Leandro Milititsky is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Jefferies LLC and its affiliated entities since 2012. 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 covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support their recommendations.

Thomas Boucher Jr. is a financial advisor at Ingalls Investment Management, LLC with 45 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1992. Outside of his advisory role, he serves as a trustee of five family trusts. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs a variety of asset-management styles and offers specialized services including financial planning, sub-advisory support, and management of third-party wrap programs.

Connor Mahoney is a financial advisor at NFSG Corporation with five years of industry experience. He holds the Series 66 designation and has previously worked at Newbridge Securities Corporation and Greycliff Wealth Management. Outside his advisory role, he is involved with Mahoney Asset Management, a limited liability company focused on lead generation and sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing diversified portfolios constructed from equities, ETFs, mutual funds, fixed income, and other instruments.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Scott Dresser is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) based in New York, NY, holding a Series 65 designation with two years of industry experience. His prior experience includes four years at Wetherby Asset Management and multiple roles within the LNW organization since 2022. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach incorporating active managers, tax-aware strategies, and alternative investments.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

Scott Shames is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes roles at National Asset Management, Inc. and V-Finance. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering services such as portfolio management, financial planning, and capital markets advisory. The firm combines advisory and brokerage services with a focus on international investing and various specialized investment strategies.

Kevin Young is a CFP® with 19 years of experience in the financial services industry. He has worked at Ritholtz Wealth Management since 2021 and previously spent six years with Northwestern Mutual in various roles. He is also the owner of Chartwell Services LLC, a company providing expense-related services to Ritholtz Wealth Management. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive financial planning and portfolio management. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified low-cost ETFs, tactical overlays, and alternative investments alongside digital platforms for model portfolio management.

Ileana Platt is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with various Jefferies entities since 2015. Outside of her advisory role, she is a general partner in a real estate partnership and serves as a director of a real estate holding company. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses, using a customized and collaborative planning process supported by third-party software and scenario analysis.

Phillip Pedrena is a Series 66–registered advisor with Snowden Capital Advisors LLC, based in New York, NY. He has 19 years of industry experience and has worked at Snowden Lane Partners since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.

Paul Lambert is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 15 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 2010, serving as a portfolio manager and 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 a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and affiliated broker-dealer operations.

Ana Avina is a financial advisor at Jefferies Investment Advisers LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Jefferies LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and offers a wide range of planning topics including tax, estate, executive compensation, and philanthropic planning.

Dennison Veru is a financial advisor with Palisade Capital Management, LP, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Palisade since 2000. Mr. Veru serves on the boards of directors for Brickell Biotech, Inc. and BioCancell, Ltd., both portfolio companies advised by Palisade Capital Management. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across multiple equity and fixed income strategies, and holds formal subadvisory relationships alongside its separate account management.

Robert Peller is a financial advisor with The AmeriFlex Group in New York, NY, holding a Series 63 designation and 26 years of industry experience. His prior work includes long tenures at Cetera and Kestra, as well as a position at Premier Exhibitions Inc. Outside of his advisory role, he serves as treasurer for the Peller Family Foundation, a 501(c)(3) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.

James Deutsch is a financial advisor at Gilder Gagnon Howe & Co. LLC with 24 years of industry experience. He has been with the firm since 2000. Outside of his advisory role, he serves as a trustee on the investment committee at Trinity School and is a board member on the investment committee for the NYU Law Foundation. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, charitable organizations, corporations, and retirement plans through multiple independent portfolio managers who employ an active, growth-oriented equity strategy. The firm operates as both a registered investment adviser and broker-dealer, offering client brokerage accounts with distinctive trading flexibility and transaction-based commissions on non-retirement accounts.

Kenneth Pollinger is a financial advisor with Klingenstein Fields Advisors in New York, NY, holding a Series 65 credential and five years of industry experience. He has worked at Klingenstein, Fields & Co., L.L.C. since 2013 and is also associated with KF Group, L.P. Additionally, he serves as a Director and member of the Audit Committee of Brandywine Trust Company, LLC, a Delaware trust company providing fiduciary and administrative services. Klingenstein Fields Advisors offers discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and operates both core equity model portfolios and open-architecture asset allocations, including management of affiliated private funds.

Robert Tansey is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Wedbush in 2020. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, with approximately $5.68 billion in regulatory assets under management.

Brennan Tobin is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with Wedbush Securities since 2014. Wedbush Securities serves a broad range of clients including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and market functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer, clearing, custody, and capital markets services, including commodities and derivatives.

Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.