Paul Hagen is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Barclays Capital Inc. and various affiliates of Citizens Bank since 2015. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Frank Guiffre is a CFP® with 20 years of industry experience, currently serving as an advisor at Tsa Management Inc in Glen Head, NY. He has been associated with Hrc Investment Services since 2005 and is involved with the Saratoga Triathlon Club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary management. The firm emphasizes strategic asset allocation, diversified portfolios, and a combination of fundamental, qualitative, and technical analysis, managing approximately $1.285 billion in assets across 2,800 client relationships.

Hemant Singh is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Aegis Capital Corp, National Asset Management, Inc, and National Securities Corp. Singh also manages a securities and advisory business under the DBA KS Capital Management, Inc. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture investment approach that integrates internally managed strategies with co- and sub-advisory relationships.

Cole Aaronson is a CFP® certificant with 12 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and previously spent seven years at David Lerner Associates, Inc. He is based in New York, NY. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer that manages approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory, and brokerage services using an open-architecture investment approach that includes internally managed strategies, co-advisory relationships, and both discretionary and non-discretionary mandates.

Horace Boone is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 license and 37 years of industry experience. He has been affiliated with Ingalls & Snyder, LLC since 1993 and joined Ingalls Investment Management in 2026. Boone serves on the boards of several private and public companies, including Yangaroo, Inc., where he is interim chairman of the audit committee, and is involved in various investment-related trustee roles. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management strategies and participates as an investment manager in third-party wrap programs, donor-advised funds, and private investment partnerships.

Amy Pastorino is a Certified Financial Planner (CFP®) with 19 years of industry experience. She is currently with Pinnacle Associates, Ltd. and has previously worked at Morgan Stanley Smith Barney, TIAA-CREF, Commonwealth Financial Network, Ernst & Young Investment Advisers, and Goldman Sachs Wealth Services. Pinnacle Associates provides discretionary investment management and financial planning to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term orientation and also serves as a sub-adviser and model manager to other financial advisors and UMA platforms.

Samuel Colleran is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at Spouting Rock Asset Management LLC, Stewart Asset Management LLC, Merrill, and Merrill Lynch. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Sat Jivan Khalsa is a Series 65-registered financial advisor with Integrity Advisory Solutions in New York, NY, bringing one year of experience in the advisory industry. He has over five decades of experience as a partner and attorney at The Khalsa Law Firm, specializing in estate planning. Khalsa also serves as a board member of the Alzheimer's Association of New York. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of approximately 100 advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various third-party platforms and wrap programs.

Vincenzo Iannucci is a financial advisor at Citizens Private Wealth with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Flagstar Advisors and Signature Securities Group. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pensions, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional products and services such as bank deposit programs and securities-based lending.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley for 10 years, as well as RBC Capital Markets for six years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes and third-party research.

Gregory Franks is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He has been with Snowden Capital Advisors and its related entity, Snowden Account Services, Inc., since 2012. Outside of his advisory role, he is the owner of Indian Mountain Capital LLC, a holding company for personal assets. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. 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 a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Brian Stigliano is a CFP® with 19 years of experience in the financial services industry. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held positions at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, consulting, and family-office style services with an emphasis on discretionary mandates guided by Investment Policy Statements.

Christian Pevarnik is a financial advisor with Arax Advisory Partners in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2009. In addition to advisory services, he is licensed to sell insurance with multiple companies and receives commissions related to those sales. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management strategies and offers a range of services including financial planning and retirement plan consulting, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

George Gipp is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds the CFP® and CFA® designations and has been with Clarfeld Financial Advisors, LLC since 2014. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Kieran Lynch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. His career includes prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities, and UBS Financial Services. Lynch is a board member of the nonprofit Bergen Irish Association. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and access to various specialized advisory services.

Anna Van Pilsum Johnson is a CFP® at Aspiriant, LLC with one year of industry experience. She has worked at Aspiriant since 2022 and previously held positions at Forage Kitchen, The Gap, and Lunds & Byerlys. Aspiriant serves high-net-worth individuals, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm utilizes customized investment programs informed by internal Capital Market Expectations and offers a range of implementation options including third-party managers and private investments.

Benjamin Coulthard is a financial advisor with Ritholtz Wealth Management in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Ritholtz, he worked at Congress Wealth Management and held various roles at State Street Global Advisors. 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 that integrates behavioral finance principles, using diversified low-cost ETFs, tactical overlays, and alternatives, and offers both advisor-led and digital portfolio management services.

Eli Cohen is a financial advisor at GenTrust with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with GenTrust Wealth Management since 2012 and Old City Securities LLC since 2015. Cohen is a principal and head of alternative investments at GenTrust and Catenary Asset Management, registered investment advisers with shared ownership. GenTrust is an SEC-registered investment adviser serving high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutions. The firm manages approximately $5.2 billion in assets, employing a multifaceted investment approach that includes fundamental, technical, and macroeconomic analysis integrated with risk management and asset allocation strategies.