Sidney Goudie is a CFA® charterholder with 4 years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2019. Prior to this, he worked at Williams, Jones & Associates, LLC for 11 years. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth families, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, GARP-oriented equity investments, and active intermediate-term fixed-income management.

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Dai Securities, LLC. In addition to his advisory role, he is involved in outside insurance activities encompassing life, health, disability, and long-term care insurance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes asset allocation and diversification strategies and employs third-party managers and technology platforms to support client accounts, overseeing approximately $5 billion in assets managed by a team of 63 advisors.

Heather Perlmutter is a financial advisor at Tocqueville Asset Management LP with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Tocqueville Securities L.P. since 2008, serving as a portfolio manager. Tocqueville Asset Management L.P. offers discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including high-net-worth individuals, registered investment companies, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and manages both separate accounts and pooled vehicles.

Ankit Tuladhar is an advisor with B. Riley Wealth Advisors, Inc., holding a Series 65 credential and six years of experience in the financial industry. Prior to joining B. Riley Wealth Management, he worked at Caldwell University and the Group for Technical Assistance. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Pamela Raviol is a financial advisor at Douglass Winthrop Advisors LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Douglass Winthrop Advisors since 2018, following a 31-year tenure at Train, Babcock Advisors LLC. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm emphasizes a fiduciary approach with portfolios that include domestic and international equities and investment-grade fixed income, offering both core equity and a defined Sustainable Equity Strategy.

Manuel Uranga is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Bolton Securities Corporation. He is also the owner and general partner of A Plus Capital, LLC, an entity involved in securities and investment advisory businesses. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies across multiple asset classes.

Michael Brabant is a Series 66 licensed financial advisor with 37 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has held roles at Jefferies Insurance Brokerage, Jefferies LLC, and Leucadia Asset Management LLC. He serves as a volunteer on the CAIS Advisory Council, a forum focused on alternative asset platforms. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, and business entities through a customized, collaborative process that includes comprehensive analysis and periodic reviews. The firm utilizes third-party software and scenario simulations to support planning but separates its fiduciary planning role from implementation services.

Scott Monty is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Jefferies Investment Advisers LLC offers fee-based financial planning services to a broad range of clients, including individuals, trusts, and charitable organizations. The firm emphasizes a customized, collaborative planning process supported by third-party software and probability-based scenario analysis.

Shelley Martin is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 63 designation and bringing 23 years of industry experience. Her prior roles include positions at PM Wealth Management, LLC, Private Advisor Group, LLC, LPL Financial, LLC, and Prager Metis CPAs, LLC. Outside of advising, she is involved in tax preparation and is a member of Sleo's Girls, LLC, a partnership overseeing tent properties in Georgia. 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, and charitable organizations. The firm emphasizes individualized portfolio construction and serves a notable segment of banking and thrift institutions while managing wrap-fee programs and overseeing independent managers.

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.

Ryan Hogan is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at The Leaders Group Inc, Johnson Asset Management, and Fenimore Asset Management Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a range of advisory services alongside technology and operational solutions for other advisers.

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.

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.