Horace Boone is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 license and 37 years of industry experience. He has been affiliated with Ingalls & Snyder, LLC since 1993 and joined Ingalls Investment Management in 2026. Boone serves on the boards of several private and public companies, including Yangaroo, Inc., where he is interim chairman of the audit committee, and is involved in various investment-related trustee roles. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management strategies and participates as an investment manager in third-party wrap programs, donor-advised funds, and private investment partnerships.

Amy Pastorino is a CFP® with 18 years of industry experience, currently serving at Pinnacle Associates, Ltd. Since 2020, she has worked at Morgan Stanley Smith Barney LLC and previously spent four years with TIAA-CREF Individual & Institutional Services, LLC. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, and institutions. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities alongside other investment vehicles.

Samuel Colleran is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms, including Spouting Rock Asset Management and Merrill. Colleran is based in New York, NY. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various investment strategies.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Private Bank and Morgan Stanley for ten years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and oversight to manage a range of investment types.

Gregory Franks is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He has been with Snowden Capital Advisors and its related entity, Snowden Account Services, Inc., since 2012. Outside of his advisory role, he is the owner of Indian Mountain Capital LLC, a holding company for personal assets. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Brian Stigliano is a CFP® with 19 years of experience in the financial services industry. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held positions at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, consulting, and family-office style services with an emphasis on discretionary mandates guided by Investment Policy Statements.

Daryll Ganz is a financial advisor at Vanderbilt Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and Vanderbilt Securities. Ganz is also a partner at Fixed Income Management Group and is a licensed independent insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christian Pevarnik is a financial advisor with Arax Advisory Partners in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2009. In addition to advisory services, he is licensed to sell insurance with multiple companies and receives commissions related to those sales. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management strategies and offers a range of services including financial planning and retirement plan consulting, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

David Bock is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Vanderbilt Securities, LLC since 2012. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach, combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Scott Hall is a CFA® charterholder with 18 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has prior experience at Stifel and various Jefferies affiliates. Hall serves on the board of Kindness Creators Intergenerational Montessori School, a nonprofit educational program. 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 covers a wide range of planning topics.

Timothy Archard is a CFA® charterholder with 11 years of industry experience. He is currently with The Pinnacle Financial Group and previously worked at NFP Retirement, Inc., American Funds, and Capital Group Companies. The Pinnacle Financial Group serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, applying fundamental analysis and a range of investment strategies to meet client objectives.

Anna Van Pilsum Johnson is a CFP® at Aspiriant, LLC with one year of industry experience. She has worked at Aspiriant since 2022 and previously held positions at Forage Kitchen, The Gap, and Lunds & Byerlys. Aspiriant serves high-net-worth individuals, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm utilizes customized investment programs informed by internal Capital Market Expectations and offers a range of implementation options including third-party managers and private investments.

Benjamin Coulthard is a financial advisor with Ritholtz Wealth Management in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Ritholtz, he worked at Congress Wealth Management and held various roles at State Street Global Advisors. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment approach that integrates behavioral finance principles, using diversified low-cost ETFs, tactical overlays, and alternatives, and offers both advisor-led and digital portfolio management services.

Eli Cohen is a financial advisor at GenTrust with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with GenTrust Wealth Management since 2012 and Old City Securities LLC since 2015. Cohen is a principal and head of alternative investments at GenTrust and Catenary Asset Management, registered investment advisers with shared ownership. GenTrust is an SEC-registered investment adviser serving high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutions. The firm manages approximately $5.2 billion in assets, employing a multifaceted investment approach that includes fundamental, technical, and macroeconomic analysis integrated with risk management and asset allocation strategies.

Sarah Whitman is a financial advisor at Stephens with six years of industry experience. She previously worked at Goldman Sachs and has held roles at various firms, including Stackline Partners and Chilton Investment Partners. Whitman earned experience at UNC Kenan-Flagler Business School and worked at Shoo Lab for several years. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Leah Adamucci is a financial advisor at Robertson Stephens with a Series 65 designation and four years of industry experience. Prior to joining Robertson Stephens in 2025, she worked at Baldwin Wealth Partners, LLC for five years and at Fiduciary Trust Company International for another five years. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm offers comprehensive investment advisory services combining individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee.

Wilton Mejia is a financial advisor at Snowden Capital Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Snowden Lane Partners and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Playa Please Inc., a rental property business in the Bronx. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and estate planning, utilizing multi-team resources and institutional capabilities to manage a broad range of investment strategies and client types.

Stephen Distante is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He holds a Series 63 designation and has held roles at multiple financial entities, including ARK Global and Consolidated Portfolio Review Corp. Outside of his advisory work, he is active as a documentary film producer, book author, and is involved in entrepreneurial initiatives such as creating a platform that connects investors and entrepreneurs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning services. The firm’s investment approach involves strategic asset allocation and a combination of fundamental, technical, and charting analysis, supporting a range of client objectives and integrating plan administration with advisory services.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.