Maureen Tompkins 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, LLC from 2005 to 2019. 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 growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios.

Donald Dowd III is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. He has been with Pinnacle Associates since 2006. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, bottom-up equity strategies combined with valuation-sensitive, long-term portfolio management and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Matthew Pereira is a financial advisor at Northern Trust Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Northern Trust Securities, he attended the University of Michigan, Stephen M. Ross School of Business. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through separately managed accounts and other managed portfolios, combining advisory, brokerage, and custody services.

Patrick Walsh is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1997. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis across a range of asset classes and strategies.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with Series 66 credentials and six years of industry experience. He has been with Douglas C. Lane & Associates since 2005 and previously worked at Merrill for two years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals and various institutions. The firm emphasizes customized portfolios focusing on individual equity securities and fixed income, utilizing proprietary fundamental research and a flexible core investment strategy.

John Mcdermott is a financial advisor at Arax Advisory Partners in New York, NY, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Laidlaw & Company, Bank of America, and Merrill. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a range of portfolio management strategies, combining internal teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Ian Dietz is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds the Series 63 designation and has 40 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Private Bank and Smith Barney. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

Adam Venokur is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently a partner at Aprio Advisory Group and serves as an advisor at Aprio Wealth Management, LLC, with prior experience at Tarlow & Co., CPA, and Equitable Advisors. Outside of advisory work, he is involved in CPA advisory services through Aprio Advisory Group. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios focused on asset allocation and long-term purchasing-power preservation, utilizing a range of investment strategies and ongoing account monitoring.

Nick Son is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63, 65, and 66 registrations and 41 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Aegis Capital Corp. He is also involved in insurance product sales through B. Riley Wealth Insurance Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with an emphasis on international investing and a combination of discretionary and non-discretionary solutions.

Robert Sherman is a CFP® and PFS™ with six years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2023. His prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, and Gerstein Fisher. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across asset classes, integrating sustainable investing options and tax-aware rebalancing.

Vasilios Rajendra is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Range Advisory, LLC and has held roles at Range Investing, LLC and Range Finance, Inc. since 2025. Prior to that, he worked at Raymond James & Associates, Inc. and Robert W. Baird. 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 advises on about $17.4 billion through a model portfolio-driven, AI-supported investment approach.

Anna Seckular is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and 26 years of industry experience. She previously worked at Citigroup Global Markets for 18 years and spent time with Mercer Advisors before joining Flagstar. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and organizations. The firm manages assets on a discretionary basis using documented strategies and allocates among mutual funds, ETFs, alternative investments, and third-party managers.

Michael Bermingham is a Series 63–licensed advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, with 13 years of industry experience. He has been with the firm since 2012. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors Inc, and Voya Financial Partners, LLC. Outside of his advisory role, he serves as Financial Manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. 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, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction, ongoing oversight of sub-advisors and wrap programs, and maintains institutional relationships with multiple custodians and platform providers.

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Jennifer Wolf is a financial advisor at Jordan Park Group LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Purshe Kaplan Sterling Investments, Avestar Capital, Bank of America, and Merrill. She is based in New York, NY. Jordan Park Group LLC serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios with discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and integrates ESG considerations and alternative strategies as appropriate.

David Carter is a CFA charterholder with nine years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. He previously worked at J.J. Burns & Company, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire / Lenox Wealth Advisors LLC. B. Riley Wealth Advisors provides investment advice and portfolio management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed strategies via Envestnet, proprietary W.I.S.D.M. models, financial planning, and retirement solutions, managing approximately $4.21 billion in assets across about 173 advisors.

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Qing Yin is a financial advisor at Jefferies Investment Advisers LLC with credentials including Series 65, Series 63, and Series 66. Yin has one year of industry experience and has previously worked at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. 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 and customized planning process that covers a wide range of financial topics.

Michael Schmatz is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Snowden Lane Partners since 2020. Prior to that, he was employed at Bank of America, N.A. and Merrill, with overlapping tenures from 2006 to 2020. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, and financial and estate planning, employing both discretionary and non-discretionary approaches with a focus on customized model portfolios and third-party manager oversight.