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.

Richard Campo Jr. is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 16 years at Lincoln Investment and three years at MM Ascend Life Investor Services. Outside of his advisory role, he operates a legal practice and holds positions in insurance and other non-investment-related businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house investment management and non-discretionary advisory relationships, utilizing proprietary screening processes and maintaining institutional partnerships.

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 previously worked at Huckleberry Capital Management and as a self-employed advisor. Outside of his advisory role, Mr. Sun consults 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 employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs a tax-aware, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by AI tools and formal consent protocols to coordinate its comprehensive financial, retirement, tax, and insurance services.

Anne Driscoll is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and five years of industry experience. She has served as a manager of Equable Investment Management, LLC, a firm providing administrative services for Equable Portfolio Management. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management and consulting services with flexible engagement options and employs various securities and third-party managers in client strategies.

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.

Robert Brown is a CFP® with 16 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has previously worked at Integrity Alliance, Private Client Services, and Apexium Financial, among others. Brown also holds licenses to sell life, health, and annuity insurance products and is involved as an insurance producer with M Financial Group. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and offers sub-advisory, consulting, and technology services to independent advisors.

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.

Daniel Morris is a financial advisor with Belpointe Asset Management LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Belpointe since 2015 and at Just Write Inc. from 2010 to 2019. Outside of his advisory work, he serves as a board member of the Stamford Old Timers Athletic Association, a nonprofit that provides scholarships to student-athletes and youth sports organizations. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory models and affiliated investment vehicles.

Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Jerrold Klein is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at United Advisor Services, Comprehensive Capital Management, Morgan Stanley, and Citigroup Global Markets. B. Riley Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering a variety of investment programs and managing approximately $4.21 billion in client assets through a team of about 173 advisors.

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 five years of industry experience. He holds a Series 63 designation and has worked previously at Ingalls & Snyder LLC and Tocqueville Securities L.P. Lee serves as a board member of Inuvo, Inc., a company specializing in advertising, marketing, and communications services. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles and participates in third-party wrap programs, donor-advised funds, and private investment partnerships.

Paul Arbeit is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth. He has been with Citizens Private Wealth since 1999 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. His credentials include the Series 63 designation. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Jerome Gaudry is a Series 66-licensed financial advisor with six years of industry experience, currently with Hilltop Securities Inc. in New York, where he has worked since 2020, with a brief tenure at Natixis from 2004 to 2019. He serves as director of a Family Investment Trust held by his children. Hilltop Securities serves individual, high-net-worth, and institutional clients through a combination of investment advisory and broker-dealer services, offering managed accounts, financial planning, and specialized municipal bond strategies. The firm integrates custody, banking, and market-making capabilities within its open-architecture platform.

Daniel Grijalva is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2003 and also holds Series 63 registration. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research. Its affiliation with Citizens Bank, N.A. provides clients with access to bank deposit sweep programs, securities-based lending, and integrated investment and consulting services.

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.

John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Mark Neely is a Series 65-licensed financial advisor at GenTrust with two years of industry experience. He previously worked at EIF Capital LLC for 12 years. GenTrust is an SEC-registered investment adviser that provides wealth and investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm uses an asset-allocation driven investment approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and may allocate to independent managers and private placements for qualified investors.