Henry Ghriskey Jr. is a financial advisor at Ingalls Investment Management, LLC with 35 years of industry experience. He previously worked at First Republic Investment Management for 24 years and has held roles at JPMorgan Wealth Management and Ingalls & Snyder. Outside of his advisory duties, he serves as an independent director for the Sound Shore Mutual Fund and holds leadership and board roles in several nonprofit organizations and charitable foundations. 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 multiple asset-management styles, manages a variety of investment strategies, and participates in third-party wrap programs and private investment partnerships.

Lea Highet is a CFP® with five years of industry experience and has been with Douglass Winthrop Advisors LLC since 2004. She is based in New York, NY. Outside of her advisory role, Highet serves as a trustee of the Paine Memorial Free Library in Willsboro, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term equity and balanced portfolio strategies using a five-filter stock selection methodology and includes a Sustainable Equity Strategy with an environmental value focus.

Justine Kinaj is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and possessing 10 years of industry experience. She previously worked at Raymond James & Associates from 2016 to 2024 before joining Ashton Thomas in 2024. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, providing a range of program structures including wrap and non-wrap offerings and third-party sub-advised options.

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has worked within various Cantor Fitzgerald entities since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm specializes in ETF model portfolios, strategic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Matthew Arpano is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Silvercrest since 2006. Silvercrest provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Carey Gertler is a CFP® at Prosperity - An EisnerAmper Company with one year of experience in the financial industry. He has been associated with EisnerAmper LLP since 2014 and Eisner Advisory Group LLC since 2021. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support its service offerings.

Leticia Cruz is a financial advisor with Valley Wealth Managers, Inc. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Her prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm’s investment process is client-driven, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when suitable.

Josette Egan is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Jefferies and affiliated firms since 2010. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and business entities. The firm offers a customized, collaborative planning process covering a wide range of financial topics and uses third-party software to illustrate probability-based outcomes.

Rocco Lafaro is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2011. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses. She has 15 years of industry experience, having worked at Alliance Global Partners since 2022 and previously with National Securities Corporation and National Asset Management. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business based in San Diego. 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 offers portfolio management, financial planning, retirement-plan advisory, and brokerage services, utilizing an open-architecture investment model that includes both internally managed strategies and sub-advisory relationships.

Edgar Perez is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with 23 years of industry experience. He holds the Series 63 designation and has been with Pinnacle Associates since 2001. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored strategies across equity, fixed income, and option overlays.

Michael Tong is a financial advisor at Robertson Stephens Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Fiduciary Trust International. Robertson Stephens Wealth Management serves individual clients, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with model portfolios overseen by an Investment Committee.

John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Bacigalupi serves as the president of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with strategic allocation informed by macroeconomic research and manages multiple registered investment companies and private funds.

Adam Scharf is a financial advisor at RMR Wealth Builders, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Hightower Advisors. Prior to his financial career, he spent over a decade with Stern Keiser & Panken LLP in the legal sector. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through various program options.

Nelson Matzen is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding the CFP® designation and Series 63, 65, and 66 licenses, and has 10 years of industry experience. His prior roles include positions at HSBC Securities, Avantax Investment Services, and Mariner Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with a range of wealth management and consulting services. The firm manages approximately $12 billion in assets and integrates coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Robert Paul is a CFP® and Series 63 licensed advisor with 4 years of industry experience. He has worked at Joel Isaacson & Co., LLC since 2012 and has been associated with The Dreyfus Service Corporation since 1998. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in assets, offering tailored financial planning, portfolio management, tax advice, and family-office services through a team of about 20 advisors.

Michael Cohen is a financial advisor with Summit Trail Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017, and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory work, Cohen serves on the Village of Lake Success Golf Commission, advising on park management and course conditions. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, integrating ETFs, mutual funds, separate accounts, independent managers, and private funds.

Andrew Anello is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Beacon Global Advisor Network, LLC and has previously worked at Brite Advisors USA, Inc. and DeVere USA INC. since 2012. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets, offering discretionary portfolio management, modular financial planning, and retirement consulting.

Kevin Gillard is a financial advisor at Ingalls Investment Management, LLC in New York, NY, holding the Series 66 designation with 13 years of industry experience. He has been with Ingalls & Snyder since 2012 and joined Ingalls Investment Management in 2026. 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 range of 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 investment vehicles.