Michael Kimble is a CFA® charterholder with 16 years of industry experience. He currently serves at Ingalls Investment Management, LLC and its affiliate Ingalls & Snyder, and has held prior roles at Tsakos Energy Navigation Ltd, Sanctuary Investors, and MacKay Shields LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management strategies ranging from long-term equity holdings to shorter-term trading and also manages private investment partnerships and third-party wrap programs.

Emanuel Weintraub is a CFA® charterholder with five years of industry experience. He is currently with Cannell & Spears LLC and has prior experience at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, operating within a multi-team structure of about 17 advisors.

Alexandra Chan is a financial advisor at Snowden Capital Advisors LLC with 13 years of industry experience. She holds a Series 66 credential and has worked at Snowden Lane Partners since 2017 and AllianceBernstein from 2012 to 2017. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, and financial planning services. The firm offers customized portfolios using a range of investment tools and frequently engages third-party managers while maintaining overall client oversight.

Anna Mullen is a financial advisor at Brave Warrior Advisors, LLC with eight years at the firm and a total of five years of industry experience. She previously worked at Select Equity Group for two years. Outside of her advisory role, she is the founder of Layette Inc., a company developing a web application to help first-time parents coordinate hand-me-downs and recommendations. Brave Warrior Advisors provides discretionary investment supervisory services to individuals, trusts, estates, endowments, corporations, and pooled private fund investors through separately managed accounts and private funds. The firm focuses on a concentrated portfolio of fewer than 20 long equity positions selected through internal fundamental research and expert input.

Yitzchok Goodman is a financial advisor with B. Riley Wealth Advisors, Inc. in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and National Securities Corp. Goodman is also involved in insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs and financial planning services through multiple program structures and both proprietary and third-party investment models.

John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Raho is also President of Sound Wealth Management, LLC, a private wealth management firm. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm provides a range of services including portfolio management, financial planning, retirement-plan advisory, and access to third-party money managers, using an open-architecture approach that combines internally managed strategies with sub-advisory relationships and model/wrap programs.

John Howley is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudent Financial Solutions and Merrill Lynch. 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.

Rebecca Pino is a financial advisor at TSA Management Inc with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Halliday Financial and Nostra. Outside of her advisory role, she is a co-owner of a financial media blog and the founder and CEO of Try Inertia LLC, a company developing an app focused on spending and budgeting insights. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities while limiting aggressive tactics.

Michael Romer is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Halliday Financial, LLC and Morgan Stanley Private Bank. Outside of his advisory role, Romer is involved in several business ventures, including part ownership in hospitality and consumer product companies and consulting activities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities for approximately 2,800 client relationships.

Steven Howe is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Vanderbilt Securities, LLC and Sterling Monroe Securities, LLC. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which is not investment-related. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios as well as access to independent third-party sub-advisors.

Michael Meltzer is a Series 66-credentialed financial advisor with Tocqueville Asset Management LP in New York, NY. He has 25 years of industry experience and has worked at Tocqueville Securities L.P. since 2008. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm uses a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams.

Walter Karle is a CFP® with 14 years of industry experience, currently associated with Cantor Fitzgerald Investment Advisors. His prior roles include positions at Cantor Fitzgerald Energy Advisors, O'Connor Alternative Investments, and Smith Group Asset Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individuals, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios that utilize strategic asset allocation and macroeconomic research, alongside managing multiple registered investment companies and private pooled funds.

Joshua Feldman is a financial advisor with Aegis Capital Corp. in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior firms include LPL Financial, First Midwest Securities, and Merrill. He is also involved as a producer and agent for an insurance general agency. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a notable focus on non-discretionary client portfolios.

Gerald Fershtman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and associated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation across various platforms and third-party managers.

Joshua Kaufthal is a financial advisor at Tocqueville Asset Management LP with 25 years of industry experience. He has been with Tocqueville Securities, L.P. since 2009. Kaufthal holds a Series 63 designation and serves as president of the TLK Foundation Inc., a private family charitable foundation where he assists in managing the endowment. Tocqueville Asset Management L.P. provides portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private funds, insurance companies, and public pension plans. The firm employs a multi-team structure with a bottom-up, value-oriented investment approach and is notable for its involvement with investment companies, private pooled vehicles, and affiliated broker-dealer services.

Leonard Marzigliano III is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Stifel Nicolaus & Co. from 2009 to 2023 and has been with The Pinnacle Financial Group and LPL Financial since 2023. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs both long-term and short-term strategies, managing accounts primarily on a discretionary basis with regular portfolio monitoring.

Adrian Rose is a financial advisor at Maxim Financial Advisors LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Maxim Group LLC since 2016. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, and various institutional clients. The firm’s advisors tailor investment strategies using a range of vehicles such as mutual funds, ETFs, equities, fixed income, and options, combining individual styles with third-party research and model portfolios.

Elisa Verna Caspare is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at JPMorgan Securities LLC from 2013 to 2017. Caspare is also involved in a separate wealth strategies business for tax and investment purposes. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement for each client and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular reviews and the option to allocate to third-party managers.

Robert Kleinschmidt is a financial advisor at Tocqueville Asset Management L.P. in New York, NY, with 47 years of industry experience. He has been with Tocqueville since 1991 and holds the Series 63 designation. Kleinschmidt serves as Chief Investment Officer and Executive Chairman of the general partner at Tocqueville Management Corp. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a multi-team, bottom-up, value-oriented, and contrarian investment approach across various equity and fixed-income strategies, and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Keith Lane Zucker is a Series 66 credentialed advisor with 26 years of industry experience. He has been with Ingalls Investment Management, LLC since 2023 and has a 27-year tenure at Ingalls & Snyder LLC. Zucker serves as co-trustee for one family trust and is the executor of his mother's estate. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad range of clients, including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs various asset-management styles, offering services that range from long-term equity holdings to short-term trading, and participates in third-party wrap programs and private investment partnerships.