Frank Stolba is a financial advisor at Ingalls Investment Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been affiliated with Ingalls & Snyder, LLC since 1998, transitioning to Ingalls Investment Management in 2026. Ingalls Investment Management serves a diverse client base including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment advisory services, employing various asset-management styles and strategies that include long-term equity holdings, short-term trading, option writing, and management of private investment partnerships.

Joshua Rinkov is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Jefferies-affiliated firms since 2013 and has an investment-related business, RINKOV LP, based in Illinois. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities using a customized, collaborative process supported by third-party software and scenario analysis.

Jake Wu is a financial advisor at Copper Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UNFCU Advisors, Santander Bank, Merrill, and Bank of America. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm supports both individual and institutional clients and employs an advisory model focused on third-party manager referrals and in-house portfolio management.

Kristopher Rossignoli is a CFP® professional at Cardinal Point Wealth Management with four years of industry experience. He has worked at Cardinal Point Capital Management ULC since 2020 and previously at IKO Group of Companies & Single Family Office and Deloitte LLP. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation strategy with a core-and-satellite structure that integrates various investment vehicles and operational tools, serving both U.S. and Canadian clients.

Christakis Charalambous is a CFA® charterholder and financial advisor at Leo Wealth, LLC with four years of industry experience. He has worked at Leo Wealth since 2021 and previously at Edge Wealth Management from 2011 to 2019. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, institutions, and retirement plans. The firm employs a multi-faceted investment approach that incorporates diversified ETF model portfolios, systematic single-stock models, and third-party managers, emphasizing tax efficiency and continuous account monitoring.

Emanuele Pirrello is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 credential and with 20 years of industry experience. He has been associated with Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2009. Outside of his advisory role, he acts as Chief Operations Officer for a car-sharing startup focused on providing Tesla vehicles as an amenity in luxury residential buildings. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized, collaborative process supported by third-party financial planning software.

Morgan Mclanahan is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Jefferies LLC and Leucadia Asset Management LLC since 2014. Outside of his advisory role, he serves as a governor for The Meadow Club of Southampton, a private tennis club, where he is involved in long-term planning and membership issues. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base including individuals, trusts, estates, foundations, and corporations. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to develop and review financial plans.

Jason Murray is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His background includes roles at Innovation Partners LLC and Fiserv. Besides his advisory work, he is an author of several publications focused on entrepreneurship and personal development and also serves as a Medicare consultant and sales and marketing consultant through separate business ventures. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants while providing specialized advisory services including actuarial and insurance consulting.

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.

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.

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.

James Keegan is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation. He has one year of industry experience. His prior work includes roles at Astound Broadband and St. John's University. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers in its service offerings.

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.

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.