Wilton Mejia is a financial advisor at Snowden Capital Advisors LLC in New York, NY, holding Series 63 and 66 licenses with 20 years of industry experience. His career includes roles at Snowden Lane Partners, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he is a partner in Playa Please Inc., a rental property business. 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 utilizes a multi-team approach with access to a broad range of investment tools and third-party managers.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. 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 programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Timothy Daly is a CFP® professional with two years of industry experience, currently with Greenspring Advisors, LLC. He has prior experience at Wealthstream Advisors, Inc. and PricewaterhouseCoopers. Outside of his advisory role, he owns a certified public accounting firm specializing in tax preparation. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, using a multi-disciplinary investment approach and offering both discretionary and non-discretionary portfolio management.

Steven Muehlgay is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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, financial planning, and brokerage services.

Michael Dejana is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at J Safra Asset Management. He is the owner of AiM Fidelis Asset Management LLC and serves as plan sponsor and trustee of the AiM Fidelis 401(k) plan. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm uses a long-term investment approach with portfolios built from mutual funds, ETFs, equities, and fixed income, supported by a network of independent adviser representatives and third-party asset managers.

Michael Zappier is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2008. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis across a range of securities.

James Lamar is a financial advisor at Gilder Gagnon Howe & Co. LLC with 16 years of industry experience. He holds a Series 63 designation and has been with Gilder Gagnon Howe since 2011. Outside of his advisory role, he is a co-founder and advisor of AT4k, a healthcare diagnosis business, where he advises on operational execution. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management services to individuals, charitable organizations, corporations, and various retirement and non-retirement accounts. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and operates both advisory and broker-dealer activities.

Gary Lofgren is a CFP® with 43 years of industry experience. He is associated with TSA Management Inc and has been with HRC Financial Planners and HRC Services, Inc. since 1986. Lofgren serves as president and 50% owner of ELH Associates, Inc., an investment-related business, and acts as co-trustee for multiple charitable and living trusts with investment responsibilities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts. The firm emphasizes strategic asset allocation, diversified portfolios, and a disciplined investment approach, managing approximately $1.285 billion in assets across five advisors.

Jonathan Heines is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Wealth Management for seven years before joining NewEdge Wealth in 2021. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Brian Hipwell is a CFP® with eight years of industry experience, currently with Simon Quick Advisors, LLC since 2023. He previously worked at Thrive Wealth Management, LLC and Santander Securities, LLC. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and related administrative services. The firm uses proprietary quantitative analysis combined with due diligence to allocate client assets across various investment vehicles and also sponsors affiliated pooled investment funds.

Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions while integrating AI-assisted analytics alongside human oversight.

Michael Jensen is a CFP® and ChFC® with Series 63 licenses, currently serving as a financial advisor at Douglas C. Lane & Associates. He has seven years of experience in financial services, including prior roles at Charles Schwab and Pinnacle Financial Services, Inc. Jensen has also worked in design management and spent four years at Delaware Valley University. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and offers customized portfolios with a long-term investment approach across equity and fixed income, as well as financial planning and access to third-party cash, credit, and insurance solutions.

Craig Laub is a Certified Financial Planner® with 26 years of industry experience. He has been with Klingman and Associates, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. from 2005 to 2020. Laub is also a licensed insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets across 14 advisors and about 655 clients, employing a Modern Portfolio Theory-based investment approach with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Franklin Templeton Financial Services Corp, Merrill, and Franklin Distributors, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF-based strategies.

Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at NYLIFE Securities LLC, Mutual of America Securities LLC, and Round Rock Advisors LLC. Bennett is also a licensed insurance agent involved in insurance sales and implementation. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach with discretionary portfolio management and access to private investment funds through its affiliated ecosystem.

Elizabeth Stahl is a CFA® charterholder and holds a Series 63 license. She has two years of industry experience and is currently with Allen Investment Management, LLC, where she has worked since 2023. Prior to this, she was employed at Allen & Company from 2014 to 2022. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm focuses on long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

Leopoldo Ferris Wallis is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. for five years and at Morgan Stanley Private Bank for five years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and individualized advisor-led construction across diverse global asset classes.

Adam Perlaky is a financial advisor at Integrated Advisors Network LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at ISDA, Foreside Fund Services, LLC, and World Gold Trust Services, LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment strategies and routinely utilizes third-party sub-advisers and manager referral arrangements while overseeing ongoing portfolio management.

Michael Santucci is a financial advisor with Flagstar Securities, Inc. in Great Neck, NY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior roles include positions at Signature Securities Group Corp., HSBC Securities, and Flagstar Advisors. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting through a multi-faceted, discretionary approach utilizing mutual funds, ETFs, alternative investments, and third-party managers.

John Eager is a financial advisor with Williams Jones Wealth Management, LLC, based in New York, NY. He has four years of industry experience and has been with Williams Jones Wealth Management since 2019, following a 30-year tenure at Williams, Jones & Associates, LLC. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach targeting mid- to large-cap businesses, and active intermediate-term fixed-income management, typically managing concentrated portfolios of about 30 positions.