Scott Brown Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2013. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Michele Cleary is a financial advisor at Cannell & Spears LLC with eight years of industry experience. She holds a Series 63 designation and has worked at Cannell & Spears since 2013, concurrently serving at Foreside Fund Services, LLC since 2017. 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.

Ryan Keaveney is a financial advisor with CreativeOne Wealth, LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Harbor Asset Private Wealth and Quinnipiac University. Outside of his advisory work, he volunteers at the St. Agnes Food Pantry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, including ETFs, mutual funds, and select private investments.

Karen Ma is a financial advisor at Williams Jones Wealth Management, LLC with four years of industry experience. She has been with Williams Jones Wealth Management since 2019 and previously worked at Williams Jones & Associates from 2006 to 2019. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach on mid- to large-cap businesses, and active intermediate-term fixed-income management, often constructing concentrated portfolios of about 30 positions.

Erin Slocum is a CFP® professional based in New York, NY, with three years of industry experience. She has been with Simon Quick Advisors, LLC since 2022 and previously worked at BNY Mellon for 14 years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a diverse range of investment and financial services.

Robert Raich is a financial advisor with Cannell & Spears LLC, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Abacus and Associates Inc. since 2001 and serves as president and portfolio manager of Spears Abacus Advisors LLC. Additionally, he is an advisory board member for First Spring Trust Company, advising on family trusts and asset allocation. Cannell & Spears provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Matthew Foss is a CFP® professional with 13 years of industry experience. He is currently an advisor at Citizens Private Wealth and has previously worked for RBC Capital Markets for 10 years. Outside of his advisory role, Foss serves as a junior varsity lacrosse coach for a high school team. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as institutions such as pension plans, trusts, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management with quantitative and qualitative research.

Michael Brunell is a financial advisor with Tsa Management Inc who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MMB + Co since 2018 and Hrc Investment Services, Inc. since 2003, as well as over three decades at Tice, Brunell & Company, CPAs, PC. Outside of advisory work, he serves as treasurer of the Financial Planning Association of Northeastern New York and holds a treasurer position on the board of the Epilepsy Foundation of NENY Inc. TSA Portfolio Management provides investment supervisory services to individuals, retirement plans, and institutional accounts, utilizing a disciplined investment process focused on strategic asset allocation, quarterly rebalancing, and a mix of fundamental, qualitative, and technical analysis. The firm manages approximately $1.285 billion in assets across about 2,800 client relationships, emphasizing diversified portfolios with an emphasis on dividend-paying equities and limited use of aggressive strategies.

David Weiner is a financial advisor at Calydon Capital, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vertigo Capital Management, LLC for over two decades, where he remains a partner. His prior experience includes roles at Vertigo Strategies, LLC and JAWS Capital Partners, LLC. Calydon Capital provides portfolio management, sub-advisory, and private fund management services to high-net-worth individuals, pooled investment vehicles, and other advisers. The firm employs a proprietary screening and factor model targeting high-quality, dividend-oriented equities combined with credit underwriting for municipal strategies.

Gabriela Villar is a CFP® professional at Modera Wealth Management, LLC with experience in the financial industry since 2016. She previously worked at Financial Decisions, LLC, Locker Financial Services LLC, and M. Moskowitz & Co. PA. Modera Wealth Management, LLC serves individuals, high-net-worth clients, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates investment management with accounting, tax, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Joshua Mandelbaum is a financial advisor at Sapient Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sapient Capital, he worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. for over 16 years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process that incorporates fundamental and technical analysis to construct diversified portfolios across various asset classes.

Othilla Nowak is a CFA® charterholder with one year of experience at Williams Jones Wealth Management, LLC. Prior to joining Williams Jones, Nowak worked at Artisan Partners for six years and held positions at Tiger Management LLC, J.P. Morgan, and Wells Fargo. Outside of finance, Nowak has teaching experience at Macaulay Honors College, Hunter College, CUNY, and Kweller Prep. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering discretionary and non-discretionary portfolio management along with financial planning and third-party manager introductions. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies.

Thomas Morr is a CFP® professional with nine years of experience in financial advising. He has been with Simon Quick Advisors, LLC since 2012 and previously worked at Massey Quick Wealth Solutions LLC. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diverse investment approach including allocations to unaffiliated independent managers, mutual funds, ETFs, affiliated private investment funds, and uses quantitative screening alongside in-person due diligence.

Eric Chan is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo Clearing, Bank of America, and Merrill. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Euan Mackay is a CFA® charterholder with five years of industry experience. He has worked at O'Shaughnessy Asset Management, LLC since 2021 and previously spent seven years at Rosenberg Equities. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven approach based on empirical research and offers a customizable platform for advisers while managing multiple sub-advisory and affiliate relationships.

Lori Zager is a financial advisor at Ingalls Investment Management, LLC with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ingalls and its affiliated firms since 2017. 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 varied asset-management styles and offers services such as financial planning, sub-advisory roles, and management of private investment partnerships.

Yhadira Mercado is a financial advisor at Jefferies Investment Advisers LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2015 to 2023. Mercado has been with Jefferies since 2023. 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 covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Jonathan Greene is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Maxim Financial Advisors, Dominick & Dickerman LLC, and Oppenheimer. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and management of pooled-vehicle accounts.

David Sweeney is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co. Inc. and Janney Montgomery Scott. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers Wealth Management, Fixed Income, Commodities, Securities Lending, Capital Markets, and Prime Services, supporting both discretionary and non-discretionary portfolio management.

Roger Paradiso is a financial advisor at O'Shaughnessy Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Franklin Managed Options Strategies LLC, Fiduciary Trust Company International, Legg Mason & Co., and ClearBridge Investments. Paradiso serves as Chairman Emeritus on the Board of Governors of the Money Management Institute and is a board member of the Morgan Stanley Donor Advised Fund. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisers alongside sub-advisory and ETF management services.