Robert Morgenthau is a financial advisor at Cannell & Spears LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spears Abacus Advisors LLC since 2011. Morgenthau serves as an independent director for three mutual fund families sponsored by Davis Selected Advisors. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Michael Paley is a financial advisor with Klingman and Associates, LLC in New York, NY, holding four years of industry experience. He has been with Klingman and Associates since 2014 and also worked at Ridge Retirement Consultants, LLC from 2014 to 2016. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets and uses an investment approach grounded in Modern Portfolio Theory, with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Michael Allan is a CFP® professional with 41 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2014. He previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax Services. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets across 274 advisors, providing a broad range of services including financial planning, retirement solutions, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers multiple program structures with discretionary and non-discretionary management options, utilizing proprietary asset allocation models and various research methods.

Jacqueline Townsend is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at The Investment Center, Inc. and Innovation Boosters. Outside of her advisory role, she owns and coaches at Jax First Mile LLC, a business focused on running coaching, and also works at Pizza One, a restaurant. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various business entities. The firm employs a customized, collaborative planning process utilizing third-party financial planning software and serves clients through a fiduciary planning role distinct from implementation and execution.

Eivind Olsen is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and has previously worked at Smith Asset Management Group. Olsen serves as Honorary Consul for Norway in Dallas, focusing on enhancing business and cultural relationships between Texas and Norway. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategies emphasizing large-cap value and fixed income with varied asset allocation techniques.

Nate De Groff is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at World Equity Group, Inc., Kroll, and Beacon Global Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives providing layered service arrangements.

Michael Rome is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Ingalls Investment Management, LLC. Prior to joining Ingalls in 2026, he worked at Romen Capital Management for seven years and was self-employed for two years. He also manages money for an outside client, Shay Capital. Ingalls Investment Management offers 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 manages accounts using fundamental, technical, and cyclical analysis across a range of strategies.

Garrett Hayward is a CFA® charterholder based in New York, NY, with nine years of experience at Douglass Winthrop Advisors LLC and one year previously at Forester Capital LLC. He has been with Douglass Winthrop Advisors since 2017. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high‑net‑worth families, trusts, endowments, and institutional clients. The firm emphasizes long time horizons and fundamental stock research, offering equity and balanced portfolio strategies including a Sustainable Equity program with environmental considerations.

Nathaniel Fierstein is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Hamlin Capital Management, LLC since 2019 and previously worked at Morgan Stanley Wealth Management from 2016 to 2019. 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’s investment approach emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools, and it serves a diverse client base including municipal issuers and obligated persons.

Stephanie Farella is a CFP® professional with 10 years of experience in the financial services industry. She currently works at Jefferies Investment Advisers LLC and has held prior roles at Calamos Financial Services LLC, Morgan Stanley Private Bank, and Oppenheimer. Outside of finance, she is involved as a limited partner with Sexy Coffee, a coffee shop on Long Island, contributing to interior and menu design. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base including individuals, trusts, and charitable organizations, using a customized, collaborative approach supported by third-party planning software and probability-based scenario analysis.

Nicole Lauria is a Series 66-licensed advisor with Vanderbilt Advisory Services in Woodbury, NY. She has been with Vanderbilt Securities, LLC and Vanderbilt Advisory Services since 2025 and has prior experience at J. Chite and Associates dating back to 2005. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analysis techniques tailored to client objectives.

Timothy Ghriskey is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ingalls Investment Management, LLC. His prior roles include positions at Ingalls & Snyder LLC, Inverness Counsel, LLC, and Solaris Group - Solaris Asset Management. He also serves as a trustee for six family and friends trusts. 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 various asset-management styles, ranging from long-term equity holdings to short-term trading and option writing, and participates in private placements and third-party wrap programs.

Ted Brown is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Connecticut College, Joeb Moore and Partners, Stone Acres Farm, Rocky Point Club, and Greens Farms Academy. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements, proprietary due diligence, and comprehensive portfolio monitoring across public and private assets.

Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Jonathan Roberts is a financial advisor at Klingenstein Fields Advisors with 21 years of industry experience. He holds the CFA® and CIC designations and has been with Klingenstein Fields in various capacities since 2004. Klingenstein Fields Advisors manages approximately $4.7 billion for individuals, families, trusts, and institutional clients, including endowments and nonprofit organizations. The firm employs a core equity model combined with an open-architecture asset allocation approach, relying on team-based fundamental research and a blend of top-down and bottom-up analysis with a long-term investment horizon.

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.