Max Schaul is a CFA® charterholder at Pinnacle Associates, Ltd. with 13 years of industry experience. He has been with Pinnacle Associates since 2011. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a broad client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and serves as a portfolio manager for wrap programs and UMA platforms.

Stephen Levine is a financial advisor at Latitude Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West 5 Boroughs, Inc. and Harbor Financial Inc., where he serves as president. Outside of his advisory role, Levine owns and operates Power Connections Network – Nassau County, a networking group focused on building relationships with accountants and prospective clients. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Seth Katz is a financial advisor at Summit Trail Advisors, LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Summit Trail Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Summit Trail Advisors serves individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction using an open-architecture approach that includes ETFs, mutual funds, separate accounts, independent managers, and private funds.

Steven Castrello is a financial advisor at Aegis Capital Corp. with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Osaic, Ameriprise Financial Services LLC, Royal Alliance Associates, and Jhfn Sii. Outside of his advisory role, he is involved with ACC Agency Inc., an insurance general agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and managed account programs through platforms such as RBC and AXOS. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program offerings.

Cintia Kempkes is a CFP®-designated financial advisor at Ingalls Investment Management, LLC with 16 years of industry experience. She previously worked at Valmark Securities, Inc. and Capital Formation Group, Inc. from 2017 to 2020. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base including individuals, financial institutions, pension plans, and charitable organizations. The firm offers diverse asset management styles and acts as an investment manager in third-party wrap programs and private investment partnerships.

Thomas Fredrickson is a CFP® with 10 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. He holds a Series 65 license and is a general partner at Fredin Associates, an investment-related business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a wide range of clients, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and offers educational workshops, real-time planning sessions, and pension consulting services.

Kendra Rizkalla is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Siguler Guff & Company, LP for ten years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm employs third-party financial planning software and scenario analysis to support its recommendations, while maintaining a separation between planning and implementation services.

Carly Cohen is a financial advisor at Jordan Park Group LLC with a Series 65 credential and two years of industry experience. Prior to joining Jordan Park, she worked at Freestone Capital Management, Chase Bank, and held a position at Delfino's Chicago Style Pizzeria. Jordan Park Group serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, focusing on clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, employing customized investment guidelines and integrating ESG considerations when requested.

Jaime Sanchez Yarza is a financial advisor at Snowden Capital Advisors LLC with 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he worked for a combined 15 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm employs a multi-team approach with institutional capabilities, including the use of unaffiliated sub-advisers and third-party managers, and provides programs to advise on externally held assets and employer-sponsored retirement plans.

Heather Mc Clintock is a financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She holds a Series 66 credential and has worked at several firms, including Securities America Advisors, Investacorp Inc., and The Blair Financial Group, where she is a partner. In addition to her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and governmental entities, employing both model-based and advisor-managed investment solutions across multiple custodians.

Jaclyn Green is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment strategies including third-party manager selection and an Assets Held Away program.

Robert Constant is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and bringing 47 years of industry experience. He has worked at Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm offers a broad range of planning topics and uses third-party software and scenario analysis to support its financial plans.

Eric Platt is a financial advisor at Jefferies Investment Advisers LLC with seven years of industry experience. He previously worked at M&G Investment Management Limited, OneDigital, and HSBC Securities (USA) Inc. among other firms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm follows a customized, collaborative planning process that incorporates third-party financial planning software and scenario analysis to support client goals.

Jose Oliveira is a financial advisor with Snowden Capital Advisors LLC based in New York, NY. He holds the Series 66 designation and has 24 years of industry experience. His prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, and J.P. Morgan Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and employs a multi-team approach combined with institutional capabilities.

Kathryn Swain is a financial advisor with Calamos Wealth Management LLC in New York, NY. She holds Series 63, 65, and 66 credentials and has 25 years of industry experience. Her prior roles include positions at Goldman Sachs, Churchill Management, Nectar, and LPL Enterprise LLC. Swain is also a business owner of Nectar. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm utilizes a comprehensive investment process incorporating asset allocation, quantitative and qualitative evaluation, and a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Daniel Claps is a financial advisor at Arete Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corporation. Outside of his advisory role, he is a licensed insurance agent selling fixed insurance products and serves as an OSJ principal for HudsonPoint Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Jacqueline Gibson is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Arete Wealth Management, she worked at Golub Capital, Beacon Hill Staffing Group, and held roles in public health and medical organizations. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of advisor-driven and proprietary model allocations to manage assets on a discretionary basis and employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Frank Pasquale is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Benchmark Investments, Newbridge Securities, and Garden State Securities. Pasquale is also licensed to offer insurance products to clients. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring investment strategies to client objectives and offering services such as portfolio management, financial planning, and fiduciary plan advisory.

Lindsay Cherashore is a Series 65-licensed financial advisor at Circle Wealth Management, LLC, with eight years of industry experience. She has been with Circle Wealth Management since 2013. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with around $50 million in investable assets and emphasizes a tailored investment approach supported by proprietary due diligence and comprehensive portfolio monitoring.

Michael Fleming is a financial advisor with TSA Management Inc. based in Glen Head, NY, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TSA Management since 2009. Fleming also owns a non-investment-related law firm providing legal advice on trusts and estates, and serves as trustee for multiple trust accounts. TSA Portfolio Management Inc. offers investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion across about 2,566 clients, emphasizing asset allocation, tax-aware security selection, and a combination of in-house and third-party management.