Christian Gallo is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Fieldpoint Private Securities LLC, Oppenheimer, and Equitable Advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and employs a multi-team approach with a broad range of investment tools and third-party manager relationships.

Michael Kreuzer is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith, Inc., and Bank of America, N.A. since 2009. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, often utilizing third-party managers for investment implementation.

Kurt Ryden is a financial advisor at Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside its dual registration as an adviser and broker-dealer.

Gustavo Colomina is a financial advisor at Jefferies Investment Advisers LLC with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including J.P. Morgan Securities, CITIGROUP, and Jefferies. He serves as a board member of the Briar Bay Townhouse Homeowners Association. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations, using a customized, collaborative process supported by third-party software to help clients define and pursue their financial goals.

Stephanie Roche is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients.

Gregory Kaplan is a CFA® charterholder with 17 years of industry experience. He currently works at Jefferies Investment Advisers LLC and has previously been associated with Rochdale Investment Management, Rim Securities, and City National Bank. Kaplan serves as a board member and treasurer for MIB Agents, a nonprofit organization focused on supporting children fighting osteosarcoma. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm utilizes a customized, collaborative planning process supported by third-party software to offer comprehensive financial planning without security-specific investment recommendations.

Catherine Tse is a financial advisor at Allen Investment Management, LLC with five years of industry experience. She holds a Series 63 designation and has previously worked at Qu Capital and Cascina LLC. Catherine is based in New York, NY. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs through discretionary and non-discretionary agreements, focusing on manager due diligence and a range of equity and multi-asset strategies.

Geoffrey Schiciano is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He has held various roles within Jefferies entities since 2013. Outside of his advisory work, he manages several family partnerships and LLCs that invest in private equity. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm delivers a customized planning process that incorporates third-party software and scenario analysis to support a range of financial planning needs.

Steven Dym is a financial advisor with Advisory Services Network, holding a Series 65 designation and bringing eight years of industry experience. He has worked at Advisory Services Network since 2017 and previously operated Steve I. Dym and Co. from 2011 to 2017. Outside of his advisory role, he serves as a professor of finance at Rutgers University and is a published author. Additionally, he is the rabbi of Congregation Boruch Taam, where he teaches and lectures. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and investment consulting using a variety of investment strategies and implementation options tailored to client objectives.

Benjamin Lanier is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Ingalls & Snyder LLC and Deloitte & Touche. Ingalls Investment Management provides discretionary and non-discretionary advisory services to a range of clients including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across multiple strategies.

William Spears is a CFA® charterholder with 4 years of industry experience. He is a member of SPEARS & CO. LLC, a holding company, and has been associated with Spears Abacus Advisors LLC since 2007. He is currently with Cannell & Spears LLC in New York, NY. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, and it operates as a multi-team structure with approximately 17 advisors managing several billion dollars in assets.

Craig Weiss is a financial advisor at OnePoint BFG Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and Summit Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing a mix of third-party managers, custodian platforms, and proprietary portfolio models. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and integrates technology and operational outsourcing into its services.

Howard Reizun is a CFP® with 26 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC since 2021. Prior to Kestra, he worked for 15 years at TIAA-CREF. He is managing partner of Evoke Wealth Management and president of HKR Wealth, a separate investment-related sole proprietorship. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions, managing approximately $13.45 billion in client assets as of the end of 2025. The firm offers a broad range of investment products and specialized services, with operational attributes including a trust company affiliation and third-party adviser relationships.

Henry Kaplan is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at National Asset Management and Morgan Stanley Distribution, Inc. He is also a limited partner and passive investor in a fixed income investment portfolio. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

John Pantowich is the sole advisor at TAG Associates LLC in New York, NY, with 14 years of industry experience. He has been with TAG Associates since 2002. TAG Associates provides multi-family office and portfolio management services primarily to high-net-worth individuals, family-related entities, trusts, estates, endowments, and certain retirement plans. The firm offers comprehensive wealth management, including portfolio management, tax planning, financial management, and estate/trust planning, and also advises pooled investment vehicles with both client and non-client investors.

Montague Henry is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dominick & Dickerman LLC and Merrill. He is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering a variety of investment programs and financial planning services. The firm manages approximately $4.21 billion in assets and employs about 173 advisors.

David Pearson is a financial advisor with Carret Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Carret Asset Management since 2004 and was previously with Carret and Company, LLC from 2002 to 2004. Carret Asset Management is an SEC-registered multi-team adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other institutional and advisor clients. The firm uses fundamental research and periodic rebalancing to structure portfolios with an emphasis on fixed income, enhanced cash, large-cap equity, and a Leveraged Opportunity Strategy, while also providing sub-advisory services and managing a registered mutual fund.

Adam Grisanti is a financial advisor at Ingalls Investment Management, LLC with 13 years of industry experience. He has worked at Ingalls Investment Management since 2026 and has been with the affiliated firm Ingalls & Snyder LLC since 2011. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies.

Alan Feldman is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He has held roles at Jefferies LLC, Leucadia Asset Management LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Feldman holds a Series 63 designation. 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, collaborative planning process covering a broad range of topics, including tax and estate planning, executive compensation, and philanthropic planning.

Kenneth Hartos is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Thrivent Financial, among other firms. Outside of his advisory role, he operates a small eBay business specializing in retro video games and collectibles. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels.