Brendan Devine is a financial advisor at Carret Asset Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at MarketAxess and Tesla Motors. Devine began his career after graduating from Bentley University. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other institutional and advisor clients. The firm offers discretionary portfolio management with an emphasis on fixed income, enhanced cash, large-cap equity, and a Leveraged Opportunity Strategy, and provides sub-advisory services and performance-based arrangements that may utilize leverage, short positions, or derivatives.

William Simmons is a financial advisor at Ingalls Investment Management, LLC with 49 years of industry experience. He holds a Series 63 designation and has been associated with Ingalls & Snyder, LLC since 1975. Simmons is also a managing member of two family-formed limited liability companies investing in a bio-tech company, a role he performs without compensation. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, with strategies ranging from long-term equity holdings to short-term trading and option writing.

Mier Wang is a financial advisor at Maridea Wealth Management with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Silver Point Capital and MGG Investment Group. Outside of finance, he owns multiple restaurants in New York City through AYS Noodle Company LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $2 billion in client assets using diversified, tax-aware portfolios primarily composed of low-cost mutual funds and ETFs, and incorporates AI tools to support research and administrative tasks under human oversight.

Leandro Infantino is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He previously worked at Jefferies LLC and Nomura Securities International, Inc. Infantino serves as an advisor for the investment committee of the Flinfer Family Trust, which invests internationally in energy, tourism, and infrastructure. He is also a member of the advisory board for Sacred Heart Academy Hamden, providing financial and development advice. Insigneo Advisory Services offers investment advisory and consulting to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging-market exposures.

Sami Sharif is a CFA® charterholder with seven years of industry experience. He has been with Klingman and Associates, LLC since 2018 and previously worked at Raymond James Financial Services, Inc. and Sontag Advisory. Klingman and Associates serves high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors, managing approximately $4.84 billion in assets. The firm’s investment process is guided by an Investment Committee and based on Modern Portfolio Theory, utilizing a range of investment vehicles including mutual funds, ETFs, separate accounts, and occasionally illiquid alternatives.

Robert Eide is a financial advisor with Aegis Capital Corp. in New York, NY, holding over 44 years of industry experience. He has been with Aegis since 1981. Outside of his advisory role, he serves as an independent outside director and committee member for Nathans Famous Inc., a food service company, and is also a practicing attorney representing financial service clients through his own firm. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options, access to managed account programs, and comprehensive trade execution, clearing, custody, and reporting services.

Juan Romero is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Encompass More, he worked at Income Lab and TD Bank, and has experience in education at John Jay College of Criminal Justice and the High School for Arts and Business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and select digital-asset exposures.

Jacobson Bathelmy is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Clearing, and Chase Investment Services Corp. Outside of advising, he serves as treasurer for a condominium association. Snowden Capital Advisors LLC provides portfolio management, investment consulting, and financial planning services to high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm employs customized model portfolios and utilizes third-party managers while maintaining overall client oversight.

Ron Zuckerman is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2023 and Laidlaw & Company (UK) Ltd from 2004 to 2023. Snowden Capital Advisors LLC serves a range of clients 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, utilizing customized model portfolios and a variety of investment tools across multiple asset classes.

Harrison Fischer is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining A.G.P. in 2019. Outside of his advisory role, he is a partner in Koohlah LLC, a food manufacturing business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, operating both advisory and broker-dealer businesses along with managing pooled vehicles.

Gregory Owsiany is an advisor with Bison Wealth, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at BNY Mellon Securities Corporation and BNY. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs an outcome-focused investment approach using multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Gustavo Peguero is a CFP® professional at Joel Isaacson & Co., LLC with three years of industry experience. He has worked at Joel Isaacson & Co. since 2021 and has prior experience at Stawnychy Financial, FHC Wealth Advisors, and Essex Pharmacy. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily for high net worth individuals, with additional services for corporate pension plans, charitable organizations, and corporations. The firm emphasizes long-term investment strategies, offering both discretionary and non-discretionary advice, and integrates tax-aware activities and periodic client reviews into its approach.

Zainur Rahman is a financial advisor at United Capital Financial Advisors with six years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including JP Morgan Chase Bank, JP Morgan Securities, Morgan Stanley, and Lion Street Financial. Rahman is also a registered representative and independent contractor of Integrity Alliance, LLC. United Capital provides national financial planning and discretionary investment management services to individual and high-net-worth clients, retirement plans, and institutional accounts. The firm supports customizable investment solutions and operates a technology platform, FinLife Partners, which serves independent advisors.

Kristin Venne is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Jefferies Investment Advisers since 2023 and has been with Jefferies LLC since 2015, including a prior role at Leucadia Asset Management. 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 collaborative, customized planning process using third-party software and probabilistic modeling to assist clients across a broad range of financial planning topics.

Ovadya Aryeh is a financial advisor at Asset Preservation Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 14 years before joining Asset Preservation Advisors. He has been with Asset Preservation Advisors since 2024 and recently worked with iM Global US Distributors, LLC. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering active fixed-income strategies focused on tax-exempt and taxable municipal bonds. The firm manages over $11 billion in discretionary assets with a concentrated municipal-only approach and integrates ESG criteria through its Positive Impact Tax-Exempt Strategy.

Eric Freedgood is a CFA® charterholder with 19 years of industry experience. He has been with Pinnacle Associates, Ltd. in New York, NY since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base that includes individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across equity and fixed income, as well as model portfolios and sub-advisory services to third-party programs.

Christopher Yonkers is a financial advisor at RBC Securities, Inc. based in New York, NY. He holds a Series 66 designation and has held various roles in the financial and healthcare industries since 2017, including positions at City National Bank and JP Morgan. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, offering discretionary portfolio management alongside affiliated bank and trust services.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides 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, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with seven years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2012. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as institutional clients including pension plans and charitable organizations. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity strategy and active, tax-aware fixed-income management.

Jason Morad is a Series 65-licensed financial advisor with 17 years of industry experience. He currently works at Ingalls Investment Management, LLC and previously held positions at Ingalls & Snyder, LLC, Capital Formation Group, Inc., and Silver Bridge. Ingalls Investment Management, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm offers a range of investment strategies, from long-term equity holdings to shorter-term trading, utilizing fundamental, technical, and cyclical analysis.