Thomas Desiderio is a financial advisor at Clinton Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Resolute Investment Distributors, Foreside Funds Distributors LLC, and Gotham Asset Management, LLC. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, and intermediaries. The firm employs an active, research-based investment approach focused on after-tax total return and serves as sub-adviser to several MassMutual municipal funds.

Zachary Nedell is a CFP® credentialed financial advisor with Aegis Capital Corp., bringing two years of industry experience. Prior to joining Aegis Capital, he worked in various roles including at Z Score Sports LLC and Cox Media Group. He was also affiliated with Binghamton University during his earlier career. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, known for its non-discretionary advisory approach and active broker-dealer operations.

Stephanie Farella is a CFP® professional with 10 years of experience in the financial services industry. She currently works at Jefferies Investment Advisers LLC and has held prior roles at Calamos Financial Services LLC, Morgan Stanley Private Bank, and Oppenheimer. Outside of finance, she is involved as a limited partner with Sexy Coffee, a coffee shop on Long Island, contributing to interior and menu design. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base including individuals, trusts, and charitable organizations, using a customized, collaborative approach supported by third-party planning software and probability-based scenario analysis.

Michael Caputo is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to his advisory work, he serves as president of MAC Pension, Inc. and is a member of the Estate Planning Council of Westchester County. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Thomas Canals is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Distributors, Dimensional Fund Advisors, and Vise. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform, combining scale in advisor headcount with multiple sub-advisory and affiliate relationships.

Timothy Ghriskey is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ingalls Investment Management, LLC. His prior roles include positions at Ingalls & Snyder LLC, Inverness Counsel, LLC, and Solaris Group - Solaris Asset Management. He also serves as a trustee for six family and friends trusts. 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, ranging from long-term equity holdings to short-term trading and option writing, and participates in private placements and third-party wrap programs.

Andre Renzo is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2014. Outside of his advisory role, he is involved as a clerical member of a real estate holding company, MSA Unlimited LLC. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Frank Ingarra Jr. is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Connectus Wealth. He spent ten years at NorthCoast before joining Kovitz and returning to the firm following its reorganization. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs quantitatively based, systematic investment processes using proprietary models, offering a range of strategies including strategic asset allocation, equity and fixed income, tactical equity, options-based overlays, and alternative interval funds.

Ted Brown is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Connecticut College, Joeb Moore and Partners, Stone Acres Farm, Rocky Point Club, and Greens Farms Academy. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements, proprietary due diligence, and comprehensive portfolio monitoring across public and private assets.

Alexandria Ferrara is a financial advisor at Capital Analysts with 11 years of industry experience. She holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2019. Prior to her advisory roles, she was employed at Danone North America for three years. Ferrara is also a Certified Public Accountant involved in tax preparation and insurance sales through A.T. Becker & Associates, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and offering tax-aware and rebalancing options.

Jesse Clinton is a CFP® with 23 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he serves as an officer and director on the board of the Ardsley Country Club, where he advises on fund allocation, budgeting, and policy. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently uses third-party managers while maintaining overall client oversight.

Christine Weston is a financial advisor at Ingalls Investment Management, LLC with 43 years of industry experience. She holds a Series 63 designation and has been with Ingalls & Snyder, LLC since 1982. Outside of her advisory role, she serves as a trustee for two client trusts, a position she has held since 2001. Ingalls Investment Management provides discretionary and non-discretionary advisory services to individuals, institutions, and various types of plans and organizations. The firm’s investment approach includes a range of asset-management styles, employing fundamental, technical, and cyclical analysis, and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Natalia Markowycz is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at City National Bank since 2017. 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 advisory services with a broad financial services group affiliated with a bank parent, offering portfolio management, financial planning, and access to various investment strategies.

Patrick Mcstay is a financial advisor at O'Shaughnessy Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been associated with both O'Shaughnessy Asset Management and Quasar Distributors, LLC since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside sub-advisory and mutual fund management services.

Wendy Popowich is a financial advisor at Palisade Capital Management, LP with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade Capital Management since 2004. Outside of her advisory role, she serves as a trustee for her son's trust. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach and maintains formal subadvisory relationships, including work with mutual funds and collective investment trusts.

Christopher D'agnes is a CFA® charterholder with three years of industry experience, currently serving at Hamlin Capital Management, LLC. He has been with Hamlin Capital Management since 2001. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, employing fundamental analysis and proprietary tools in its investment approach.

Ryan Casper is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. 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 process that includes goal setting, financial analysis, and periodic review. The firm employs third-party software and scenario-based modeling to assist planning but does not offer security-specific investment recommendations.

Katherine Stein is a financial advisor with Tsa Management Inc, holding a Series 66 designation and 15 years of industry experience. She has worked at Hrc Investment Services since 2013 and The Family Finances since 2010. Outside of advising, she owns and operates a tax preparation business, KPS Planning Inc. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diversified mix of securities through discretionary and non-discretionary portfolio management.

Todd Forgione is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including roles at Morgan Stanley, RBC Capital Markets, and the U.S. Department of Education. Outside of his advisory work, Forgione serves on the boards of the Ronald McDonald House of New York City and the Brian Forgione Foundation, both nonprofit organizations focused on supporting families and individuals in need. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm emphasizes proprietary ETF model portfolios and integrates strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Evan Binder is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Williams Jones Wealth Management, LLC since 2025. His prior experience includes roles at Longwave Financial, Commonwealth Financial Network, and The Vanguard Group. Outside of finance, he worked at Fireside Bar & Grill in 2017. Williams Jones Wealth Management serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and access to private investment vehicles. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management.