Benjjamin Zales is a financial advisor with Wealth Watch Advisors, Inc, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Chelsea Financial Services Inc, IP Financial Advisory Services LLC, Innovation Partners LLC, and McRoberts Protective Agency. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment methods, utilizing third-party model managers and offering access to approved alternative private placements for eligible accredited investors.

Aphrodite Garrison is a financial advisor at Ingalls Investment Management, LLC with 38 years of industry experience. She has worked at Ingalls & Snyder, LLC since 1987 and joined Ingalls Investment Management in 2026. Garrison holds the Series 63 designation. She also serves as a trustee for several friends' trusts, dedicating limited time to these responsibilities. 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 investment styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to short-term trading and alternative investment vehicles.

Mark Tassie is a financial advisor at Savvy with 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, as well as self-employment and work with Koyote Trading LLC. He holds Series 63 and Series 66 licenses and is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs mostly index-based, long-term investment approaches while offering active equity portfolios and tax-aware direct indexing, integrating fintech tools and specialized sub-adviser strategies.

Meghan Lee is a CFP® professional with three years of industry experience, currently serving at CW Advisors, LLC. Her work history includes roles at Congress Wealth Management LLC from 2019 to present and Boston Private during 2017 and 2018. Prior to her advisory career, she was employed at Babson College for four years. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and operates within the larger Osaic corporate group providing additional trust, lending, and alternative investment platform services.

Thomas Boucher Jr. is a financial advisor at Ingalls Investment Management, LLC with 45 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1992. Outside of his advisory role, he serves as a trustee of five family trusts. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs a variety of asset-management styles and offers specialized services including financial planning, sub-advisory support, and management of third-party wrap programs.

Scott Dresser is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) based in New York, NY, holding a Series 65 designation with two years of industry experience. His prior experience includes four years at Wetherby Asset Management and multiple roles within the LNW organization since 2022. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach incorporating active managers, tax-aware strategies, and alternative investments.

Falgun Jariwala is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 17 years of industry experience. He has been with The Pinnacle Financial Group since 2014 and also maintains a longstanding relationship with LPL Financial, LLC since 2008. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including 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 for each client and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Kevin Young is a CFP® professional with 20 years of industry experience. He has been with Ritholtz Wealth Management since 2021 and previously worked at Northwestern Mutual in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of Chartwell Services LLC, which provides administrative and expense-related services to Ritholtz Wealth Management. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led services and digital platforms.

Jonathan Ocampo is a financial advisor with Santander Securities LLC based in Brooklyn, NY, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, Citigroup Global Markets, and Investors Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily focusing on retail investors.

Lauren Cataneo is a financial advisor at Range Advisory, LLC in New York, NY, holding a Series 66 designation with four years of industry experience. She previously worked at Blackrock Investments, LLC and Merrill, among other firms. Outside of advising, she is involved in a real estate referral business that facilitates agent license maintenance through referrals. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers proprietary model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client engagement.

Craig Hassel is a financial advisor at The Pinnacle Financial Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2022. He has been associated with The Pinnacle Financial Group since 2014. The Pinnacle Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with both long- and short-term trading strategies, managing portfolios primarily on a discretionary basis.

Michael Jeff is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Latitude Advisors and GWN Securities Inc. since 2010. Additionally, he owns and operates Taxation & Management Consultants Inc., an accounting and tax practice he has managed since 1993. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Craig Lieber is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has been with Saxony Capital Management since 2006 and was previously with Saxony Securities, Inc. starting in 2005. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors across multiple offices and offers a range of investment strategies including discretionary asset management, third-party manager due diligence, and the use of technical and fundamental analysis.

Robert Peller is a financial advisor with The AmeriFlex Group in New York, NY, holding a Series 63 designation and 26 years of industry experience. His prior work includes long tenures at Cetera and Kestra, as well as a position at Premier Exhibitions Inc. Outside of his advisory role, he serves as treasurer for the Peller Family Foundation, a 501(c)(3) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.

James Deutsch is a financial advisor at Gilder Gagnon Howe & Co. LLC with 24 years of industry experience. He has been with the firm since 2000. Outside of his advisory role, he serves as a trustee on the investment committee at Trinity School and is a board member on the investment committee for the NYU Law Foundation. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, charitable organizations, corporations, and retirement plans through multiple independent portfolio managers who employ an active, growth-oriented equity strategy. The firm operates as both a registered investment adviser and broker-dealer, offering client brokerage accounts with distinctive trading flexibility and transaction-based commissions on non-retirement accounts.

Kenneth Pollinger is a financial advisor with Klingenstein Fields Advisors in New York, NY, holding a Series 65 credential and five years of industry experience. He has worked at Klingenstein, Fields & Co., L.L.C. since 2013 and is also associated with KF Group, L.P. Additionally, he serves as a Director and member of the Audit Committee of Brandywine Trust Company, LLC, a Delaware trust company providing fiduciary and administrative services. Klingenstein Fields Advisors offers discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and operates both core equity model portfolios and open-architecture asset allocations, including management of affiliated private funds.

Tara Shulman is a financial advisor at Compound Planning, Inc. in New York, NY, with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Janney Montgomery Scott and UBS Financial Services. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program with a focus on risk-based model allocations tailored to client goals.

Alexander Sikarevich is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Latitude Advisors since 2010 and concurrently operates AAS Accounting & Financial Services, providing tax and accounting services. Sikarevich is also the managing member of Pinpoint Forensic Accounting Services LLC, specializing in forensic accounting, business valuation, and expert witness services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm constructs portfolios using a combination of client-specific factors and proprietary model strategies, emphasizing both valuation-driven and quantitative approaches, with continuous monitoring and rebalancing.

David Grecsek is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in New York, NY. He has been with Aspiriant since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning, family office, and specialty services. The firm utilizes customized investment programs guided by internal capital market expectations and offers a broad range of implementation options, including third-party managers and private investments.

Joseph Schlater is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Blaylock Van, LLC and Standard General, L.P. prior to joining Composition Wealth in 2021. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using diversified mutual funds and ETFs, supplemented by other asset types, and incorporates both fundamental and technical analysis within an internal due diligence process.