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 17 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of advising, he receives royalties from a non-investment-related book published by Wiley & Sons. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product distribution beyond standard advisory services.

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.

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.

Nicholas Giamarino is a financial advisor at Hennion & Walsh Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Merrill Lynch. Outside of his advisory work, he has ownership in a printing-related business entity. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Andrew Moss is a CFP® professional with 30 years of experience in the financial services industry. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for over two decades. Outside of his advisory work, Mr. Moss serves on the investment committee of the United Synagogue of Hoboken and manages financial duties for two commercial condominium associations in Hoboken, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client preferences.

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.

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.

Christian Giannangeli is a CFP® with seven years of industry experience, currently serving as a financial advisor at Savvy. His career 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 employs a primarily index-based, long-term investment approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

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 with Wedbush Securities Inc. in New York, NY. She holds a Series 66 designation and has been with Wedbush Securities since 2025. Her prior work experience includes roles in diverse industries such as healthcare, hospitality, and education. Wedbush Securities serves a broad client mix including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Mary Kade is a financial advisor at SVB Wealth with one year of industry experience. She holds a Series 65 designation and has worked with First Citizens Investor Services since 2026 and SVB Wealth since 2024. Her career also includes over a decade of experience at SVB Private, Boston Private, and KLS. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a comprehensive investment process involving third-party manager selection and oversight, and operates as a wholly owned subsidiary of First‑Citizens Bank & Trust Company.

Michael Farrell is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Arax Advisory Partners. He has previously worked at Piton Investment Management and U.S. Capital Wealth Advisors. Outside of his advisory role, Michael is Vice President of Farr Education, a nonprofit assisting charter schools, where he performs due diligence, financial modeling, and performance reporting. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management, third-party models, and customized asset allocation to meet client objectives, distinguishing itself through the use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

James Rabasca is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied for six years before joining Summit Financial in 2020. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through a team of 216 advisors. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities, operating both discretionary and consultative platforms.

Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. He has worked at Alliance Global Partners since 2026 and previously was employed by Lord Abbett & Co. LLC from 2022. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management, third-party managers, and sub-advisers to offer portfolio management, financial planning, brokerage, and capital markets services.

Nicole Boutmy De Katzmann is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Fieldpoint Private Securities, LLC since 2018 and Oppenheimer & Co. Inc. since 2015. Outside of her financial advisory work, she serves as President of the Board and Resource Development Committee member for the Westchester Ballet Company and is on the Advisory Committee of the Ballet Support Foundation. Snowden Capital Advisors serves high-net-worth individuals, family offices, institutions, and pension plans by providing portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, offering customized investment solutions that include third-party manager selection and oversight.

Monica Calabrese is a financial advisor at Bolton Securities Corporation with four years of industry experience. She previously worked at LifeInvest Wealth Management, LTD for seven years and EMC Managers Consulting, Ltd for eleven years. Monica is the founder and partner of Moneyology LLC, a company focused on providing financial education for women. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach tailors portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.