Daniel Antenor, Jr is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has previously worked at firms including ARK Global, Vanderbilt Advisory Services, and Northeast Securities. He is also affiliated with True Gritt LTD, doing business as Vanderbilt Financial Group, which operates under a marketing name unrelated to investment advisory services. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, and access to third-party sub-advisors. The firm emphasizes strategic asset allocation supported by fundamental and technical analysis, offering a platform that integrates both in-house and independent third-party investment approaches.

Christopher Natale is a financial advisor at Consolidated Portfolio Review Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2018. Natale serves as treasurer for 3D Wealth Management Services, Inc., a non-investment-related entity. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

John Dougherty is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Ingalls and Snyder, LLC since 1991 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and corporations. The firm employs various asset-management styles with strategies ranging from long-term equity holdings to short-term trading and manages private investment partnerships, wrap programs, and donor-advised funds.

Brian Gemino is a CFP® and Series 63-licensed advisor at Silvercrest Asset Management Group LLC with over 16 years at the firm and 17 years in the industry. He has been with Silvercrest since 2010 and also has experience at JNK Securities Corp. Silvercrest Asset Management Group LLC provides investment management and family-office services primarily to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Kimon Passios is a Series 65-licensed financial advisor at Pinnacle Associates, Ltd. with 12 years of industry experience. He has been with Pinnacle Associates since 1996. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers customized strategies that include equity, fixed income, and socially responsible options.

Richard Campo Jr. is a financial advisor with Capital Analysts in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Lincoln Investment since 2010 and previously at MM Ascend Life Investor Services, LLC. Outside of his advisory role, Campo maintains a legal practice and is involved with insurance and holding companies in various capacities. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment management approaches.

Cameron Ribler is a CFP® professional with eight years of industry experience, currently serving at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC for one year. He is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic, diversified investment approach, including active management and alternative investments, and is notable for sponsoring private funds and maintaining institutional relationships that support client services.

Harold Batlle is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and CitiGroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and businesses. The firm offers customized planning processes using third-party software and focuses on collaborative goal-setting and periodic plan reviews.

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.

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 has previously worked at Ingalls & Snyder LLC and Tocqueville Securities L.P. Outside of his advisory role, Mr. Lee serves as a director on the board of Inuvo, Inc., a company specializing in advertising and marketing services. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles, offering services that range from long-term equity holdings to shorter-term trading strategies, and manages private investment partnerships as well as third-party wrap programs.

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.

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.

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 holds Series 63, 65, and 66 licenses and has worked previously at Griffin Capital Securities and Merrill. His current role at Cantor Fitzgerald began in 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a broad client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm uses proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation, primarily through index-based ETFs, and manages multiple registered investment companies and private pooled funds.

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.

Christopher Cochran is a CFP® with 10 years of experience in the financial services industry. He is currently with Pinnacle Associates, Ltd. and has prior experience at Morgan Stanley Smith Barney LLC and Foresters Financial Services. 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 emphasizes a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies that include equity, fixed income, and option overlays, serving both retail and institutional accounts.

Maxwell Cheng is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He has been with Jefferies & Company, Inc. since 2005 and also worked at Leucadia Asset Management LLC for 18 years. He holds the Series 63 designation. 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 covering a wide range of topics including tax and estate planning, executive compensation, and philanthropic planning.