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.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.

Michael Delfino is a financial advisor at Pinnacle Associates, Ltd. with four years of industry experience. He has been with Pinnacle Associates since 2005. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional investors. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers tailored strategies across equity and balanced portfolios, as well as model management and sub-advisory services for various programs.

David Mazzullo is a financial advisor at Cannell & Spears LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JonesTrading for over two decades. Outside of his advisory role, he is a part-owner of several businesses related to Hotel Dylan and non-investment real estate ventures. Cannell & Spears LLC provides discretionary portfolio management and financial planning to a diverse set of clients, including individuals, trusts, and tax-exempt organizations. The firm employs a long-term, value-oriented approach grounded in proprietary fundamental research and offers tailored asset allocation that may include illiquid securities and private placements.

Stuart Conley is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is a founding partner of Hyperion Wealth Advisors LLC and serves as a board officer and temporary president of a residential cooperative in New York City. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James Fields is a financial advisor at Klingenstein Fields Advisors with six years at the firm and a total of five years of industry experience. He serves as a director representing the firm’s investment in Wealth PFM, LLC, advising on software strategy and capital raising. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research approach with a long-term orientation and manages both open- and closed-architecture portfolios, including affiliated private funds.

Alexander Clinton is a financial advisor at Clinton Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at the University of Richmond and Fox Lane Public Schools. Clinton Investment Management, LLC manages municipal fixed-income portfolios for a diverse client base, including individuals, high-net-worth clients, institutions, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves both direct clients and intermediaries with discretionary portfolio management and sub-advisory services.

Regina Pitaro is a financial advisor at GAMCO Asset Management Inc. with 43 years of industry experience. She has been with Gabelli & Company, Inc. and GAMCO Investors, Inc. since 1984. Pitaro holds Series 63 and Series 65 licenses and serves as a manager of several investment-related limited liability companies focused on equities, hedge funds, and specialty products. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and private clients such as employee benefit plans, endowments, corporations, and sovereign wealth funds. The firm’s investment approach centers on a Private Market Value philosophy supported by fundamental research and company-specific catalysts, offering a range of customized institutional separate-account composites and sub-advisory roles.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Lane Bucklan is a financial advisor with Clinton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Iridian Asset Management LLC and IAM Capital Corporation for nearly two decades before joining Clinton Investment Management. Clinton Investment Management, LLC manages municipal fixed-income portfolios for a range of clients including 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 a sub-adviser to multiple MassMutual municipal funds.

Matthew Ruffalo is a CFP®, CFA®, and Series 66-registered financial advisor with eight years of industry experience. He is currently with Citizens Private Wealth in Tarrytown, NY, and has held roles at Citizens Bank and Citizens Securities, Inc. since 2015. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Harold Kalkstein is a financial advisor with Latitude Advisors, LLC in New York, NY, holding a Series 63 credential and over 43 years of industry experience. He has been with Latitude Advisors since 2014 and has a background that includes long-term involvement with Personnel Resources Consultants and Benefits Dynamics. Outside of his advisory work, Kalkstein owns and operates businesses in property and casualty insurance, meeting planning services, and marine accessories. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority on third-party model implementations.

Kevin Jacobs is a financial advisor at O'Shaughnessy Asset Management, LLC with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Franklin Distributors, Legg Mason & Co, Green Harvest Asset Management, and New York Life & MainStay Investments. 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 an advisor-facing platform with customizable managed options and sub-advisory services.

David Gao is a Series 65-licensed financial advisor at Savvy with three years of industry experience. His prior roles include positions at Campbell Wealth Management, United Capital Management, and Merching Capital Management. Before entering the financial industry, he worked at Kneaders Bakery & Cafe. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Kristian Linnet is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Jefferies and Company, Inc. since 2012. Outside of his advisory role, he is the owner of Linnet Development LLC, a real estate construction and development business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and utilizes third-party software and scenario analysis tools to support client planning.

Charles Tricomi Jr. is a financial advisor at Greenwich Wealth Management, LLC with 2 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. His previous positions include roles at Green Americas Energy, Crestwood Advisors Group LLC, and BNY Mellon Wealth Management. Outside of financial advising, he works as an independent real estate advisor with Sotheby’s International Realty, assisting residential clients in buying and selling properties. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and other advisory services, utilizing a range of investment strategies across multiple instruments and maintaining an active oversight framework.

Bryan Pinedo is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 license and three years of industry experience. His background includes roles at Merrill, Optima Fund Management, and Cerulli Associates. Bryan is based in New York, NY. Jefferies Investment Advisers LLC offers fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis tools.

Thomas Palumbo is a financial advisor with Consolidated Portfolio Review Corp, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His career includes roles at 3 D Wealth Ria, LLC, Vanderbilt Securities, LLC, Sterling Monroe Securities, LLC, and Provident Mutual. He serves as President of 4 Anchorage Lane Owners, Inc., overseeing financial and operational matters for the cooperative. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs a tailored, advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across a broad range of securities.

Meredith Lipman is a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior career includes roles at Morgan Stanley and involvement with organizations such as EmpowHer Purpose and the University of Southern California. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion.

Anthony Vollmer is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Franklin Distributors, LLC, and Legg Mason & Co LLC. 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 platform for advisors, managing mutual funds, ETFs, and sub-advisory mandates.