Melissa Neale is a financial advisor at Snowden Capital Advisors LLC in New York, NY, with a Series 66 designation and approximately four years of experience. Her prior roles include positions at Snowden Lane Partners, Insigneo Securities LLC, International Finance Bank, and Tropical Fruit Export S.A. Snowden Capital Advisors serves a diverse client base including 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 financial planning, combining multi-team scale with institutional capabilities.

Sally Megear is a financial advisor with Silvercrest Asset Management Group LLC, where she has worked since 2003. She has 13 years of industry experience. 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 and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Michael Batnick is a financial advisor at Ritholtz Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ritholtz Wealth Management since 2013. Outside of his advisory role, he is a partial owner of Compound Media LLC, where he works as an author and podcaster. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments.

Gerard Klingman is a CFP® and ChFC® with 43 years of industry experience, currently serving as CEO of Klingman and Associates, LLC. He has been with the firm since 2006 and previously worked at Raymond James Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he is a passive investor in several businesses, including a restaurant venture. Klingman and Associates, LLC provides wealth management, financial planning, investment management, and consulting services to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $5.66 billion in assets for roughly 700 clients, using a discretionary, asset-allocation driven approach that includes traditional and alternative investments.

Glenn Greenberg is a financial advisor at Brave Warrior Advisors, LLC with seven years of industry experience. He has been with Brave Warrior Advisors since 2010. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm focuses on concentrated long equity portfolios based on fundamental, internally generated research and manages approximately $5.41 billion in discretionary assets.

Lisa Colletti is a CFP® and Series 65 professional advisor at Aspiriant, LLC with 17 years of industry experience. She has worked at Aspiriant in various roles since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and specialty financial consulting.

Andrew Weinstein is a financial advisor at Maxim Financial Advisors LLC with 34 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at Maxim Group LLC since 2002. He holds Series 63 and Series 65 licenses. Maxim Financial Advisors LLC offers discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, estates, corporations, and retirement accounts. The firm utilizes multiple investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers and government entities.

Samantha Lompado is a financial advisor at Consolidated Portfolio Review Corp with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, Northwestern Mutual, and Sii. Outside of her advisory role, she founded The Celebration Mission, a charity focused on supporting homeless and at-risk youth through birthday parties and fundraising efforts, and serves as a volunteer board member for Friends of the Oratory. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities and includes proprietary model portfolios and third-party manager recommendations.

Bradley Goldman is a Series 65-licensed financial advisor with Palisade Capital Management, LP in Fort Lee, NJ, bringing 18 years of industry experience. He has been with Palisade Capital Management LLC since 2006. Outside of his advisory role, he serves as Treasurer for South Mountain Speech and Feeding LLC, a private speech and language pathology practice. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach across various equity and fixed income strategies and serves as sub-adviser to mutual funds and collective investment trusts.

Joel Isaacson is the principal advisor at Joel Isaacson & Co., LLC, a firm he has been with since 2009. He has four years of industry experience and operates out of New York, NY. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals as well as non-HNW individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm manages approximately $8.04 billion in client assets through a team of about 20 advisors, offering financial planning, tax advice, portfolio management, family-office and outsourced CFO support, and trustee services. Their investment approach typically involves long-term strategies with limited trading, focusing on mutual funds, ETFs, and private investment funds.

Samuel Swenson is a financial advisor at Range Advisory, LLC in New York, NY, holding the CFP®, CFA®, and Series 66 designations with eight years of industry experience. His prior roles include positions at Range Finance Inc, CGN Advisors, Wells Fargo Advisors, and Credit Suisse Securities. Outside of his advisory role, he operates SKS Advisory Services, providing accounting and light financial planning on a freelance basis. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to proprietary model portfolios alongside third-party strategies, incorporating AI tools to support client service and portfolio management.

Susan Estes is a financial advisor at Ingalls Investment Management, LLC with 11 years of industry experience. She has worked at Ingalls Investment Management since 2026 and previously spent eight years at Ingalls & Snyder LLC and four years at Tocqueville Securities LP. Outside of her advisory role, she also occasionally works as a salesperson at Charleston Shoe Company. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset management styles and offers services such as financial planning, sub-advisory, and portfolio consulting.

Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with A.G.P. since 2020 and with Aegis Capital Corp since 2013. A.G.P. / Alliance Global Partners is a multi-team registered investment adviser and broker-dealer with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial and retirement planning, sub-advisory programs, and brokerage and insurance products, utilizing an open-architecture model that incorporates internally managed strategies and co-advisory relationships.

Brian Early is a CFP® professional with 32 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Mid Atlantic Securities, Inc. for 25 years and Brown & Overton for over 30 years. Outside of advisory work, he is also licensed as an insurance agent, focusing on life, disability, and fixed and variable insurance products. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving individual investors, retirement plans, corporations, and nonprofit entities. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management and sub-advisory relationships.

Walter Hoehler II is a financial advisor at B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at Banorte Ixe Securities International, Ltd for eight years. Outside of his advisory role, he is involved with an alumni and parent group supporting the men’s lacrosse team at Haverford College by helping to raise funds for hiring an assistant coach. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Michael Ruzhansky is a CFP®-certified financial advisor at J. Safra Asset Management Corporation with 15 years of industry experience. His prior roles include positions at Citigroup, Mass Mutual Investors Services, AXA Advisors, and J. Safra Inc. He has also been involved with SkyTax Advisors, LLC and Zeiders Enterprises. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment approach integrates fundamental security analysis with macroeconomic assessment and tactical positioning, utilizing both in-house models and third-party managers.

Kevin Madrigal is a CFP® and ChFC® with nine years of experience in financial services. He is currently with Valley Wealth Managers, Inc. and has prior experience at Valley National Bank, Bank Leumi USA, and Northwestern Mutual Wealth Management Company. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process focused on personalized asset allocation among equities, fixed income, and cash, supported by an investment committee and third-party services.

Joshua Schechter is a financial advisor at Arax Advisory Partners in New York, NY, holding a Series 65 designation. He joined Arax in 2025 and previously worked at Weil, Gotshal & Manges, LLP, and The Amynta Group. Schechter also has experience in academia through roles at New York University and the University of Michigan. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and it is noted for its use of performance-based fee arrangements and carried-interest structures.

Edward Dewees is a CFA® and CIC credentialed financial advisor at Douglas C. Lane & Associates with 19 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily for high-net-worth individuals and various institutional clients. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy with a long-term orientation.

William Mchale is a CFA® charterholder with nine years of industry experience. He has been with Ingalls Investment Management, LLC since 2026 and previously worked at Ingalls & Snyder LLC, Applico, and Axiom Investors. 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 a variety of asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across strategies ranging from long-term equity holdings to shorter-term trading and option writing.