Jordan Press is a financial advisor with F L Putnam Investment Management Co., holding a Series 65 credential and four years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for 21 years. F L Putnam serves a diverse client base including individuals, institutions, and nonprofit organizations, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed strategies and third-party managers across various asset classes, with offerings such as Optimized Indexing and tax-aware fixed income strategies.

John Fiorito is a financial advisor at Wealthcare Advisory Partners LLC with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wealthcare Advisory Partners in 2022, he worked at RMR Wealth Management and Dinosaur Financial Group LLC. Fiorito is also involved in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and integrates behavioral economics with fundamental and technical analysis to construct long-term investment portfolios.

Michael Goodman is a CFP® and PFS™ credentialed advisor with 21 years of industry experience. He has worked at Greenspring Advisors, LLC since 2025 and was previously with Wealthstream Advisors, Inc. for 21 years. Goodman serves as chair of the AICPA PFP Symposium. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and qualitative analysis alongside asset allocation and manager due diligence, and offers a range of fiduciary and non-fiduciary retirement plan services.

Daniel Delmoro is a CFA® charterholder with seven years of industry experience. He has been with Klingman and Associates, LLC since 2015. The firm provides wealth management, financial planning, investment management, and consulting services to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. Klingman manages approximately $5.66 billion in assets for around 700 clients, employing a long-term, diversified investment approach that includes traditional and alternative asset classes.

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.

Jason Greenwood is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at KMS Financial Services, Inc. and Concert Wealth Management. Greenwood serves as a board member of the Kahuku Village Home Owner's Association. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across various securities and offers proprietary tactical ETF model portfolios alongside third-party manager recommendations.

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.

Michael Brunell is a financial advisor with Tsa Management Inc who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MMB + Co since 2018 and Hrc Investment Services, Inc. since 2003, as well as over three decades at Tice, Brunell & Company, CPAs, PC. Outside of advisory work, he serves as treasurer of the Financial Planning Association of Northeastern New York and holds a treasurer position on the board of the Epilepsy Foundation of NENY Inc. TSA Portfolio Management provides investment supervisory services to individuals, retirement plans, and institutional accounts, utilizing a disciplined investment process focused on strategic asset allocation, quarterly rebalancing, and a mix of fundamental, qualitative, and technical analysis. The firm manages approximately $1.285 billion in assets across about 2,800 client relationships, emphasizing diversified portfolios with an emphasis on dividend-paying equities and limited use of aggressive strategies.

Joshua Mandelbaum is a financial advisor with Sapient Capital LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously 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 primarily to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios including equities, bonds, mutual funds, ETFs, and alternative investments.

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.

Ross Didia is a financial advisor with Vanderbilt Advisory Services and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Equitable Advisors, AXA Advisors, Douglas Elliman, The New York Racing Association, and Quest Capital Strategies. Outside of his advisory work, he is also active as a residential real estate salesperson in New York. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing a strategic asset allocation approach with both fundamental and technical analysis, and maintains a distinctive integration with retirement-plan and benefits firms to support pension consulting and plan administration.

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.

Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. 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 fundamental analysis across various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.