Thomas De Cicco is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Jefferies LLC and Merrill, along with earlier positions in education at Sacred Heart University, Long Island University, and Saint Joseph by the Sea High School. 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 planning process using third-party software and focuses on a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Nicholas Petito is a financial advisor at Cannell & Spears LLC with four years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a plumber’s apprentice at Michael J Petito Plumbing & Heating. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Ryan Hanisak is a financial advisor at Summit Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked with Summit Financial and its affiliated entities since 2002. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to client portfolio management.

Jacob Dempsey is a CFP® professional at Simon Quick Advisors, LLC with three years of industry experience. Prior to joining Simon Quick Advisors in 2023, he worked for ten years at Deloitte Tax LLP. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocations to independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

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.

Shazia Khateeb is a financial advisor at Earned Wealth Advisors, LLC with a Series 65 designation and no prior industry experience. She is also the owner of TaxPoint LLC, an accounting firm providing tax preparation and accounting services to individuals and businesses, and works as a client manager and accountant at Schwartz & Schwartz. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal Investment Strategy Committee.

Hemant Singh is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Aegis Capital Corp and National Asset Management, Inc. He is also involved in insurance-related business activities through ownership and producer roles at KS Insurance Services. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of strategies including separately managed accounts and third-party manager programs.

Cole Aaronson is a financial advisor with A.G.P. / Alliance Global Partners, holding CFP®, Series 65, and Series 63 designations and bringing 11 years of industry experience. He previously worked at David Lerner Associates, inc for seven years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach emphasizing international investing and combines in-house management, third-party managers, and sub-advisers to deliver discretionary and non-discretionary strategies alongside brokerage and capital markets services.

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.

Amy Pastorino is a CFP® with 18 years of industry experience, currently serving at Pinnacle Associates, Ltd. Since 2020, she has worked at Morgan Stanley Smith Barney LLC and previously spent four years with TIAA-CREF Individual & Institutional Services, LLC. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, and institutions. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities alongside other investment vehicles.

Patricia Caccavo is a financial advisor at Summit Financial, LLC with a Series 65 designation and seven years of industry experience. She has been with Summit Financial since 2018 and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2011 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to support customized client solutions.

Samuel Colleran is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms, including Spouting Rock Asset Management and Merrill. Colleran is based in New York, NY. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various investment strategies.

Sat Jivan Khalsa is an advisor with Integrity Advisory Solutions, holding a Series 65 designation and beginning his advisory career in 2025. He has over 50 years of experience as a partner and attorney at The Khalsa Law Firm, specializing in estate planning. Khalsa serves as a board member of the Alzheimer's Association of New York. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of investment adviser representatives and utilizes third-party platforms and managers to deliver customized investment strategies.

Randi Loreti is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2002 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Della Lounsbery is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 license and 13 years of industry experience. She has worked with Avantax Advisory Services and Stephen E. Plain LLC, where she was involved in tax preparation and accounting. Lounsbery also has a role in managing patent-related matters through a separate business entity. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations, delivering these primarily through a network of CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across its 164 advisors and offers tax-intelligent investment strategies with a comprehensive approach to client account management.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Private Bank and Morgan Stanley for ten years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and oversight to manage a range of investment types.

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.

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 the financial services industry. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held positions at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, consulting, and family-office style services with an emphasis on discretionary mandates guided by Investment Policy Statements.

Konner Gershkoff is a financial advisor at Advisors Capital Management, LLC with a Series 65 designation and two years of industry experience. He has worked at Advisors Capital Management since 2019 and previously held roles at JWC Research and Tuition Management Systems. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, offering custom private accounts and model strategies that combine top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.