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.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for eight years. Outside of his advisory role, he is a member of an LLC that owns a retail women's clothing store operated by his wife. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management strategies across multiple asset classes and offers various programs including wrap-fee portfolio management and personalized UMA programs.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 1995. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios across various equity and bond strategies, serving both institutional and private wealth clients.

Walter Giles is a financial advisor at Cannell & Spears LLC with 28 years of industry experience. He previously worked at Beck Mack & Oliver LLC from 1998 to 2020 before joining Peter B. Cannell & Co., Inc. in 2020. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio management.

Michael Spitaletta is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Hennion & Walsh since 2016. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through multiple program structures, combining fundamental and technical analysis with various investment strategies across multiple asset classes.

Lorraine Salvo is a CFP® professional with 13 years of industry experience, currently serving at Palisade Capital Management, LP. She has worked at Massey, Quick & Co. LLC since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various strategies and serves as sub-adviser to mutual funds and investment adviser to collective investment trust vehicles.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Henry Ghriskey Jr. is a financial advisor at Ingalls Investment Management, LLC with 35 years of industry experience. He previously worked at First Republic Investment Management for 24 years and has held roles at JPMorgan Wealth Management and Ingalls & Snyder. Outside of his advisory duties, he serves as an independent director for the Sound Shore Mutual Fund and holds leadership and board roles in several nonprofit organizations and charitable foundations. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs multiple asset-management styles, manages a variety of investment strategies, and participates in third-party wrap programs and private investment partnerships.

Lea Highet is a CFP® with five years of industry experience and has been with Douglass Winthrop Advisors LLC since 2004. She is based in New York, NY. Outside of her advisory role, Highet serves as a trustee of the Paine Memorial Free Library in Willsboro, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term equity and balanced portfolio strategies using a five-filter stock selection methodology and includes a Sustainable Equity Strategy with an environmental value focus.

Justine Kinaj is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and possessing 10 years of industry experience. She previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas in 2024. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary 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, providing a range of program structures including wrap and non-wrap offerings and third-party sub-advised options.

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has worked within various Cantor Fitzgerald entities since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm specializes in ETF model portfolios, strategic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Matthew Arpano is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Silvercrest since 2006. Silvercrest provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services.

Leticia Cruz is a financial advisor with Valley Wealth Managers, Inc. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Her prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm’s investment process is client-driven, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when suitable.

Josette Egan is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Jefferies and affiliated firms since 2010. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and business entities. The firm offers a customized, collaborative planning process covering a wide range of financial topics and uses third-party software to illustrate probability-based outcomes.

Rocco Lafaro is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2011. 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 access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Charles Cernosia is a CFA® charterholder and holds a Series 63 license. He is a financial advisor at Summit Financial, LLC with four years of industry experience. Prior to joining Summit Financial in 2021, he worked at HSBC from 2013 to 2017. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments through a combination of discretionary and consultative services.

Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Alliance Global Partners since 2022 and held various roles at National Securities Corporation and National Asset Management from 2015 to 2022. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business based in San Diego. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is notable for its active brokerage and product-distribution activities beyond standard advisory services.