John Hughes is a financial advisor at Ingalls Investment Management, LLC in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ingalls & Snyder LLC, Integrated AG, Bank of America, and Merrill. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, institutions, and various organizations, employing diverse asset-management styles that include fundamental, technical, and cyclical analysis. The firm also manages private investment partnerships, participates in third-party wrap programs, and operates a donor-advised fund program.

David Paley is a financial advisor with Mariner Independent in New York, NY. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at AdvicePeriod, LLC and KLS Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrated with institutional and fiduciary resources.

Andrew Schiff is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of advising, he earns royalties from a book published by Wiley & Sons. A.G.P. / Alliance Global Partners is a multi-team platform managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering services including portfolio management, financial and retirement planning, and brokerage and insurance products.

Russell Babiarz is a financial advisor at Arax Advisory Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at Transcend Capital Advisors and OneValley. Outside of advising, he is the founder of Babz LLC, where he is developing a social networking mobile app. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets across more than 200 advisors. 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 strategies.

Gabriella Visconti is a financial advisor at Aegis Capital Corp. based in New York, NY. She holds Series 63 and Series 66 licenses and has been with Aegis Capital Corp. since 2025. Gabriella's experience in the industry is currently under one year. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on primarily non-discretionary advisory relationships.

Nicholas Giamarino is a financial advisor at Hennion & Walsh Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Merrill Lynch. Outside of his advisory work, he has ownership in a printing-related business entity. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Adam Betancourt is a CFA® charterholder with five years of industry experience. He currently works at New Edge Wealth and previously held roles at Summit Trail Advisors, LLC and Bank of America. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Christian Park is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Ingalls Investment Management since 2026 and previously worked at Ingalls & Snyder, LLC beginning in 2013. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management strategies and participates in third-party wrap programs, donor-advised fund operations, and private investment partnerships.

Karen Legotte Langdon is a financial advisor at Gilder Gagnon Howe & Co. LLC with 33 years of industry experience. She has been with the firm since 1991 and holds a Series 63 designation. Outside of her advisory role, she serves as Treasurer and on the Finance and Executive Committees of Concerned Citizens Of Montauk, a nonprofit organization. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focusing primarily on stocks and combines fundamental and technical research to manage separate client accounts.

Marina Milner is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. Her prior employment includes roles at Nick's Del Mar, Copa Health, and John Cabot University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Citizens Investor Services and other financial firms since 2013. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs a due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary investment management through its investment adviser representatives.

Michael Farrell is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Arax Advisory Partners. He has previously worked at Piton Investment Management and U.S. Capital Wealth Advisors. Outside of his advisory role, Michael is Vice President of Farr Education, a nonprofit assisting charter schools, where he performs due diligence, financial modeling, and performance reporting. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management, third-party models, and customized asset allocation to meet client objectives, distinguishing itself through the use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners with two years of industry experience. He previously worked at Lord Abbett & Co. LLC for two years and studied at the University of Delaware. Dylan holds the Series 66 designation. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering services that include portfolio management, financial and retirement planning, and brokerage and insurance product sales.

Nicole Boutmy De Katzmann is a financial advisor at Snowden Capital Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Fieldpoint Private Securities, LLC and Oppenheimer & Co. Inc. Outside of her advisory role, she serves as President of the Board for the Westchester Ballet Company’s Resource Development Committee and sits on the Advisory Committee of the Ballet Support Foundation, both unpaid volunteer positions. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and manager selection. The firm combines multi-team scale with institutional capabilities, frequently utilizing third-party managers and offering specialized advisory programs including Assets Held Away and retirement plan management.

Christopher Hopkins is a financial advisor at SEIA with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FIDELITY Brokerage Services LLC for 10 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors, offering a mix of investment management, financial planning, and consulting services. The firm’s investment process involves strategic and tactical approaches guided by an in-house Investment Solutions Group and emphasizes non-discretionary management for a majority of its assets.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Angelo Odore is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he is a consultant and coach at MLL Consulting Inc., focusing on agency and distribution best practices and professional coaching. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven advice and multiple managed account programs.

Brian Robertson is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Laidlaw & Co (UK) Ltd for eight years before joining Maxim Financial Advisors and its affiliated broker-dealer, Maxim Group LLC, in 2018. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services to individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment approaches and vehicles, serving both retail and institutional clients, including other investment advisers and government entities.

Michael Axelrod is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Private Advisor Group, LLC. Axelrod also works as an independent insurance agent specializing in life, health, disability, and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management strategies utilizing third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.