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 designation and 18 years of industry experience. He has worked with The Pinnacle Financial Group since 2013 and has been affiliated with LPL Financial since 2012. In addition to his advisory roles, Lahn is an author of *The Original Money Book*. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis across multiple asset classes and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

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 financial advisor with Jefferies Investment Advisers LLC and holds the Series 66 designation. He has three years of industry experience, including prior roles at Charles Schwab and Inflection Advisors. Outside of his advisory work, he tutors students in CFA subjects through Varsity Tutors. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, using a customized planning process supported by third-party software and scenario analysis. The firm operates as a subsidiary of Jefferies Financial Group and separates its fiduciary planning from implementation services.

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 with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Snowden Lane Partners since 2021 and previously spent time with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of his condo board. Snowden Capital Advisors 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, financial and estate planning, and uses a multi-team approach combined with institutional capabilities including third-party manager selection and comprehensive due diligence.

Yu Li is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including B. Riley Wealth Advisors and Great Hill Advisory. Li is also a senior accountant at Taxmaster Financial Services Corp. LLC, where he is involved in tax planning, preparation, and consulting. IP Financial Advisory Services primarily serves individual retail clients, focusing on those who are not high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority and a range of analytical approaches to construct and monitor customized portfolios.

George Crowley III is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 credentials. He has 32 years of industry experience and has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Ameriprise Financial Services. Crowley is also involved with Flurry Associates LLC as an equity owner and manager. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, employing a long-term investment approach with a range of portfolio options including ETFs, mutual funds, individual securities, and alternative investments.

Vereline Mcclaney is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 28 years of industry experience. She 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 youth programs including a basketball association and serves as an adjunct professor teaching business courses at Suffolk County Community College. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a proprietary investment research process, maintaining close affiliations with Lincoln Investment and Pershing/BNY, and allows many advisors to engage in outside business activities alongside advisory services.

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.

Bryan Cass is a CFP® professional with three years of industry experience. He is currently with Laird Norton Wetherby Wealth Management, LLC, where he has worked since 2025. Prior to this, he held positions at Wetherby Asset Management and BNY Mellon Wealth Management. Laird Norton Wetherby Wealth Management provides wealth planning and investment management services primarily to high-net-worth individuals and related entities. The firm employs a customized investment approach emphasizing strategic asset allocation, global diversification, and a core-satellite strategy that includes active management and alternative investments.

Ryan Michaelsen is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Emigrant Bank and Emigrant Mortgage Company. Michaelsen has been with Jefferies-affiliated firms since 2021. 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, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, employing third-party software and scenario analysis to support its financial plans.

Frank Nargentino is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022. He previously worked at National Asset Management and National Securities Corporation from 2015 to 2022. Outside of his advisory role, Nargentino is a board member and treasurer for Program Development Services, a nonprofit supporting individuals with developmental disabilities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Kristopher Giordano is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He holds the Series 66 designation and has worked at Jefferies Investment Advisers LLC, Leucadia Asset Management LLC, Jefferies LLC, HSBC Private Bank, and Fidelity Investments. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software and probability-based modeling to develop comprehensive financial plans.

Nicholas Attard is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc., Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Commonfund Securities, Inc. He serves as Treasurer and board member of the Bartlett Arboretum and Gardens and is a committee member for the Old Colony YMCA. 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 portfolio management with a broad financial services group affiliated with a bank parent and offers discretionary account management via sub-advisor RBC Rochdale.