Jacobson Bathelmy is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer for a condominium association. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and utilizes customized model portfolios with third-party manager selection and oversight.

Ron Zuckerman is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2023 and Laidlaw & Company (UK) Ltd from 2004 to 2023. Snowden Capital Advisors LLC serves a range of clients 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 third-party manager selection, utilizing customized model portfolios and a variety of investment tools across multiple asset classes.

Harrison Fischer is a financial advisor at A.G.P. / Alliance Global Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is a partner in Koohlah LLC, a food manufacturing business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing and offers a range of strategies including separately managed accounts and third-party manager programs.

Gregory Owsiany is an advisor at Bison Wealth, LLC with securities licenses Series 65 and Series 63. He has one year of industry experience, including roles at BNY Mellon Securities Corporation and BNY. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm combines tactical and strategic allocations across liquid and private-market investments and provides option-based overlay strategies through an affiliated sub-adviser.

Gustavo Peguero is a CFP® professional with five years at Joel Isaacson & Co., LLC and a total of two years in the financial advisory industry. His prior experience includes roles at Stawnychy Financial and FHC Wealth Advisors, as well as six years at Essex Pharmacy before entering the financial sector. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, along with corporate pension plans and charitable organizations. The firm manages approximately $8 billion in assets through a team of about 20 advisors and offers services including financial planning, tax advice, portfolio management, and family-office support.

Scott Rochlin is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Maxim Financial Advisors since 2006 and is also affiliated with 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 range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm manages assets using various investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Zainur Rahman is a financial advisor at United Capital Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including JP Morgan Chase Bank, JP Morgan Securities LLC, Morgan Stanley, and Lion Street Financial. Rahman is also a registered representative and independent contractor of Integrity Alliance, LLC. United Capital Financial Advisors provides national financial planning and discretionary investment management to a broad range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions supported by a diverse affiliate network and a technology platform that serves other independent advisors.

Kristin Venne is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Jefferies Investment Advisers LLC since 2023, with concurrent experience at Leucadia Asset Management and Jefferies LLC since 2015. 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, collaborative planning process covering various topics such as tax and estate planning, executive compensation, and philanthropic planning.

Ovadya Aryeh is a financial advisor at Asset Preservation Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 14 years before joining Asset Preservation Advisors. He has been with Asset Preservation Advisors since 2024 and recently worked with iM Global US Distributors, LLC. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, offering active fixed-income strategies focused on tax-exempt and taxable municipal bonds. The firm manages over $11 billion in discretionary assets with a concentrated municipal-only approach and integrates ESG criteria through its Positive Impact Tax-Exempt Strategy.

Eric Freedgood is a CFA® charterholder with 19 years of industry experience. He has been with Pinnacle Associates, Ltd. in New York, NY since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base that includes individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across equity and fixed income, as well as model portfolios and sub-advisory services to third-party programs.

Christopher Yonkers is a financial advisor at RBC Securities, Inc. based in New York, NY. He holds a Series 66 designation and has held various roles in the financial and healthcare industries since 2017, including positions at City National Bank and JP Morgan. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, offering discretionary portfolio management alongside affiliated bank and trust services.

Noah Mussman is a financial advisor at Cantor Fitzgerald Investment Advisors with Series 66 credentials and two years of industry experience. He previously worked at Equitable Advisors, LLC and participated in a Baylor University exchange program. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with a focus on asset allocation, portfolio construction, and periodic rebalancing, offering strategic, tactical, and opportunistic approaches primarily using index-based ETFs.

Carmine Passante is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 26 years of industry experience, including eight years with American Portfolios Advisors, Inc. and recent tenure at Ausdal Financial Partners. Outside of his advisory role, he provides insurance products to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion in assets through a large network of advisors. The firm offers a variety of investment advisory and brokerage services tailored to client objectives, utilizing multiple custodians and integrating third-party managers.

Simon Chung is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 44 years of industry experience. He has been with Bishop, Rosen & Co., Inc. since 2013. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis in its investment approach.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides 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, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

Christopher Wolfe is a financial advisor with Vanderbilt Advisory Services and holds a Series 63 designation. He has 25 years of industry experience, including roles at American Portfolios Financial Services, Inc., Park Avenue Securities, and Guardian Life Insurance Co. Outside of his advisory work, Wolfe is involved in insurance sales and marketing through his role as president of CJW Financial Associates and serves as an independent insurance agent. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY. He holds Series 65 and Series 63 licenses and has seven years of experience with Williams Jones Wealth Management following a seven-year tenure at Williams Jones & Associates, LLC. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated investment approach focused on individual equities, fixed income, mutual funds, ETFs, and private funds, emphasizing growth-at-a-reasonable-price equity selection and active, tax-aware fixed-income management.

Jason Morad is a Series 65 licensed financial advisor with 17 years of industry experience. He is currently with Ingalls Investment Management, LLC and has been associated with their affiliated broker-dealer, Ingalls & Snyder, LLC, since 2015. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base that includes individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services such as portfolio consulting, financial planning, and management of private investment partnerships.

Robert Limmer is a financial advisor with Wedbush Securities Inc. and Onward Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at UBS, LPL Financial, and Gladstone Institutional Advisory. He also serves on the advisory board of BiCoastal Wealth Management, advising on business structure and branding. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.