Christine Stafstrom is a financial advisor at Ingalls Investment Management, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, People's United Bank, and First Republic Investment Management, LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and offers services such as financial planning, third-party manager selection, and management of private investment partnerships.

Arthur Ferreri is a financial advisor at Gilder Gagnon Howe & Co. LLC with 30 years of industry experience. He has been with the firm since 2000. Ferreri holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

David Skolnik is a Financial Consultant at Fidelity Investments, where he focuses on making financial education accessible and effective to help clients live the lives they want. He works with clients through a planning process that begins with understanding their personal and financial goals. He and his team consider each client's unique circumstances to develop relevant strategies aimed at achieving what is most important to them. David has held various roles in the financial services industry since 1995. His professional experience includes positions as a Financial Advisor at Citizens Securities from 2020 to 2023, Regional Sales Manager at Huntington Financial Advisors from 2017 to 2019, Regional Manager at Edelman Financial Services from 2015 to 2017, Executive Vice President of Wealth Management at Comerica Securities from 2004 to 2013, Regional Vice President at Nationwide Investment Services from 2003 to 2004, and Executive Vice President of Wealth Management at Wells Fargo Investments from 1995 to 2003.

Thomas Filomena is a Series 66 licensed financial advisor with Maxim Financial Advisors LLC, based in New York, NY. He has 10 years of industry experience, working at Maxim Financial Advisors since 2016 and also associated with Maxim Group LLC and HydePoint Solutions, LLC since 2015. 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 entities. The firm employs a range of investment vehicles and analytical methods, managing assets through both wrap-fee and non-wrap programs, with reported assets under management of over $386 million as of December 31, 2024.

Elizabeth Newberry is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. She has been with Carret Asset Management, LLC since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a range of distinct sleeves such as fixed income, equity, and custom balanced approaches, often managing accounts on a discretionary basis.

Garrett Hill is a financial advisor at Sepio Capital, LP with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary strategies with allocations to unaffiliated independent managers, employing fundamental analysis and a generally long-term orientation while allowing shorter-term trading to meet client needs.

Mark Pittsey is a financial advisor at Flagstar Securities, Inc. in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flagstar, he worked at HSBC Private Bank and HSBC Securities (USA) Inc. and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts on a discretionary basis, employing a range of investment strategies and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

John Gray is a financial advisor with Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a range of proprietary equity and fixed-income strategies combined with outsourced CIO and risk analytics services, tailoring solutions to individual client portfolios.

Lucy Tang is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 10 years of industry experience. She has been with Gilder Gagnon Howe & Co. LLC since 2011. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Allen Jacobi is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at Snowden Capital Advisors since 2022. Prior to that, he spent 10 years at Fieldpoint Private Securities and Fieldpoint Private Bank & Trust. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combined with institutional capabilities.

Michael Tang is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Hamlin Capital Management, LLC in New York, NY. He has been with Hamlin Capital since 2013. Hamlin Capital Management, LLC provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools to manage long-term investments.

James Baroutas is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and B. Riley Wealth Management since 2015. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions through multiple program structures and research methods.

Todd Fliegel is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Carret Asset Management, LLC since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs fundamental research and periodic rebalancing to manage tailored investment strategies across multiple asset classes and techniques, generally on a discretionary basis.

Gregory Tomczak is an advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has experience as a practicing attorney, maintaining an active law practice through Tomczak Law, PLLC. His professional background includes legal work and licensed insurance activities related to accident, health, life, and variable annuities. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management using proprietary and third-party model portfolios. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and offers specialized retirement account management.

Daniel Menton is a CFP® with 27 years of industry experience, currently serving with Citizens Private Wealth. His prior experience includes roles at Flagstar Advisors and Signature Securities Group Corp. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides access to bank deposit programs, securities-based lending, and other affiliated services.

Jack Daly is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Btig LLC and IBISWorld. 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 and collaborative process that includes a variety of planning topics such as tax and estate planning, executive compensation, and philanthropic planning.

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., Quadstar Capital Advisors, and Gunnallen Financial. Michals serves on the board of directors for Manhattan Bridge Capital, a finance-related publicly traded company, and is involved with Save Asbury Park History, a nonprofit focused on historic preservation. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies, sub-advisory relationships, and separately managed accounts, with an emphasis on international equity and value-oriented approaches.

Franco Agapito is a CFA® charterholder with 18 years of industry experience. He currently serves at Williams Jones Wealth Management, LLC and has prior experience with Columbia Management Advisors, LLC and Riversource Fund Distributors, Inc. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to a range of clients including individuals, families, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price (GARP) equity strategy, and active fixed-income management, while also offering access to third-party managers and private investment funds.

Lyman Delano is a financial advisor at Beck, Mack & Oliver LLC with 13 years of industry experience. He has been with Beck, Mack & Oliver since 2005. Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts, serving individuals, high-net-worth clients, trusts, tax-exempt institutions, and pooled investment vehicles. The firm follows a long-only, value-based equity approach rooted in fundamental research, managing approximately $6.1 billion and acting as investment adviser to various private funds and partnerships.

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.