Leandro Infantino is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He previously worked at Jefferies LLC and Nomura Securities International, Inc. Infantino serves as an advisor for the investment committee of the Flinfer Family Trust, which invests internationally in energy, tourism, and infrastructure. He is also a member of the advisory board for Sacred Heart Academy Hamden, providing financial and development advice. Insigneo Advisory Services offers investment advisory and consulting to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging-market exposures.

Sami Sharif is a CFA® charterholder with seven years of industry experience. He has been with Klingman and Associates, LLC since 2018 and previously worked at Raymond James Financial Services, Inc. and Sontag Advisory. Klingman and Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors, managing approximately $4.84 billion in assets. The firm’s investment process is guided by an Investment Committee and based on Modern Portfolio Theory, utilizing a range of investment vehicles including mutual funds, ETFs, separate accounts, and occasionally illiquid alternatives.

Robert Eide is a financial advisor with Aegis Capital Corp. in New York, NY, holding over 44 years of industry experience. He has been with Aegis since 1981. Outside of his advisory role, he serves as an independent outside director and committee member for Nathans Famous Inc., a food service company, and is also a practicing attorney representing financial service clients through his own firm. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options, access to managed account programs, and comprehensive trade execution, clearing, custody, and reporting services.

Jacobson Bathelmy is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Clearing, and Chase Investment Services Corp. Outside of advising, he serves as treasurer for a condominium association. Snowden Capital Advisors LLC provides portfolio management, investment consulting, and financial planning services to high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm employs customized model portfolios and utilizes third-party managers while maintaining overall client oversight.

Ron Zuckerman is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2023 and Laidlaw & Company (UK) Ltd from 2004 to 2023. Snowden Capital Advisors LLC serves a range of clients including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, utilizing customized model portfolios and a variety of investment tools across multiple asset classes.

Harrison Fischer is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining A.G.P. in 2019. Outside of his advisory role, he is a partner in Koohlah LLC, a food manufacturing business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, operating both advisory and broker-dealer businesses along with managing pooled vehicles.

Lindsay Sturmak is a CFP® professional with 27 years of experience in the financial industry. She is currently with Perigon Wealth Management, LLC, where she has worked since 2019. Her prior experience includes roles at BlueSky Investment Management, National Planning Corporation, and RLP Wealth Advisors LLC. She is also involved with ESG Forward, an educational organization focused on raising awareness around environmental, social, and governance (ESG) and sustainable investing. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, ongoing monitoring, and oversight of wrap programs and sub-advisor relationships.

John Dolan is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Alden Investment Group, Cantella & Co., Inc., and Edward Jones. In addition to his advisory work, he serves as trustee of the Herbert Gareiss Jr Trust, administering the trust according to its terms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored investment approach using an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Evan Drury is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Gateway Wealth Partners in 2025, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in regulatory assets.

Kristin Venne is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Jefferies Investment Advisers since 2023 and has been with Jefferies LLC since 2015, including a prior role at Leucadia Asset Management. 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 collaborative, customized planning process using third-party software and probabilistic modeling to assist clients across a broad range of financial planning topics.

Ovadya Aryeh is a financial advisor at Asset Preservation Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 14 years before joining Asset Preservation Advisors. He has been with Asset Preservation Advisors since 2024 and recently worked with iM Global US Distributors, LLC. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering active fixed-income strategies focused on tax-exempt and taxable municipal bonds. The firm manages over $11 billion in discretionary assets with a concentrated municipal-only approach and integrates ESG criteria through its Positive Impact Tax-Exempt Strategy.

Peter Chandler is a CFP® professional with 22 years of experience in the financial industry. He is currently with RMR Wealth Builders, Inc., having joined the firm in 2025. Prior to this, he worked at Fisher Investments for four years and CION Securities, LLC for nine years. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and a digital-asset platform.

Sanford Braun is a financial advisor at Gilder Gagnon Howe & Co. LLC with 29 years of industry experience. He has been with the firm since 1998. Braun serves as a board member for Touro College, a higher education charitable organization. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Christopher Yonkers is a financial advisor at RBC Securities, Inc. based in New York, NY. He holds a Series 66 designation and has held various roles in the financial and healthcare industries since 2017, including positions at City National Bank and JP Morgan. 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 with a broad financial services group, offering discretionary portfolio management alongside affiliated bank and trust services.

Nicholas Choman is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at A.G.P./Alliance Global Partners, Aegis Capital Corp, LPL Financial, Voya Financial Advisors, and Vision Retirement. In addition to his advisory work, he is involved with ACC Corp., a general insurance agency. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.9 billion across 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with seven years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2012. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as institutional clients including pension plans and charitable organizations. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity strategy and active, tax-aware fixed-income management.

Miriam Abraham is a Series 65 licensed financial advisor with Integrity Advisory Solutions and has two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she serves as an operations leader at Haas & Zaltz, LLP, overseeing workflow and training, and is a member of both the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches supported by third-party platforms and affiliated program sponsorships.

Jason Morad is a Series 65-licensed financial advisor with 17 years of industry experience. He currently works at Ingalls Investment Management, LLC and previously held positions at Ingalls & Snyder, LLC, Capital Formation Group, Inc., and Silver Bridge. Ingalls Investment Management, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm offers a range of investment strategies, from long-term equity holdings to shorter-term trading, utilizing fundamental, technical, and cyclical analysis.

Robert Limmer is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS, Stifel, Ryan Beck & Co., LPL Financial, and Gladstone Institutional Advisory. He is also involved as Principal-Chief Growth Officer at Onward Advisors and serves on the advisory board of BiCoastal Wealth Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services. The firm employs both discretionary and non-discretionary portfolio management strategies tailored to client objectives and risk tolerances.