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.

John Zakar is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Royal Fund Management since 2015. In addition to his advisory role, he is an independent insurance agent selling Medicare, annuities, life, and long-term care insurance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies informed by fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

Jon Franco is a financial advisor with Chelsea Advisory Services, Inc. in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Chelsea Financial Services since 2013. Chelsea Advisory provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios on a discretionary basis while allowing client-imposed investment restrictions and conducting regular compliance and portfolio reviews.

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

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.

Matthew Allain is a financial advisor at Leo Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked with several affiliated firms, including Olden Lane Securities, Massey Quick Wealth Solutions, and multiple entities within The Leo Group. He serves on the board of directors for Capflow Funding Group Managers, LLC, a role unrelated to investment management. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, providing portfolio management, financial planning, model portfolio management, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies, utilizing a range of internal and third-party tools to manage diversified, risk-tiered portfolios.

Kenan Kashlan is a CFA® charterholder with 20 years of industry experience. He has worked at Summit Financial, LLC since 2018 and previously held roles at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2009 to 2018. Kashlan also offers insurance products through affiliated companies. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm provides a blend of discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing various portfolio management programs and third-party platforms.

Joseph Fields is a financial advisor at Calton & Associates, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch Pierce, Fenner & Smith, and Valic Financial Advisors. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a combination of analytical approaches and third-party money managers to construct client asset allocations.

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.

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

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.

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.

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.

Jeremiah Milbank III is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has worked at Silvercrest since 2011 and also serves as a part-time consultant to Transcontinental Capital, where he has been involved since 1990. Milbank holds a Series 63 designation and is a director and vice president of a family-owned cattle and timber farming operation. He is a board member of several nonprofit organizations, including The International Center, The JM Foundation, The New York Eye and Ear Infirmary, The Hoover Institution, and Boys and Girls. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering discretionary and non-discretionary portfolio management alongside family office services. The firm employs a combination of proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, managing approximately $36.5 billion in assets under advisement as of December 2024.

Matthew Kolakowski is a CFP®-certified financial advisor at Laird Norton Wetherby Wealth Management (LNW) with three years of industry experience. He has been with LNW since 2024, including prior roles at Wetherby Asset Management and MSI Financial Services. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic asset allocation approach with global diversification and a core-satellite investment structure, offering access to private funds and specialized services such as trust administration and tax-aware implementation.

Andre Murillo is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with Santander Securities, Santander Bank, and JPMorgan Securities throughout his career. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports over 10,800 client relationships with approximately $3.14 billion in regulatory assets under management.