Megan Tom is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC, where she has worked since 2015 through its various business phases. Megan is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, with capabilities in active management, tax-aware strategies, and access to private funds.

Guy Riegel is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 designation and over 44 years of industry experience. He has been associated with Ingalls & Snyder, LLC since 1982 and joined Ingalls Investment Management in 2026. Riegel serves as the trustee of several family and friends' trusts and manages the estate planning entity Pakeen LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, and other clients. The firm employs varied asset-management styles and offers services including financial planning, third-party manager selection, and portfolio consulting across multiple investment strategies.

Keith Lester is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Regal Investment Advisors, and Ethos Technologies. Outside of advisory work, he operates KBL Enterprises, a personal business involved in streaming on Twitch. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers through its turnkey asset management platform.

Frank Malpigli is a financial advisor at Savvy with 43 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and American Portfolios Financial Services, Inc. Outside of advisory work, he owns and operates Malpigli & Associates Insurance Agency, Inc. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by technology and external research.

Christian Martin is a CFA® charterholder based in New York, NY, with one year of industry experience. He has been affiliated with Andersen Tax LLC since 2014. Andersen provides full-service investment consulting and performance measurement for individuals, families, and related entities, emphasizing non-discretionary investment advice integrated with tax consulting and financial planning. The firm focuses on strategic investment planning, portfolio optimization, and consolidated performance reporting while leveraging both internal and external resources for manager selection.

Jeffrey Gitterman is a financial advisor at Perigon Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors, Inc. He serves as a board member of the Childrens Health Institute, advising on fundraising for nonprofit research. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating investment management to independent managers while retaining oversight and proxy-voting responsibilities.

Theodore Mcdonagh is a financial advisor at Ashton Thomas Securities, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates. Outside of his advisory role, he serves on the Board of Trustees for Seton Hall Prep. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across 2,281 clients through a team of 18 advisors and offers various investment programs, including wrap and non-wrap options, model portfolios, and third-party sub-advisory arrangements.

William Jones, Jr. Jr. is a financial advisor at Williams Jones Wealth Management, LLC with 22 years of industry experience. He has worked at Williams Jones Wealth Management since 2019 and previously spent 31 years at Williams, Jones & Associates, LLC. Williams Jones Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth families, 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 intermediate-term fixed-income management, typically constructing concentrated portfolios of about 30 positions.

Tatiane Maeda Pascoal is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. She holds a Series 66 designation and has seven years of industry experience, including eight years at Citigroup and recent roles at Jefferies LLC and LPL Enterprise 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 emphasizes a customized and collaborative planning process using third-party software and scenario analysis, focusing on comprehensive financial planning rather than security-specific investment recommendations.

Geoffrey Hulme is a financial advisor at Ingalls Investment Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Steel Valley Advisors LLC and Gerber, LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base that includes individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and strategies, ranging from long-term equity holdings to short-term trading, and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Denis O'kane II is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 2009. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Shaiza Rizavi is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. She has been with the firm since 1996. Rizavi serves on the boards of Columbia Business School and Vanderbilt University, and is involved with the Tamer Institute for Social Enterprise as well as the Beaverkill Valley Land Trust. She is also co-owner of a regenerative organic farm. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Nicholas Iarrobino is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously at Regulus Advisors from 2015 to 2019. Outside of his advisory role, he is a licensed insurance agent and is involved in managing multiple real estate partnerships and property management entities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis.

Paul Benziger Jr. is a financial advisor at 1919 Investment Counsel, LLC in New York, NY, with 37 years of industry experience. He has been with 1919 Investment Counsel since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and public entities. The firm specializes in customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a variety of other financial services.

Michael Cally is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Velocity Capital, LLC and Jefferies LLC. Outside of finance, he has experience working in the hospitality sector at Jake's Bar and Grill. 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 utilizing third-party software and offers a broad range of planning topics including tax, estate, and philanthropic planning.

Salvatore Renzo is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with A.G.P. since 2019. Prior to this, he worked at Aegis Capital Corp. Renzo is also president of RS Unlimited dba The Reliance Group, where he manages day-to-day operations. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other clients, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Joseph Russo is a financial advisor at RMR Wealth Builders, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2004, with prior experience at Calton & Associates, Inc. from 2012 to 2023. Outside of his advisory role, he serves as a director for HR Ease, LLC, a benefit administration platform, and is president and director of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory program options.

Christopher Vetrano is a financial advisor at Chelsea Advisory Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chelsea Financial Services since 2007. In addition to his advisory role, he is involved in life insurance with National Life Group and Innovative Underwriters and spends time meeting with clients about retirement income needs through CV Wealth Management. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Lisa James is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ingalls & Snyder LLC since 2017. Prior to her advisory career, she was involved in design and development through her own business, Lisa James Design & Development, from 2014 to 2017. 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 employs multiple asset-management styles and manages accounts on a discretionary basis using various analytical approaches, offering services that range from long-term equity holdings to trading and private investment partnership management.

Andrew Allen is a financial advisor with RBC Securities, Inc. based in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at City National Securities, Inc. and Bank of America, N.A., including Merrill. Outside of his advisory work, he serves as a director of a K-8 nonprofit school, participates as a member in charitable organizations, and acts as an investment direction advisor for a Delaware trust. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor. The firm integrates multiple financial services under one group, including a bank parent and related entities, offering comprehensive financial planning, portfolio management, and custody features.