Marc Specht is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments, Inc., Midtown Wealth Management, LPL Financial, and Private Advisor Group. In addition to his advisory role, Mr. Specht is a licensed insurance agent and owner of PM Risk Management, an insurance sales business. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, ongoing monitoring, and serves as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Adam Grisanti is a financial advisor at Ingalls Investment Management, LLC with 13 years of industry experience. He has worked at Ingalls Investment Management since 2026 and has been with the affiliated firm Ingalls & Snyder LLC since 2011. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to individuals, institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across a range of strategies.

Thomas Callahan is a CFP® with four years of industry experience currently with Range Advisory, LLC in New York, NY. He has previously worked at Fidelity Investments and Equitable Advisors. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages roughly $1.4 billion in discretionary assets and around $17.4 billion in assets under advisement, utilizing proprietary model portfolios, third-party strategies, and advanced AI tools to support its investment process.

Alan Feldman is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He has held roles at Jefferies LLC, Leucadia Asset Management LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Feldman holds a Series 63 designation. 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, collaborative planning process covering a broad range of topics, including tax and estate planning, executive compensation, and philanthropic planning.

Mathias Schulz is an investment advisor at Realta Investment Advisors, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Benchmark Investments, LLC and JPMorgan Securities LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm’s approach involves individualized advice based on client goals and risk tolerance, employing diversified asset allocation strategies across multiple investment types.

Kai Chong Cheng is a financial advisor with NFSG Corporation in New York, NY, holding Series 66, Series 65, and Series 63 credentials and 19 years of industry experience. His prior work experience includes roles at Merrill, Affinity Capital Management LLC, and NewBridge Securities Corporation. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management and employs both internal portfolio management and third-party asset managers to construct and monitor diversified portfolios.

Mc Clain Bishop is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for seven years each. Outside of his advisory role, he is a minority partner in HGC Investments, LLC, a holding company for investments, and participates in charitable activities through the R and H H Foundation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases and sponsoring multiple pooled investment vehicles.

Sarah White is a financial advisor at Sapient Capital LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for 20 years at J.P. Morgan Securities. Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Paul Morse is a CFP® professional with 33 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2020. His prior experience includes roles at Gladstone Wealth Group, LPL Financial, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes a range of investment strategies, including international investing via the EPC Advisors Group, and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.

Christy Matzen is a CFP® and Series 66-licensed financial advisor at Sapient Capital LLC with 10 years of industry experience. Her prior roles include positions at Northstar Investment Advisory, JP Morgan Chase, Zoe Financial, Goldman Sachs, and The AYCO Company, L.P./Mercer Allied. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process that combines fundamental and technical analysis to build diversified portfolios, and it serves as both adviser and sponsor to private funds and registered ETFs.

Melissa Shaw Patino is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman for five years before joining Arete Wealth Management and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Michelle Mc Kinnon is a CFP® with 11 years of industry experience. She has been with Klingman and Associates, LLC since 2019 and previously worked at Payne Capital Management, LLC from 2012 to 2019. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets through a disciplined investment process grounded in Modern Portfolio Theory, utilizing a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

Terron Tidwell is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and National Securities Corp. Outside of his advisory work, Tidwell owns a media business focused on speaking engagements, book publishing, and documentary distribution, and he consults with college athletes on NIL deals. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and offers comprehensive portfolio management and retirement plan services.

Robert Vessecchia is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Flagstar and its related entities since 2023 and previously spent 22 years at Signature Securities Group Corp./Signature Bank. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and uses a disciplined approach involving Investment Policy Statements, third-party managers, and Envestnet PMC for due diligence.

Thomas Valenzuela is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Ingalls Investment Management, LLC and previously worked at Ingalls & Snyder, LLC, Spouting Rock Asset Management, Stewart Asset Management, and WPS Advisers, Inc. 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 multiple asset-management styles, covering strategies from long-term equity holdings to shorter-term trading, and manages private investment partnerships alongside third-party wrap programs.

Caribel Colon is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, and Francis Financial. She also works part-time with Aetna Health Insurance. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance activities.

Eric Strominger is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes prior roles at Aegis Capital Corp, Oppenheimer, Maxim Financial Advisors LLC, MSI Financial Services, and Eastbrook Capital Group. Outside of his advisory work, he is involved with CRAZMinds LLC, a consumer products business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and model portfolios.

David Burch is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Maxim Financial Advisors since 2017 and has been with its affiliated firm, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs various investment vehicles and analytical methods, serves both retail and institutional clients, and reported assets under management of approximately $386 million as of December 31, 2024.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.