Michael Loel Klonsky

Julian Morris is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, with prior roles at LPL Financial, Ameriprise Financial Services, and IDS Life Insurance Company. Morris also operates Pinnacle Insurance & Financial Services, a general agency for fixed insurance products. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, utilizing a range of investment vehicles and both fundamental and technical analysis in their strategies.

Melisa Dobraca Iacono is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its affiliated entities since 2018, as well as at Windrose Advisors, LLC from 2014 to 2018. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing proprietary due-diligence processes and a mix of active and passive strategies across various third-party platforms.

Sangita Gandhi is a financial advisor at Shanti Capital LLC with 16 years of industry experience. She has non-active ownership in SAMVED Corporation, an investment-related business providing some investment research services since 2003, but holds no operational role. Shanti Capital LLC provides discretionary investment management primarily to high-net-worth individuals, focusing on global equity portfolios. The firm emphasizes fundamental research to identify undervalued companies with sustainable competitive advantages and concentrates holdings in a limited number of long-term equity opportunities, including exposure to small-cap healthcare, biotech, and non-U.S. equities.

Adam Apt is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been the principal of Peabody River Asset Management, LLC since 2007. Additionally, he serves as Vice President of Investment Analytics at LTSAVE, Inc., where he designs and oversees an automated investment advice system for defined contribution retirement plans. Peabody River Asset Management is a fee-only registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, families, and institutional clients, including charitable organizations. The firm employs a top-down, four-stage portfolio construction process with a focus on ETFs, bonds, and a mostly buy-and-hold approach, supplementing fundamental analysis with quantitative risk models.

Robert Lang is a financial advisor at Aztec Capital LLC in Arlington, MA, holding a Series 65 designation with 13 years of industry experience. He has been involved with TheStreet.com and Realmoneypro.com since 2012 and operates Explosiveoptions.net, an educational site for option traders that includes a chat room and spread trading service. Aztec Capital serves individual clients, small businesses, institutions, and charitable organizations with discretionary portfolio management focused on equity options and related derivatives. The firm employs technical analysis and risk control strategies, offering individualized investment approaches and maintaining regular account reviews.

Newton Spurr is a financial advisor with Ms Financial Services, LLC in Reading, Massachusetts, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been a partner at Spurr & Spurr, LLP, a tax preparation and accounting firm, since 1997. Outside of advising, he manages the accounting practice as a general partner. Ms Financial Services, LLC provides discretionary investment management and consulting to individuals, high-net-worth individuals, trusts, and estates. The firm focuses on fundamental analysis and long-term strategies, constructing diversified portfolios while also advising on retirement accounts and acting as a fiduciary.