Dylan Montal is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including UBS Financial Services Inc. and Personal Capital Advisors Corporation. Montal began his career after completing his studies in 2018. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to proprietary model portfolios, third-party strategies, and tax-aware direct indexing, supported by AI and large language model tools with human oversight.

Scott Brown Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2013. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Richard Fitzgerald is a financial advisor at Beck, Mack & Oliver LLC in New York, NY, with four years of industry experience. He has been with Beck, Mack & Oliver since 2016. Beck, Mack & Oliver LLC provides asset management to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity discipline with fundamental research and tailored portfolio construction, and manages both registered investment companies and private pooled funds using a range of strategies, including long-biased concentrated approaches with selective leverage.

Michele Cleary is a financial advisor at Cannell & Spears LLC with eight years of industry experience. She holds a Series 63 designation and has worked at Cannell & Spears since 2013, concurrently serving at Foreside Fund Services, LLC since 2017. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Karen Ma is a financial advisor at Williams Jones Wealth Management, LLC with four years of industry experience. She has been with Williams Jones Wealth Management since 2019 and previously worked at Williams Jones & Associates from 2006 to 2019. Williams Jones Wealth Management offers 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 on mid- to large-cap businesses, and active intermediate-term fixed-income management, often constructing concentrated portfolios of about 30 positions.

Erin Slocum is a CFP® professional based in New York, NY, with three years of industry experience. She has been with Simon Quick Advisors, LLC since 2022 and previously worked at BNY Mellon for 14 years. 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 combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a diverse range of investment and financial services.

Robert Raich is a financial advisor with Cannell & Spears LLC, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Abacus and Associates Inc. since 2001 and serves as president and portfolio manager of Spears Abacus Advisors LLC. Additionally, he is an advisory board member for First Spring Trust Company, advising on family trusts and asset allocation. Cannell & Spears provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Hitesh Shah is a financial advisor at Gilder Gagnon Howe & Co. LLC with 24 years of industry experience. He has been with the firm since 1999 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to a range of clients including individuals, charitable organizations, corporations, pension plans, and trusts. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Cecilia Hoang is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. She has been with Gilder Gagnon Howe & Company since 2020 and previously worked at Vassar College from 2014 to 2020. Gilder, Gagnon, Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans through an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion. The firm operates as both a registered investment adviser and broker-dealer, employing transaction-based commissions on non-retirement accounts and participating in securities lending and revenue-sharing arrangements.

Joshua Mandelbaum is a financial advisor at Sapient Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sapient Capital, he worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. for over 16 years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process that incorporates fundamental and technical analysis to construct diversified portfolios across various asset classes.

Harold Stein is a financial advisor at Pinnacle Associates, Ltd. in Tarrytown, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Pinnacle Associates since 2003, serving as a portfolio manager. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services 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 long-term orientation and offers tailored strategies across equity and fixed income, serving both retail and institutional accounts.

Othilla Nowak is a CFA® charterholder with one year of experience at Williams Jones Wealth Management, LLC. Prior to joining Williams Jones, Nowak worked at Artisan Partners for six years and held positions at Tiger Management LLC, J.P. Morgan, and Wells Fargo. Outside of finance, Nowak has teaching experience at Macaulay Honors College, Hunter College, CUNY, and Kweller Prep. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering discretionary and non-discretionary portfolio management along with financial planning and third-party manager introductions. The firm emphasizes concentrated equity portfolios managed with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income strategies.

Thomas Morr is a CFP® professional with nine years of experience in financial advising. He has been with Simon Quick Advisors, LLC since 2012 and previously worked at Massey Quick Wealth Solutions LLC. 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 administrative services. The firm employs a diverse investment approach including allocations to unaffiliated independent managers, mutual funds, ETFs, affiliated private investment funds, and uses quantitative screening alongside in-person due diligence.

Eric Javer is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has been associated with Maxim Group LLC since 2005. 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 retirement accounts. The firm employs various investment vehicles and analytical methods, serves both retail and institutional clients, and manages assets through multiple program types and custodial arrangements.

Ergen Banja is a financial advisor at Asset Preservation Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Asset Preservation Advisors, he worked at Smith Affiliated Capital Corp. for one year and was a full-time student for eight years. Asset Preservation Advisors, LLC specializes in discretionary municipal bond investment management for institutional and retail clients, as well as providing sub-advisory services to municipal bond mutual funds and wrap programs. The firm focuses exclusively on municipal bond portfolios, employing active fixed-income strategies that emphasize income and capital preservation.

Lori Zager is a financial advisor at Ingalls Investment Management, LLC with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ingalls and its affiliated firms since 2017. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs varied asset-management styles and offers services such as financial planning, sub-advisory roles, and management of private investment partnerships.

Daniel Meneses is a CFA® charterholder with five years of industry experience. He has been with Douglas C. Lane & Associates since 2017 and previously worked at Canaccord Genuity Inc. from 2016 to 2017. Based in New York, NY, he is part of a multi-team firm consisting of 16 advisors. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm’s investment approach centers on proprietary fundamental research and a flexible core strategy focused on long-term equity and fixed income investments.

Christopher Cornett is a CFP® with 14 years of experience in the financial services industry. He is currently with The Pinnacle Financial Group and has prior experience at Bank of America and Merrill. Cornett holds Series 63, 65, and 66 licenses. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement and fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Yhadira Mercado is a financial advisor at Jefferies Investment Advisers LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2015 to 2023. Mercado has been with Jefferies since 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Jonathan Greene is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Maxim Financial Advisors, Maxim Group LLC, B. Riley Wealth Management, Dominick & Dickerman LLC, and Oppenheimer. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory and third-party money manager programs, and brokerage and insurance product sales, employing an open-architecture investment approach that combines internally managed strategies with co- and sub-advisory relationships.