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 the Series 66 designation and has worked at City National Bank since 2017. 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 integrates advisory services with a broad financial services group affiliated with a bank parent, offering portfolio management, financial planning, and access to various investment strategies.

Jermaine Guthrie is a CFP® professional with 22 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. 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, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages about $5 billion in assets through a multi-team approach that emphasizes asset allocation, diversification, and the use of third-party managers and technology platforms.

William Ciemny is a CFP® and Series 66 licensed financial advisor with four years of industry experience. He has worked at Ritholtz Wealth Management since 2026 and previously held positions with TIAA-CREF Individual & Institutional Services and TIAA. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Christopher D'agnes is a CFA® charterholder with three years of industry experience, currently serving at Hamlin Capital Management, LLC. He has been with Hamlin Capital Management since 2001. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, employing fundamental analysis and proprietary tools in its investment approach.

Ross Natoli is a financial advisor at Joel Isaacson & Co., LLC with four years of industry experience. He holds the CFP® and Series 65 designations. Prior to joining Joel Isaacson & Co., he worked at Betterment LLC and Anheuser Busch. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily to high net worth individuals, with offerings that include financial planning, tax and estate planning, and family office services. The firm emphasizes long-term investment strategies using mutual funds, ETFs, and private investment funds, and is part of the Focus Financial Partners network.

Ryan Casper is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. 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 process that includes goal setting, financial analysis, and periodic review. The firm employs third-party software and scenario-based modeling to assist planning but does not offer security-specific investment recommendations.

Todd Forgione is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including roles at Morgan Stanley, RBC Capital Markets, and the U.S. Department of Education. Outside of his advisory work, Forgione serves on the boards of the Ronald McDonald House of New York City and the Brian Forgione Foundation, both nonprofit organizations focused on supporting families and individuals in need. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm emphasizes proprietary ETF model portfolios and integrates strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Graham Blackburn is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete Wealth Advisors in 2025, he worked at Golub Capital and Liberty Mutual Insurance. He also attended the University of Michigan from 2016 to 2020. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven allocation and proprietary model portfolios, and it incorporates affiliated financial businesses and product channels in its service offerings.

Michael Weissman is a CFP® and holds a Series 65 designation with 24 years of experience in the financial services industry. He has been with Aspiriant, LLC in New York, NY since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm constructs customized investment programs using a variety of implementation options and provides an expanded suite of family office capabilities, including accounting, banking support, and targeted consulting.

Katia Friend is a financial advisor at SVB Wealth with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at BNY Mellon and First Citizens Investor Services. Outside of her advisory role, she is a 50% member of Mosaic Designs, a business unrelated to investments. SVB Wealth serves individuals, trusts, retirement plans, charitable organizations, and corporate clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank, leveraging affiliated entities to provide integrated financial services.

Evan Binder is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Williams Jones Wealth Management, LLC since 2025. His prior experience includes roles at Longwave Financial, Commonwealth Financial Network, and The Vanguard Group. Outside of finance, he worked at Fireside Bar & Grill in 2017. Williams Jones Wealth Management serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and access to private investment vehicles. The firm emphasizes concentrated portfolios with a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management.

David Betances is a financial advisor with Jefferies Investment Advisers LLC and holds the Series 66 designation. He has 15 years of industry experience, including roles at Jefferies LLC and Wells Fargo Clearing. Outside of his advisory work, he is a 50% owner of DEB Marine Services Inc, a boat services and parts company based in Miami Beach, FL. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm offers a customized planning process covering a wide range of topics such as tax, estate, and philanthropic planning, utilizing third-party software and probability-based financial simulations.

Robert Mann is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Maxim Group LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for around 16,821 clients. The firm provides a range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various program structures, including proprietary asset allocation models and third-party sub-advisers.

Elizabeth Barney is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. She has worked at Beck, Mack & Oliver since 2018 and previously spent seven years at Berkshire Hathaway. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity approach with fundamental company research and tailored portfolio construction, and it manages both long-only and more complex pooled fund strategies.

Joshua Wolfel is a financial advisor with Jefferies Investment Advisers LLC in New York, NY. He holds a Series 66 designation and has been with Jefferies since 2024, including roles at Jefferies LLC prior to joining the advisory team. His background includes positions at Capco and Savana Inc, with earlier experience in retail and education sectors. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a range of planning topics and employs a collaborative process supported by third-party financial planning software, focusing on customized client goals without providing security-specific investment recommendations.

Tsering Ngudu is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Tocqueville Securities L.P. since 2002, serving as a research analyst. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with independent committees focusing on a bottom-up, value-oriented, and contrarian approach across various asset classes.

Evan Rapp is a financial advisor at Ingalls Investment Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he was affiliated with Ingalls & Snyder LLC and attended Boston College. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a variety of clients including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management styles and offers services ranging from long-term equity holdings to more active strategies, managing accounts primarily on a discretionary basis.

Terrence Britt is a financial advisor with Ashton Thomas Securities, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 35 years of industry experience. He has worked at Ashton Thomas Securities since 1991. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering various program structures and ERISA fiduciary services.