Michael Ruzhansky is a CFP®-certified financial advisor at J. Safra Asset Management Corporation with 15 years of industry experience. His prior roles include positions at Citigroup, Mass Mutual Investors Services, AXA Advisors, and J. Safra Inc. He has also been involved with SkyTax Advisors, LLC and Zeiders Enterprises. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment approach integrates fundamental security analysis with macroeconomic assessment and tactical positioning, utilizing both in-house models and third-party managers.

Kevin Madrigal is a CFP® and ChFC® with nine years of industry experience. He is currently with Valley Wealth Managers, Inc. and has held positions at Valley National Bank, Bank Leumi USA, and Northwestern Mutual. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm uses a client-driven investment process that combines strategic and tactical allocations across equities, fixed income, and cash, with most portfolios holding individual securities alongside mutual funds and ETFs when suitable.

Joshua Schechter is a financial advisor at Arax Advisory Partners in New York, NY, holding a Series 65 designation. He joined Arax in 2025 and previously worked at Weil, Gotshal & Manges, LLP, and The Amynta Group. Schechter also has experience in academia through roles at New York University and the University of Michigan. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and it is noted for its use of performance-based fee arrangements and carried-interest structures.

Edward Dewees is a CFA® and CIC credentialed financial advisor at Douglas C. Lane & Associates with 19 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 services primarily for high-net-worth individuals and various institutional clients. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy with a long-term orientation.

William Mchale is a financial advisor at Ingalls Investment Management, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Applico and Axiom Investors. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to shorter-term trading and alternative investment vehicles.

Thomas Galgano is a CFA® charterholder based in New York, NY, with two years of industry experience. He has worked at Andersen Tax LLC since 2020 and previously spent four years at Stonehill College. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments, providing investment consulting that integrates with its tax, valuation, and advisory services. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

Glenn Ambach is a CFA® charterholder with 18 years of industry experience. He has been with Cantor Fitzgerald Investment Advisors since 2017 and also works with Efficient Market Advisors, LLC. Based in New York, NY, he holds Series 63 and Series 66 licenses. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with a systematic approach to asset allocation and employs both strategic and tactical investment strategies, primarily focused on index-based ETFs and large-cap value equities.

Andres Ricketts is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 credential and has worked previously at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of an electronic device repair LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that incorporates third-party software and scenario analysis to assist clients in a range of financial planning topics.

Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates from 2012 to 2021. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Gilbert Rodriguez Jr. is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and JP Morgan Securities LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities and uses a range of investment tools while conducting ongoing due diligence and account reviews.

Xhordi Xhokola is a financial advisor at The Pinnacle Financial Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including First Trust Portfolios L.P. and International Assets Advisory, LLC. Xhokola is also involved with International Assets Investment Management, LLC and Main Street Wealth Management, LLC in advisory roles. The Pinnacle Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, employing a range of investment strategies and products while documenting client objectives through Investment Policy Statements.

Jerome Lucas is a financial advisor at Summit Trail Advisors, LLC in New York, NY, with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Summit Trail Advisors since 2015, also working at Summit Trail Securities and Purshe Kaplan Sterling Investments. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary portfolio management, financial planning, family office support, and outsourced CIO consulting.

Andrew Shields is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, employing proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs. The firm advises multiple registered investment companies and operates private and public pooled funds across various investment strategies.

John Hess Jr. is a CFP® with 17 years of experience in financial advising. He has been with The Pinnacle Financial Group since 2013 and is also associated with LPL Financial and North Star Wealth Investors. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and various investment strategies to manage portfolios on a discretionary basis, utilizing a range of investment products including mutual funds, equities, bonds, ETFs, and alternatives.

Aaron Stone is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. Since 2016, he has been with Snowden Lane Partners. Snowden Capital Advisors LLC 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, and financial and estate planning, utilizing a multi-team approach with 121 advisors and approximately $8.9 billion in regulatory assets under management.

Kyle Eager is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has eight years of industry experience. His prior roles include positions at HighTower Advisors, UBS Financial Services, and Williams, Jones & Associates. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pension plans, charitable organizations, and corporations. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies, alongside access to alternative investments and affiliated private funds.

Harrison Lindman is a financial advisor at Wedbush Securities Inc. in New York, NY, holding a Series 66 designation. He began his advisory career at Wedbush in 2025 after diverse experience in sports and hospitality sectors. Outside of finance, he is the CEO and founder of Harrison Lindman Golf Services, providing golf instruction. Wedbush Securities serves a wide range of clients including individuals, high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, with capabilities in wealth management, fixed income, commodities, capital markets, and prime services.

William Herrman II is a financial advisor at Cannell & Spears LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Peter B. Cannell & Co., Inc. since 2018, following a 16-year tenure at Bernstein Private Wealth Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Andrew Leventhal is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley Private Bank. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.

Gregg Schriro is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2013. Outside of his advisory role, he is involved with Schriro Asset Management LLC, a business entity used for tax and investment purposes. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.