Thomas Haggerty is an investment advisor representative with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investment, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Guardian Life, LPL Financial, and Private Advisor Group. Outside of his advisory duties, he serves as a board member for a residential apartment complex in Woodside, NY. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and acts as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Brian Solomon is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers while maintaining client oversight.

Neil Meissner is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His career includes roles at Morgan Stanley & Co., Incorporated and Morgan Stanley Smith Barney, spanning nearly two decades before joining B. Riley Wealth Management and subsequently B. Riley Wealth Advisors. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services such as advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs multiple program structures and offers both discretionary and non-discretionary account management, utilizing proprietary asset allocation models and third-party sub-advisers.

Todd Mcdonald is a CFA® charterholder currently with United Capital Financial Advisors, where he has worked since 2025. He has prior experience at Apexium Financial LP and WealthSpire Advisors, totaling over 12 years in the financial industry. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, supported by proprietary technology and a range of affiliated services.

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.

Stephen Levine is a financial advisor at Latitude Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West 5 Boroughs, Inc. and Harbor Financial Inc., where he serves as president. Outside of his advisory role, Levine owns and operates Power Connections Network – Nassau County, a networking group focused on building relationships with accountants and prospective clients. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

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® credentialed financial advisor with 17 years of industry experience. She is currently with Ingalls Investment Management, LLC, where she has worked since 2026. Her prior experience includes roles at Valmark Securities, Inc. and Capital Formation Group, Inc. Ingalls Investment Management provides investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs multiple asset-management styles, managing accounts primarily on a discretionary basis using a mix of fundamental, technical, and cyclical analysis.

Thomas Fredrickson is a CFP® with 10 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. He holds a Series 65 license and is a general partner at Fredin Associates, an investment-related business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a wide range of clients, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and offers educational workshops, real-time planning sessions, and pension consulting services.

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.

Carly Cohen is a financial advisor at Jordan Park Group LLC with a Series 65 credential and two years of industry experience. Prior to joining Jordan Park, she worked at Freestone Capital Management, Chase Bank, and held a position at Delfino's Chicago Style Pizzeria. Jordan Park Group serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, focusing on clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, employing customized investment guidelines and integrating ESG considerations when requested.

Thomas Scarpaci Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Client One Securities, LLC, Ic Advisory Services Inc., and The Investment Center, Inc. Outside of advisory work, he is involved in energy conservation consulting as an officer and majority owner of Energy Solutions Group, Inc., and is a partner in several other business ventures including Financial Solutions Group, LLC; Captive Solutions LLC; and Tax Credit Genius LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers using a combination of project-based planning, ongoing asset management, and proprietary advisory platforms.

Jaime Sanchez Yarza is a financial advisor at Snowden Capital Advisors LLC in New York, NY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2007 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, managing approximately $8.9 billion in regulatory assets under management.

Heather Mc Clintock is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and eight years of industry experience. She has worked at Kovack Advisors, Securities America, and Investacorp, and also maintains an ongoing affiliation with The Blair Financial Group. Outside of her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a structured investment process utilizing internal models, third-party managers, and ongoing portfolio monitoring.

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 at Jefferies Investment Advisers LLC with 47 years of industry experience. He holds a Series 63 designation and has worked at Jefferies & Company, Inc. since 2012, including time at Leucadia Asset Management LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process that incorporates third-party software and probability-based analyses to support a range of planning topics.

Eric Platt is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. His previous roles include positions at OneDigital and M&G Investment Management Limited. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a collaborative and customized planning process incorporating third-party software and probability-based outcome simulations.

Jose Oliveira is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Snowden Capital Advisors LLC 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, and third-party manager selection, combining multi-team scale with institutional capabilities.

Kathryn Swain is a financial advisor with Calamos Wealth Management LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Goldman Sachs, Churchill Management, and LPL Enterprise, and she has owned the business Nectar since 2021. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach combines quantitative and qualitative evaluation with asset allocation across a diverse range of securities, including mutual funds, ETFs, and private investment funds.

Daniel Claps is a financial advisor at Arete Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corporation. Outside of his advisory role, he is a licensed insurance agent selling fixed insurance products and serves as an OSJ principal for HudsonPoint Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.