Michael Annunziata is a financial advisor at Innovative Asset Advisors Group with 34 years of industry experience. He previously worked at Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments for nine years each. In addition to his advisory work, he is also an independent insurance agent. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth and portfolio management, financial consulting, and access to alternative investments using a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Kreitler Financial LLC since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is involved as an investor and owner in a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm emphasizes periodic portfolio review and reallocation, manages assets across mutual funds, ETFs, equities, and fixed income, and provides clients access to advanced reporting platforms.

Edwin Lugo II is a CFA® charterholder with three years of industry experience. He has worked at RMR Wealth Management since 2026 and previously spent 15 years at Franklin Templeton. He is also associated with EL2 Capital, LLC. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed-account programs, utilizing third-party platforms and managers to tailor portfolios according to client objectives and risk tolerance.

Jerry Sneed III is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial services industry. He currently serves at Third View Private Wealth and has previously worked at Procyon Advisors, Baker Tilly, Bank of America, Merrill, Axa Advisors, and North American Bancard. In addition to his advisory role, he acts as trustee for a client-related irrevocable trust. Third View Private Wealth provides investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, trusts, estates, businesses, and charitable entities. The firm offers tailored investment strategies combining in-house and third-party models, separately managed accounts, and access to alternative investments.

Rob Craft is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at T. Rowe Price and several short-term engagements in diverse fields. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and offers educational seminars and workshops to clients and prospects.

Benjamin Berger is an advisor at Stone Wall Money Management LLC with Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at David Lerner Associates, Factory Direct Enterprises, and Enterprise Holdings. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment approach is based on client objectives, time horizon, and risk tolerance, employing strategies including asset allocation, dollar-cost averaging, and both long- and short-term techniques.

Charles Winston is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds a Series 66 designation and previously worked at Circle Advisers Inc. for 11 years before joining his current firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm applies Modern Portfolio Theory and a combination of fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction, offering a range of investment strategies including alternative investments and third-party separate managers.

Martino Mezza is a financial advisor at Innovative Asset Advisors Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Financial Strategies Investment Advisor Services and its related entities since 2013. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth and portfolio management, financial consulting, and access to alternative investments. The firm employs a tailored, multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and macroeconomic analysis, and utilizes third-party independent managers and sub-advisors.

William Thrush is a financial advisor at Robertson Stephens with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Hightower Advisors, Bank of America, and Merrill Lynch. Thrush is also a licensed insurance agent. Robertson Stephens Wealth Management offers investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Vincent Marbury is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015. Outside of his advisory role, he operates a sole proprietorship focused on life insurance and fixed annuity sales and marketing. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and services.

Alan Fernandes is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at M&T Bank and People's United Bank. Outside of his advisory role, Fernandes serves as president of the Business Networking International chapter in Tribury and is a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm offers a range of advisory programs utilizing both discretionary and non-discretionary approaches and provides customized and model-based investment solutions.

Peter Courtney is a financial advisor at Calydon Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Greenwich Investment Management, Inc. for 15 years before joining Calydon Capital in 2023. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in regulatory assets using a proprietary screening and factor model to identify high-quality equities and allocates assets among income-producing equity and fixed-income strategies.

Alexandra Blake is a financial advisor at Crestwood Advisors with 12 years of industry experience. She holds a Series 65 credential and has worked at Next Capital Management, LLC, Van Cleef & Arpels, and BBR Partners. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder, which offers automated ETF portfolios with periodic advisor engagement.

Matthew Marini is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors. He previously worked at Merrill and Bank of America, N.A. Prior to his current role, he spent nearly a decade at Merrill. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios using a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Joseph Tatusko is a CFP® and CFA® with 23 years of industry experience. He currently serves as an advisor at Moneco Advisors and has held prior roles at firms including Cruice Investment Advisors, Ltd., LPL Financial, and Westport Resources Management. His background encompasses a range of advisory and investment positions across multiple firms. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis, utilizing a broad array of investment instruments and multiple custodial platforms.

John Esteves is a financial advisor at Procyon with a Series 65 designation and one year of industry experience. Prior to joining Procyon, he studied at Sacred Heart University for four years. Procyon serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, utilizing customized, fundamentally driven portfolios constructed with mutual funds, ETFs, individual equities, and fixed income.

Meghan Rump is a CFP® with 20 years of industry experience, currently serving as Managing Director and Investment Adviser Representative at Robertson Stephens Wealth Management. Her prior roles include positions at Hightower Advisors, Bank of America, and Merrill. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Caroline Wetzel is a CFP® with 11 years of industry experience, currently advising at Procyon since 2017. Her prior experience includes roles at UBS Financial Services from 2015 to 2017. She is a member of the Financial Planning Association and the Financial Women's Association. Procyon serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, consulting, and retirement plan advisory services through customized, fundamentally driven portfolios implemented via internal management and third-party managers.

Jana L'etoile is a financial advisor at Coastal Bridge Advisors with 14 years of industry experience. She holds a Series 66 designation and previously worked at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. She is also a partner and Chief Administrative Officer at CBA Management Co., LLC. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios across various asset classes, offering specialized advisory services such as retirement plan consulting and HSA investment management.

Roy Williams is a financial advisor at Kcd Financial, Inc. with 42 years of industry experience. He holds the Series 63 designation and has worked at Center Street Securities and EDI Financial Inc., as well as running Williams Financial Group since 2001. In addition to advising, he sells life, long-term care, and fixed annuities under Williams Financial Group. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, using a range of investment strategies tailored to client goals and risk tolerance.