Andrew Weinstein is a financial advisor at Maxim Financial Advisors LLC with 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at Maxim Group LLC since 2002. He holds Series 63 and Series 65 licenses. Maxim Financial Advisors LLC offers discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, estates, corporations, and retirement accounts. The firm utilizes multiple investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers and government entities.

Samantha Lompado is a financial advisor at Consolidated Portfolio Review Corp with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, Northwestern Mutual, and Sii. Outside of her advisory role, she founded The Celebration Mission, a charity focused on supporting homeless and at-risk youth through birthday parties and fundraising efforts, and serves as a volunteer board member for Friends of the Oratory. Consolidated Portfolio Review 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 a range of securities and includes proprietary model portfolios and third-party manager recommendations.

Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with A.G.P. since 2020 and with Aegis Capital Corp since 2013. A.G.P. / Alliance Global Partners is a multi-team registered investment adviser and broker-dealer with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial and retirement planning, sub-advisory programs, and brokerage and insurance products, utilizing an open-architecture model that incorporates internally managed strategies and co-advisory relationships.

Brian Early is a CFP® professional with 32 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Mid Atlantic Securities, Inc. for 25 years and Brown & Overton for over 30 years. Outside of advisory work, he is also licensed as an insurance agent, focusing on life, disability, and fixed and variable insurance products. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving individual investors, retirement plans, corporations, and nonprofit entities. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management and sub-advisory relationships.

Walter Hoehler II is a financial advisor at B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at Banorte Ixe Securities International, Ltd for eight years. Outside of his advisory role, he is involved with an alumni and parent group supporting the men’s lacrosse team at Haverford College by helping to raise funds for hiring an assistant coach. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Joshua Schechter is a financial advisor at Arax Advisory Partners in New York, NY, holding a Series 65 designation. He joined Arax in 2025 and previously worked at Weil, Gotshal & Manges, LLP, and The Amynta Group. Schechter also has experience in academia through roles at New York University and the University of Michigan. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and it is noted for its use of performance-based fee arrangements and carried-interest structures.

Edward Dewees is a CFA® and CIC credentialed financial advisor at Douglas C. Lane & Associates with 19 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 services primarily for high-net-worth individuals and various institutional clients. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy with a long-term orientation.

Glenn Ambach is a CFA® charterholder with 18 years of industry experience. He has been with Cantor Fitzgerald Investment Advisors since 2017 and also works with Efficient Market Advisors, LLC. Based in New York, NY, he holds Series 63 and Series 66 licenses. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with a systematic approach to asset allocation and employs both strategic and tactical investment strategies, primarily focused on index-based ETFs and large-cap value equities.

Andres Ricketts is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 credential and has worked previously at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of an electronic device repair LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that incorporates third-party software and scenario analysis to assist clients in a range of financial planning topics.

Kenneth Biebel is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at David Lerner Associates and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of about 131 advisors managing nearly $3 billion for more than 7,000 clients. The firm uses an open-architecture investment approach combining internally managed strategies, sub-advisory relationships, and separately managed accounts, offering a range of advisory, brokerage, and retirement-plan services.

Xhordi Xhokola is a financial advisor at The Pinnacle Financial Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including First Trust Portfolios L.P. and International Assets Advisory, LLC. Xhokola is also involved with International Assets Investment Management, LLC and Main Street Wealth Management, LLC in advisory roles. The Pinnacle Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, employing a range of investment strategies and products while documenting client objectives through Investment Policy Statements.

Andrew Shields is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, employing proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs. The firm advises multiple registered investment companies and operates private and public pooled funds across various investment strategies.

John Hess Jr. is a CFP® with 17 years of experience in financial advising. He has been with The Pinnacle Financial Group since 2013 and is also associated with LPL Financial and North Star Wealth Investors. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and various investment strategies to manage portfolios on a discretionary basis, utilizing a range of investment products including mutual funds, equities, bonds, ETFs, and alternatives.

Aaron Stone is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. Since 2016, he has been with Snowden Lane Partners. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a multi-team approach with 121 advisors and approximately $8.9 billion in regulatory assets under management.

Kyle Eager is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has eight years of industry experience. His prior roles include positions at HighTower Advisors, UBS Financial Services, and Williams, Jones & Associates. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pension plans, charitable organizations, and corporations. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies, alongside access to alternative investments and affiliated private funds.

William Herrman II is a financial advisor at Cannell & Spears LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Peter B. Cannell & Co., Inc. since 2018, following a 16-year tenure at Bernstein Private Wealth Management. 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.

Andrew Leventhal is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley Private Bank. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.

Gregg Schriro is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2013. Outside of his advisory role, he is involved with Schriro Asset Management LLC, a business entity used for tax and investment purposes. 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 employs a fundamental analysis approach across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Bonnie Laurino is a CFP® professional with 43 years of industry experience, currently serving at The Pinnacle Financial Group. She previously worked at J P Morgan Securities LLC for 10 years and joined LPL Financial in 2024. Laurino is also a licensed notary in New York and is involved with Senior Services of North America. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a disciplined investment approach with written Investment Policy Statements and uses fundamental analysis across multiple asset classes, managing over $1.18 billion in discretionary assets.

Joseph Esposito is a financial advisor at The Pinnacle Financial Group with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial industry, he spent 15 years at Assumption College. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and trading strategies to manage portfolios primarily on a discretionary basis.