Alan Wolberg is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Securities. Outside of his advisory role, he volunteers with Bet Torah, assisting in charitable gifting marketing. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a customized, collaborative planning process supported by third-party software and scenario analysis.

Patrick Buckley is a financial advisor at Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Jefferies LLC since 2019 and previously held a role at Interactive Brokers LLC from 2014 to 2019. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and business entities, offering a range of planning topics including tax and estate planning, executive compensation, and philanthropic planning. The firm follows a customized, collaborative planning process and utilizes third-party software and Monte Carlo simulations to analyze financial scenarios.

Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 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 for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

Richard Rosen is a CFA® charterholder with 30 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2018 and was previously with Satucket Capital Management, LLC from 2016 to 2018. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on valuation sensitivity and long-term orientation, primarily implementing portfolios of individual equities alongside bonds, mutual funds, and ETFs as appropriate.

Angelo Guerriero is an investment advisor representative at Siebert AdvisorNXT, LLC with 43 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 1999 and splits his time evenly between that firm and Siebert AdvisorNXT, both of which are under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm uses algorithmic portfolio construction based on Modern Portfolio Theory and offers a combination of automated strategies with dedicated advisor support, managing accounts on both discretionary and non-discretionary bases.

Delphia Polle is a financial advisor at Ingalls Investment Management, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citigroup and Transatlantique Private Wealth LLC. Ingalls Investment Management provides discretionary and non-discretionary 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 with strategies ranging from long-term equity holdings to shorter-term trading and alternative investments.

Amadeus Christian Wijatkowski is a financial advisor with Arete Wealth Advisors, LLC based in New York, NY. He holds a Series 66 designation and has been in the industry for less than a year, with prior experience at firms including Fincadia LLC, Langham Hall LLC, and Quaan Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily manages discretionary portfolios using advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while fulfilling ERISA fiduciary responsibilities when applicable.

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 1995. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services 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 focused on conviction-weighted portfolios across various equity and bond strategies, serving both institutional and private wealth clients.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Walter Giles is a financial advisor at Cannell & Spears LLC with 28 years of industry experience. He previously worked at Beck Mack & Oliver LLC from 1998 to 2020 before joining Peter B. Cannell & Co., Inc. in 2020. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio management.

Lorraine Salvo is a CFP® professional with 13 years of industry experience, currently serving at Palisade Capital Management, LP. She has worked at Massey, Quick & Co. LLC since 2004. 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 individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various strategies and serves as sub-adviser to mutual funds and investment adviser to collective investment trust vehicles.

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.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

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.

Leticia Cruz is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and various wrap fee programs based on client-specific risk guidelines and a proprietary equity valuation process.

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.