Richard Petrosky is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has previously worked at various HSBC entities for over a decade and currently serves as Regional Market Executive and Executive Vice President at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a range of investment vehicles and third-party managers, with approximately $784 million in assets under management as of December 31, 2025.

Rohan Motwani is a CFA® charterholder with four years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Greenwich Strategy and Apollo Global Management. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Matthew Stroup Sr. is a CFP® with 46 years of experience in the financial industry. He is currently with NPA Asset Management, LLC and has been with Nationwide Planning Associates, Inc. since 2010. Outside of his advisory role, he is the CEO and majority owner of 401 K Retirement Partners, LLC, a firm providing 401(k) consulting services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and utilizing third-party sub-advisors for day-to-day trading.

Michael De Pol is a financial advisor at Blue Point Strategic Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Point since 2012. De Pol is also an independent insurance agent affiliated with various agencies. Blue Point Strategic Wealth Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs model portfolios across multiple strategies and integrates both fundamental and technical analysis in managing client assets.

Eric Cohen is a financial advisor at StoneX Advisors Inc. in New York, NY, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX and its affiliates since 2015, with prior experience at New England Securities from 2002 to 2015. Outside of his advisory role, Cohen is an independent insurance agent and serves as a trustee for a life insurance trust. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and third-party managers to offer both discretionary and non-discretionary solutions tailored to client needs.

Russell Fiske is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and 37 years of industry experience. His prior firms include B. Riley Wealth Management, National Asset Management, Maxim Group LLC, Joseph Gunnar & Co. LLC, and Oppenheimer. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing around $2.95 billion in assets for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Mitchell Lui is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and two years of industry experience. He previously worked at Banco Santander SA and held roles at Jefferies LLC and several other organizations. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a collaborative planning process tailored to client goals and uses third-party software to deliver comprehensive financial plans without offering security-specific investment recommendations.

Nicholas Kong is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at City National Rochdale from 2015 to 2019 and has been with City National Bank since 2019. Outside of his advisory role, he serves on the Associate Board of Directors for the charitable foundation Summer Search, where he participates in fundraising, board meetings, and mentoring students. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and operates within a larger financial services group that includes banking, trust, municipal advisory, and brokerage activities.

Adam Gorlyn is a financial advisor at Citizens Private Wealth with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Franklin Advisers Inc. and Franklin Templeton Financial Services Corp. among other firms. Outside of his advisory role, he is the owner of TGG Holdings LLC, a sole proprietorship involved in real estate interests. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services.

Kevin Strauss is a CFA® charterholder with 31 years of industry experience. He has worked at Advisors Capital Management, LLC since 2019 and previously spent 17 years at Abner, Herrman and Brock. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model strategies across various asset classes.

George Rioseco is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Summit Financial and its related firms since 2008 and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he coaches youth lacrosse for the 2Way Lacrosse Club and participates as a vocalist and guitarist in a neighborhood band. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Diana Massey is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been associated with Spears Abacus Advisors LLC since 2014. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as charities, pension plans, and trusts. The firm uses a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets across a multi-team structure.

Justin Rabinowitz is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Maxim Financial Advisors since 2007 and has been associated with Maxim Group LLC since 2003. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, and institutional entities. The firm employs various investment vehicles and analytical methods, offering both wrap-fee and non-wrap programs, with assets under management totaling over $386 million as of December 2024.

Scott Sussman is a financial advisor with Jefferies Investment Advisers LLC based in New York, NY, holding a Series 63 designation and having 34 years of industry experience. His work history includes roles at Leucadia Asset Management LLC, Jefferies LLC, and Citigroup Global Markets. He also serves as CFO of The Mannis Foundation Inc., a nonprofit organization. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base including individuals, trusts, and charitable organizations, offering a customized, collaborative process supported by advanced planning tools.

Ian Maccallum is a financial advisor at Cannell & Spears LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. 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.

Hal Brown is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials. He has 38 years of industry experience, with prior roles at Maxim Financial Advisors, Maxim Group LLC, B. Riley Wealth Management, and Dominick & Dickerman LLC. A.G.P. / Alliance Global Partners is a multi-team firm with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage services, utilizing an open-architecture investment model that integrates internally managed strategies with sub-advisory relationships and a mix of discretionary and non-discretionary mandates.

Danielle Mchugh is a financial advisor with Summit Trail Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Corient, Purshe Kaplan Sterling Investments, Barclays Capital Inc., and Lehman Brothers Inc. Summit Trail Advisors serves a diverse client base including high-net-worth individuals, institutional clients, and charitable organizations, offering portfolio management, financial planning, and family-office services. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

James Maxwell is a financial advisor at Tocqueville Asset Management LP with five years of industry experience. He has been with Tocqueville since 2009. Tocqueville Asset Management L.P. manages approximately $10.24 billion in regulatory assets and offers discretionary and non-discretionary portfolio management, sub-advisory services, and participation in wrap and third-party managed account programs. The firm serves a diverse client base, including individuals, institutional investors, registered investment companies, private investment vehicles, ERISA accounts, sovereign wealth funds, and banking institutions, employing a bottom-up, contrarian, value-oriented investment approach.

H. Toner III is a financial advisor with Ingalls Investment Management, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at First Republic Securities Co for 15 years and is currently a Managing Director at Trainer Wortham, a subsidiary of First Republic Bank. Toner’s career includes roles at multiple affiliated entities under First Republic Bank’s common control. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, and charitable organizations. The firm employs various asset-management styles, managing accounts primarily on a discretionary basis with strategies ranging from long-term equity holdings to option writing and private placements.

Daniel Abbasi is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation with six years at the firm and a total of ten years in the industry. His prior experience includes roles at GameChange Capital LLC and Fletcher Knight Inc. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long time horizons and fundamental stock research, offering equity and balanced portfolio strategies, including a distinct Sustainable Equity program with an environmental value filter.