Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.

Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Cantor Fitzgerald & Co. and Realto Securities, LLC. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-strategy approach, prioritizing index-based ETFs and macroeconomic research to construct proprietary model portfolios and manage various registered investment companies.

Jordan Press is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for over two decades. Jordan holds a Series 65 designation. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers customized, team-based investment management and financial planning, utilizing internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Jason Greenwood is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at KMS Financial Services, Inc. and Concert Wealth Management. Greenwood serves as a board member of the Kahuku Village Home Owner's Association. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across various securities and offers proprietary tactical ETF model portfolios alongside third-party manager recommendations.

Michele Cleary is a financial advisor at Cannell & Spears LLC with eight years of industry experience. She holds a Series 63 designation and has worked at Cannell & Spears since 2013, concurrently serving at Foreside Fund Services, LLC since 2017. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Karen Ma is a financial advisor at Williams Jones Wealth Management, LLC with four years of industry experience. She has been with Williams Jones Wealth Management since 2019 and previously worked at Williams Jones & Associates from 2006 to 2019. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach on mid- to large-cap businesses, and active intermediate-term fixed-income management, often constructing concentrated portfolios of about 30 positions.

Robert Raich is a financial advisor with Cannell & Spears LLC, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Abacus and Associates Inc. since 2001 and serves as president and portfolio manager of Spears Abacus Advisors LLC. Additionally, he is an advisory board member for First Spring Trust Company, advising on family trusts and asset allocation. Cannell & Spears provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Michael Brunell is a financial advisor with Tsa Management Inc who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MMB + Co since 2018 and Hrc Investment Services, Inc. since 2003, as well as over three decades at Tice, Brunell & Company, CPAs, PC. Outside of advisory work, he serves as treasurer of the Financial Planning Association of Northeastern New York and holds a treasurer position on the board of the Epilepsy Foundation of NENY Inc. TSA Portfolio Management provides investment supervisory services to individuals, retirement plans, and institutional accounts, utilizing a disciplined investment process focused on strategic asset allocation, quarterly rebalancing, and a mix of fundamental, qualitative, and technical analysis. The firm manages approximately $1.285 billion in assets across about 2,800 client relationships, emphasizing diversified portfolios with an emphasis on dividend-paying equities and limited use of aggressive strategies.

Othilla Nowak is a CFA® charterholder with one year of experience at Williams Jones Wealth Management, LLC. Prior to joining Williams Jones, Nowak worked at Artisan Partners for six years and held positions at Tiger Management LLC, J.P. Morgan, and Wells Fargo. Outside of finance, Nowak has teaching experience at Macaulay Honors College, Hunter College, CUNY, and Kweller Prep. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering discretionary and non-discretionary portfolio management along with financial planning and third-party manager introductions. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies.

Ross Didia is a financial advisor with Vanderbilt Advisory Services and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Equitable Advisors, AXA Advisors, Douglas Elliman, The New York Racing Association, and Quest Capital Strategies. Outside of his advisory work, he is also active as a residential real estate salesperson in New York. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing a strategic asset allocation approach with both fundamental and technical analysis, and maintains a distinctive integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.

Daniel Meneses is a CFA® charterholder with five years of industry experience. He has been with Douglas C. Lane & Associates since 2017 and previously worked at Canaccord Genuity Inc. from 2016 to 2017. Based in New York, NY, he is part of a multi-team firm consisting of 16 advisors. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm’s investment approach centers on proprietary fundamental research and a flexible core strategy focused on long-term equity and fixed income investments.

Christopher Cornett is a CFP® with 14 years of experience in the financial services industry. He is currently with The Pinnacle Financial Group and has prior experience at Bank of America and Merrill. Cornett holds Series 63, 65, and 66 licenses. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement and fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Jonathan Greene is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Maxim Financial Advisors, Maxim Group LLC, B. Riley Wealth Management, Dominick & Dickerman LLC, and Oppenheimer. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory and third-party money manager programs, and brokerage and insurance product sales, employing an open-architecture investment approach that combines internally managed strategies with co- and sub-advisory relationships.

Jeffrey Higgs is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has worked at Sterling Monroe Securities, LLC since 2008. Outside of his advisory roles, he serves on the board of Wolfeboro School and is involved in insurance product sales and administration. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across various securities.

Patrick Kenny is a CFA® charterholder with 11 years of industry experience. He currently works at Williams Jones Wealth Management, LLC and previously spent nine years at UBS Financial Services Inc. in New York, NY. Williams Jones Wealth Management serves high-net-worth individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management and financial planning, focusing on concentrated equity portfolios with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income management.

Matias Mirvois is a financial advisor at Sowell Management with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Eagle Eye Advisors LLC, XP Investments US, LLC, and Icap Corporates LLC. Mirvois is a partner of Eagle Eye Advisors, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios, third-party manager selection, and unified managed account platforms.

Diana Palmieri is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt since 2013, as well as at Grove Point Investments LLC for multiple years. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services.

Matthew Senicola is a financial advisor with Lanark Financial, Inc. in Massapequa, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at NBC Securities, Inc. since 2015. Outside of his advisory role, he occasionally writes investment-related articles for Seeking Alpha. Lanark Financial provides investment management, financial planning, and advisory services for individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms and third-party sub-advisers.

Paul Messina is a financial advisor at Alexander Capital Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management since 2018. Prior to this, he worked at Alexander Capital, LP beginning in 2015. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and manages discretionary accounts with both long- and short-term trading strategies.