Jay Shah is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Outside of finance, he is involved with 360EMED LLC, a medical appointment scheduling business, where he serves as a consultant and equity owner. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internal strategies and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement advisory, and brokerage services.

Matthew Smith is a CFA® charterholder with 12 years of industry experience. He has worked with Citizens Private Wealth since 2020 and is also affiliated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, as well as pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research.

Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Michael Kimble is a CFA® charterholder with 15 years of industry experience. He has worked at firms including MacKay Shields LLC and Sanctuary Investors, and has been with Ingalls Investment Management, LLC since 2026. He also holds Series 63 and Series 65 licenses and is based in New York, NY. Ingalls Investment Management, LLC serves individuals, financial institutions, pension plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services. The firm employs a variety of asset-management styles, including fundamental, technical, and cyclical analysis, and manages accounts ranging from long-term equity holdings to short-term trading and private investment partnerships.

Brogan O'Connor is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He joined RMR Wealth Builders, Inc. in 2024 after spending 11 years at Sentinel Benefits & Financial Group. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Emanuel Weintraub is a CFA® charterholder with five years of industry experience. He is currently with Cannell & Spears LLC and has prior experience at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, operating within a multi-team structure of about 17 advisors.

John Winthrop is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and serves as a director of Groton Land Co. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts, emphasizing all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income.

Alexandra Chan is a financial advisor at Snowden Capital Advisors LLC with 13 years of industry experience. She holds a Series 66 credential and has worked at Snowden Lane Partners since 2017 and AllianceBernstein from 2012 to 2017. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, and financial planning services. The firm offers customized portfolios using a range of investment tools and frequently engages third-party managers while maintaining overall client oversight.

Jenna Morr is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2013. Based in New York, she has focused her career at Simon Quick Advisors, a firm that provides wealth management, investment consulting, financial and tax planning, and administrative services to individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients. Simon Quick Advisors employs a diverse investment approach, including allocation among independent managers, mutual funds, ETFs, and affiliated private funds, and integrates tax and back-office services such as tax return preparation and bill-pay.

Joshua Peltz is a CFP® professional with four years of industry experience, currently serving at Joel Isaacson & Co., LLC since 2010. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm that primarily serves high-net-worth individuals, as well as corporate pension and profit-sharing plans and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors, offering services including financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services.

Anna Mullen is a financial advisor at Brave Warrior Advisors, LLC with eight years at the firm and a total of five years of industry experience. She previously worked at Select Equity Group for two years. Outside of her advisory role, she is the founder of Layette Inc., a company developing a web application to help first-time parents coordinate hand-me-downs and recommendations. Brave Warrior Advisors provides discretionary investment supervisory services to individuals, trusts, estates, endowments, corporations, and pooled private fund investors through separately managed accounts and private funds. The firm focuses on a concentrated portfolio of fewer than 20 long equity positions selected through internal fundamental research and expert input.

John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Raho is also President of Sound Wealth Management, LLC, a private wealth management firm. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm provides a range of services including portfolio management, financial planning, retirement-plan advisory, and access to third-party money managers, using an open-architecture approach that combines internally managed strategies with sub-advisory relationships and model/wrap programs.

Mingqi Li is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds the Series 66 and Series 63 designations. Li serves as an independent board director for Synertone Communications Corporation, a communications equipment company in Hong Kong, and Neo-Neon Holdings Limited, a decorative and commercial LED lighting manufacturer. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolios and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

Sydney Mcgrew is a CFP® professional at Simon Quick Advisors, LLC with four years of industry experience. Prior to joining Simon Quick Advisors in 2022, Mcgrew worked at Wilmington Trust from 2020 to 2022 and was a full-time student from 2015 to 2020. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a diversified investment approach including independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.

Alexander Leon is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Signature Securities and HSBC Bank USA, N.A. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a discretionary investment approach that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager selection.

John Howley is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudent Financial Solutions and Merrill Lynch. 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 topics such as tax and estate planning, executive compensation, and philanthropic planning.

William White is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Belpointe since 2017 and previously held roles at Lexco Wealth Management Inc, Calder Service Systems, and National Planning Corp. White is also involved in selling life settlements and fixed insurance products on a limited basis. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and a variety of portfolio strategies, combining internal portfolio construction with third-party manager relationships tailored to client objectives and risk tolerance.

Stephen Farinacci is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 registrations with 32 years of industry experience. Prior to joining Flagstar, he worked at Signature Securities Group Corp. and HSBC Bank USA. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a range of investment strategies that include allocations to mutual funds, ETFs, alternative investments, and third-party managers.

Travis Anderson is a financial advisor at Gilder Gagnon Howe & Co. LLC with 47 years of industry experience. He has been with Gilder Gagnon Howe since 1977. Anderson serves as a member of the board of trustees and chairman of the finance committee for the American Battlefield Trust, a charitable organization focused on preserving historic battlefields. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and institutional clients. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research across separately managed accounts and retirement wrap programs.

Michael Meltzer is a Series 66-credentialed financial advisor with Tocqueville Asset Management LP in New York, NY. He has 25 years of industry experience and has worked at Tocqueville Securities L.P. since 2008. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm uses a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams.