Jeremy Wittenberg is a CFP® with 12 years of industry experience and currently advises at Douglas C. Lane & Associates. His prior roles include positions 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, families, and institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, supported by proprietary fundamental research and a flexible core investment strategy.

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.

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.

Mark Childs is a financial advisor at SVB Wealth with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including JPMorgan Chase, HSBC, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individuals and families to corporations and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental, quantitative, and technical analysis and provides both discretionary and non-discretionary investment solutions.

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.

Kaitlin Weidner is a CFA® charterholder based in New York, NY, with 3 years of industry experience. She has been with Douglas C. Lane & Associates since 2013. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a proprietary fundamental research approach and offers customized portfolios with a focus on individual equity securities and fixed income, alongside financial planning and access to third-party investment solutions.

James Breece IV is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and has been affiliated with Spears Abacus Advisors LLC since 2010. Cannell & Spears LLC 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 based on proprietary fundamental research and manages several billion dollars in client assets through a multi-team structure.

Alfredo Garcia is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Amerant Investments, Inc. Alfredo is based in New York, NY. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, often utilizing customized model portfolios and third-party managers.

Dinamarie Isola is a financial advisor with Ritholtz Wealth Management in New York, NY, holding a Series 65 designation and bringing 5 years of industry experience. She has been with Ritholtz Wealth Management since 2015 and is also the owner and president of RealSmartica, Inc., a company focused on financial education covering budgeting, wealth building strategies, and college selection and funding. In addition to her advisory work, she provides freelance writing and publishes educational and investment-related research articles for non-investment management clients. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Michael Bertash is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Tocqueville Securities, L.P. since 2009 and at Franklin Credit Management Corporation since 1998. Bertash serves as Director of Institutional Client Services at Tocqueville Asset Management LP. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, 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 across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and an affiliated broker-dealer.

Peter Bruno is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Signature Securities, Charles Schwab & Co., Inc., TD Ameritrade, and Equitable, LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages roughly $784 million in discretionary assets and employs a strategy of diversified allocations across mutual funds, ETFs, alternative investments, and third-party managers.

Ross Gladstone is a financial advisor at A.G.P. / Alliance Global Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, David Lerner Associates, and Spartan Capital Securities. Outside of his advisory work, he restores and sells vintage axes as a personal business venture. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and third-party sub-advisory services.

Laurence Ach is a financial advisor at Klingenstein Fields Advisors with five years of industry experience. He holds the CIC, Series 63, and Series 65 designations and has been with the firm and its predecessor entities since 2010. Klingenstein Fields Advisors manages approximately $4.7 billion for individuals, families, trusts, and institutional clients, providing portfolio management, wealth management, investment consulting, financial planning, and outsourced chief investment officer services. The firm employs a team-based fundamental research approach combined with both top-down and bottom-up analysis and integrates a closed-architecture core equity portfolio with an open-architecture asset allocation framework.

Benner Ulrich is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding Series 65 and Series 63 licenses with five years of industry experience. He has been with Tocqueville since 2017 and previously worked at Breithorn Capital Management LLC from 2009 to 2017. Tocqueville Asset Management LP manages over $10 billion in assets and offers portfolio management, sub-advisory, and wrap account services to a diverse client base including individuals, institutions, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies, with an organizational structure of independent investment teams.

Robert Case is a financial advisor at Ingalls Investment Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Bear, Stearns & Co. Inc. and J.P. Morgan Securities Inc. He serves as a trustee for three family trusts, dedicating less than one hour monthly to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs multiple asset-management styles and offers services ranging from long-term equity holdings to short-term trading and special strategies, including participation in third-party wrap programs and private investment partnerships.

Blake Spencer is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding a Series 63 designation and eight years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2018. Outside of his advisory role, he is involved with Alphastrat Wealth Inc., a business entity established for tax and investment purposes. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm uses a combination of fundamental analysis and both long- and short-term trading strategies, managing accounts generally on a discretionary basis with regular portfolio monitoring.

Dennis Lam is a financial advisor at Hamlin Capital Management, LLC, holding a Series 65 credential with four years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension plans, and charitable organizations. The firm focuses on current income through high-dividend equities and high-yield municipal and taxable bonds, employing fundamental credit analysis and long-term investment strategies.

John Smit is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Jefferies LLC since 2015 and joined Jefferies Investment Advisers LLC in 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm employs a customized, collaborative planning process supported by third-party software and scenario analyses, focusing on comprehensive planning rather than security-specific investment recommendations.