Joseph Zock is a financial advisor at Tocqueville Asset Management LP with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tocqueville Securities L.P. since 2006, where he serves as a portfolio manager. 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, and public pension plans. The firm employs a multi-team investment approach focused on bottom-up, value-oriented, and contrarian strategies across various asset classes and is notable for its extensive involvement with investment companies, private pooled vehicles, and affiliated broker-dealer operations.

Marc Milic is a CFP® professional at Douglas C. Lane & Associates with four years of industry experience. He has been with the firm since 2002. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and pension plans. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, supported by proprietary fundamental research and a flexible long-term investment approach.

Damon Varady is a financial advisor at SEIA with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Royal Alliance Associates and Invest Financial Corp. He also serves as a trustee of a family irrevocable trust. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and emphasizes a predominantly non-discretionary management approach.

Wendell Cayton is a financial advisor at Snowden Capital Advisors LLC with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Snowden Lane Partner, Triad Advisors, Inc., and Signator Investors, Inc. Outside of his advisory work, he serves as a part-time ski instructor at Sun Valley Ski School and is chair of a scholarship committee within the Hailey Rotary Club. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers comprehensive portfolio management, investment consulting, and financial planning services, combining multi-team scale with institutional capabilities and frequent use of third-party managers.

Thomas Haggerty is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investment and LPL Financial. Outside of his advisory role, he serves as a notary public in New York State and participates in focus groups related to market research. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and banking institutions. The firm emphasizes individualized portfolio construction with ongoing monitoring and acts as both sponsor and overseer of its wrap programs and sub-advisor relationships.

Nicholas Villano is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Summit Financial, LLC since 2018 and has prior experience with Purshe Kaplan Sterling Investments, Summit Equities Inc, and Summit Financial Resources, Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Brian Solomon is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers while maintaining client oversight.

Steven Feliciano is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2016. Outside of his advisory role, he works part-time as an administrative assistant at Paul Miller Audi. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across multiple asset classes and offers various program structures, managing assets for over 1,000 clients through a team of 73 advisors.

Neil Meissner is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His career includes roles at Morgan Stanley & Co., Incorporated and Morgan Stanley Smith Barney, spanning nearly two decades before joining B. Riley Wealth Management and subsequently B. Riley Wealth Advisors. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services such as advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs multiple program structures and offers both discretionary and non-discretionary account management, utilizing proprietary asset allocation models and third-party sub-advisers.

Todd Mcdonald is a CFA® charterholder currently with United Capital Financial Advisors, where he has worked since 2025. He has prior experience at Apexium Financial LP and WealthSpire Advisors, totaling over 12 years in the financial industry. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, supported by proprietary technology and a range of affiliated services.

Max Schaul is a CFA® charterholder at Pinnacle Associates, Ltd. with 13 years of industry experience. He has been with Pinnacle Associates since 2011. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a broad client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and serves as a portfolio manager for wrap programs and UMA platforms.

Gregory Jandoli is a CFP® credentialed financial advisor with 38 years of industry experience, currently with Summit Financial, LLC. His career includes long-term roles at Summit Risk Management and affiliated Summit firms, as well as experience at Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in gym management as the managing member of Campus Fitness Solutions, LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs along with financial and retirement planning services, combining discretionary and consultative approaches tailored to client needs.

Seth Katz is a financial advisor at Summit Trail Advisors, LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Summit Trail Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Summit Trail Advisors serves individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction using an open-architecture approach that includes ETFs, mutual funds, separate accounts, independent managers, and private funds.

Steven Castrello is a financial advisor at Aegis Capital Corp. with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Osaic, Ameriprise Financial Services LLC, Royal Alliance Associates, and Jhfn Sii. Outside of his advisory role, he is involved with ACC Agency Inc., an insurance general agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and managed account programs through platforms such as RBC and AXOS. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program offerings.

Cintia Kempkes is a CFP®-designated financial advisor at Ingalls Investment Management, LLC with 16 years of industry experience. She previously worked at Valmark Securities, Inc. and Capital Formation Group, Inc. from 2017 to 2020. 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 offers diverse asset management styles and acts as an investment manager in third-party wrap programs and private investment partnerships.

Kristin Sanguino is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 63 designation and bringing 24 years of industry experience. Her previous roles include seven years at Personal CFO Solutions, LLC and 23 years with The AYCO Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent Advisor Representatives using strategic asset allocation and various approaches depending on client objectives.

Gregg Munn Jr. is a CFP® professional with 12 years of industry experience currently serving at SAX Wealth Advisors, LLC since 2017. Prior to that, he worked at The GM Financial Group, LLC for three years. In addition to his advisory role, he owns Munn Taxes LLC, where he prepares tax returns for individuals. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and other investment tools.

Kendra Rizkalla is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Siguler Guff & Company, LP for ten years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm employs third-party financial planning software and scenario analysis to support its recommendations, while maintaining a separation between planning and implementation services.

Joseph Piela is a CFP® professional at SAX Wealth Advisors, LLC with 14 years of industry experience. He previously operated his own firm, Joseph Piela Agency, LLC, for 10 years before joining SAX Wealth Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds with a long-term perspective and offers customized fixed-income portfolios and third-party sub-advisory services.

Jaime Sanchez Yarza is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he worked for a combined 15 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, including the use of unaffiliated sub-advisers and third-party managers, and provides programs to advise on externally held assets and employer-sponsored retirement plans.