Joseph Ghio is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has six years of industry experience. Ghio has been with Williams Jones Wealth Management since 2019, following roles at Williams, Jones & Associates, LLC and William O'Neil + Company IA. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth families, and institutional investors. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, often constructing concentrated portfolios of about 30 positions.

Ian Smith is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management along with family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Suryaveer Singh is a financial advisor with Leo Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Leo Brokerage, LLC, KK Securities Limited, and the University of California, Berkeley. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a multifaceted investment approach combining diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies.

Yaroslav Faybishenko is a financial advisor at Gilder Gagnon Howe & Co. LLC with 20 years of industry experience. He has been with the firm since 2005 and holds a Series 63 designation. Outside of his advisory role, Faybishenko serves as a trustee on the Board of Trustees, Investment Committee, and Academic Affairs Committee at the Jewish Theological Seminary of America, a nonprofit academic and spiritual center in New York City. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and combines fundamental and technical research across separately managed accounts.

Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Joshua Kaye is a financial advisor at Klingman and Associates, LLC with five years of industry experience. He holds Series 65 and Series 66 credentials and has been with Klingman and Associates since 2020. Prior to his current role, he worked with Best Buddies International for four years. He is also an insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, investment management, and consulting services primarily to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $5.66 billion in assets and emphasizes long-term, diversified allocation strategies guided by an Investment Committee and an asset-allocation framework based on Modern Portfolio Theory.

Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JOSEPH GUNNAR & CO. LLC dba LELLOS WEALTH MANAGEMENT and B. Riley Wealth Advisors, Inc. He is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies, co- and sub-advisory relationships, and offers a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Hattie Wright is a CFP® and holds a Series 65 license, with 11 years of industry experience. She is currently with Ingalls Investment Management, LLC and has been involved with Ingalls & Snyder LLC since 2021. Wright is also the sole owner and Managing Director of Mountain State Analytics, LLC, a state-registered investment adviser in West Virginia that is in the process of winding down its operations. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, trusts, and charitable organizations. The firm employs a variety of asset-management styles and offers services such as financial planning, third-party manager selection, and portfolio consulting.

Ryan De Walt is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase & Co., Sei, Silver Leaf Partners, and Zurich North America. Ryan's background also includes a period in academia at Franklin & Marshall College and Lehigh University. 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, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using third-party software and scenario analysis tools to support planning outcomes.

John Brim is a CFA® charterholder with 25 years of experience in the financial industry. He is currently an advisor at Cantor Fitzgerald Investment Advisors, having joined the firm in 2026. Prior to this, he worked at Smith Group Asset Management, LLC and Smith Asset Management Group/Discovery Management from 1998 to 2026. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio process and offers strategies focused on large-cap value, dividend income, and fixed-income management with varying maturities aligned to client objectives.

Jeannie Tai is a financial advisor at Cannell & Spears LLC with four years of industry experience. She previously worked at Spears Abacus Advisors LLC and Integre Asset Management, LLC. Cannell & Spears LLC 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, managing several billion dollars in assets across a multi-team structure.

Lisandro Chanlatte is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Citibank N.A. for 14 years. Outside of his advisory role, he serves on the advisory board of a real estate development firm, BAP Development. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled multi-asset portfolios and incorporates third-party research and periodic reviews to manage a diverse range of investments.

Stephen Delgado is a CFA® charterholder with 15 years of industry experience. He is currently with Citizens Private Wealth and has previously worked at J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Stephanie Spies is a CFP® and Series 65-registered advisor with seven years of industry experience. She has worked at Modera Wealth Management, LLC since 2017 and previously spent one year at Ela Financial Group. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation using Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.

Bernard Selz is a financial advisor at Ingalls Investment Management, LLC with 58 years of industry experience. He holds the Series 63 designation and has previously worked at Neuberger Berman and Gagnon Securities LLC. Outside of advisory work, he serves as the President of the Selz Foundation, Inc., a not-for-profit organization. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of asset-management styles and administers private investment partnerships, donor-advised funds, and third-party wrap programs.

Gonzalo Segnini is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, he serves on the board of trustees for The Cushman School and is involved with an art gallery business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and offers a broad range of planning topics without providing security-specific investment recommendations.

Mimi Duff is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and having four years of industry experience. She previously worked at Kensho Technologies and has been with GenTrust since 2021. Outside her advisory role, Ms. Duff serves on the endowment investment committee of Round Hill Nursery School, providing unpaid advice on its investment allocation. GenTrust is an SEC-registered investment adviser serving individuals, financial intermediaries, pooled investment vehicles, and institutions with approximately $5.2 billion in assets under management. The firm utilizes a multi-faceted investment process combining fundamental, technical, and macroeconomic analysis and offers wealth management, financial planning, and consulting services.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015, following roles at Wrp Investments and Securities America Advisors. Outside of advising, he coaches lacrosse. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent advisors and an in-house Private Client Group to deliver tailored investment solutions supported by multiple platforms and third-party money managers.

George Mcauliffe III is a financial advisor at Tocqueville Asset Management LP with 22 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 1998. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base that includes individuals, high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various equity and fixed-income strategies.

Lawrence Bogar is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Advisory Services Network since 2018. He previously worked at Wunderlich Securities, Inc. from 2016 to 2017. Outside of advising, he serves in leadership roles with the Exit Planning Institute and the National Association of Estate Planners and Councils, including committee and board positions focused on business succession and exit planning. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored investment strategies across a broad range of asset classes.