Brian Gemino is a CFP® and Series 63-licensed advisor at Silvercrest Asset Management Group LLC with over 16 years at the firm and 17 years in the industry. He has been with Silvercrest since 2010 and also has experience at JNK Securities Corp. Silvercrest Asset Management Group LLC provides investment management and family-office services primarily to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Kimon Passios is a Series 65-licensed financial advisor at Pinnacle Associates, Ltd. with 12 years of industry experience. He has been with Pinnacle Associates since 1996. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers customized strategies that include equity, fixed income, and socially responsible options.

Cameron Ribler is a CFP® professional with eight years of industry experience, currently serving at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC for one year. He is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic, diversified investment approach, including active management and alternative investments, and is notable for sponsoring private funds and maintaining institutional relationships that support client services.

Harold Batlle is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and CitiGroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and businesses. The firm offers customized planning processes using third-party software and focuses on collaborative goal-setting and periodic plan reviews.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked with Huckleberry Capital Management since 2017. Outside of advisory roles, he serves as a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, implementing diversified mutual funds and ETFs while allowing individual securities and alternative investments when appropriate.

Richard Appaluccio is an advisor with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include five years at UBS Financial Services and tenure at Procyon Institutional Partners. He also engages in insurance sales on a limited basis. Procyon serves a broad client base, including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios with a long-term orientation, utilizing both internal management and third-party independent managers.

Adelfa Rosario is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. She holds a Series 66 designation and has worked at Bolton Securities Corporation and Bolton Global Capital since 2017, following prior roles at Safra Securities LLC and Safra National Bank of New York. Rosario is also the owner of AiM Fidelis Wealth Solutions, LLC and serves as plan sponsor and trustee of its 401(k) plan. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income, offering access to third-party managers and wrap-fee platforms.

Stanley Altmark is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2009. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm managing approximately $8.04 billion in client assets. The firm primarily serves high-net-worth individuals along with corporate pension plans, charitable organizations, and non-HNW clients, offering comprehensive financial planning, tax advice, portfolio management, and family-office services through a team of about 20 advisors.

Jerrold Klein is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2020, following seven years at United Advisor Services, LLC. Outside of his advisory role, he is involved as an owner of a strip mall shopping center through WEST ESPLANADE PROPERTIES, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves over 16,800 clients through a team of 274 advisors. The firm provides a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Sean Meehan is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding a Series 66 designation with 20 years of industry experience. He has been with Ingalls & Snyder LLC since 2005 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs multiple asset-management styles, offering strategies from long-term equity holdings to option writing and short-term trading, and participates in third-party wrap programs and private investment partnerships.

Kenneth Lee is a financial advisor at Ingalls Investment Management, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Tocqueville Securities L.P. He serves as a director on the board of Inuvo, Inc., a company engaged in advertising and marketing services. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to option writing and margin transactions.

Jerome Gaudry is a financial advisor at Hilltop Securities Inc. in New York, NY, holding a Series 66 credential with five years of industry experience. He previously worked at Natixis from 2004 to 2019. Outside of his advisory role, he serves as director of a family investment trust held by his children. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and emphasizes custody capabilities and diverse product access.

Paul Pfeiffer is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has worked at Spears Abacus Advisors LLC since 2009. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including high-net-worth individuals and various institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio construction.

Mark Neely is a financial advisor at GenTrust with one year of industry experience. He holds a Series 65 designation and previously worked at EIF Capital LLC for twelve years. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors, employing a strategy that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Kenneth Mathieson is a financial advisor with Arax Advisory Partners in New York, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, Laidlaw Wealth Management, Steward Partners Investment Advisory, and Raymond James Financial Services. Outside of advising, he has a small real estate business renting out his home. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation.

Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 15 years of industry experience. He has held previous roles at Griffin Capital Securities, Merrill, and SourceOne Dental. Collier holds Series 63, Series 65, and Series 66 designations. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm uses proprietary ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation primarily through index-based ETFs.

Christopher Cochran is a CFP® with 10 years of experience in the financial services industry. He is currently with Pinnacle Associates, Ltd. and has prior experience at Morgan Stanley Smith Barney LLC and Foresters Financial Services. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm emphasizes a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies that include equity, fixed income, and option overlays, serving both retail and institutional accounts.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, and previously at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Maxwell Cheng is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds the Series 63 designation and has worked at Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2005. Based in New York, NY, he has over two decades of continuous service within these affiliated firms. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and analytic tools to address diverse planning needs such as tax, estate, and executive compensation.

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS, NewEdge Advisors, and Periscope Wealth Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios with a focus on strategic and tactical asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.