Charles Levy is a financial advisor at Gilder Gagnon Howe & Co. LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at 12 West Capital Management for ten years. Outside of his advisory role, he is a passive investor and board member of Creekview Three, LLC, which operates franchises of the European Wax Center. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused mainly on stocks, combining fundamental and technical research while managing separate client accounts independently.

Niraj Chhabra is a CFP® with 19 years of industry experience, currently serving as Managing Director at Sidebar Advisors and working through Mariner Platform Solutions. He previously spent 17 years at Ameriprise Financial Services, Inc. In addition to his advisory roles, he volunteers with Savvy Ladies, providing financial advice, and conducts client seminars for the Financial Planning Association. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform supports model portfolios, discretionary management, and integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Zachary Nedell is a CFP® with two years of industry experience, currently affiliated with Aegis Capital Corp. He previously worked at Z Score Sports LLC, Cox Media Group, MAP 360 Collective, and Binghamton University. Nedell has been involved as a junior partner in Larchmont Wealth Management. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, and related services. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, with a focus on non-discretionary advisory relationships and an active broker-dealer business.

Stephanie Farella is a CFP® with nine years of industry experience, currently serving as a financial advisor at Jefferies Investment Advisers LLC. Her prior roles include positions at Calamos Financial Services LLC, Morgan Stanley Private Bank, and Oppenheimer. Outside of finance, she is involved as a limited partner focusing on interior and menu design for a coffee shop venture. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm offers a collaborative, customized planning process that utilizes advanced financial planning software and scenario analysis to address a wide range of planning needs.

Cindy Pitonzo is a ChFC® with three years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. She previously worked at Tradition Capital Management, LLC and was involved with St Bartholomew the Apostle Church for five years. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios and a managed mutual fund program.

Timothy Ghriskey is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ingalls Investment Management, LLC. His prior roles include positions at Ingalls & Snyder LLC, Inverness Counsel, LLC, and Solaris Group - Solaris Asset Management. He also acts as a trustee for several family and friends trusts. Ingalls Investment Management provides discretionary and non-discretionary advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs multiple asset-management styles and manages accounts primarily on a discretionary basis, offering a range of strategies from long-term equity holdings to options and short-term trading.

Andre Renzo is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2014. Outside of his advisory role, he is involved as a clerical member of a real estate holding company, MSA Unlimited LLC. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Devorah Finkelstein is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, third-party managers, and proprietary asset allocation models.

Glenn Glazer is a financial advisor at Aegis Capital Corp. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2014. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and provides trade execution, clearing, custody, and reporting services.

Lizeth Kishel is a CFP® professional with four years of industry experience, currently with Modera Wealth Management, LLC since 2022. Her prior experience includes roles at Homrich Berg Wealth Management, Ameris Bank, Wells Fargo Private Bank, and SunTrust Banks. She serves as the Public Relations Director on the board of the Financial Planning Association, managing the chapter’s social media and website. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation strategies with in-house accounting and tax capabilities, serving approximately $17.7 billion in assets and over 100 advisors.

Richard Fitzgerald is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Nationwide Planning Associates Inc since 2002. Outside of advisory services, he operates a tax preparation business. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Ted Brown is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Connecticut College, Joeb Moore and Partners, Stone Acres Farm, Rocky Point Club, and Greens Farms Academy. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements, proprietary due diligence, and comprehensive portfolio monitoring across public and private assets.

Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Conan Ward is a financial advisor at Kingsview Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2026. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Jesse Clinton is a CFP® with 23 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he serves as an officer and director on the board of the Ardsley Country Club, where he advises on fund allocation, budgeting, and policy. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently uses third-party managers while maintaining overall client oversight.

Christine Weston is a financial advisor at Ingalls Investment Management, LLC with 43 years of industry experience. She holds a Series 63 designation and has been with Ingalls & Snyder, LLC since 1982. Outside of her advisory role, she serves as a trustee for two client trusts, a position she has held since 2001. Ingalls Investment Management provides discretionary and non-discretionary advisory services to individuals, institutions, and various types of plans and organizations. The firm’s investment approach includes a range of asset-management styles, employing fundamental, technical, and cyclical analysis, and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Natalia Markowycz is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at City National Bank, Rockrose Development, Extended Travel, and Stampede Consulting LLC. 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 offers financial planning and portfolio management, with investment strategies managed by its affiliated sub-advisor, RBC Rochdale.

Joel Kaufman is a financial advisor at Citizens Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase, First Republic, and UBS Financial Services. He is an owner of a credit shelter trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients with discretionary and non-discretionary investment management and comprehensive financial advisory services, including tax and estate structuring and business consulting. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and leverages its affiliation with Citizens Bank to provide additional product access and operational benefits.

Jermaine Guthrie is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, Mariner Wealth Advisors, and TIAA. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification and utilizing both discretionary and non-discretionary management approaches.

Wendy Popowich is a financial advisor at Palisade Capital Management, LP with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade Capital Management since 2004. Outside of her advisory role, she serves as a trustee for her son's trust. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach and maintains formal subadvisory relationships, including work with mutual funds and collective investment trusts.