Cameron Ribler is a CFP® professional with eight years of industry experience, currently serving at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC for one year. He is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic, diversified investment approach, including active management and alternative investments, and is notable for sponsoring private funds and maintaining institutional relationships that support client services.

Harold Batlle is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and CitiGroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and businesses. The firm offers customized planning processes using third-party software and focuses on collaborative goal-setting and periodic plan reviews.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked with Huckleberry Capital Management since 2017. Outside of advisory roles, he serves as a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, implementing diversified mutual funds and ETFs while allowing individual securities and alternative investments when appropriate.

Joseph Oberschewen is a financial advisor with NBC Securities, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients, offering advice through multiple fee-based programs and managed-account platforms with both discretionary and non-discretionary management options.

Richard Appaluccio is an advisor with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include five years at UBS Financial Services and tenure at Procyon Institutional Partners. He also engages in insurance sales on a limited basis. Procyon serves a broad client base, including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios with a long-term orientation, utilizing both internal management and third-party independent managers.

Adelfa Rosario is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. She holds a Series 66 designation and has worked at Bolton Securities Corporation and Bolton Global Capital since 2017, following prior roles at Safra Securities LLC and Safra National Bank of New York. Rosario is also the owner of AiM Fidelis Wealth Solutions, LLC and serves as plan sponsor and trustee of its 401(k) plan. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income, offering access to third-party managers and wrap-fee platforms.

Stanley Altmark is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Joel Isaacson & Co., LLC since 2009. He is based in New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm managing approximately $8.04 billion in client assets. The firm primarily serves high-net-worth individuals along with corporate pension plans, charitable organizations, and non-HNW clients, offering comprehensive financial planning, tax advice, portfolio management, and family-office services through a team of about 20 advisors.

Michael Citron is a financial advisor at Vanderbilt Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors, Inc. and Stifel Nicolaus & Co Inc. He is also the owner of CitronLLC, an investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Khagendra Kattel is a CFP®, ChFC®, and Series 66-licensed advisor with 12 years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, Bleakley Financial Group, Private Advisor Group, and LPL Financial. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, primarily managing client assets on a discretionary basis, and uses technology tools such as AI-assisted meeting transcription to support its advisory process.

Jerrold Klein is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2020, following seven years at United Advisor Services, LLC. Outside of his advisory role, he is involved as an owner of a strip mall shopping center through WEST ESPLANADE PROPERTIES, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves over 16,800 clients through a team of 274 advisors. The firm provides a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Patrick Stanton is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience. He has worked with the firm and its predecessor since 1999. He holds Series 63 and Series 65 credentials. Hennion & Walsh provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across various asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Sean Meehan is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding a Series 66 designation with 20 years of industry experience. He has been with Ingalls & Snyder LLC since 2005 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs multiple asset-management styles, offering strategies from long-term equity holdings to option writing and short-term trading, and participates in third-party wrap programs and private investment partnerships.

William Hennion is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1990. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management strategies using fundamental and technical analysis across a range of asset classes and offers multiple program options such as wrap-fee and personalized UMA programs.

Patrick Torney is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He has held roles at LPL Financial and Private Advisor Group prior to joining Bleakley Financial Group, now OnePoint BFG Wealth Partners. Torney holds a Series 66 designation. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment models and integrates technology and operational outsourcing to support its service delivery.

Kenneth Lee is a financial advisor at Ingalls Investment Management, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Tocqueville Securities L.P. He serves as a director on the board of Inuvo, Inc., a company engaged in advertising and marketing services. 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 diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to option writing and margin transactions.

Jerome Gaudry is a financial advisor at Hilltop Securities Inc. in New York, NY, holding a Series 66 credential with five years of industry experience. He previously worked at Natixis from 2004 to 2019. Outside of his advisory role, he serves as director of a family investment trust held by his children. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and emphasizes custody capabilities and diverse product access.

William Spellman is a financial advisor at OnePoint BFG Wealth Partners with Series 65 credentials. He has industry experience dating back to 2000, including 19 years at Prudential Financial Inc and six years at Bleakley Financial Group, now operating as OnePoint BFG Wealth Partners. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, primarily on a discretionary basis.

Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved with Nothing New Thrift Shop, where she serves as a cashier. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, sub-advisers, and model portfolios.

Paul Pfeiffer is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has worked at Spears Abacus Advisors LLC since 2009. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including high-net-worth individuals and various institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio construction.

Mark Neely is a financial advisor at GenTrust with one year of industry experience. He holds a Series 65 designation and previously worked at EIF Capital LLC for twelve years. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors, employing a strategy that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.