Mark Boltres is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding Series 63 and Series 65 credentials with eight years of industry experience. He has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Cole Aaronson is a CFP® professional with 12 years of experience in the financial industry. He has worked at A.G.P. / Alliance Global Partners since 2021, following seven years at David Lerner Associates, Inc. Aaronson is based in New York, NY, and holds Series 63 and Series 65 licenses. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside a range of portfolio management and financial planning services, and it manages various pooled vehicles and private funds.

Horace Boone is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 license and 37 years of industry experience. He has been affiliated with Ingalls & Snyder, LLC since 1993 and joined Ingalls Investment Management in 2026. Boone serves on the boards of several private and public companies, including Yangaroo, Inc., where he is interim chairman of the audit committee, and is involved in various investment-related trustee roles. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management strategies and participates as an investment manager in third-party wrap programs, donor-advised funds, and private investment partnerships.

Michael Ciccone is a CFP® professional with seven years of experience in the financial industry. He has worked at Tradition Capital Management LLC and Tradition Asset Management LLC from 2016 to 2020. He is currently with Cary Street Partners. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Amy Pastorino is a Certified Financial Planner (CFP®) with 19 years of industry experience. She is currently with Pinnacle Associates, Ltd. and has previously worked at Morgan Stanley Smith Barney, TIAA-CREF, Commonwealth Financial Network, Ernst & Young Investment Advisers, and Goldman Sachs Wealth Services. Pinnacle Associates provides discretionary investment management and financial planning to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term orientation and also serves as a sub-adviser and model manager to other financial advisors and UMA platforms.

James Keegan is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation. He has one year of industry experience. His prior work includes roles at Astound Broadband and St. John's University. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers in its service offerings.

Samuel Colleran is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Spouting Rock Asset Management LLC and Stewart Asset Management LLC. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, and corporations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to shorter-term trading and alternative investments.

Sat Jivan Khalsa is a Series 65-registered financial advisor with Integrity Advisory Solutions in New York, NY, bringing one year of experience in the advisory industry. He has over five decades of experience as a partner and attorney at The Khalsa Law Firm, specializing in estate planning. Khalsa also serves as a board member of the Alzheimer's Association of New York. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of approximately 100 advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various third-party platforms and wrap programs.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley for 10 years, as well as RBC Capital Markets for six years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes and third-party research.

Gregory Franks is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He has been with Snowden Capital Advisors and its related entity, Snowden Account Services, Inc., since 2012. Outside of his advisory role, he is the owner of Indian Mountain Capital LLC, a holding company for personal assets. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Stacy Dauber is a CFP® professional with 16 years of industry experience, currently an advisor at Bailard, Inc. since 2017. Prior to joining Bailard, she worked for Goldman, Sachs & Co. for ten years. Bailard provides wealth and asset management services to individual and institutional clients, delivering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm applies an active, multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Brian Stigliano is a CFP® with 19 years of experience in financial advising. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, TIAA-CREF, TD Ameritrade, and Banc of America Investment Services. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations through financial planning, investment management, and consulting. The firm emphasizes customized asset allocation, diversified active and passive strategies, and integrated services coordinated with tax and accounting professionals from its parent company.

Thomas Dickey is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Apexium Financial LP and Altfest Personal Wealth Management. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its FinLife Partners technology and practice platform.

Christian Pevarnik is a financial advisor at Arax Advisory Partners in New York, NY, with 20 years of industry experience. He holds a Series 66 designation and has worked at SRS Capital Advisors, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is licensed to sell insurance with multiple companies and receives commissions from these sales. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services with both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a mix of traditional and alternative investments alongside AI-supported research and analytics.

Thomas Tipton is a financial advisor at IP Financial Advisory Services LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previous experience at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. Outside of advising, he works as a flight attendant for Delta Airlines and is involved in financial education and insurance through Vantage Financial Alliance. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management, financial planning, and consulting. The firm offers a range of analytical approaches and specialized advisory services aimed at non-high-net-worth investors and retirement plan participants.

Steven Radinsky is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Santander Securities since 2012, as well as Santander Bank, N.A. since 2006. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers and an implementation manager.

Anna Van Pilsum Johnson is a CFP® at Aspiriant, LLC with one year of industry experience. She has worked at Aspiriant since 2022 and previously held positions at Forage Kitchen, The Gap, and Lunds & Byerlys. Aspiriant serves high-net-worth individuals, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm utilizes customized investment programs informed by internal Capital Market Expectations and offers a range of implementation options including third-party managers and private investments.

Benjamin Coulthard is a financial advisor with Ritholtz Wealth Management in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Ritholtz, he worked at Congress Wealth Management and held various roles at State Street Global Advisors. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment approach that integrates behavioral finance principles, using diversified low-cost ETFs, tactical overlays, and alternatives, and offers both advisor-led and digital portfolio management services.

Eli Cohen is a financial advisor at GenTrust with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been a principal and head of alternative investments at GenTrust Wealth Management since 2012. Cohen is also a partner in Catenary Asset Management, a registered investment advisor affiliated with GenTrust. GenTrust is an SEC-registered investment adviser offering wealth management, financial planning, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that incorporates fundamental, technical, and macroeconomic analysis alongside forward-looking risk management and uses AI-enabled tools in research and operations.