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.

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 the Series 66 designation and has worked at Infinex Investments, Apple Bank, and Ameriprise Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Sean Knowles is a financial advisor with OSAIC Institutions, Inc. based in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Infinex Investments, Amalgamated Bank, Cathay Securities, American Trust Investment Services, Wells Fargo Advisors, and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its investment adviser representatives.

Daniel Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Ryan Gibbons is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Morgan Stanley and Rockefeller Financial, before joining Guardian Life in 2026. Gibbons is also associated with Sequent (Florida) LLC, where he spends time on wealth planning and insurance business activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.

Ardian Hasko is a financial advisor with NewEdge Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at B. Riley Wealth Advisors, Inc. and its affiliated entities for over a decade. Outside of his advisory role, Mr. Hasko serves on the board of Equality Charter School and is Board President of Kew Garden Hills Apartment Owners Inc., a cooperative apartment complex. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technology support.

Jessica German is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 credential and 15 years of industry experience. She previously worked for Financial Advisory Network / MML Investors Service, LLC from 2008 to 2024. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the “Capital System” that segments portfolios among different portfolio managers. The firm employs fundamental research and a long-term investment horizon, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Wilhelmina Joseph is a financial advisor at Steward Partners Investment Advisory, LLC with 54 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Raymond James Financial Services and Wells Fargo Advisors. Joseph operates out of New York, NY. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs.

Ronald Ramirez is a CFP® professional with 37 years of industry experience. He is currently with Primerica Advisors and Guardian Life Insurance Company, having worked at both firms since 1989. His career includes extensive tenure at Primerica Advisors beginning in 1999. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple program types.