Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Joshua Kaye is a financial advisor at Klingman and Associates, LLC with five years of industry experience. He holds Series 65 and Series 66 credentials and has been with Klingman and Associates since 2020. Prior to his current role, he worked with Best Buddies International for four years. He is also an insurance agent involved in non-variable insurance sales. Klingman and Associates provides wealth management, financial planning, investment management, and consulting services primarily to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $5.66 billion in assets and emphasizes long-term, diversified allocation strategies guided by an Investment Committee and an asset-allocation framework based on Modern Portfolio Theory.

Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 36 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC dba Lellos Wealth Management for 13 years and B. Riley Wealth Advisors, Inc. for 3 years. He is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC, a related investment 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 investors through a multi-team platform. The firm provides discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution with a notable emphasis on international investing.

Hattie Wright is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Ingalls Investment Management, LLC and previously worked at Ingalls & Snyder LLC and Mountain State Analytics, LLC, where she was the sole owner and Managing Director before transitioning her clients to Ingalls & Snyder. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering a range of strategies from long-term equity holdings to short-term trading and private investment partnerships.

Ryan De Walt is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase & Co., Sei, Silver Leaf Partners, and Zurich North America. Ryan's background also includes a period in academia at Franklin & Marshall College and Lehigh University. 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 topics such as tax and estate planning, executive compensation, and philanthropic planning, using third-party software and scenario analysis tools to support planning outcomes.

John Brim is a CFA® charterholder with 26 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors, where he has worked since 2026. Prior to that, he spent five years at Smith Group Asset Management, LLC and over two decades at Smith Asset Management Group/Discovery Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm employs a proprietary ETF model portfolio approach that incorporates strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages multiple registered investment companies and private pooled funds.

Jeannie Tai is a financial advisor at Cannell & Spears LLC with four years of industry experience. She previously worked at Spears Abacus Advisors LLC and Integre Asset Management, LLC. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, managing several billion dollars in assets across a multi-team structure.

Lisandro Chanlatte is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Citibank N.A. for 14 years. Outside of his advisory role, he serves on the advisory board of a real estate development firm, BAP Development. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled multi-asset portfolios and incorporates third-party research and periodic reviews to manage a diverse range of investments.

Bernard Selz is a financial advisor at Ingalls Investment Management, LLC with 58 years of industry experience. He holds the Series 63 designation and has previously worked at Neuberger Berman and Gagnon Securities LLC. Outside of advisory work, he serves as the President of the Selz Foundation, Inc., a not-for-profit organization. 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 a range of asset-management styles and administers private investment partnerships, donor-advised funds, and third-party wrap programs.

Gonzalo Segnini is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, he serves on the board of trustees for The Cushman School and is involved with an art gallery business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm uses a customized, collaborative planning process supported by third-party software and offers a broad range of planning topics without providing security-specific investment recommendations.

Mimi Duff is a financial advisor at GenTrust with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining GenTrust in 2021, she worked at Kensho Technologies from 2017 to 2019. She serves on the endowment investment committee of Round Hill Nursery School, providing general advice on investment allocation. GenTrust is an SEC-registered investment adviser serving individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach incorporating fundamental, technical, and macroeconomic analysis, and uses AI-enabled tools alongside human oversight to construct customized portfolios.

George Mcauliffe III is a financial advisor at Tocqueville Asset Management LP with 22 years of industry experience. He holds a Series 63 designation and has been with Tocqueville Securities L.P. since 1998. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base that includes individuals, high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various equity and fixed-income strategies.

Daniel Brady is a financial advisor with Savvy, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Gladstone Wealth Partners, and Chardan Capital Markets. He is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize client investment plans.

Elizabeth Brozena is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. She previously worked at Greystone Wealth Advisors, LLC and Wells Fargo. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Gregory Domond is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., MML Investor Services, and MassMutual Life Insurance Company. Outside of advising, he co-owns Red Door Learning Company, a preschool and therapy services provider, and founded a nonprofit focused on education and wellness. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, utilizing a blend of passive, active, tactical, and ESG-aware strategies, along with access to specialist third-party sub-advisors.

Jonathan Mark is a financial advisor at Pinnacle Associates, Ltd. in Westport, CT, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Pinnacle Associates since 2002. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term orientation and serves both retail and institutional accounts through separately managed equity and balanced strategies.

Vincent Sellecchia is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of his advisory role, he is the owner of Compass One LLC, a real estate holding company. Tocqueville Asset Management LP manages approximately $10.24 billion in assets and serves a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach, with portfolio management organized by independent investment teams.

Ryan Bass is a financial advisor at Portside Wealth Group, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at TownSquare Capital, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance and financial planning contracting through Suncrest Advisors LLC. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and a combination of fundamental, technical, and modern portfolio theory in its investment approach, while also offering related legal and accounting services through affiliated professionals.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Robert Peyreigne is a financial advisor at Jefferies Investment Advisers LLC with 37 years of industry experience. His career includes roles at Morgan Stanley, Merrill, and UBS Financial Services. He holds Series 63 and Series 65 credentials. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software and offers a broad range of planning topics, including tax, estate, executive compensation, and philanthropic planning.