Alexander Russo is a financial advisor at Santander Securities LLC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Citigroup, Cetera, HSBC, and JPMorgan Securities. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and emphasizes a broad retail and institutional client focus supported by an extensive branch and advisor network.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.

Carmen Casale is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining RBC Securities in 2025, Carmen worked for Citigroup Global Markets for 18 years. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates advisory services within a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to clients.

Maureen Tompkins is a financial advisor at Williams Jones Wealth Management, LLC with four years of industry experience. She has been with Williams Jones Wealth Management since 2019 and previously worked at Williams, Jones & Associates, LLC from 2005 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios.

Donald Dowd III is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. He has been with Pinnacle Associates since 2006. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, bottom-up equity strategies combined with valuation-sensitive, long-term portfolio management and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Matthew Pereira is a financial advisor at Northern Trust Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Northern Trust Securities, he attended the University of Michigan, Stephen M. Ross School of Business. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through separately managed accounts and other managed portfolios, combining advisory, brokerage, and custody services.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with six years of industry experience and a Series 66 designation. He has been with Douglas C. Lane & Associates since 2005 and has also worked at Merrill since 2003. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, and other institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.

John McDermott is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Laidlaw & Company, Bank of America, Merrill, and U. S. Capital Wealth Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management while utilizing performance-based fee arrangements and a combination of internal and external asset management strategies.

Ian Dietz is a financial advisor with A.G.P. / Alliance Global Partners who holds a Series 63 designation and has 40 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in New York, NY. A.G.P. / Alliance Global Partners operates a multi-team platform with about 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach that integrates internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Adam Venokur is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He is currently with Aprio Wealth Management, LLC and its affiliated entities, where he has worked since 2021. Prior to that, he held roles at Tarlow & Co., CPA, and Equitable Advisors. He is also a partner at Aprio Advisory Group, a CPA advisory services firm. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside various portfolio management techniques and coordinates tax and accounting referrals with an affiliated CPA firm.

Robert Sherman is a CFP® and PFS™ with six years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2023. His prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, and Gerstein Fisher. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across asset classes, integrating sustainable investing options and tax-aware rebalancing.

Anna Seckular is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and 26 years of industry experience. She previously worked at Citigroup Global Markets for 18 years and spent time with Mercer Advisors before joining Flagstar. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and organizations. The firm manages assets on a discretionary basis using documented strategies and allocates among mutual funds, ETFs, alternative investments, and third-party managers.

Michael Bermingham is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, with 12 years of industry experience. He has been with the firm since 2012 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Scott Mullady is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following prior roles including over a decade at Cetera Advisor Networks and ongoing ownership of Heritage Pension Advisors, a retirement plan administration firm he founded in 1995. Mullady is also an insurance agent selling life and annuities. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and a combination of fundamental, technical, and cyclical analysis.

David Carter is a CFA® charterholder with nine years of industry experience. He is currently with B. Riley Wealth Advisors, Inc., where he has been since 2026. His prior experience includes roles at J.J. Burns & Company, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire / Lenox Wealth Advisors LLC. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers various programs incorporating both internal and third-party managed strategies and manages approximately $4.21 billion in client assets.

Jonathan Powell is a CFA® charterholder with 11 years of industry experience. He currently works at Summit Trail Advisors, LLC, where he has been since 2015, and previously held positions at Barclays Capital Inc. and Corient. Summit Trail Advisors serves a diverse client base including high-net-worth individuals, business entities, trusts, and institutional clients. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome categories.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Qing Yin is a financial advisor with Jefferies Investment Advisers LLC holding Series 63, Series 65, and Series 66 licenses and has one year of industry experience. Previously, Yin worked at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. 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 planning process that includes topics such as tax and estate planning, executive compensation, and philanthropic planning.

Michael Schmatz is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining Snowden Lane Partners in 2020. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes a multi-team approach with access to a wide range of investment tools and third-party managers while maintaining oversight and conducting ongoing due diligence.

Matthew Hunkele is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Brite Advisors USA, Inc., Touchstone Advisory, LLC, and deVere USA Inc. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting with a focus on both non-high-net-worth and high-net-worth individuals.