William Herrman II is a financial advisor at Cannell & Spears LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Peter B. Cannell & Co., Inc. since 2018, following a 16-year tenure at Bernstein Private Wealth Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Andrew Leventhal is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley Private Bank. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.

Gregg Schriro is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2013. Outside of his advisory role, he is involved with Schriro Asset Management LLC, a business entity used for tax and investment purposes. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Bonnie Laurino is a CFP® professional with 43 years of industry experience, currently serving at The Pinnacle Financial Group. She previously worked at J P Morgan Securities LLC for 10 years and joined LPL Financial in 2024. Laurino is also a licensed notary in New York and is involved with Senior Services of North America. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and business entities. The firm employs a disciplined investment approach with written Investment Policy Statements and uses fundamental analysis across multiple asset classes, managing over $1.18 billion in discretionary assets.

Matthew Greenwald is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He holds a Series 65 designation and has been with Beck, Mack & Oliver since 2010. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach with a process-driven discipline tailored to clients’ objectives and tax status, and manages both registered investment companies and multiple private pooled funds.

Joseph Esposito is a financial advisor at The Pinnacle Financial Group with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial industry, he spent 15 years at Assumption College. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and trading strategies to manage portfolios primarily on a discretionary basis.

Joseph Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC, where he has worked since 2021. His prior experience includes roles at Laidlaw & Company, Laidlaw Wealth Management, and HSBC Bank USA. Outside of his advisory work, he is involved with Stonebriar Investments, LLC, an advisory business for which he holds life and health insurance licenses. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options, supported by a network of approximately 153 investment adviser representatives.

Roberto Homar Lopez is a financial advisor at Summit Trail Advisors, LLC in New York, NY, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior firms include UBS Financial Services, Bank of the West, and Popular Securities. Summit Trail Advisors serves a diverse client base including high-net-worth individuals, business entities, trusts, and institutional clients. The firm employs an open-architecture investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Brant Cavagnaro is a CFP® and CFA® with four years of industry experience. He currently works at Greenspring Advisors, LLC and previously spent eleven years at Wealthstream Advisors, Inc. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm utilizes fundamental, quantitative, and qualitative analysis alongside thorough due diligence and offers a notable suite of retirement services including The (k)larity Plan™ pooled employer plan and the (k)larity @ Work™ platform.

Samuel Baker is a financial advisor with Allen Investment Management, LLC and holds a Series 63 designation. He has 5 years of industry experience and has worked at Allen Investment Management since 2012. 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 long-only equity and thematic strategies.

Jesse Moreno is a CFP® with 17 years of experience in the financial services industry. He is currently with Cantor Fitzgerald Investment Advisors and has prior work history including MBSC Securities Corporation and LPL Financial. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Jeremy Wittenberg is a CFP® professional with 11 years of industry experience, currently serving at Douglas C. Lane & Associates since 2024. His prior experience includes roles at Corient Services LLC, Kore Private Wealth, Jeffries LLC, and UBS Financial Services. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on individual equities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.

Malcolm Macpherson Jr. is a CFA® charterholder and holds a Series 65 license, with four years of experience in the financial industry. He has been with Williams Jones Wealth Management, LLC since 2019 and previously worked at Williams, Jones & Associates, LLC from 2000 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity strategy and active fixed-income management, while also sponsoring affiliated funds and facilitating access to third-party managers and private investment opportunities.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, as well as at Atrium Advisors since 2001. Kaess is the founder of Feminomics, a business focused on women and money that provides web-based content and in-person presentations. She also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm implements investment strategies using proprietary models, third-party managers, and multiple platforms while supporting customized investment restrictions and conducting regular due diligence.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and institutional investors. The firm’s investment approach involves customized advice and a blend of mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.

Matthew Gordon is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2025. Prior to joining Greenspring, he worked for 12 years at Wealthstream Advisors, Inc. He is a member of the investment committee for Rodeph Sholom, where he assists in managing the temple's endowment and pension funds. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and offers fiduciary and non-fiduciary retirement plan services, including proprietary pooled employer plan platforms.

James Harvey II is a financial advisor at Tocqueville Asset Management LP with 16 years of industry experience. He holds the Series 63 designation and previously worked at Poplar Forest Capital LLC for 18 years before joining Tocqueville in 2025. Outside of his advisory role, he is the proprietor of Pigasus Vineyard LLC, a vineyard business selling grapes. Tocqueville Asset Management LP provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach through multiple independent Investment Teams across various asset classes and manages both separate accounts and pooled vehicles.

Joseph Werner is a financial advisor at Cannell & Spears LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Peter B. Cannell & Co., Inc. since 1991. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach grounded in proprietary fundamental research and serves as a sub-adviser to an exchange-traded fund.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Howard Kibrick is a CFP® with 29 years of industry experience, currently affiliated with TSA Management Inc. He has worked at HRC Investment Services since 2007 and Grant Wilfley Casting since 2026. Howard serves as President of the NENY Financial Planning Association Chapter and holds leadership roles at the Sidney Albert JCC of Albany, including assistant treasurer and treasurer on the finance committee. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, managing approximately $1.479 billion for around 2,566 clients across 31 advisors.