Jennifer Henao is a Series 65-licensed advisor at Ameraudi Asset Management, Inc. in New York, NY, with seven years of industry experience. She has worked at Ameraudi since 2019 and previously held roles at Interaudi Bank and Neuropsychological Services, P.C. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolio management. The firm employs a macro, asset-allocation approach using diversified exposures primarily through index ETFs and manages approximately $1.74 billion in client assets.

Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Eli Graham is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation and beginning his industry career in 2023. He was previously affiliated with High Trail Capital before joining Ascend Interplay. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and use of third-party model portfolios rather than individual security selection. The firm manages client assets across a broad investment universe and includes several affiliated entities offering diverse financial services.

Ronald Murtha is a financial advisor at Acrylic Financial, Inc. with 36 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Brooklight Place Securities, PRUCO Securities, Prudential Insurance Company of America, and Allstate Insurance Company. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm uses a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside financial planning.

Shyamli Milam is a financial advisor at Perennial with 10 years of industry experience. She holds a Series 65 designation and has been with Perennial Advisors since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment approach that includes fundamental research, diversification, rebalancing, and use of individual equities, ETFs, and fixed-income securities, along with alternative investments and derivative strategies.

Timothy Molloy is a financial advisor at Argos Wealth Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bessemer Trust for 25 years. Argos Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and selective use of third-party money managers.

Henry Wilmerding III is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 credentials with seven years at the firm and a total of seven years in the industry. He has been with Williams Jones Wealth Management and its predecessor firm since 2013. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated portfolio approach focused on mid- to large-cap equities using a growth-at-a-reasonable-price framework, along with active, tax-aware fixed-income management and access to alternative strategies through affiliated private funds.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. 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 planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Cynthia Stroik is a financial advisor at Fifth Third Wealth Advisors LLC with 14 years of industry experience. She holds a Series 65 designation and has previously worked at M&T Bank, Millington Securities, WBI Investments, and Harthorne Group. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often utilizing third-party managers and affiliated model strategies.

Thomas Dowling is a CFP® and CFA® credentialed financial advisor with 31 years of industry experience. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2021, and previously held positions at Aegis Capital Corp and Gunnallen Financial, Inc. Outside of his advisory work, he is the owner and president of Mark Up Equity Ventures, Inc., an accounting services business. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with sub-advisory relationships, offering services including portfolio management, financial planning, and retirement-plan advisory.

Brandon Sim is a financial advisor at Silvercrest Asset Management Group LLC with 4 years of industry experience. He holds a Series 63 designation. His prior experience includes working at IEQ Capital, LLC since 2026, and he spent 19 years at Silvercrest in various roles from 2007 to 2026. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and integrating quantitative risk analytics as part of its investment approach.

Adam Janovic is a financial advisor at Ingalls Investment Management, LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at Ingalls & Snyder LLC since 2002. He serves as a trustee for three family trusts and one friend's trust, devoting limited time to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary advisory services to a range of clients, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Thomas Ditosto is a financial advisor with Ingalls Investment Management, LLC in New York, NY, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ingalls and Snyder, LLC since 1996 and joined Ingalls Investment Management in 2026. Outside of his advisory role, he serves as a trustee of a family trust, a position he has held since 2012. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs various asset-management styles and manages portfolios using fundamental, technical, and cyclical analysis, offering strategies that range from long-term equity holdings to more active trading techniques.

Kari Timonen is a financial advisor at Fortis Capital Advisors, LLC with 13 years of industry experience. She holds a Series 63 designation and has previously worked with Mass Mutual Investors Services, MassMutual Life Insurance Company, PGLI Insurance, and New York Life. Timonen serves as Board President of her co-op building, Park Slope Owners Corp. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment strategies using both active and passive approaches, including ESG options, with $1.615 billion in discretionary assets under management as of December 31, 2025.

Gustav Langford is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford is also a volunteer with the Elkins Park Firehouse. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based AdvisorNXT platform combined with access to third-party and independent managers, employing Modern Portfolio Theory and various strategies within a wrap-fee structure.

John Paul Mcmanus is a CFA® charterholder and holds a Series 63 license, with 17 years of industry experience. He is currently with Snowden Capital Advisors LLC, having joined after 14 years at Laidlaw & Co (UK) Ltd. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering customized portfolio management, investment consulting, and third-party manager selection through a multi-team structure with institutional capabilities.

John Raggio is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Cannell & Spears LLC and has prior work history at Spears Abacus Advisors LLC spanning 18 years. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, and pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on proprietary fundamental research and concentrated security selection, tailoring asset allocation and security choices to client objectives.

Samantha Crank is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. She holds a Series 66 license and previously worked at Lord Abbett & Co. LLC for four years. Outside of her advisory role, she is a Senior Associate at Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary model allocations.

Alison Motroni is a financial advisor at Abacus Wealth Partners with five years of industry experience. She holds a Series 65 credential and previously worked at Align Impact for seven years and Stryker for four years. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and charitable organizations. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional integration of ESG screening and private pooled vehicles for qualified clients.

Eli Gelman is a financial advisor at Jefferies Investment Advisers LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Gelman serves as a board member of the MAR JCC, a Jewish community center, and also holds a board position with 80 Home Housing Community, a nonprofit organization. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to support goal-based financial planning.