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.

Susan Kimmel is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Advisors Capital Management, LLC since 2019 and previously operated her own CPA practice and financial advisory business from 1995 to 2019. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm combines top-down macroeconomic analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model separate-account and ETF strategies.

Joseph Murphy is a financial advisor at Ingalls Investment Management, LLC in New York, NY, with 31 years of industry experience. He holds the Series 63 designation and has been with the Ingalls organization since 2015. Outside of his advisory role, he is employed with Rosenthal Collins, a futures commission merchant, where he introduces potential futures and foreign exchange producers and employees. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs various asset-management strategies such as long-term equity holdings, short-term trading, option writing, and also manages private placements and third-party wrap programs.

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.

Christopher Badaracco is a CFP® with seven years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Rose Wealth Advisors, LLC, and Mariner Wealth Advisors over the course of his career. Outside of advisory roles, he owns a tax preparation business. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management with customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macro and bottom-up analysis across various asset classes and manages over $8 billion in discretionary assets, acting as an outsourced sub-advisor for multiple intermediaries.

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.

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.

Michael Paley is a financial advisor with Klingman and Associates, LLC in New York, NY, holding four years of industry experience. He has been with Klingman and Associates since 2014 and also worked at Ridge Retirement Consultants, LLC from 2014 to 2016. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets and uses an investment approach grounded in Modern Portfolio Theory, with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Jamie Sherr is a financial advisor at Gilder Gagnon Howe & Co. LLC with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Facet Wealth, National Asset Management, and National Securities Corporation. He has been with Gilder Gagnon Howe since 2022. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading strategies primarily involving stocks, combining fundamental and technical research, and serves clients through separately managed accounts and a retirement wrap-fee program.

Michael Allan is a CFP® professional with 41 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2014. He previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax Services. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets across 274 advisors, providing a broad range of services including financial planning, retirement solutions, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers multiple program structures with discretionary and non-discretionary management options, utilizing proprietary asset allocation models and various research methods.