Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions while integrating AI-assisted analytics alongside human oversight.

Michael Jensen is a CFP® and ChFC® with Series 63 licenses, currently serving as a financial advisor at Douglas C. Lane & Associates. He has seven years of experience in financial services, including prior roles at Charles Schwab and Pinnacle Financial Services, Inc. Jensen has also worked in design management and spent four years at Delaware Valley University. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and offers customized portfolios with a long-term investment approach across equity and fixed income, as well as financial planning and access to third-party cash, credit, and insurance solutions.

Craig Laub is a Certified Financial Planner® with 26 years of industry experience. He has been with Klingman and Associates, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. from 2005 to 2020. Laub is also a licensed insurance agent involved in non-variable insurance sales. 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 across 14 advisors and about 655 clients, employing a Modern Portfolio Theory-based investment approach with discretionary portfolio management and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Franklin Templeton Financial Services Corp, Merrill, and Franklin Distributors, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF-based strategies.

Elizabeth Stahl is a CFA® charterholder and holds a Series 63 license. She has two years of industry experience and is currently with Allen Investment Management, LLC, where she has worked since 2023. Prior to this, she was employed at Allen & Company from 2014 to 2022. Allen Investment Management, LLC 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 focuses on long-only equity strategies and supplements its offerings with third-party manager allocations, portfolio construction, and ongoing due diligence.

Leopoldo Ferris Wallis is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. for five years and at Morgan Stanley Private Bank for five years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and individualized advisor-led construction across diverse global asset classes.

Adam Perlaky is a financial advisor with Integrated Advisors Network LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at ISDA, Foreside Fund Services, LLC, and World Gold Trust Services, LLC. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and access to third-party managers, with an emphasis on customized client plans based on risk profiles and investment policies.

Michael Santucci is a financial advisor with Flagstar Securities, Inc. in Great Neck, NY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior roles include positions at Signature Securities Group Corp., HSBC Securities, and Flagstar Advisors. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting through a multi-faceted, discretionary approach utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Essa Athar is a financial advisor with Flagstar Securities, Inc. based in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Flagstar, Essa has worked at firms including Zions Bancorporation, Columbia University, Citigroup, and Merrill. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a discretionary management approach using diversified asset allocations and third-party managers, with approximately $784 million in discretionary assets under management as of December 31, 2025.

John Eager is a financial advisor with Williams Jones Wealth Management, LLC, based in New York, NY. He has four years of industry experience and has been with Williams Jones Wealth Management since 2019, following a 30-year tenure at Williams, Jones & Associates, LLC. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach targeting mid- to large-cap businesses, and active intermediate-term fixed-income management, typically managing concentrated portfolios of about 30 positions.

Jeremiah Milbank III is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has worked at Silvercrest since 2011 and also serves as a part-time consultant to Transcontinental Capital, where he has been involved since 1990. Milbank holds a Series 63 designation and is a director and vice president of a family-owned cattle and timber farming operation. He is a board member of several nonprofit organizations, including The International Center, The JM Foundation, The New York Eye and Ear Infirmary, The Hoover Institution, and Boys and Girls. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering discretionary and non-discretionary portfolio management alongside family office services. The firm employs a combination of proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, managing approximately $36.5 billion in assets under advisement as of December 2024.

Matthew Kolakowski is a CFP® with three years of industry experience currently affiliated with Laird Norton Wetherby Wealth Management, LLC (LNW) in New York, NY. He has been with LNW since 2024 and previously worked at Wetherby Asset Management from 2016 to 2023. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services including financial and estate planning alongside discretionary portfolio management.

Dylan Tuttle is a Certified Financial Planner (CFP®) at Fifth Third Wealth Advisors LLC with eight years of industry experience. He has worked at BNY Mellon Securities Corporation, BNY Mellon, UBS Financial Services, Bank of America, and Merrill prior to joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for individuals, institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and access to alternative investments. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance client portfolios, leveraging its affiliation with Fifth Third Bank.

Claudia Carmona is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and 19 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2023 and has been with Snowden Lane Partners since 2023. Snowden Capital Advisors serves a diverse clientele including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, employing customized model portfolios and a range of investment tools across multiple asset classes.

Young Ai Choi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with B. Riley Wealth Advisors since 2022 and has also worked at B. Riley Wealth Management since 2015. The firm manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. B. Riley Wealth Advisors offers a broad range of services including advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party management strategies.

Owen Burns is a financial advisor at Cantor Fitzgerald Investment Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BBVA Wealth Solutions Inc., Compass Bank, and related BBVA entities. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs proprietary ETF model portfolios that incorporate strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages a variety of registered and private investment funds.

Luis Fernandes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He previously worked for nine years at BNY Mellon Wealth Management. Outside of his advisory role, he is involved in tax preparation through RK Tax Preparation LLC during tax season. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and other services to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs customized strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both third-party managers and affiliated model strategies.

Ying Zhao is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and with 19 years of industry experience. Prior to joining A.G.P. in 2021, Zhao worked at Stifel, International Advisory Consultants Inc., Next Financial Group, Inc., and Merrill. Outside of finance, Zhao has been involved in film production as a producer for Hollywood Films 3.0. A.G.P. / Alliance Global Partners is a multi-team investment advisory and broker-dealer firm with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internal strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and other services.

Paige Rimer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Joel Isaacson & Co., LLC since 2021. Prior to this, she worked at The Vanguard Group, Inc. from 2017 to 2021. She also has experience from Xavier University in roles including a phonathon position and other capacities from 2013 to 2017. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily to high net worth individuals, with occasional clients including corporate pension plans and charitable organizations. The firm employs long-term investment strategies with a focus on mutual funds, ETFs, and private investment funds, offering both discretionary and non-discretionary advice along with in-house tax, outsourced CFO, and trustee services.

Kristopher Venne is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Ritholtz Wealth Management since 2013 and is also associated with RWM Insurance Services, LLC since 2018. Outside of his advisory roles, he is a partial owner of Compound Media, Inc., a content marketing company. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified ETFs, tactical overlays, and alternative investments, and operates both advisor-led services and digital platforms for portfolio implementation and management.