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.

Mark Boltres is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding Series 63 and Series 65 credentials with eight years of industry experience. He has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Hemant Singh is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Aegis Capital Corp and National Asset Management, Inc. He is also involved in insurance-related business activities through ownership and producer roles at KS Insurance Services. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of strategies including separately managed accounts and third-party manager programs.

Cole Aaronson is a financial advisor with A.G.P. / Alliance Global Partners, holding CFP®, Series 65, and Series 63 designations and bringing 11 years of industry experience. He previously worked at David Lerner Associates, inc for seven years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach emphasizing international investing and combines in-house management, third-party managers, and sub-advisers to deliver discretionary and non-discretionary strategies alongside brokerage and capital markets services.

Horace Boone is a financial advisor with Ingalls Investment Management, LLC, holding a Series 63 license and 37 years of industry experience. He has been affiliated with Ingalls & Snyder, LLC since 1993 and joined Ingalls Investment Management in 2026. Boone serves on the boards of several private and public companies, including Yangaroo, Inc., where he is interim chairman of the audit committee, and is involved in various investment-related trustee roles. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base, including individuals, financial institutions, and charitable organizations. The firm employs diverse asset-management strategies and participates as an investment manager in third-party wrap programs, donor-advised funds, and private investment partnerships.

Amy Pastorino is a CFP® with 18 years of industry experience, currently serving at Pinnacle Associates, Ltd. Since 2020, she has worked at Morgan Stanley Smith Barney LLC and previously spent four years with TIAA-CREF Individual & Institutional Services, LLC. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, and institutions. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities alongside other investment vehicles.

James Keegan is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation. He has one year of industry experience. His prior work includes roles at Astound Broadband and St. John's University. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party managers in its service offerings.

Samuel Colleran is a financial advisor at Ingalls Investment Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms, including Spouting Rock Asset Management and Merrill. Colleran is based in New York, NY. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis across various investment strategies.

Sat Jivan Khalsa is an advisor with Integrity Advisory Solutions, holding a Series 65 designation and beginning his advisory career in 2025. He has over 50 years of experience as a partner and attorney at The Khalsa Law Firm, specializing in estate planning. Khalsa serves as a board member of the Alzheimer's Association of New York. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of investment adviser representatives and utilizes third-party platforms and managers to deliver customized investment strategies.

Nelson Spiess is a financial advisor at Insigneo Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Private Bank and Morgan Stanley for ten years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and oversight to manage a range of investment types.

Gregory Franks is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He has been with Snowden Capital Advisors and its related entity, Snowden Account Services, Inc., since 2012. Outside of his advisory role, he is the owner of Indian Mountain Capital LLC, a holding company for personal assets. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Stacy Dauber is a CFP® professional with 16 years of industry experience, currently an advisor at Bailard, Inc. since 2017. Prior to joining Bailard, she worked for Goldman, Sachs & Co. for ten years. Bailard provides wealth and asset management services to individual and institutional clients, delivering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm applies an active, multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. 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 a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Brian Stigliano is a CFP® with 19 years of experience in the financial services industry. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held positions at Valley Wealth Managers, Valley National Bank, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, consulting, and family-office style services with an emphasis on discretionary mandates guided by Investment Policy Statements.

Nirav Thakker is a financial advisor at RMR Wealth Builders, Inc. with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at UBS Securities LLC, BNPPSC, and RBC Capital Markets. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars.

Thomas Dickey is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Apexium Financial LP and Altfest Personal Wealth Management. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its FinLife Partners technology and practice platform.

Christian Pevarnik is a financial advisor with Arax Advisory Partners in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2009. In addition to advisory services, he is licensed to sell insurance with multiple companies and receives commissions related to those sales. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management strategies and offers a range of services including financial planning and retirement plan consulting, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

Thomas Tipton is a financial advisor with IP Financial Advisory Services LLC, holding Series 66 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he also works as a flight attendant for Delta Airlines. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs various analytical approaches and offers discretionary management, with a particular emphasis on non-high-net-worth investors and retirement plan participants.

Scott Hall is a CFA® charterholder with 18 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has prior experience at Stifel and various Jefferies affiliates. Hall serves on the board of Kindness Creators Intergenerational Montessori School, a nonprofit educational program. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative process that covers a wide range of planning topics.

Steven Radinsky is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Santander Securities since 2012, as well as Santander Bank, N.A. since 2006. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers and an implementation manager.