Wendy Popowich is a financial advisor at Palisade Capital Management, LP with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade Capital Management since 2004. Outside of her advisory role, she serves as a trustee for her son's trust. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach and maintains formal subadvisory relationships, including work with mutual funds and collective investment trusts.

Christopher D'agnes is a CFA® charterholder with three years of industry experience, currently serving at Hamlin Capital Management, LLC. He has been with Hamlin Capital Management since 2001. Hamlin Capital Management 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, employing fundamental analysis and proprietary tools in its investment approach.

Ryan Casper is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. 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, collaborative process that includes goal setting, financial analysis, and periodic review. The firm employs third-party software and scenario-based modeling to assist planning but does not offer security-specific investment recommendations.

Todd Forgione is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including roles at Morgan Stanley, RBC Capital Markets, and the U.S. Department of Education. Outside of his advisory work, Forgione serves on the boards of the Ronald McDonald House of New York City and the Brian Forgione Foundation, both nonprofit organizations focused on supporting families and individuals in need. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm emphasizes proprietary ETF model portfolios and integrates strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

John Bruggemann is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2015. He also holds adjunct professorship positions at Ramapo College of New Jersey and the New Jersey Institute of Technology School of Management, where he teaches economics and international finance courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets.

Philip Rutigliano is a CFP® with 30 years of experience in the financial services industry. He currently works at NFSG Corporation and has prior experience at firms including Aurora Capital LLC, PNC Wealth Management, and Chase Investment Services Corp. He also provides financial and insurance services through his role at Mahoney Asset Management. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a variety of investment approaches and supports its advisors with internal portfolio management and third-party asset manager options.

Michael March is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at NPA Asset Management, LLC since 2010. He also operates a tax preparation business and runs Educational Literacy Services, which provides college funding strategies for parents. Additionally, he participates in the finance committee of a local church, advising on financial and operational matters without compensation. NPA Asset Management, LLC is an SEC-registered investment adviser managing approximately $1.01 billion in client assets. The firm offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of third-party sub-advisors.

Ryan Degrau is a Certified Financial Planner™ with 18 years of industry experience. He is currently with RMR Wealth Builders, Inc., where he has worked since 2023, following prior roles at Calton & Associates, Inc. and earlier years at RMR Wealth Builders. Outside of advising, he serves as a director for HR Ease, a benefit administration platform, and holds board positions with the From Tessa With Love Foundation and Community Resources of Staten Island, a nonprofit agency. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional clients, offering portfolio management, financial planning, retirement fiduciary services, and specialist advisory options including annuity and digital asset management.

Evan Binder is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Williams Jones Wealth Management, LLC since 2025. His prior experience includes roles at Longwave Financial, Commonwealth Financial Network, and The Vanguard Group. Outside of finance, he worked at Fireside Bar & Grill in 2017. Williams Jones Wealth Management serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and access to private investment vehicles. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management.

David Betances is a financial advisor with Jefferies Investment Advisers LLC and holds the Series 66 designation. He has 15 years of industry experience, including roles at Jefferies LLC and Wells Fargo Clearing. Outside of his advisory work, he is a 50% owner of DEB Marine Services Inc, a boat services and parts company based in Miami Beach, FL. 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 covering a wide range of topics such as tax, estate, and philanthropic planning, utilizing third-party software and probability-based financial simulations.

Frederick Russell is a financial advisor at Moneco Advisors with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and Acorn Consulting Services, Inc. before joining Moneco Advisors. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative products, supported by ongoing portfolio monitoring and tax-efficient trading techniques.

Joshua Wolfel is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 designation and has been with Jefferies since 2024, including roles at Jefferies LLC prior to joining the advisory team. His background includes positions at Capco and Savana Inc, with earlier experience in retail and education sectors. 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 range of planning topics and employs a collaborative process supported by third-party financial planning software, focusing on customized client goals without providing security-specific investment recommendations.

Tsering Ngudu is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Tocqueville Securities L.P. since 2002, serving as a research analyst. 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 multiple investment teams with independent committees focusing on a bottom-up, value-oriented, and contrarian approach across various asset classes.

Evan Rapp is a financial advisor at Ingalls Investment Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he was affiliated with Ingalls & Snyder LLC and attended Boston College. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a variety of clients including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and offers services ranging from long-term equity holdings to more active strategies, managing accounts primarily on a discretionary basis.

David Konikow is a ChFC® with 25 years of industry experience. He has been with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2004 and co-owns Konikow Associates Inc., a firm specializing in employee benefits and life insurance sales and service. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, implementing solutions through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Terrence Britt is a financial advisor with Ashton Thomas Securities, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 35 years of industry experience. He has worked at Ashton Thomas Securities since 1991. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering various program structures and ERISA fiduciary services.

Ivor O'keeffe is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at City National Securities, Inc., Flagstar Advisors, Flagstar Bank, Signature Bank, and Signature Securities Group Corp. Since 2015, he has also served as a non-public arbitrator on FINRA arbitration and mediation panels. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements diversified portfolios using mutual funds, ETFs, SMAs, and individual securities.

Daniel Pisera is a financial advisor at Ingalls Investment Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder LLC since 2013. Pisera joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles, managing accounts primarily on a discretionary basis, and offers services such as financial planning, portfolio consulting, and private investment partnership management.

Sumit Handa is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and six years of industry experience. His prior roles include positions at BNY Mellon, Pennington Partners & Co., LLC, and Ashton Thomas Private Wealth, LLC. He also serves as Chief Investment Officer at Arax Investment Partners, where he manages day-to-day investment activities. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investment strategies supported by in-house teams and external managers.

Maritza Young is a financial advisor at Simon Quick Advisors, LLC in New York, NY, holding a Series 65 credential with four years of industry experience. She previously worked at KLS Professional Advisors Group, LLC for 12 years before joining Simon Quick Advisors in 2023. 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 allocates client assets among independent managers, mutual funds, ETFs, and affiliated private investment funds, and distinguishes itself through its private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings.