Tomas McMillan II is a financial advisor at Dynamic with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for the New York City Department of Education for sixteen years. In addition to his advisory role, he also sells life insurance. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, with a focus on customized, long-term investment strategies.

Jaclyn Green is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment strategies including third-party manager selection and an Assets Held Away program.

Robert Constant is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 47 years of industry experience. He has worked at Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides 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 offers a broad range of planning topics and uses third-party software and scenario analysis to support its financial plans.

Eric Platt is a financial advisor at Jefferies Investment Advisers LLC with seven years of industry experience. He previously worked at M&G Investment Management Limited, OneDigital, and HSBC Securities (USA) Inc. among other firms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm follows a customized, collaborative planning process that incorporates third-party financial planning software and scenario analysis to support client goals.

Jose Oliveira is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds the Series 66 designation and has 24 years of industry experience. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and employs a multi-team approach combined with institutional capabilities.

Kathryn Swain is a financial advisor with Calamos Wealth Management LLC in New York, NY. She holds Series 63, 65, and 66 credentials and has 25 years of industry experience. Her prior roles include positions at Goldman Sachs, Churchill Management, Nectar, and LPL Enterprise LLC. Swain is also a business owner of Nectar. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm utilizes a comprehensive investment process incorporating asset allocation, quantitative and qualitative evaluation, and a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Robert Cannon is a financial advisor with Simplicity Wealth in Riverside, CT, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Experity Wealth, Foundations Investment Advisors LLC, and Rudman Cannon Financial Advisors. Outside of his advisory role, he is the owner of Cannon Wealth Solutions Inc., an agency for personal life insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, combined with technology and operational services for other advisors.

Jacqueline Gibson is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Arete Wealth Management, she worked at Golub Capital, Beacon Hill Staffing Group, and held roles in public health and medical organizations. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of advisor-driven and proprietary model allocations to manage assets on a discretionary basis and employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Lindsay Cherashore is a Series 65-licensed financial advisor at Circle Wealth Management, LLC, with eight years of industry experience. She has been with Circle Wealth Management since 2013. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with around $50 million in investable assets and emphasizes a tailored investment approach supported by proprietary due diligence and comprehensive portfolio monitoring.

Michael Fleming is a financial advisor with TSA Management Inc. based in Glen Head, NY, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TSA Management since 2009. Fleming also owns a non-investment-related law firm providing legal advice on trusts and estates, and serves as trustee for multiple trust accounts. TSA Portfolio Management Inc. offers investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion across about 2,566 clients, emphasizing asset allocation, tax-aware security selection, and a combination of in-house and third-party management.

Gregory Ferguson is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Marathon (a subsidiary of Stadion Money Management), and InvestX Capital Ltd. prior to joining Cantor Fitzgerald. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a wide range of clients, including individuals, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach incorporating strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Matthew Monk is a financial advisor at TSA Management Inc with a Series 66 designation and two years of industry experience. He has been with Halliday Financial, LLC since 2023. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

Jorge Oliveira is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Oppenheimer & Co., Inc and Morgan Stanley Private Bank. Insigneo Advisory Services, LLC offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm combines customized allocations by individual advisors with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and strategies tailored to client needs.

Patrick Haley is a CFP® with 20 years of industry experience, currently serving at Ritholtz Wealth Management since 2014. He is an advisory board member at The Pennfield School. Ritholtz Wealth Management advises individual and institutional clients, offering comprehensive portfolio management and financial planning with a focus on goal-based strategies that incorporate behavioral finance principles and diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Alan Wolberg is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Securities. Outside of his advisory role, he volunteers with Bet Torah, assisting in charitable gifting marketing. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a customized, collaborative planning process supported by third-party software and scenario analysis.

Patrick Buckley is a financial advisor at Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Jefferies LLC since 2019 and previously held a role at Interactive Brokers LLC from 2014 to 2019. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and business entities, offering a range of planning topics including tax and estate planning, executive compensation, and philanthropic planning. The firm follows a customized, collaborative planning process and utilizes third-party software and Monte Carlo simulations to analyze financial scenarios.

Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

Richard Rosen is a CFA® charterholder with 30 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2018 and was previously with Satucket Capital Management, LLC from 2016 to 2018. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on valuation sensitivity and long-term orientation, primarily implementing portfolios of individual equities alongside bonds, mutual funds, and ETFs as appropriate.

Jason Catlender is a financial advisor at NewEdge Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial and Integrated Wealth Concepts LLC. His background includes providing administrative support to independent investment advisory firms. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary investment solutions across multiple asset classes.

Delphia Polle is a financial advisor at Ingalls Investment Management, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citigroup and Transatlantique Private Wealth LLC. 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 multiple asset-management styles, managing accounts primarily on a discretionary basis with strategies ranging from long-term equity holdings to shorter-term trading and alternative investments.