John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY. He holds Series 65 and Series 63 licenses and has seven years of experience with Williams Jones Wealth Management following a seven-year tenure at Williams Jones & Associates, LLC. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated investment approach focused on individual equities, fixed income, mutual funds, ETFs, and private funds, emphasizing growth-at-a-reasonable-price equity selection and active, tax-aware fixed-income management.

Jason Morad is a Series 65 licensed financial advisor with 17 years of industry experience. He is currently with Ingalls Investment Management, LLC and has been associated with their affiliated broker-dealer, Ingalls & Snyder, LLC, since 2015. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a broad client base that includes individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services such as portfolio consulting, financial planning, and management of private investment partnerships.

Robert Limmer is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS, Stifel, Ryan Beck & Co., LPL Financial, and Gladstone Institutional Advisory. He is also involved as Principal-Chief Growth Officer at Onward Advisors and serves on the advisory board of BiCoastal Wealth Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services. The firm employs both discretionary and non-discretionary portfolio management strategies tailored to client objectives and risk tolerances.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. 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 plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Harrison Barresi is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Inc. and Rothschild & Co US Inc. Barresi serves as CEO of CWHB Real I LLC, a real estate holding company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Rosenfeld is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY, holding 22 years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2002. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm emphasizes long-term growth through strategic asset allocation and GARP-oriented equity strategies focused on mid- to large-cap businesses, managing concentrated portfolios while also offering access to third-party managers and private investment funds.

Andre Yoskowitz is a financial advisor at Copper Financial in New York, NY, holding the CFP® designation with 14 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, he was involved with Afterdawn.com for five years. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and operates with a fiduciary advisory model supported by due diligence on third-party managers.

Michael Ross is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Jefferies Investment Advisers LLC and has held roles at Leucadia Asset Management LLC and Jefferies LLC since 2013. 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 includes tax, estate, and executive compensation planning among other services.

Alexander Messer is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Ritholtz Wealth Management and has previously worked at MD Financial / Vestment Financial, RMD Capital, and Northwestern Mutual. Ritholtz Wealth Management serves both individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and specialized consulting. The firm employs a goal-based investment approach focusing on asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by digital platforms for model portfolio implementation and management.

Joseph Murphy is a financial advisor at Ingalls Investment Management, LLC in New York, NY, with 31 years of industry experience. He holds the Series 63 designation and has been with the Ingalls organization since 2015. Outside of his advisory role, he is employed with Rosenthal Collins, a futures commission merchant, where he introduces potential futures and foreign exchange producers and employees. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs various asset-management strategies such as long-term equity holdings, short-term trading, option writing, and also manages private placements and third-party wrap programs.

Connor Mullin is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals and multi-generational families, focusing on customized wealth advisory and family office services. The firm employs a detailed discovery process to develop investment policies and manages portfolios through a combination of manager selection, direct securities, and discretionary mandates.

Brandon De Otaduy Nam is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments LLC and Golub Capital LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates with affiliated financial businesses and product channels.

Cameron Rufus is a CFP® with five years of experience in the financial services industry. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Northwestern Mutual and Modern Woodmen of America. Rufus also writes and blogs on investment topics through Wealthfoundme.com. Ritholtz Wealth Management serves a range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a goal-based investment process focused on asset allocation and behavioral finance, combining diversified, low-cost ETFs with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Jason Ewing is a financial advisor at Savvy with a Series 65 credential and four years of industry experience. Prior to joining Savvy in 2026, he worked at Crestwood Advisors and Trillium Trading. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

David Wood is a financial advisor at Jefferies Investment Advisers LLC with 11 years of industry experience. He holds a Series 66 designation and has held roles at Jefferies Investment Advisers LLC since 2023, as well as positions at Jefferies Insurance Brokerage, Leucadia Asset Management LLC, Jefferies LLC, Bank of America, N.A., and Merrill. Jefferies Investment Advisers LLC offers 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 using third-party software and scenario analysis to assist clients with various planning topics including tax, estate, executive compensation, and philanthropic planning.

Colin Carter is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley, Equitable, and AXA Advisors. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and FINRA member broker-dealer, delivering advisory services through various sponsored programs and third-party platforms.

Natasha Howe is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked primarily with Muriel Siebert & Co., Inc., including her current role, and has experience in various industries including personal training and nutrition. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

George Sarlanis is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Snowden Lane Partners, OSAIC, Royal Alliance, Interactive Brokers, Capital One Financial Advisors, and Edward Jones. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial planning, and advisory programs. The firm offers customized model portfolios, third-party manager selection, and a range of investment tools, combining multi-team scale with institutional capabilities.

Samuel Brick is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC, JPMorgan Distribution Services, Inc., Keybank, Flyer Enterprises, Artstreet Cafe, and Communion Of Saints School & Parish. 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 planning process that covers a broad range of financial topics.