Frank Malpigli is a financial advisor at Savvy with 44 years of industry experience. He holds the Series 63 designation and has worked at Savvy since 2023, following six years at LPL Financial. In addition to his advisory role, he owns Malpigli & Associates Insurance Agency, Inc., an insurance business he has operated since 2010. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans with options for active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Christian Martin is a CFA® charterholder based in New York, NY, with one year of industry experience. He has been affiliated with Andersen Tax LLC since 2014. Andersen provides full-service investment consulting and performance measurement for individuals, families, and related entities, emphasizing non-discretionary investment advice integrated with tax consulting and financial planning. The firm focuses on strategic investment planning, portfolio optimization, and consolidated performance reporting while leveraging both internal and external resources for manager selection.

Theodore Mcdonagh is a financial advisor at Ashton Thomas Securities, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates. Outside of his advisory role, he serves on the Board of Trustees for Seton Hall Prep. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across 2,281 clients through a team of 18 advisors and offers various investment programs, including wrap and non-wrap options, model portfolios, and third-party sub-advisory arrangements.

Geoffrey Hulme is an advisor at Ingalls Investment Management, LLC with six years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Steel Valley Advisors LLC, Gerber, LLC, Innoviva Inc., and NCT Ventures. 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 and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies from long-term equity holdings to option writing and short-term trading.

Denis O'kane II is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 2009. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Shaiza Rizavi is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. She has been with the firm since 1996. Rizavi serves on the boards of Columbia Business School and Vanderbilt University, and is involved with the Tamer Institute for Social Enterprise as well as the Beaverkill Valley Land Trust. She is also co-owner of a regenerative organic farm. 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 focused primarily on stocks, combining fundamental and technical research.

Joseph Esposito 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 since 2013 and has also worked at LPL Financial since 2002. Outside of his advisory role, he is involved in property management through Securities Reality LLC. The Pinnacle Financial Group offers 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 investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Lisa James is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Ingalls & Snyder LLC and operated a design and development business. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to option writing and private investment partnerships.

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.

Paul Hellman is a CFP® professional with 11 years of experience in the financial services industry. He currently works at MissionSquare Retirement and MissionSquare Investment Services and has held positions at Northwestern Mutual and Ernst and Young. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management, supporting over 40,000 participants through a multi-team advisory structure.

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.

Joseph De Martinis is a CFP® professional at Prosperity - An EisnerAmper Company with one year of industry experience. Prior to joining Prosperity in 2025, he worked at EisnerAmper from 2022 and at Raich Ende Malter, Co. LLP from 2007 to 2022. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using a range of discretionary and non-discretionary management strategies and leveraging third-party managers and technology platforms.

Selene Zhao is a CFP® with six years of industry experience, currently serving at Flagstar Securities, Inc. in New York, NY. She has held prior roles at Raymond James & Associates, Jefferies LLC, Lenox Wealth Advisors, Morgan Stanley, and CITIC Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a mix of mutual funds, ETFs, alternative investments, and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Michael Kimmel is a CFP® and Series 65-registered advisor at Greenspring Advisors, LLC with nine years of industry experience. He previously worked at Wealthstream Advisors, Inc. for 14 years before joining Greenspring in 2025. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

John Ronan is a CFP® and Series 65 licensed advisor with five years of industry experience. He is currently with RWA Wealth Partners, where he has worked since 2020. Prior to that, he held roles at UBS and One Charles Private Wealth. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management strategies.

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.

Christian Giannangeli is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior experience includes roles at LPL Financial, Stratos Wealth Partners, Bank of America, Merrill, and JPMorgan Chase. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized portfolio management and planning solutions, employing primarily index-based, long-term strategies alongside active equity and tax-aware direct indexing approaches.

Jesse Christensen is a financial advisor at New Edge Wealth with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Cherry Lane Capital, and Chesapeake Asset Management. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics alongside adviser judgment.

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.