Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles in various industries such as education and food service. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with a multi-team platform of approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Joshua Huffard is a financial advisor with Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation and 11 years of industry experience. He has been with Douglass Winthrop Advisors since 2013 and is also the manager of Consor Capital LLC, a private equity firm involved in early-stage venture capital investments, currently in wind-down mode. Additionally, he serves as vice chairman of the board for a website development and hosting company. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions, offering portfolios that include domestic and international equities and investment-grade fixed income. The firm uses a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

Anthony Viducic is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and having 13 years of industry experience. His prior work includes roles at City National Securities, U.S. Bancorp Investments, U.S. Bank, M&T Securities, Wilmington Trust, and UBS Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor, RBC Rochdale, and is part of a broad financial services group affiliated with a bank and related entities offering a range of financial and trading services.

Donna Clemente is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at M Holdings Securities since 2008 and has extensive history with Chernoff Diamond and Comprehensive Actuarial Services. Outside of her advisory roles, she serves as a board member of the Art League of Long Island. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Karen Armstrong is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Jefferies & Company, Inc. since 2010. Armstrong serves as an officer of the Kevin Armstrong MD Memorial Sports Foundation, a nonprofit providing sports opportunities for underserved students in Santa Ana, California. Jefferies Investment Advisers LLC offers 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 supported by third-party software and scenario analysis, focusing on a wide range of planning topics without providing security-specific investment recommendations.

William Markel is a CFP® with 45 years of experience in the financial industry. He is currently with Snowden Capital Advisors LLC and has previously worked at Bank of America and Merrill. Outside of his advisory role, he manages a sailboat charter business through an LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and employs a broad range of investment tools, including mutual funds, ETFs, alternatives, and derivatives.

Richard Lahn Jr. is a financial advisor with The Pinnacle Financial Group, holding a Series 66 credential and 19 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and has worked concurrently with LPL Financial since 2012. Lahn is also an author of *The Original Money Book* and engages in the sale of fixed life and health insurance products. The Pinnacle Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing both long-term and short-term strategies with a variety of investment vehicles.

Konstantin Prives is a financial advisor with RBC Securities, Inc. in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. 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 a broad range of financial services within a banking-affiliated group and delegates investment management to its sub-advisor, RBC Rochdale.

Ricardo Krulig Gelman is a financial advisor at Jefferies Investment Advisers LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Jefferies LLC since 2017 and HSBC from 2010 to 2017. 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 customized planning process covering a range of topics, including tax and estate planning, executive compensation, and philanthropic planning, and uses third-party software and probabilistic modeling to support financial plan development.

Daniel Obrien II is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Douglass Winthrop Advisors since 1999. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm constructs all-equity or balanced portfolios using a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

David Simon is a CFP® with 26 years of industry experience, currently serving at Arax Advisory Partners since 2025. He is also the president of SimonDavis, Inc., an insurance wholesale brokerage agency specializing in insurance and fixed annuity sales. Simon’s career includes two decades at SRS Capital Advisors, Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base that includes 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, with a notable use of performance-based fee arrangements and insurance brokerage activities.

Gabriel Tishelman is a CFA® charterholder and holds a Series 66 license. He has four years of industry experience and is currently employed at Jefferies Investment Advisers LLC and Jefferies LLC. His prior experience includes roles at Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Charles Schwab & Co., Inc. Outside of his advisory work, he tutors students in CFA subjects through an online platform. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process and uses third-party software and Monte Carlo simulations to support goal-based financial planning.

Reese Hughes is a financial advisor at Tsa Management Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Halliday Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Granite Investment Advisors, LLC. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $1.479 billion across about 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Victoria Pantaleo is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at Golub Capital since 2023, and previously at BlackRock from 2017 to 2023. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended managers and private investments.

Robert Russak is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill, Morgan Stanley, and Wells Fargo Clearing. Since 2025, he has been with Snowden Lane Partners, part of Snowden Capital Advisors. 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, and customized model portfolios, often utilizing third-party managers while maintaining client oversight.

Mike Toledo is a financial advisor at Snowden Capital Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, he serves as president of his condominium board. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and investment consulting, utilizing a multi-team approach with access to third-party managers and a range of investment tools, including alternatives and derivatives.

Vereline Mcclaney is a financial advisor at Capital Analysts with 28 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, Mcclaney volunteers with several community organizations in Freeport, NY, including youth sports and educational programs, and serves as an adjunct professor and business counselor at Suffolk County Community College. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and advisor-managed services, utilizing proprietary fund screening and emphasizing tax-aware strategies.

Matthew Miller is a financial advisor at Aegis Capital Corp. in Portland, OR, with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Aegis since 2015. Outside of advisory work, he is the managing member of Broadway Group LLC, a business involved with office expenses. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services along with financial planning and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Nicholas Iocco is a financial advisor at The Pinnacle Financial Group with 44 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1997 and at The Pinnacle Financial Group since 2016. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process that includes written Investment Policy Statements and fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and reviews.