Margaret Maclennan is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has worked at Spears Abacus Advisors LLC since 2007. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, and pooled investment vehicles.

Kevin Sesny is a financial advisor with Wedbush Securities Inc. in New York, NY, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and J.P. Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

Mourad Tossounian is a financial advisor at Ashton Thomas Securities, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc., Raymond James, and MT Capital. Outside the financial industry, he has been involved with Carnival Bounce Rentals. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers 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 about 2,281 clients through a team of 18 advisors across six offices, providing a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Kristian Sedeno is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Fieldpoint Private Securities LLC before joining Snowden Lane Partners in 2022. Snowden Capital Advisors LLC serves a diverse client base including 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 financial and estate planning, with a multi-team approach combining scale and institutional capabilities.

Nolan Lowe is a financial advisor at Maxim Financial Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maxim Financial Advisors since 2018, also working with Maxim Group LLC since 2006. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm manages assets through various programs and investment vehicles, serving both retail and institutional clients such as other investment advisers, banking institutions, and government entities.

Jay Tini is a financial advisor at Ritholtz Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation. Ritholtz Wealth Management provides portfolio management, financial planning, and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified ETFs and alternative investments, and offers both advisor-led and digital platform services.

Robert Beck is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He has been with Beck, Mack & Oliver since 1985. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity investment approach and manages both registered investment companies and private pooled funds.

Alfred Cantilina is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Independent. His prior roles include positions at Tapfin/EY, Own Your Life Planning LLC, Mansour Partners, SurePath Wealth, CFS Investment Advisory Services, and The AYCO Company, L.P./Mercer Allied. Outside of advising, he is involved with Catalina Vending, LLC, a business operating stock vending machines. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and discretionary management through its platform, along with institutional and retirement plan resources integrated with affiliated entities.

Paul Criscitiello is a financial advisor at Savvy in New York, NY, holding a Series 65 designation. He has worked in the financial industry since 2019, with prior roles at Trillium Trading and Brown Brothers Harriman. Savvy provides customized discretionary and non-discretionary investment and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Ingrid Schnau is a financial advisor with Ingalls Investment Management, LLC and holds a Series 66 designation. She has 23 years of industry experience, including over two decades at Ingalls & Snyder LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs multiple asset-management styles and manages accounts primarily on a discretionary basis, offering services such as portfolio consulting, third-party manager selection, and participation in wrap programs.

Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners with a Series 66 designation and two years of industry experience. His prior work includes roles at Surf NJ and Advance Parking LLC, as well as time spent at the University of Alabama. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and third-party sub-advisory services.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Joshua Huffard is a financial advisor with Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation and 11 years of industry experience. He has been with Douglass Winthrop Advisors since 2013 and is also the manager of Consor Capital LLC, a private equity firm involved in early-stage venture capital investments, currently in wind-down mode. Additionally, he serves as vice chairman of the board for a website development and hosting company. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions, offering portfolios that include domestic and international equities and investment-grade fixed income. The firm uses a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

Anthony Viducic is a financial advisor with RBC Securities, Inc. He holds the Series 66 designation and has 13 years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, U.S. Bancorp Investments, U.S. Bank, M&T Securities, Wilmington Trust, and UBS Financial Services. 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 multiple financial services within a bank-affiliated group and delegates investment management to its affiliated sub-advisor, RBC Rochdale.

Donna Clemente is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at M Holdings Securities since 2008 and has extensive history with Chernoff Diamond and Comprehensive Actuarial Services. Outside of her advisory roles, she serves as a board member of the Art League of Long Island. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Karen Armstrong is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Jefferies & Company, Inc. since 2010. Armstrong serves as an officer of the Kevin Armstrong MD Memorial Sports Foundation, a nonprofit providing sports opportunities for underserved students in Santa Ana, California. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis, focusing on a wide range of planning topics without providing security-specific investment recommendations.

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 credential and 19 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and has worked concurrently with LPL Financial since 2012. Lahn is also an author of *The Original Money Book* and engages in the sale of fixed life and health insurance products. The Pinnacle Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing both long-term and short-term strategies with a variety of investment vehicles.

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.