Ana Paula O'Keefe is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her previous roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and JP Morgan Securities Inc. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of advisory programs, leveraging a multi-team structure and institutional capabilities to support both domestic and non-U.S. clients.

Joseph Schlater is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Blaylock Van, LLC, Standard General, L.P., and Miracle Mile Advisors, LLC. Schlater has been with Composition Wealth since 2021. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans through a multi-advisor platform managing approximately $9.5 billion. The firm employs a long-term, asset-allocation driven approach utilizing diversified portfolios of low-cost mutual funds, ETFs, individual securities, and occasionally options or private investments, while providing ongoing oversight and rebalancing aligned with client risk profiles.

Solomon Chehebar is a financial advisor at Jefferies Investment Advisers LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Leucadia Asset Management LLC, Jefferies LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative process. The firm provides a range of planning services including tax, estate, executive compensation, and philanthropic planning, utilizing third-party software and probabilistic modeling to support financial strategies.

David Romhilt is a CFA® charterholder and financial advisor at Summit Trail Advisors, LLC in Chevy Chase, MD, with 10 years of industry experience. He has been with Summit Trail Advisors since 2015. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering a range of services such as portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Rosemarie Whyte Sewell is a financial advisor at Jefferies Investment Advisers LLC with six years of industry experience. She holds a Series 66 designation and has worked at Jefferies LLC since 2019, including her current role at Jefferies Investment Advisers since 2023. Prior to that, she was employed at PNC Bank and Sagicor Group Jamaica Limited. 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 planning process covering a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

Michael Buccino is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Joel Isaacson & Co., LLC since 2018 and previously spent eight years at The Dowling Group. Based in New York, NY, Buccino provides financial advisory services within a multi-advisor firm. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, along with corporate pension plans, charitable organizations, and non-HNW clients. The firm manages approximately $8.04 billion in assets through a team of about 20 advisors and offers comprehensive financial planning, tax advice, portfolio management, and family-office services, typically employing longer-term investment strategies with limited trading.

Megan Vacca is a financial advisor at Summit Trail Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Summit Trail Advisors since 2015, including a concurrent role at Summit Trail Securities from 2017. Prior to that, she was with Purshe Kaplan Sterling for two years. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering a range of services from portfolio management to family office and OCIO consulting.

Matthew Behrman is a financial advisor at Carret Asset Management, LLC with a Series 65 designation and two years of industry experience. He previously worked at BNY Mellon from 2018 to 2022. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other institutional and advisor clients. The firm emphasizes fundamental research and periodic rebalancing across fixed income, enhanced cash, and large-cap equity strategies, and also manages a registered mutual fund while providing sub-advisory and performance-based, leverage-enabled strategies.

Andrea Paragas is a financial advisor at Gilder Gagnon Howe & Co. LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2020. 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 with full trading discretion, offering differentiated portfolios and frequent trading activity.

Carolyn Finer is a CFA® charterholder with 20 years of industry experience, currently serving at RBC Securities, Inc. She previously worked at City National Rochdale and City National Securities, Inc. Her credentials also include Series 63 and Series 65 licenses. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm combines discretionary portfolio management by an affiliated sub-advisor with custodial and cash-management features, operating within a broad financial services group that includes banking, trust, and municipal advisory services.

Fabian Ohore is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 credential and has worked with various firms since 2019. In addition to his advisory role, Mr. Ohore serves as a schoolteacher in the New York City School District and works as an independent insurance agent. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a variety of investment strategies, including mutual funds, ETFs, and independent managers, and combines fundamental, technical, and cyclical analysis within its portfolio management approach.

Peter Ostberg is a financial advisor at Tocqueville Asset Management LP with 21 years of industry experience. He has been with Tocqueville Securities L.P. since 2003. Ostberg holds a Series 63 designation. Tocqueville Asset Management 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.

Michael Muratore is a financial advisor with Kingswood Wealth Advisors, LLC, based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LPL Financial, and Sterling National Bank. Outside of his advisory work, he is involved in real estate ownership through Chateau Income and Equity, LLC and Marshall Capital Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, consulting, and oversight of third-party managers.

Elizabeth Larson is a financial advisor at Ingalls Investment Management, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ingalls & Snyder, LLC and Robert E. Belknap & Co. for over three decades. Larson is also a trustee of a family trust since 2009, dedicating a limited amount of time to this role. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, trusts, and other entities. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services that include portfolio consulting, financial planning, and management of private investment partnerships.

Alexander Russo is a financial advisor at Santander Securities LLC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Citigroup, Cetera, HSBC, and JPMorgan Securities. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and emphasizes a broad retail and institutional client focus supported by an extensive branch and advisor network.

Jessica Mora is a CFP® professional with seven years of industry experience. She has been with Mission Wealth Management, LP since 2017 and previously worked at Kaye Capital Management from 2014 to 2017. Mora is a minority shareholder in Excelta Corporation, a manufacturing business. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm managing approximately $17.0 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and consulting through a tiered service model tailored to client complexity and asset size.

Carmen Casale is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining RBC Securities in 2025, Carmen worked for Citigroup Global Markets for 18 years. RBC Securities 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 within a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to clients.

Maureen Tompkins is a financial advisor at Williams Jones Wealth Management, LLC with four years of industry experience. She has been with Williams Jones Wealth Management since 2019 and previously worked at Williams, Jones & Associates, LLC from 2005 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios.

Donald Dowd III is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. He has been with Pinnacle Associates since 2006. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, bottom-up equity strategies combined with valuation-sensitive, long-term portfolio management and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with six years of industry experience and a Series 66 designation. He has been with Douglas C. Lane & Associates since 2005 and has also worked at Merrill since 2003. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, and other institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.