Lori Zager is a financial advisor at Ingalls Investment Management, LLC with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ingalls and its affiliated firms since 2017. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs varied asset-management styles and offers services such as financial planning, sub-advisory roles, and management of private investment partnerships.

Daniel Meneses is a CFA® charterholder with five years of industry experience. He has been with Douglas C. Lane & Associates since 2017 and previously worked at Canaccord Genuity Inc. from 2016 to 2017. Based in New York, NY, he is part of a multi-team firm consisting of 16 advisors. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm’s investment approach centers on proprietary fundamental research and a flexible core strategy focused on long-term equity and fixed income investments.

Christopher Cornett is a CFP® with 14 years of experience in the financial services industry. He is currently with The Pinnacle Financial Group and has prior experience at Bank of America and Merrill. Cornett holds Series 63, 65, and 66 licenses. 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 a written Investment Policy Statement and fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Yhadira Mercado is a financial advisor at Jefferies Investment Advisers LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2015 to 2023. Mercado has been with Jefferies since 2023. Jefferies Investment Advisers LLC provides 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 covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Jonathan Greene is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at Maxim Financial Advisors and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing, combining in-house management, third-party money managers, and sub-advisers to offer portfolio management and financial planning alongside brokerage and capital markets services.

John Ellis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Beck, Mack & Oliver LLC in New York. He has been with the firm since 2010. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm follows a value-based, long-term equity investment approach, conducting fundamental research and tailoring portfolios to client objectives and tax considerations, while also managing private funds with strategies that include selective leverage and derivatives.

David Sweeney is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and investment advisory services, combining capital markets, custody, clearing, and prime services with managed account solutions.

William Rosemond is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including 24 years with Maxim Group LLC and 9 years with Maxim Financial Advisors. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm uses various investment vehicles and analytical methods, managing assets through both wrap-fee and non-wrap programs, and serves some institutional client types less common among similar multi-team advisors.

Jeffrey Higgs is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has worked at Sterling Monroe Securities, LLC since 2008. Outside of his advisory roles, he serves on the board of Wolfeboro School and is involved in insurance product sales and administration. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across various securities.

Mallon Fitz Patrick is a CFP® professional with six years at Robertson Stephens Wealth Management and a total of four years in the financial advisory industry. Prior to Robertson Stephens, he worked at Safran Wealth Advisors and Garden Street Advisors. He serves on the board of the Sag Harbor Whaling and Historical Museum and is involved with the FPA of Metro NY Chapter as Co-Lead of its NexGen Group and Education Committee. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, managing approximately $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management and comprehensive planning services, employing a range of investment strategies overseen by an internal Investment Office and Committee.

Patrick Kenny is a CFA® charterholder with 11 years of industry experience. He currently works at Williams Jones Wealth Management, LLC and previously spent nine years at UBS Financial Services Inc. in New York, NY. Williams Jones Wealth Management serves high-net-worth individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management and financial planning, focusing on concentrated equity portfolios with a growth-at-a-reasonable-price approach and active, tax-aware fixed-income management.

Matias Mirvois is a financial advisor at Sowell Management with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Eagle Eye Advisors LLC, XP Investments US, LLC, and Icap Corporates LLC. Mirvois is a partner of Eagle Eye Advisors, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios, third-party manager selection, and unified managed account platforms.

Diana Palmieri is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt since 2013, as well as at Grove Point Investments LLC for multiple years. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services.

Peter Cahill is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Jefferies Investment Advisers LLC and affiliated firms since 2013. 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, customized planning process that covers topics such as tax and estate planning, executive compensation, and philanthropic planning.

Matthew Senicola is a financial advisor with Lanark Financial, Inc. in Massapequa, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at NBC Securities, Inc. since 2015. Outside of his advisory role, he occasionally writes investment-related articles for Seeking Alpha. Lanark Financial provides investment management, financial planning, and advisory services for individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms and third-party sub-advisers.

Paul Messina is a financial advisor at Alexander Capital Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management since 2018. Prior to this, he worked at Alexander Capital, LP beginning in 2015. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and manages discretionary accounts with both long- and short-term trading strategies.

Henry Renard is a financial advisor at Corient with five years of industry experience. He has been with Corient and its affiliated entities since 2023, and prior to that, he worked at Inverness Counsel, Inc. for 48 years. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Giuseppe Leone is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Infinex Investments, Inc., Apple Bank, and Ameriprise Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Sean Knowles is a financial advisor at OSAIC Institutions, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Infinex Investments, Amalgamated Bank, Cathay Securities, American Trust Investment Services, and Wells Fargo Advisors. OSAIC Institutions, Inc. serves a diverse client base including individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and consulting services, ERISA plan support, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.