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.

Nicholas La Verghetta is a financial advisor at RMR Wealth Builders, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at Bank of America, Weber, Shapiro & Company LLP, NCM Capital Management, and Stack Sports. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies using model portfolios and periodic reviews.

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.

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.

John Ellis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Beck, Mack & Oliver LLC in New York. He has been with the firm since 2010. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm follows a value-based, long-term equity investment approach, conducting fundamental research and tailoring portfolios to client objectives and tax considerations, while also managing private funds with strategies that include selective leverage and derivatives.

David Sweeney is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co. Inc. and Janney Montgomery Scott. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers Wealth Management, Fixed Income, Commodities, Securities Lending, Capital Markets, and Prime Services, supporting both discretionary and non-discretionary portfolio management.

William Rosemond is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including 24 years with Maxim Group LLC and 9 years with Maxim Financial Advisors. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm uses various investment vehicles and analytical methods, managing assets through both wrap-fee and non-wrap programs, and serves some institutional client types less common among similar multi-team advisors.

George Russell is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Aegis Capital Corp, National Asset Management, Inc., and Cetera Wealth Services, LLC. Outside of advisory work, he operates a tax preparation business as a sole proprietor. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with a multi-team platform serving over 7,000 clients and managing approximately $2.95 billion. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Mallon Fitz Patrick is a CFP® professional with six years at Robertson Stephens Wealth Management and a total of four years in the financial advisory industry. Prior to Robertson Stephens, he worked at Safran Wealth Advisors and Garden Street Advisors. He serves on the board of the Sag Harbor Whaling and Historical Museum and is involved with the FPA of Metro NY Chapter as Co-Lead of its NexGen Group and Education Committee. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, managing approximately $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management and comprehensive planning services, employing a range of investment strategies overseen by an internal Investment Office and Committee.

Patrick Kenny is a CFA® charterholder with 11 years of industry experience. He currently works at Williams Jones Wealth Management, LLC and previously spent nine years at UBS Financial Services Inc. in New York, NY. Williams Jones Wealth Management serves high-net-worth individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management and financial planning, focusing on concentrated equity portfolios with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income management.

Matias Mirvois is a financial advisor at Sowell Management with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Eagle Eye Advisors LLC, XP Investments US, LLC, and Icap Corporates LLC. Mirvois is a partner of Eagle Eye Advisors, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios, third-party manager selection, and unified managed account platforms.

Peter Cahill is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Jefferies Investment Advisers LLC and affiliated firms since 2013. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a collaborative, customized planning process that covers topics such as tax and estate planning, executive compensation, and philanthropic planning.

Anthony Caputo is a Series 65 licensed advisor at Pallas Capital Advisors, LLC with experience at several firms including PEAK Event Services, Teresas Prime, and Fresh Kitchen / College Fresh, Inc. He has also worked with Capco Craine & Hoist, Inc. and the University of Michigan. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management using a range of investments and provides family office services, retirement plan fiduciary offerings, and investment consulting to third-party advisors.

Mandie Evans is a financial advisor at Citizens Private Wealth with 15 years of industry experience. She holds a Series 66 designation and previously worked for 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Giuseppe Leone is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Infinex Investments, Apple Bank, and Ameriprise Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.