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 four years of industry experience. He holds a Series 63 designation and previously worked at Tocqueville Securities L.P. He serves as a director on the board of Inuvo, Inc., a company engaged in advertising and marketing services. 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 margin transactions.

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 financial advisor at Hilltop Securities Inc. in New York, NY, holding a Series 66 credential with five years of industry experience. He previously worked at Natixis from 2004 to 2019. Outside of his advisory role, he serves as director of a family investment trust held by his children. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and emphasizes custody capabilities and diverse product access.

Daniel Grijalva is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2003 and also holds Series 63 registration. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research. Its affiliation with Citizens Bank, N.A. provides clients with access to bank deposit sweep programs, securities-based lending, and integrated investment and consulting services.

Paul Pfeiffer is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has worked at Spears Abacus Advisors LLC since 2009. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including high-net-worth individuals and various institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio construction.

John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Mark Neely is a financial advisor at GenTrust with one year of industry experience. He holds a Series 65 designation and previously worked at EIF Capital LLC for twelve years. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors, employing a strategy that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Kenneth Mathieson is a financial advisor with Arax Advisory Partners in New York, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, Laidlaw Wealth Management, Steward Partners Investment Advisory, and Raymond James Financial Services. Outside of advising, he has a small real estate business renting out his home. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation.

Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 15 years of industry experience. He has held previous roles at Griffin Capital Securities, Merrill, and SourceOne Dental. Collier holds Series 63, Series 65, and Series 66 designations. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm uses proprietary ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation primarily through index-based ETFs.

Douglas Pruett is a financial advisor with BCG Securities, Inc. in Park Ridge, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with BCG Securities since 2016 and previously worked at GPL Wealth Management, Axia Financial Advisors, and Raymond James Financial Services. BCG Securities serves institutional retirement plans and individual clients with portfolios generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring advice to client goals, primarily through non-discretionary strategies and the use of independent third-party managers.

Christopher Cochran is a CFP® with 10 years of experience in the financial services industry. He is currently with Pinnacle Associates, Ltd. and has prior experience at Morgan Stanley Smith Barney LLC and Foresters Financial Services. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm emphasizes a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies that include equity, fixed income, and option overlays, serving both retail and institutional accounts.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, and previously at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Maxwell Cheng is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds the Series 63 designation and has worked at Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2005. Based in New York, NY, he has over two decades of continuous service within these affiliated firms. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and analytic tools to address diverse planning needs such as tax, estate, and executive compensation.

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS, NewEdge Advisors, and Periscope Wealth Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios with a focus on strategic and tactical asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Austin Zalkin is a financial advisor at Brave Warrior Advisors, LLC in New York, NY, with 16 years of experience at the firm. He has worked exclusively at Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm manages concentrated long equity portfolios based on fundamental, internally generated research and serves as adviser to multiple private funds, overseeing approximately $5.41 billion in discretionary assets.

Megan Tom is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC, where she has worked since 2015 through its various business phases. Megan is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, with capabilities in active management, tax-aware strategies, and access to private funds.

Guy Riegel is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and over 44 years of industry experience. He has been associated with Ingalls & Snyder, LLC since 1982 and joined Ingalls Investment Management in 2026. Riegel serves as the trustee of several family and friends' trusts and manages the estate planning entity Pakeen LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, and other clients. The firm employs varied asset-management styles and offers services including financial planning, third-party manager selection, and portfolio consulting across multiple investment strategies.

David Maldonado is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Gradient Advisors, LLC since 2021 and previously spent three years at AE Wealth Management, LLC and two years at Gebhardt Group Inc. Maldonado is also the owner of Income Harbor Wealth Management and Income Harbor Financial Group, where he provides financial planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing approximately $289 million in assets and administering about $1.10 billion.

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.