Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Roosevelt Investment Group and Unified Financial Securities. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining macroeconomic and security-level analysis across various asset classes.

Salvatore Renzo is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked at A.G.P. since 2019 and has been with Aegis Capital Corp since 2014. Renzo is also president of RS Unlimited dba The Reliance Group, where he manages day-to-day activities. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm employs an open-architecture investment approach that includes internally managed strategies, co- and sub-advisory relationships, and both discretionary and non-discretionary mandates.

Michael Cottet is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at Stansberry Research for 15 years and is currently Chief Strategy Officer at both Buck Wealth Strategies and E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and uses third-party tools to tailor allocations based on quantified client risk profiles.

Paul Feibus is a Series 65 licensed advisor at NorthCoast Asset Management LLC with industry experience including roles at Kovitz Investment Group Partners, Connectus Wealth, Osprey Funds, and Morgan Stanley. His career spans various positions from 2014 to the present, mostly concentrated in investment management. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Lisa James is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ingalls & Snyder LLC since 2017. Prior to her advisory career, she was involved in design and development through her own business, Lisa James Design & Development, from 2014 to 2017. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs multiple asset-management styles and manages accounts on a discretionary basis using various analytical approaches, offering services that range from long-term equity holdings to trading and private investment partnership management.

Andrew Allen is a financial advisor with RBC Securities, Inc. based in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at City National Securities, Inc. and Bank of America, N.A., including Merrill. Outside of his advisory work, he serves as a director of a K-8 nonprofit school, participates as a member in charitable organizations, and acts as an investment direction advisor for a Delaware trust. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor. The firm integrates multiple financial services under one group, including a bank parent and related entities, offering comprehensive financial planning, portfolio management, and custody features.

John Hughes is a financial advisor at Ingalls Investment Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Ingalls & Snyder LLC, Integrated AG, Bank of America, and Merrill. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs various asset-management styles, managing accounts primarily on a discretionary basis using fundamental, technical, and cyclical analysis.

David Paley is a financial advisor with Mariner Independent in New York, NY. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at AdvicePeriod, LLC and KLS Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrated with institutional and fiduciary resources.

Andrew Schiff is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of advising, he earns royalties from a book published by Wiley & Sons. A.G.P. / Alliance Global Partners is a multi-team platform managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering services including portfolio management, financial and retirement planning, and brokerage and insurance products.

Joseph De Martinis is a CFP® professional at Prosperity - An EisnerAmper Company with one year of industry experience. Prior to joining Prosperity in 2025, he worked at EisnerAmper from 2022 and at Raich Ende Malter, Co. LLP from 2007 to 2022. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using a range of discretionary and non-discretionary management strategies and leveraging third-party managers and technology platforms.

Selene Zhao is a CFP® with six years of industry experience, currently serving at Flagstar Securities, Inc. in New York, NY. She has held prior roles at Raymond James & Associates, Jefferies LLC, Lenox Wealth Advisors, Morgan Stanley, and CITIC Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a mix of mutual funds, ETFs, alternative investments, and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

Michael Kimmel is a CFP® and Series 65-registered advisor at Greenspring Advisors, LLC with nine years of industry experience. He previously worked at Wealthstream Advisors, Inc. for 14 years before joining Greenspring in 2025. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Adam Betancourt is a CFA® charterholder with five years of industry experience. He currently works at New Edge Wealth and previously held roles at Summit Trail Advisors, LLC and Bank of America. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Kamaldai Rahman is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He has held positions at several firms, including HSBC Securities (USA) Inc., Citigroup, and Signature Securities Group. Rahman holds Series 63 and Series 66 licenses. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Christian Park is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Ingalls Investment Management since 2026 and previously worked at Ingalls & Snyder, LLC beginning in 2013. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management strategies and participates in third-party wrap programs, donor-advised fund operations, and private investment partnerships.

August Miele is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities and Santander Bank since 2013. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across some 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors through platforms co-sponsored by Fidelity Institutional Wealth Adviser and implemented with third-party discretionary managers.

Christian Giannangeli is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior experience includes roles at LPL Financial, Stratos Wealth Partners, Bank of America, Merrill, and JPMorgan Chase. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized portfolio management and planning solutions, employing primarily index-based, long-term strategies alongside active equity and tax-aware direct indexing approaches.

Karen Legotte Langdon is a financial advisor at Gilder Gagnon Howe & Co. LLC with 33 years of industry experience. She has been with the firm since 1991 and holds a Series 63 designation. Outside of her advisory role, she serves as Treasurer and on the Finance and Executive Committees of Concerned Citizens Of Montauk, a nonprofit organization. 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 focusing primarily on stocks and combines fundamental and technical research to manage separate client accounts.

Marina Milner is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. Her prior employment includes roles at Nick's Del Mar, Copa Health, and John Cabot University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Citizens Investor Services and other financial firms since 2013. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs a due diligence process to select and monitor third-party managers and offers discretionary and non-discretionary investment management through its investment adviser representatives.