on the Village of Lake Success Golf Commission, advising on park management and course conditions. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, integrating ETFs, mutual funds, separate accounts, independent managers, and private funds.

Emilio Alix Brantley is a financial advisor at Aspiriant, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Goldman Sachs & Co. Prior to joining Aspiriant in 2024, his roles spanned wealth management and private banking. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs incorporating various asset classes and utilizes AI tools to support client communications and analyses.

Peter Sosnowski is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked extensively with Muriel Siebert & Co., Inc. and its affiliates since 1999. Sosnowski divides his time equally between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a Modern Portfolio Theory–based platform combined with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Sunny Patel is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at First Republic Bank and its affiliated entities for a decade before joining Avestar Capital and subsequently First Citizens Asset Management and SVB Wealth. Patel’s role includes private banking responsibilities involving client meetings to discuss investment capabilities. SVB Wealth serves a diverse clientele, including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis in its investment approach and maintains a formal due-diligence process for manager selection, with services delivered through investment adviser representatives.