Joseph Esposito is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and has also worked at LPL Financial since 2002. Outside of his advisory role, he is involved in property management through Securities Reality LLC. The Pinnacle Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Michael Cally is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Velocity Capital, LLC and Jefferies LLC. Outside of finance, he has experience working in the hospitality sector at Jake's Bar and Grill. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process utilizing third-party software and offers a broad range of planning topics including tax, estate, and philanthropic planning.

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.

Lisa James is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Ingalls & Snyder LLC and operated a design and development business. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to option writing and private investment partnerships.

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 in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ingalls & Snyder LLC, Integrated AG, Bank of America, and Merrill. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, institutions, and various organizations, employing diverse asset-management styles that include fundamental, technical, and cyclical analysis. The firm also manages private investment partnerships, participates in third-party wrap programs, and operates a donor-advised fund program.

Paul Hellman is a CFP® professional with 11 years of experience in the financial services industry. He currently works at MissionSquare Retirement and MissionSquare Investment Services and has held positions at Northwestern Mutual and Ernst and Young. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management, supporting over 40,000 participants through a multi-team advisory structure.

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.

Gabriella Visconti is a financial advisor at Aegis Capital Corp. based in New York, NY. She holds Series 63 and Series 66 licenses and has been with Aegis Capital Corp. since 2025. Gabriella's experience in the industry is currently under one year. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on primarily non-discretionary advisory relationships.

John Ronan is a CFP® and Series 65 licensed advisor with five years of industry experience. He is currently with RWA Wealth Partners, where he has worked since 2020. Prior to that, he held roles at UBS and One Charles Private Wealth. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management strategies.

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® 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.

Jesse Christensen is a financial advisor at New Edge Wealth with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Cherry Lane Capital, and Chesapeake Asset Management. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics alongside adviser judgment.

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.

Christina Massalay is a CFP® professional with 13 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2023. Prior to her current role, she worked for 11 years at Credit Suisse Securities (USA) LLC. Main Street Financial Solutions serves a diverse client base, offering financial planning, investment management, and fiduciary consulting with an academic-based, multi-asset class approach that includes both passive and active investment strategies tailored to client objectives and risk profiles.