Lucy Tang is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 10 years of industry experience. She has been with Gilder Gagnon Howe & Co. LLC since 2011. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Allen Jacobi is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at Snowden Capital Advisors since 2022. Prior to that, he spent 10 years at Fieldpoint Private Securities and Fieldpoint Private Bank & Trust. 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 combined with institutional capabilities.

Dimitry Farberov is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2024. His prior experience includes roles at Miracle Mile Advisors, Israel Discount Bank of New York, IDB Capital Corp., RSM US Wealth Management, Comerica Securities, and Wells Fargo Clearing. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process with a variety of strategies, including low-cost ETFs, direct indexing, and alternative investments such as private REITs and private credit.

William Sweet is a CFP® with five years of industry experience, currently affiliated with Ritholtz Wealth Management in New York, NY. He has over a decade of experience at Stevens & Sweet Inc., where he serves as president, offering accounting and tax preparation services. Sweet also has a longstanding role in the United States Army and is involved in venture investments focused on financial technology companies through Sweet Motion LLC. Ritholtz Wealth Management serves both individual and institutional clients, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Sarah Braddock is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Searchlight Financial Advisors since 2016 and was with Searchlight Investments, LLC in 2017. Braddock divides her time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the common ownership of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based AdvisorNXT platform that uses Modern Portfolio Theory and risk-tolerance assessments to create ETF/ETN-based portfolios, complemented by access to third-party and independent managers.

Joseph Finnerty is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Equitable Advisors. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternatives, structured notes, and options-based strategies.

Michael Tang is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Hamlin Capital Management, LLC in New York, NY. He has been with Hamlin Capital since 2013. Hamlin Capital Management, LLC provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools to manage long-term investments.

James Baroutas is a financial advisor at B. Riley Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dominick & Dickerman LLC, Morgan Stanley, and Merrill. He has been with the B. Riley organizations since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets through about 173 advisors.

Todd Fliegel is a CFA® charterholder with 23 years of industry experience. He has been with Carret Asset Management, LLC since 2004 and previously worked at Carret and Company, LLC. Carret Asset Management is an SEC-registered multi-team investment adviser managing approximately $3.46 billion for individuals, retirement plans, investment companies, and other institutional and advisor clients. The firm utilizes fundamental research and periodic rebalancing across a suite of tailored strategies emphasizing fixed income, enhanced cash, and large-cap equity, and also manages a registered mutual fund while providing sub-advisory and performance-based strategies to other advisers.

Jack Daly is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at BTIG LLC and IBISWorld. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm utilizes third-party financial planning software and offers a range of planning topics including tax and estate planning, executive compensation, and philanthropic planning.

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., Quadstar Capital Advisors, and Gunnallen Financial. Outside of advising, he serves on the board of directors for Manhattan Bridge Capital, Inc. and is involved with the nonprofit Save Asbury Park History, focusing on the preservation of historical buildings. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside a range of portfolio management and financial planning services, managing both discretionary and non-discretionary accounts with an approach that combines top-down and bottom-up analysis.

Stephen Sebold is a financial advisor at Chelsea Advisory Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AXA Advisors, LLC for 18 years. Sebold has been with Chelsea Financial Services since 2020. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm typically manages diversified portfolios on a discretionary basis with a fundamental, long-term investment approach and integrates its services with an affiliated broker-dealer and custody platform.

Franco Agapito is a CFA® charterholder with 19 years of industry experience. He is currently with Williams Jones Wealth Management, LLC and previously worked at Riversource Fund Distributors, Inc. and Columbia Management Advisors, LLC. Williams Jones Wealth Management serves high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a growth-at-a-reasonable-price investment approach with concentrated portfolios and active, tax-aware fixed-income management, while providing access to alternative strategies and affiliated private funds.

Lyman Delano is a financial advisor at Beck, Mack & Oliver LLC with 13 years of industry experience. He has been with Beck, Mack & Oliver since 2005. Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts, serving individuals, high-net-worth clients, trusts, tax-exempt institutions, and pooled investment vehicles. The firm follows a long-only, value-based equity approach rooted in fundamental research, managing approximately $6.1 billion and acting as investment adviser to various private funds and partnerships.

Maria Pansini is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. She has two years of industry experience, including prior roles at Snowden Lane Partners and teaching positions at Princeton University and The Agnes Irwin School. Snowden Capital Advisors LLC serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, third-party manager selection, and a broad range of investment tools.

Thomas Cuoco is a financial advisor with World Equity Group, Inc., holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors LLC, Barnum Financial Group/Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he serves as Executive Vice President for several enterprises involved in business consulting, lifestyle products, loan administration, and entertainment center financial consulting. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Hakala is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the PFS™ designation and previously worked for Fieldpoint Private Securities LLC for 10 years. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers and global custodian platforms in its investment approach.

Gary Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Muriel Siebert & Co., Inc since 2018 and previously spent 12 years at Stockcross Financial Services, Inc. Gonzalez splits his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform utilizing Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with access to third-party and independent managers.

Sidney Goudie is a CFA® charterholder with 4 years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2019. Prior to this, he worked at Williams, Jones & Associates, LLC for 11 years. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth families, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, GARP-oriented equity investments, and active intermediate-term fixed-income management.

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including DAI Securities, LLC, Comprehensive Asset Management & Servicing, Inc., and Amper Financial Services. Outside of his advisory role, he is involved with Advocacy, LLC, providing life, health, disability, and long-term care insurance services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support client accounts and administer services.