Cintia Kempkes is a CFP® credentialed financial advisor with 17 years of industry experience. She is currently with Ingalls Investment Management, LLC, where she has worked since 2026. Her prior experience includes roles at Valmark Securities, Inc. and Capital Formation Group, Inc. Ingalls Investment Management provides 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 using a mix of fundamental, technical, and cyclical analysis.

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 in New York, NY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2007 to 2024 before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, managing approximately $8.9 billion in regulatory assets under management.

Tomas McMillan II is a financial advisor at Dynamic with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for the New York City Department of Education for sixteen years. In addition to his advisory role, he also sells life insurance. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, with a focus on customized, long-term investment strategies.

Heather Mc Clintock is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and eight years of industry experience. She has worked at Kovack Advisors, Securities America, and Investacorp, and also maintains an ongoing affiliation with The Blair Financial Group. Outside of her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a structured investment process utilizing internal models, third-party managers, and ongoing portfolio monitoring.

Jaclyn Green is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Fieldpoint Private Securities, Wells Fargo Clearing, and Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm utilizes customized model portfolios and third-party managers while providing ongoing due diligence and account reviews.

Robert Constant is a financial advisor at Jefferies Investment Advisers LLC with 47 years of industry experience. He holds a Series 63 designation and has worked at Jefferies & Company, Inc. since 2012, including time at Leucadia Asset Management LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process that incorporates third-party software and probability-based analyses to support a range of planning topics.

Eric Platt is a financial advisor at Jefferies Investment Advisers LLC with eight years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior work history includes roles at OneDigital and M&G Investment Management Limited. 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 process that incorporates third-party planning software and scenario analysis.

Jose Oliveira is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Snowden Capital Advisors LLC 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, and third-party manager selection, combining multi-team scale with institutional capabilities.

Elizabeth Emswiler is a financial advisor at Northern Trust Securities, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CitiGroup for 13 years before joining Northern Trust Securities and The Northern Trust Company. Northern Trust Securities, Inc. provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients through model-driven investment programs. The firm offers a range of solutions including Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, utilizing proprietary and third-party products with integrated brokerage and custody services.

Kathryn Swain is a financial advisor at Calamos Wealth Management LLC with 25 years of industry experience. Her prior roles include positions at Goldman Sachs, Churchill Management, and LPL Enterprise LLC. She is a business owner of Nectar, a separate venture she has been involved with since 2021. 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 emphasizes asset allocation and comprehensive investment evaluation, utilizing a mix of individual securities, mutual funds, ETFs, interval funds, 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 with Kingswood Wealth Advisors, LLC in New York, NY. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Benchmark Investments, Inc., NewBridge Securities Corporation, and Kingswood Capital Partners, LLC. Pasquale is also licensed to offer insurance products to clients. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture investment platform, incorporating third-party managers and sub-advisors, and emphasizes integration with affiliated financial entities and insurance-linked account management.

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.

Gregory Ferguson is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Marathon (a subsidiary of Stadion Money Management), and InvestX Capital Ltd. prior to joining Cantor Fitzgerald. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a wide range of clients, including individuals, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach incorporating strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Matthew Monk is a financial advisor at TSA Management Inc with a Series 66 designation and two years of industry experience. He has been with Halliday Financial, LLC since 2023. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.