Geoffrey Schiciano is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He has held various roles within Jefferies entities since 2013. Outside of his advisory work, he manages several family partnerships and LLCs that invest in private equity. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm delivers a customized planning process that incorporates third-party software and scenario analysis to support a range of financial planning needs.

Andrew Schoenfeld is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edge Wealth Management, Brean Capital, and Sandler O'Neill & Partners. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Benjamin Lanier is a financial advisor at Ingalls Investment Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Ingalls & Snyder LLC since 2018 and Deloitte & Touche from 2017 to 2018. His background also includes five years at the University of Arkansas. 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 multiple asset-management styles, managing accounts on a discretionary basis with strategies that include long-term equity holdings, short-term trading, option writing, and private placements.

Steven Kashubo is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank in various roles since 2013. 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 a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizing ongoing suitability reviews and compliance oversight.

William Spears is a CFA® charterholder with 4 years of industry experience. He is a member of SPEARS & CO. LLC, a holding company, and has been associated with Spears Abacus Advisors LLC since 2007. He is currently with Cannell & Spears LLC in New York, NY. Cannell & Spears LLC 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, and it operates as a multi-team structure with approximately 17 advisors managing several billion dollars in assets.

Ryshard Grzanka is a financial advisor at Integrity Advisory Solutions with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Burlington Alliance Capital Management and Equitable Advisors. Outside of his advisory role, he is an insurance agent involved in fixed insurance product sales. Integrity Advisory Solutions serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers who manage individualized or model portfolios with various investment strategies.

Howard Reizun is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2021. He previously worked at TIAA-CREF from 2006 to 2021. Reizun is a managing partner at Evoke Wealth Management and operates as the sole proprietor of HKR Wealth, a tax entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and advisory services, supporting independent advisor decision-making alongside supervisory oversight.

Henry Kaplan is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at National Asset Management and Morgan Stanley Distribution, Inc. He is also a limited partner and passive investor in a fixed income investment portfolio. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

John Pantowich is the sole advisor at TAG Associates LLC in New York, NY, with 14 years of industry experience. He has been with TAG Associates since 2002. TAG Associates provides multi-family office and portfolio management services primarily to high-net-worth individuals, family-related entities, trusts, estates, endowments, and certain retirement plans. The firm offers comprehensive wealth management, including portfolio management, tax planning, financial management, and estate/trust planning, and also advises pooled investment vehicles with both client and non-client investors.

Montague Henry is a financial advisor at B. Riley Wealth Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Management since 2015 and B. Riley Wealth Advisors since 2022. In addition to his advisory role, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and proprietary asset allocation models.

Joseph Orff Jr. is a CFP® and CFA® with three years of industry experience. He is currently an advisor at Greenspring Advisors, LLC, where he has worked since 2025. Prior to that, he spent several years with Wealthstream Advisors, Inc. He has a background that includes time at the University of Miami. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers both discretionary and non-discretionary portfolio management tailored to client objectives.

David Pearson is a financial advisor at Carret Asset Management, LLC with 23 years of industry experience. He has been with Carret Asset Management since 2004 and holds Series 63 and Series 65 licenses. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers tailored investment strategies based on fundamental research and periodic rebalancing, employing a variety of techniques and managing accounts primarily on a discretionary basis.

Marc Specht is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Midtown Wealth Management, LPL Financial, and Private Advisor Group. Outside of his advisory work, he is a licensed insurance agent and owner of PM Risk Management, an insurance sales business. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers a wrap-fee program and may implement client portfolios through sub-advisors or turnkey asset management programs, with ongoing portfolio monitoring and formal annual reviews.

Adam Grisanti is a financial advisor at Ingalls Investment Management, LLC with 12 years of industry experience. He has been associated with Ingalls & Snyder LLC since 2011 and joined Ingalls Investment Management in 2026. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs multiple asset-management styles, managing accounts on a discretionary basis with strategies ranging from long-term equity holdings to short-term trading and option writing.

Alan Feldman is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Leucadia Asset Management LLC, and Jefferies LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a customized planning process that covers a range of topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to inform its recommendations.

Mathias Schulz is a financial advisor at Realta Investment Advisors, Inc with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Benchmark Investments, LLC, Coastal Equities, Inc., and CGM Group LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation strategies and third-party manager programs.

Kai Chong Cheng is a financial advisor with NFSG Corporation in New York, NY, holding Series 63, Series 65, and Series 66 designations and 18 years of industry experience. His prior work includes roles at Newbridge Securities Corporation and Affinity Capital Management LLC. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and business entities. The firm constructs diversified portfolios, offers discretionary and non-discretionary asset management, and supports its advisors with research, model portfolios, and third-party asset manager options.

Mc Clain Bishop is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2018 to 2025, as well as at Mimeo from 2016 to 2018. Outside of his advisory role, he is a minority partner in HGC Investments, LLC, a holding company for investments, and assists the R and H H Foundation with communications between its directors and Fidelity. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, and tax-related services. The firm employs a combination of proprietary quantitative analysis and due diligence to allocate client assets across various investment vehicles and sponsors multiple affiliated pooled investment funds.

Sarah White is a financial advisor at Sapient Capital LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for 20 years at J.P. Morgan Securities. 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 combining fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Paul Morse is a CFP® with 33 years of experience in the financial services industry. He has worked at A.G.P. / Alliance Global Partners since 2020 and previously spent four years at both Gladstone Wealth Group and LPL Financial, llc. He is based in New York, NY. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm follows an open-architecture investment approach with a focus on international investing and combines in-house management with third-party and sub-advisers to implement various strategies.