Robert Sherman is a CFP® and PFS™ credentialed advisor with six years of industry experience. He has worked at several firms, including Gerstein Fisher, Boston Private Wealth LLC, SVB Wealth LLC, and currently at F L Putnam Investment Management Co., where he has been since 2023. F L Putnam serves a diverse client base that includes individuals, institutions, and high-net-worth clients, offering a range of investment management and financial planning services. The firm employs a strategic asset allocation framework incorporating both internally managed and third-party strategies across multiple asset classes, and is noted for its management of the AOG Institutional Fund and ownership of Darwin Trust Company.

Vincent Mattone is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Advisors Capital Management, LLC since 2021 and previously spent six years at TD Private Client Wealth LLC and TD Bank, N.A. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm operates as both an outsourced investment manager to unaffiliated registered investment advisers and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Michael Bermingham is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, with 12 years of industry experience. He has been with the firm since 2012 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Jonathan Powell is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Summit Trail Advisors, LLC since 2015 and at Summit Trail Securities, LLC since 2017. Summit Trail Advisors serves a diverse client base including individuals, trusts, business entities, and institutional clients, offering portfolio management, financial planning, and family-office services. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes, using an open-architecture approach with institutional share classes, ETFs, separate accounts, and private funds.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Qing Yin is a financial advisor with Jefferies Investment Advisers LLC holding Series 63, Series 65, and Series 66 licenses and has one year of industry experience. Previously, Yin worked at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. 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 planning process that includes topics such as tax and estate planning, executive compensation, and philanthropic planning.

Michael Schmatz is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining Snowden Lane Partners in 2020. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes a multi-team approach with access to a wide range of investment tools and third-party managers while maintaining oversight and conducting ongoing due diligence.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

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. in New York, NY, with five years of industry experience. He has been with Pinnacle Associates since 2005. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities and custom allocations for non-institutional clients.

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.

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.

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.

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.

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.