Maria Pansini is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. She has two years of industry experience, including prior roles at Snowden Lane Partners and teaching positions at Princeton University and The Agnes Irwin School. Snowden Capital Advisors LLC serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, third-party manager selection, and a broad range of investment tools.

Thomas Hakala is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the PFS™ designation and previously worked for Fieldpoint Private Securities LLC for 10 years. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers and global custodian platforms in its investment approach.

Andrew Grossman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corp from 2015 to 2022. Grossman is also involved with North Shore Wealth Management, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Sidney Goudie is a CFA® charterholder with 4 years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2019. Prior to this, he worked at Williams, Jones & Associates, LLC for 11 years. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth families, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, GARP-oriented equity investments, and active intermediate-term fixed-income management.

Heather Perlmutter is a financial advisor at Tocqueville Asset Management LP with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Tocqueville Securities L.P. since 2008, serving as a portfolio manager. Tocqueville Asset Management L.P. offers discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including high-net-worth individuals, registered investment companies, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and manages both separate accounts and pooled vehicles.

Pamela Raviol is a financial advisor at Douglass Winthrop Advisors LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Douglass Winthrop Advisors since 2018, following a 31-year tenure at Train, Babcock Advisors LLC. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm emphasizes a fiduciary approach with portfolios that include domestic and international equities and investment-grade fixed income, offering both core equity and a defined Sustainable Equity Strategy.

Manuel Uranga is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Bolton Securities Corporation. He is also the owner and general partner of A Plus Capital, LLC, an entity involved in securities and investment advisory businesses. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies across multiple asset classes.

Michael Brabant is a financial advisor at Jefferies Investment Advisers LLC with 38 years of industry experience. He holds the Series 66 designation and has worked with Jefferies-affiliated entities since 2009. He serves on the CAIS Advisory Council, a volunteer role focused on alternative asset platform developments. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm offers a customized planning process incorporating various financial topics and utilizes third-party software and scenario analysis to support client goals.

Scott Monty is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a broad range of clients, including individuals, trusts, and charitable organizations. The firm emphasizes a customized, collaborative planning process supported by third-party software and probability-based scenario analysis.

Frank Stolba is a financial advisor at Ingalls Investment Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been affiliated with Ingalls & Snyder, LLC since 1998, transitioning to Ingalls Investment Management in 2026. Ingalls Investment Management serves a diverse client base including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment advisory services, employing various asset-management styles and strategies that include long-term equity holdings, short-term trading, option writing, and management of private investment partnerships.

Joshua Rinkov is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Jefferies-affiliated firms since 2013 and has an investment-related business, RINKOV LP, based in Illinois. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities using a customized, collaborative process supported by third-party software and scenario analysis.

Jake Wu is a financial advisor at Copper Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UNFCU Advisors, Santander Bank, Merrill, and Bank of America. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm supports both individual and institutional clients and employs an advisory model focused on third-party manager referrals and in-house portfolio management.

Louis Rusinowitz is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group, LLC. Rusinowitz is president and owner of LMR Planning Services, Inc., a personal tax planning firm. Arkadios Wealth Advisors delivers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers comprehensive financial planning and reporting solutions.

Christakis Charalambous is a CFA® charterholder and financial advisor at Leo Wealth, LLC with four years of industry experience. He has worked at Leo Wealth since 2021 and previously at Edge Wealth Management from 2011 to 2019. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, institutions, and retirement plans. The firm employs a multi-faceted investment approach that incorporates diversified ETF model portfolios, systematic single-stock models, and third-party managers, emphasizing tax efficiency and continuous account monitoring.

Emanuele Pirrello is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and with 20 years of industry experience. He has been associated with Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2009. Outside of his advisory role, he acts as Chief Operations Officer for a car-sharing startup focused on providing Tesla vehicles as an amenity in luxury residential buildings. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized, collaborative process supported by third-party financial planning software.

Morgan Mclanahan is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Jefferies LLC and Leucadia Asset Management LLC since 2014. Outside of his advisory role, he serves as a governor for The Meadow Club of Southampton, a private tennis club, where he is involved in long-term planning and membership issues. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base including individuals, trusts, estates, foundations, and corporations. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to develop and review financial plans.

Thomas De Cicco is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Jefferies LLC and Merrill, along with earlier positions in education at Sacred Heart University, Long Island University, and Saint Joseph by the Sea High School. 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 planning process using third-party software and focuses on a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Nicholas Petito is a financial advisor at Cannell & Spears LLC with four years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a plumber’s apprentice at Michael J Petito Plumbing & Heating. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Jacob Dempsey is a CFP® professional at Simon Quick Advisors, LLC with three years of industry experience. Prior to joining Simon Quick Advisors in 2023, he worked for ten years at Deloitte Tax LLP. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocations to independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Cole Aaronson is a financial advisor with A.G.P. / Alliance Global Partners, holding CFP®, Series 65, and Series 63 designations and bringing 11 years of industry experience. He previously worked at David Lerner Associates, inc for seven years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach emphasizing international investing and combines in-house management, third-party managers, and sub-advisers to deliver discretionary and non-discretionary strategies alongside brokerage and capital markets services.