Samuel Baker is a financial advisor at Allen Investment Management, LLC with four years of industry experience. He holds a Series 63 designation and has been with Allen Investment Management since 2012. Allen Investment Management provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, trusts, foundations, accredited investors, and certain non-U.S. persons. The firm emphasizes long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

Jesse Moreno is a CFP® with 17 years of experience in the financial services industry. He is currently with Cantor Fitzgerald Investment Advisors and has prior work history including MBSC Securities Corporation and LPL Financial. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach and offers strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Jeremy Wittenberg is a CFP® professional with 11 years of industry experience, currently serving at Douglas C. Lane & Associates since 2024. His prior experience includes roles at Corient Services LLC, Kore Private Wealth, Jeffries LLC, and UBS Financial Services. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on individual equities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.

Malcolm Macpherson Jr. is a CFA® charterholder and holds a Series 65 license, with four years of experience in the financial industry. He has been with Williams Jones Wealth Management, LLC since 2019 and previously worked at Williams, Jones & Associates, LLC from 2000 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity strategy and active fixed-income management, while also sponsoring affiliated funds and facilitating access to third-party managers and private investment opportunities.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 credential and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, alongside a 25-year tenure at Atrium Advisors. Outside of advisory work, she is the founder of Feminomics, a business focused on issues related to women and money, delivering web-based content and presentations. Kaess also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of platforms and strategies, including advisor-managed portfolios and third-party money managers, and operates as part of the larger StoneX Group, offering integrated clearing, custody, and lending capabilities.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at 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 wide range of clients, including individuals, trusts, corporations, and institutional investors. The firm’s investment approach involves customized advice and a blend of mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.

Matthew Gordon is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC since 2025. Prior to joining Greenspring, he worked for 12 years at Wealthstream Advisors, Inc. He is a member of the investment committee for Rodeph Sholom, where he assists in managing the temple's endowment and pension funds. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis with regular account reviews and offers fiduciary and non-fiduciary retirement plan services, including proprietary pooled employer plan platforms.

Mark Childs is a financial advisor at SVB Wealth with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including JPMorgan Chase, HSBC, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individuals and families to corporations and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of fundamental, quantitative, and technical analysis and provides both discretionary and non-discretionary investment solutions.

James Harvey II is a financial advisor at Tocqueville Asset Management LP with 16 years of industry experience. He holds the Series 63 designation and previously worked at Poplar Forest Capital LLC for 18 years before joining Tocqueville in 2025. Outside of his advisory role, he is the proprietor of Pigasus Vineyard LLC, a vineyard business selling grapes. Tocqueville Asset Management LP provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach through multiple independent Investment Teams across various asset classes and manages both separate accounts and pooled vehicles.

Joseph Werner is a financial advisor at Cannell & Spears LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Peter B. Cannell & Co., Inc. since 1991. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach grounded in proprietary fundamental research and serves as a sub-adviser to an exchange-traded fund.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Howard Kibrick is a CFP® with 29 years of industry experience, currently affiliated with TSA Management Inc. He has worked at HRC Investment Services since 2007 and Grant Wilfley Casting since 2026. Howard serves as President of the NENY Financial Planning Association Chapter and holds leadership roles at the Sidney Albert JCC of Albany, including assistant treasurer and treasurer on the finance committee. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, managing approximately $1.479 billion for around 2,566 clients across 31 advisors.

Kaitlin Weidner is a CFA® charterholder based in New York, NY, with 3 years of industry experience. She has been with Douglas C. Lane & Associates since 2013. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a proprietary fundamental research approach and offers customized portfolios with a focus on individual equity securities and fixed income, alongside financial planning and access to third-party investment solutions.

Joseph Tedeschi is a financial advisor at TSA Management Inc with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with HRC Investment Services, Inc. since 2012. Outside of his advisory role, he is a 50% owner of Primo Property Development, where he spends a few hours weekly involved in property development activities. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities through discretionary and non-discretionary portfolios.

James Breece IV is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and has been affiliated with Spears Abacus Advisors LLC since 2010. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets through a multi-team structure.

Alfredo Garcia is a financial advisor with Snowden Capital Advisors LLC who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combining institutional capabilities with customized portfolios and third-party manager oversight.

Dinamarie Isola is a financial advisor with Ritholtz Wealth Management in New York, NY, holding a Series 65 designation and bringing 5 years of industry experience. She has been with Ritholtz Wealth Management since 2015 and is also the owner and president of RealSmartica, Inc., a company focused on financial education covering budgeting, wealth building strategies, and college selection and funding. In addition to her advisory work, she provides freelance writing and publishes educational and investment-related research articles for non-investment management clients. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Kerim Tulun is a CFP® professional with 14 years of industry experience, currently serving at Vanderbilt Advisory Services since 2018. Prior to that, he worked at UBS Financial Services from 2014 to 2018. He is also the founder of KT Wealth Management and serves as a board member of the Warwick Valley Chamber of Commerce. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Michael Bertash is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Tocqueville Securities, L.P. since 2009 and at Franklin Credit Management Corporation since 1998. Bertash serves as Director of Institutional Client Services at Tocqueville Asset Management LP. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and an affiliated broker-dealer.

Matthew Rendell is a CFP® professional with seven years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He previously worked at Deloitte & Touche for eight years and is also associated with Vanderbilt Securities, LLC. Rendell serves as a board member of the Glen Cove Chamber of Commerce. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts alongside proprietary model portfolios.