Joseph Werner is a financial advisor at Cannell & Spears LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Peter B. Cannell & Co., Inc. since 1991. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach grounded in proprietary fundamental research and serves as a sub-adviser to an exchange-traded fund.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Howard Kibrick is a CFP® with 29 years of industry experience, currently affiliated with TSA Management Inc. He has worked at HRC Investment Services since 2007 and Grant Wilfley Casting since 2026. Howard serves as President of the NENY Financial Planning Association Chapter and holds leadership roles at the Sidney Albert JCC of Albany, including assistant treasurer and treasurer on the finance committee. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, managing approximately $1.479 billion for around 2,566 clients across 31 advisors.

Kaitlin Weidner is a CFA® charterholder based in New York, NY, with 3 years of industry experience. She has been with Douglas C. Lane & Associates since 2013. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a proprietary fundamental research approach and offers customized portfolios with a focus on individual equity securities and fixed income, alongside financial planning and access to third-party investment solutions.

Joseph Tedeschi is a financial advisor at TSA Management Inc with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with HRC Investment Services, Inc. since 2012. Outside of his advisory role, he is a 50% owner of Primo Property Development, where he spends a few hours weekly involved in property development activities. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities through discretionary and non-discretionary portfolios.

James Breece IV is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and has been affiliated with Spears Abacus Advisors LLC since 2010. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets through a multi-team structure.

Alfredo Garcia is a financial advisor with Snowden Capital Advisors LLC who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combining institutional capabilities with customized portfolios and third-party manager oversight.

Dinamarie Isola is a financial advisor with Ritholtz Wealth Management in New York, NY, holding a Series 65 designation and bringing 5 years of industry experience. She has been with Ritholtz Wealth Management since 2015 and is also the owner and president of RealSmartica, Inc., a company focused on financial education covering budgeting, wealth building strategies, and college selection and funding. In addition to her advisory work, she provides freelance writing and publishes educational and investment-related research articles for non-investment management clients. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Kerim Tulun is a CFP® professional with 14 years of industry experience, currently serving at Vanderbilt Advisory Services since 2018. Prior to that, he worked at UBS Financial Services from 2014 to 2018. He is also the founder of KT Wealth Management and serves as a board member of the Warwick Valley Chamber of Commerce. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Michael Bertash is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Tocqueville Securities, L.P. since 2009 and at Franklin Credit Management Corporation since 1998. Bertash serves as Director of Institutional Client Services at Tocqueville Asset Management LP. 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, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and an affiliated broker-dealer.

Matthew Rendell is a CFP® professional with seven years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He previously worked at Deloitte & Touche for eight years and is also associated with Vanderbilt Securities, LLC. Rendell serves as a board member of the Glen Cove Chamber of Commerce. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts alongside proprietary model portfolios.

Ross Gladstone is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, David Lerner Associates, and Merrill. Outside of advising, he restores and sells vintage axes. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing nearly $3 billion in client assets. The firm employs an open-architecture investment approach, combining internally managed strategies with sub-advisory relationships and offers a range of services including portfolio management, financial planning, and brokerage through its broker-dealer and insurance-licensed personnel.

Laurence Ach is an advisor at Klingenstein Fields Advisors with five years of industry experience. He holds the CIC, Series 63, and Series 65 designations. Ach has been with related entities of Klingenstein Fields since 2010. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and related advisory services to individuals, families, trusts, foundations, endowments, and pooled investment vehicles, including private funds. The firm employs a team-based, fundamental research approach with a long-term orientation and manages both internal model portfolios and external managers after due diligence.

Benner Ulrich is a financial advisor at Tocqueville Asset Management LP in New York, NY, with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Tocqueville since 2017, following an eight-year tenure at Breithorn Capital Management LLC. Tocqueville Asset Management LP is a registered investment adviser managing approximately $10.24 billion in assets and serves a diverse client base including individuals, institutional investors, registered investment companies, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach organized by independent investment teams.

Robert Case is a financial advisor at Ingalls Investment Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Bear, Stearns & Co. Inc. and J.P. Morgan Securities Inc. He serves as a trustee for three family trusts, dedicating less than one hour monthly to these responsibilities. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs multiple asset-management styles and offers services ranging from long-term equity holdings to short-term trading and special strategies, including participation in third-party wrap programs and private investment partnerships.

Blake Spencer is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding a Series 63 designation and eight years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2018. Outside of his advisory role, he is involved with Alphastrat Wealth Inc., a business entity established for tax and investment purposes. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm uses a combination of fundamental analysis and both long- and short-term trading strategies, managing accounts generally on a discretionary basis with regular portfolio monitoring.

Dennis Lam is a financial advisor at Hamlin Capital Management, LLC, holding a Series 65 credential with four years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension plans, and charitable organizations. The firm focuses on current income through high-dividend equities and high-yield municipal and taxable bonds, employing fundamental credit analysis and long-term investment strategies.

Xiaoyong Wang is a CFP® professional with 18 years of experience in the financial industry, currently serving at Consolidated Portfolio Review Corp. His prior experience includes roles at Vanderbilt Financial Group, Spire Investment Partners, and Morgan Stanley. Outside of finance, he is the Executive Director of CHESSanity Inc., an organization that promotes chess through tournaments, and he provides college admissions consulting through Pick-A-Path Edvice LLC. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, employing both proprietary model portfolios and third-party sub-advisors.

John Smit is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Jefferies LLC since 2015 and joined Jefferies Investment Advisers LLC in 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm employs a customized, collaborative planning process supported by third-party software and scenario analyses, focusing on comprehensive planning rather than security-specific investment recommendations.

Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. She has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across a range of asset classes, with portfolios overseen by a weekly investment committee.