Samuel Swenson is a financial advisor at Range Advisory, LLC in New York, NY, holding the CFP®, CFA®, and Series 66 designations with eight years of industry experience. His prior roles include positions at Range Finance Inc, CGN Advisors, Wells Fargo Advisors, and Credit Suisse Securities. Outside of his advisory role, he operates SKS Advisory Services, providing accounting and light financial planning on a freelance basis. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to proprietary model portfolios alongside third-party strategies, incorporating AI tools to support client service and portfolio management.

Susan Estes is a financial advisor at Ingalls Investment Management, LLC with 11 years of industry experience. She has worked at Ingalls Investment Management since 2026 and previously spent eight years at Ingalls & Snyder LLC and four years at Tocqueville Securities LP. Outside of her advisory role, she also occasionally works as a salesperson at Charleston Shoe Company. 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, sub-advisory, and portfolio consulting.

Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2020 and at Aegis Capital Corp since 2013. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary management, model portfolios, and sub-advisory arrangements.

Brian Early is a CFP® professional with 32 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Mid Atlantic Securities, Inc. for 25 years and Brown & Overton for over 30 years. Outside of advisory work, he is also licensed as an insurance agent, focusing on life, disability, and fixed and variable insurance products. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving individual investors, retirement plans, corporations, and nonprofit entities. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management and sub-advisory relationships.

Walter Hoehler II is a financial advisor with B. Riley Wealth Advisors, Inc. based in New York, NY. He holds Series 63 and Series 66 registrations and has 31 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at Banorte Ixe Securities International, Ltd for eight years. Outside of his advisory role, he is involved with an alumni and parent group supporting the men's lacrosse team at Haverford College in fundraising efforts. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Michael Ruzhansky is a CFP® professional with 16 years of experience in the financial services industry. He is currently with J. Safra Asset Management Corporation in New York City and has previously worked at firms including Citigroup, Mass Mutual Investors Services, AXA Advisors, Edward Jones, and Morgan Stanley. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing third-party managers and model providers to implement its strategies.

Kevin Madrigal is a CFP® and ChFC® with nine years of industry experience. He is currently with Valley Wealth Managers, Inc., where he has worked since 2023. His prior experience includes roles at Valley National Bank, Bank Leumi USA, and Northwestern Mutual Wealth Management Company. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process with allocations across equities, fixed income, and cash, supported by an investment committee that oversees strategic and tactical decisions.

Joshua Schechter is a financial advisor at Arax Advisory Partners in New York, NY, holding a Series 65 designation. He joined Arax Advisory Partners in 2025 and previously worked at Weil, Gotshal & Manges, LLP. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm utilizes a mix of in-house portfolio teams, independent managers, model portfolios, and alternative investments, managing accounts on an asset-based, fiduciary basis.

Edward Dewees is a CFA® and CIC credentialed financial advisor at Douglas C. Lane & Associates with 19 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily for high-net-worth individuals and various institutional clients. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy with a long-term orientation.

William Mchale is a CFA® charterholder with nine years of industry experience. He has been with Ingalls Investment Management, LLC since 2026 and previously worked at Ingalls & Snyder LLC, Applico, and Axiom Investors. 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 a variety of asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across strategies ranging from long-term equity holdings to shorter-term trading and option writing.

Thomas Galgano is a CFA® charterholder based in New York, NY, with two years of industry experience. He has worked at Andersen Tax LLC since 2020 and previously spent four years at Stonehill College. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments, providing investment consulting that integrates with its tax, valuation, and advisory services. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

Glenn Ambach is a CFA® charterholder based in New York, NY, with 18 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2017 and previously held roles at Efficient Market Advisors, Morgan Stanley, FAC Wealth Management, and Ameriprise. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Andres Ricketts is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds a Series 66 credential and has worked previously at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of finance, he is a member of an electronic device repair LLC. 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 that incorporates third-party software and scenario analysis to assist clients in a range of financial planning topics.

Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior work includes roles at David Lerner Associates and Wells Fargo Clearing. 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 portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution, with a notable emphasis on international investing and management of pooled vehicles.

Xhordi Xhokola is a financial advisor at The Pinnacle Financial Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including First Trust Portfolios L.P. and International Assets Advisory, LLC. Xhokola is also involved with International Assets Investment Management, LLC and Main Street Wealth Management, LLC in advisory roles. The Pinnacle Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, employing a range of investment strategies and products while documenting client objectives through Investment Policy Statements.

Andrew Shields is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Scottrade. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, employing proprietary ETF model portfolios and a combination of strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs. The firm advises multiple registered investment companies and operates private and public pooled funds across various investment strategies.

David Caryl is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Morgan Stanley, LPL Financial, Tompkins Trust Company, Cadaret, Grant & Co., Inc., Equitable Advisors, and others. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

John Hess Jr. is a CFP® with 17 years of experience in financial advising. He has been with The Pinnacle Financial Group since 2013 and is also associated with LPL Financial and North Star Wealth Investors. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and various investment strategies to manage portfolios on a discretionary basis, utilizing a range of investment products including mutual funds, equities, bonds, ETFs, and alternatives.

Aaron Stone is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. Since 2016, he has been with Snowden Lane Partners. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing a multi-team approach with 121 advisors and approximately $8.9 billion in regulatory assets under management.

Kyle Eager is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has eight years of industry experience. His prior roles include positions at HighTower Advisors, UBS Financial Services, and Williams, Jones & Associates. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pension plans, charitable organizations, and corporations. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies, alongside access to alternative investments and affiliated private funds.