Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 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 for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

Richard Rosen is a CFA® charterholder with 30 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2018 and was previously with Satucket Capital Management, LLC from 2016 to 2018. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on valuation sensitivity and long-term orientation, primarily implementing portfolios of individual equities alongside bonds, mutual funds, and ETFs as appropriate.

Brian Mcgann is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Beacon Investment Advisory Services, Inc. since 2017 and previously worked at UBS from 2015 to 2017. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and delivers investment advice through an open-architecture platform that combines in-house strategies, factor-based models, and independent managers with an emphasis on tax awareness and customized fixed-income portfolios.

Angelo Guerriero is an investment advisor representative at Siebert AdvisorNXT, LLC with 43 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 1999 and splits his time evenly between that firm and Siebert AdvisorNXT, both of which are under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm uses algorithmic portfolio construction based on Modern Portfolio Theory and offers a combination of automated strategies with dedicated advisor support, managing accounts on both discretionary and non-discretionary bases.

Delphia Polle is a financial advisor at Ingalls Investment Management, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citigroup and Transatlantique Private Wealth LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, and charitable organizations. The firm employs multiple asset-management styles, managing accounts primarily on a discretionary basis with strategies ranging from long-term equity holdings to shorter-term trading and alternative investments.

Amadeus Christian Wijatkowski is a financial advisor with Arete Wealth Advisors, LLC based in New York, NY. He holds a Series 66 designation and has been in the industry for less than a year, with prior experience at firms including Fincadia LLC, Langham Hall LLC, and Quaan Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily manages discretionary portfolios using advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while fulfilling ERISA fiduciary responsibilities when applicable.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. 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 with access to third-party managers and global custodian platforms.

Mark Ramos is a financial advisor with Fourstar Wealth Advisors, LLC in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Principal Securities, Principal Life Insurance Company, and Global Financial Private Capital LLC. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis with portfolio allocations across mutual funds, ETFs, individual securities, options, and independent managers, managing investments primarily on a discretionary basis tailored to clients’ risk tolerance and time horizons.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Walter Giles is a financial advisor at Cannell & Spears LLC with 28 years of industry experience. He previously worked at Beck Mack & Oliver LLC from 1998 to 2020 before joining Peter B. Cannell & Co., Inc. in 2020. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio management.

Henry Ghriskey Jr. is a financial advisor at Ingalls Investment Management, LLC with 35 years of industry experience. He previously worked at First Republic Investment Management for 24 years and has held roles at JPMorgan Wealth Management and Ingalls & Snyder. Outside of his advisory duties, he serves as an independent director for the Sound Shore Mutual Fund and holds leadership and board roles in several nonprofit organizations and charitable foundations. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs multiple asset-management styles, manages a variety of investment strategies, and participates in third-party wrap programs and private investment partnerships.

Lea Highet is a CFP® with five years of industry experience and has been with Douglass Winthrop Advisors LLC since 2004. She is based in New York, NY. Outside of her advisory role, Highet serves as a trustee of the Paine Memorial Free Library in Willsboro, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term equity and balanced portfolio strategies using a five-filter stock selection methodology and includes a Sustainable Equity Strategy with an environmental value focus.

Justine Kinaj is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and possessing 10 years of industry experience. She previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas in 2024. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, providing a range of program structures including wrap and non-wrap offerings and third-party sub-advised options.

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has worked within various Cantor Fitzgerald entities since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm specializes in ETF model portfolios, strategic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Matthew Arpano is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Silvercrest since 2006. Silvercrest provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Carey Gertler is a CFP® professional with one year of experience at Prosperity - An EisnerAmper Company. He has been associated with Eisner Advisory Group LLC since 2021 and EisnerAmper LLP since 2014. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a multi-team structure and incorporates asset allocation and diversification strategies using third-party independent managers and technology platforms.

Josette Egan is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Jefferies and affiliated firms since 2010. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and business entities. The firm offers a customized, collaborative planning process covering a wide range of financial topics and uses third-party software to illustrate probability-based outcomes.

Rocco Lafaro is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2011. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.