Marshall Kaplan is a financial advisor at Ingalls Investment Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at INGALLS & Snyder LLC and Morgan Stanley Distribution, Inc. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs distinct asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies ranging from long-term equity holdings to shorter-term trading and option writing.

Joanne Feeney is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2015. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down and bottom-up analysis across various proprietary strategies and manages over $8 billion in assets, acting as an outsourced sub-advisor to intermediaries.

Hadley Smith is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Circle Wealth Management, he worked at Commonfund OCIO and has a background in education at Trinity College and St. George's School. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, typically with around $50 million in investable assets. The firm develops written Investment Policy Statements tailored to each client and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Anirudh Vedere is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. His prior roles include positions at White Oaks Investment Management, Hondius Capital Management, and Stanley Black and Decker. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to tailor customized investment plans.

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.

Joshua Barg is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Management, National Securities Corporation, Aegis Capital Corp., and Oppenheimer. Barg is the owner of Saratoga Global Partners. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management strategies, financial and estate planning, and brokerage and insurance products, with a notable emphasis on international investing and management of pooled-vehicle accounts.

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.

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.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and previously worked at Huckleberry Capital Management and as a self-employed advisor. Outside of his advisory role, Mr. Sun consults for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs a tax-aware, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by AI tools and formal consent protocols to coordinate its comprehensive financial, retirement, tax, and insurance services.

Richard Appaluccio is a financial advisor at Procyon with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Procyon Advisors since 2017, following prior roles at UBS Financial Services. In addition to his advisory work, he is involved in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a wide range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets, primarily using fundamental analysis across mutual funds, ETFs, equities, and fixed income, and offers both discretionary and predominantly non-discretionary management.

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.

Michael Citron is a financial advisor at Vanderbilt Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Co., Citigroup Global Markets, and A. G. Edwards & Sons. Outside of his advisory role, he operates CitronLLC, his own investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management through a network of independent advisor representatives.

Peter Knapp is an advisor at RMR Wealth Builders, Inc. with a Series 65 credential and one year of industry experience. Prior to joining RMR Wealth Builders, he held roles at the New York Athletic Club, New York Jets, River Operating Company, State Farm, and Temple University. RMR Wealth Builders is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

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 five years of industry experience. He holds a Series 63 designation and has worked previously at Ingalls & Snyder LLC and Tocqueville Securities L.P. Lee serves as a board member of Inuvo, Inc., a company specializing in advertising, marketing, and communications services. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and participates in third-party wrap programs, donor-advised funds, and private investment partnerships.

Paul Arbeit is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth. He has been with Citizens Private Wealth since 1999 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. His credentials include the Series 63 designation. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Jerome Gaudry is a Series 66-licensed financial advisor with six years of industry experience, currently with Hilltop Securities Inc. in New York, where he has worked since 2020, with a brief tenure at Natixis from 2004 to 2019. He serves as director of a Family Investment Trust held by his children. Hilltop Securities serves individual, high-net-worth, and institutional clients through a combination of investment advisory and broker-dealer services, offering managed accounts, financial planning, and specialized municipal bond strategies. The firm integrates custody, banking, and market-making capabilities within its open-architecture platform.