Donald Dowd III is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. He has been with Pinnacle Associates since 2006. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, bottom-up equity strategies combined with valuation-sensitive, long-term portfolio management and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Matthew Pereira is a financial advisor at Northern Trust Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Northern Trust Securities, he attended the University of Michigan, Stephen M. Ross School of Business. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through separately managed accounts and other managed portfolios, combining advisory, brokerage, and custody services.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with Series 66 credentials and six years of industry experience. He has been with Douglas C. Lane & Associates since 2005 and previously worked at Merrill for two years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals and various institutions. The firm emphasizes customized portfolios focusing on individual equity securities and fixed income, utilizing proprietary fundamental research and a flexible core investment strategy.

John McDermott is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Laidlaw & Company, Bank of America, Merrill, and U. S. Capital Wealth Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management while utilizing performance-based fee arrangements and a combination of internal and external asset management strategies.

Ian Dietz is a financial advisor with A.G.P. / Alliance Global Partners who holds a Series 63 designation and has 40 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in New York, NY. A.G.P. / Alliance Global Partners operates a multi-team platform with about 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach that integrates internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Adam Venokur is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He is currently with Aprio Wealth Management, LLC and its affiliated entities, where he has worked since 2021. Prior to that, he held roles at Tarlow & Co., CPA, and Equitable Advisors. He is also a partner at Aprio Advisory Group, a CPA advisory services firm. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside various portfolio management techniques and coordinates tax and accounting referrals with an affiliated CPA firm.

Robert Sherman is a CFP® and PFS™ with six years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2023. His prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, and Gerstein Fisher. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across asset classes, integrating sustainable investing options and tax-aware rebalancing.

Vasilios Rajendra is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Range Advisory, LLC and has held roles at Range Investing, LLC and Range Finance, Inc. since 2025. Prior to that, he worked at Raymond James & Associates, Inc. and Robert W. Baird. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and advises on about $17.4 billion through a model portfolio-driven, AI-supported investment approach.

Anna Seckular is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and 26 years of industry experience. She previously worked at Citigroup Global Markets for 18 years and spent time with Mercer Advisors before joining Flagstar. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and organizations. The firm manages assets on a discretionary basis using documented strategies and allocates among mutual funds, ETFs, alternative investments, and third-party managers.

Scott Mullady is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following prior roles including over a decade at Cetera Advisor Networks and ongoing ownership of Heritage Pension Advisors, a retirement plan administration firm he founded in 1995. Mullady is also an insurance agent selling life and annuities. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and a combination of fundamental, technical, and cyclical analysis.

David Carter is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at B. Riley Wealth Advisors, Inc., joining the firm in 2026. Prior to this, he held roles at J.J. Burns & Company, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire / Lenox Wealth Advisors LLC. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Qing Yin is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. Their prior roles include positions at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that incorporates third-party software and scenario analysis to support goal-based financial planning.

Michael Schmatz is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining Snowden Lane Partners in 2020. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes a multi-team approach with access to a wide range of investment tools and third-party managers while maintaining oversight and conducting ongoing due diligence.

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting with a focus on both non-high-net-worth and high-net-worth individuals.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.

Michael Delfino is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with five years of industry experience. He has been with Pinnacle Associates since 2005. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities and custom allocations for non-institutional clients.

David Mazzullo is a financial advisor at Cannell & Spears LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JonesTrading for over two decades. Outside of his advisory role, he is a part-owner of several businesses related to Hotel Dylan and non-investment real estate ventures. Cannell & Spears LLC provides discretionary portfolio management and financial planning to a diverse set of clients, including individuals, trusts, and tax-exempt organizations. The firm employs a long-term, value-oriented approach grounded in proprietary fundamental research and offers tailored asset allocation that may include illiquid securities and private placements.

Stuart Conley is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is a founding partner of Hyperion Wealth Advisors LLC and serves as a board officer and temporary president of a residential cooperative in New York City. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James Fields is a financial advisor at Klingenstein Fields Advisors with six years at the firm and a total of five years of industry experience. He serves as a director representing the firm’s investment in Wealth PFM, LLC, advising on software strategy and capital raising. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and manages both open- and closed-architecture portfolios, including affiliated private funds.