Moshe Alpert is a CFP®, ChFC® certificant with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2026 and previously spent over a decade at Northwestern Mutual in various wealth management and investment roles. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis to offer discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Anya Sanjay Dalal is a financial advisor at Clinton Investment Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Clinton Investment Management in 2025, she held positions at Morgan Stanley and Vermilion Rock Advisors. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for 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 as a sub-adviser to multiple MassMutual municipal funds.

Max Schaul is a CFA® charterholder at Pinnacle Associates, Ltd. with 13 years of industry experience. He has been with Pinnacle Associates since 2011. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a broad client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and serves as a portfolio manager for wrap programs and UMA platforms.

Michael Mccarthy is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Private Client Services, Mayflower Financial Advisors, and Wells Fargo Advisors. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary investment solutions.

Seth Katz is a financial advisor at Summit Trail Advisors, LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Summit Trail Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Summit Trail Advisors serves individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction using an open-architecture approach that includes ETFs, mutual funds, separate accounts, independent managers, and private funds.

Laura Foster is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. She holds the Series 63 designation and has worked at firms including Eaton Vance Distributors, Inc., Parametric, and Vise. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside sub-advisory and third-party mutual fund and ETF management.

Steven Castrello is a financial advisor at Aegis Capital Corp. with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Osaic, Ameriprise Financial Services LLC, Royal Alliance Associates, and Jhfn Sii. Outside of his advisory role, he is involved with ACC Agency Inc., an insurance general agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and managed account programs through platforms such as RBC and AXOS. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program offerings.

Cintia Kempkes is a CFP®-designated financial advisor at Ingalls Investment Management, LLC with 16 years of industry experience. She previously worked at Valmark Securities, Inc. and Capital Formation Group, Inc. from 2017 to 2020. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, and charitable organizations. The firm offers diverse asset management styles and acts as an investment manager in third-party wrap programs and private investment partnerships.

Kendra Rizkalla is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Siguler Guff & Company, LP for ten years. 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 planning process. The firm employs third-party financial planning software and scenario analysis to support its recommendations, while maintaining a separation between planning and implementation services.

Thomas Farrell is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2019. Prior to his current role, he worked at Farrell Electric Incorporated and the University at Albany, State University of New York. Outside of his advisory work, he contributes as a research analyst and content creator for Messari.io, a company focused on digital assets. 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 approach based on empirical research and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Jaime Sanchez Yarza is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he worked for a combined 15 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, including the use of unaffiliated sub-advisers and third-party managers, and provides programs to advise on externally held assets and employer-sponsored retirement plans.

Tomas McMillan II is a financial advisor at Dynamic with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for the New York City Department of Education for sixteen years. In addition to his advisory role, he also sells life insurance. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, with a focus on customized, long-term investment strategies.

Jaclyn Green is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment strategies including third-party manager selection and an Assets Held Away program.

Robert Constant is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 47 years of industry experience. He has worked at Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2012. 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. The firm offers a broad range of planning topics and uses third-party software and scenario analysis to support its financial plans.

Eric Platt is a financial advisor at Jefferies Investment Advisers LLC with seven years of industry experience. He previously worked at M&G Investment Management Limited, OneDigital, and HSBC Securities (USA) Inc. among other firms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm follows a customized, collaborative planning process that incorporates third-party financial planning software and scenario analysis to support client goals.

Jose Oliveira is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds the Series 66 designation and has 24 years of industry experience. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and employs a multi-team approach combined with institutional capabilities.

Kathryn Swain is a financial advisor with Calamos Wealth Management LLC in New York, NY. She holds Series 63, 65, and 66 credentials and has 25 years of industry experience. Her prior roles include positions at Goldman Sachs, Churchill Management, Nectar, and LPL Enterprise LLC. Swain is also a business owner of Nectar. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm utilizes a comprehensive investment process incorporating asset allocation, quantitative and qualitative evaluation, and a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Robert Cannon is a financial advisor with Simplicity Wealth in Riverside, CT, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Experity Wealth, Foundations Investment Advisors LLC, and Rudman Cannon Financial Advisors. Outside of his advisory role, he is the owner of Cannon Wealth Solutions Inc., an agency for personal life insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, combined with technology and operational services for other advisors.

Jacqueline Gibson is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Arete Wealth Management, she worked at Golub Capital, Beacon Hill Staffing Group, and held roles in public health and medical organizations. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of advisor-driven and proprietary model allocations to manage assets on a discretionary basis and employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Lindsay Cherashore is a Series 65-licensed financial advisor at Circle Wealth Management, LLC, with eight years of industry experience. She has been with Circle Wealth Management since 2013. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with around $50 million in investable assets and emphasizes a tailored investment approach supported by proprietary due diligence and comprehensive portfolio monitoring.