David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. 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 plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Harrison Barresi is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Inc. and Rothschild & Co US Inc. Barresi serves as CEO of CWHB Real I LLC, a real estate holding company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Rosenfeld is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY, holding 22 years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2002. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm emphasizes long-term growth through strategic asset allocation and GARP-oriented equity strategies focused on mid- to large-cap businesses, managing concentrated portfolios while also offering access to third-party managers and private investment funds.

Michael Ross is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has held roles at several related Jefferies entities since 2013, as well as prior experience at firms including Leucadia Asset Management, Lenox Advisors, Wells Fargo Clearing, and Prudential Equity Group. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, foundations, and corporations. The firm offers a collaborative and customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Connor Mullin is a Series 65 licensed advisor with Circle Wealth Management, LLC, where he has worked since 2024. He has two years of industry experience and previously held roles at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals, multi-generational families, and related entities. The firm combines detailed client discovery and customized investment policy statements with a broad array of asset classes and complex instruments, focusing on multi-generational relationships and coordinating comprehensive planning among clients' advisers.

Anthony Chaves is a financial advisor at Interactive Financial Advisors with Series 65 and Series 63 licenses. He is based in Yonkers, NY, and has recently started his career in the financial industry. Prior to this role, his work experience includes positions at the United States Postal Service, Extra Space Storage, and Children's Village. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to create diversified ETF and mutual fund portfolios and offers a multi-advisor network with a range of advisory services and third-party manager options.

Theresa Yarosh is a CFP® and ChFC® with 22 years of industry experience, currently serving at NPA Asset Management, LLC since 2011. Her prior experience includes roles at International Planning Alliance, LLC and Guardian Life Insurance Co. Outside of advisory work, she is co-director of fundraising for the Twilight Wish Foundation, a nonprofit focused on fulfilling wishes for seniors living below the poverty level, and is the author of the book *The Great Economic Deception*. NPA Asset Management, LLC is an SEC-registered adviser managing approximately $1.065 billion in assets across 2,293 client relationships. The firm serves individuals, corporations, pension, and charitable accounts through a network of advisors, offering a range of managed-account programs, third-party asset manager referrals, and investment options including mutual funds, ETFs, individual securities, and insurance products.

Michael Karalewich is a CFP® professional with 26 years of industry experience, currently affiliated with NPA Asset Management, LLC since 2006. He is also dually registered with Nationwide Planning Associates, Inc., an affiliated broker-dealer. NPA Asset Management, LLC serves individuals, including high-net-worth clients, corporations, pension, and charitable accounts through a network of 51 advisors and approximately 2,293 client relationships, managing about $1.065 billion in assets. The firm offers multiple managed-account programs and access to various investment products, delivering advisory services through its Advisor’s Edge platform.

Douglas Jamieson is a financial advisor with Gamco Asset Management Inc. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Associated Capital Group, Inc., Gabelli Funds Distributor, LLC, G.research, LLC, GAMCO Investors, Inc., and GAMCO Asset Management (UK) Limited. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-driven investment philosophy supported by fundamental research and offers a range of customized institutional separate-account composites.

David Wood is a financial advisor at Jefferies Investment Advisers LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Jefferies LLC, Leucadia Asset Management LLC, Bank of America, and Merrill. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and other entities through a customized, collaborative process using third-party software and analytical tools. The firm offers a range of planning topics, including tax, estate, executive compensation, and philanthropic planning.

Colin Carter is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley, Equitable, and AXA Advisors. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and FINRA member broker-dealer, delivering advisory services through various sponsored programs and third-party platforms.

George Sarlanis is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Snowden Lane Partners, OSAIC, Royal Alliance, Interactive Brokers, Capital One Financial Advisors, and Edward Jones. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial planning, and advisory programs. The firm offers customized model portfolios, third-party manager selection, and a range of investment tools, combining multi-team scale with institutional capabilities.

Samuel Brick is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC, JPMorgan Distribution Services, Inc., Keybank, Flyer Enterprises, Artstreet Cafe, and Communion Of Saints School & Parish. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers a broad range of financial topics.

Robert Morgenthau is a financial advisor at Cannell & Spears LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spears Abacus Advisors LLC since 2011. Morgenthau serves as an independent director for three mutual fund families sponsored by Davis Selected Advisors. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Richard Walsh is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, having previously worked at firms including Voya Financial Advisors, Osaic FA, TD Ameritrade, and BNY Mellon Advisors. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a team of 51 advisors. The firm manages approximately $1.065 billion in assets and provides multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Jacqueline Townsend is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at The Investment Center, Inc. and Innovation Boosters. Outside of her advisory role, she owns and coaches at Jax First Mile LLC, a business focused on running coaching, and also works at Pizza One, a restaurant. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various business entities. The firm employs a customized, collaborative planning process utilizing third-party financial planning software and serves clients through a fiduciary planning role distinct from implementation and execution.

Eivind Olsen is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and has previously worked at Smith Asset Management Group. Olsen serves as Honorary Consul for Norway in Dallas, focusing on enhancing business and cultural relationships between Texas and Norway. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategies emphasizing large-cap value and fixed income with varied asset allocation techniques.

Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Bank of America, Merrill, and Algonquin Advisors. Farrelly serves on the Board of Fairfield County's Community Foundation, where she contributes to initiatives supporting women and girls and participates in committees including Investment or Finance. Colter Lewis Investment Partners provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm offers discretionary and non-discretionary mandates, constructing diversified portfolios across public and alternative asset classes while employing an active asset allocation process and rigorous due diligence on recommended managers.

Stephanie Hayes is a CFP® and ChFC® with 42 years of experience in the financial services industry. She has worked at Perigon Wealth Management, LLC since 2024 and previously spent over 16 years with Commonwealth Financial Network and three decades at Creative Financial Planning, Inc. Outside of advisory work, she is also an insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and formal annual reviews.