Jeffrey Shaw is a financial advisor at Round Rock Advisors LLC with 35 years of industry experience. He previously worked for Armstrong Shaw Associates Inc. for 40 years before joining Round Rock Advisors in 2023. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily fundamental, long-term investment approach with specialized divisions and actively manages a micro-cap fund under Australian regulation.

William Thrush is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2024, following prior roles at HighTower Advisors, Merrill, and UBS Financial Services. Robertson Stephens provides investment advisory services to individuals, families, trusts, multi-family offices, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management alongside planning services such as tax and estate planning. The firm manages $8.76 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, options, and private funds.

Frank Brill is a financial advisor at Kovack Advisors, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Cantella & CO., Inc. and Wells Fargo Clearing. In addition to his advisory role, Brill serves as a fiduciary for multiple family trusts and a family estate. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-based approach using both internally created models and third-party managers supported by an Envestnet workflow.

Alexandra Blake is a financial advisor at Crestwood Advisors with 13 years of industry experience. She holds a Series 65 designation and has previously worked at Next Capital Management, LLC, Van Cleef & Arpels, BBR Partners, and Circle Wealth Management, LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm uses a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors across globally diversified portfolios.

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.

Thomas Castrovinci is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of financial advising, he serves as Treasurer and member of the Knights of Columbus chapter in Mahopac, NY, where he handles accounting functions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and multiple analytical approaches while maintaining approximately $1.39 billion in total platform assets.

Meghan Rump is a CFP®-certified financial advisor with 21 years of industry experience. She is currently a managing director and investment adviser representative at Robertson Stephens, where she has worked since 2024. Her prior roles include positions at HighTower Advisors and Merrill. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, planning services, and uses a range of investment tools overseen by its Investment Office and Committee.

Victoria Shorkey is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Sprott Asset Management USA Inc. since 2021 and has been with Sprott Global Resource Investments since 2014 in various roles. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth and family office clients, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-oriented strategies, using bottom-up, value-based fundamental analysis combined with top-down asset allocation, offering both actively managed and index-based ETF implementations.

Jason Stevens is a financial advisor at Sprott Asset Management USA Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sprott Global Resource Investments, Ltd. since 2002 and at Sprott Asset Management USA, Inc. since 2015. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through fundamental analysis and sector-specific strategies.

Shane Edmond is a CFA® charterholder and holds Series 63 and Series 65 licenses, with eight years of industry experience. He is currently an advisor with Bolton Securities Corporation and has roles with Dow Family Office Advisory, Dow Software, and Bolton Global Asset Management. Outside of his advisory work, Edmond provides business development services for STRAD Software, a company selling and integrating software for professional practices. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers customized wealth management through a network of independent advisers, using a range of investment vehicles and emphasizing a primarily long-term approach.

Mary Goddard is a financial advisor with Sprott Asset Management USA Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked with Sprott Asset Management USA since 2006 and with Sprott Global Resource Investments, Ltd. since 1994. Sprott Asset Management USA, Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in natural-resource and precious-metals businesses through both actively managed and index-based ETFs and strategies that may include physical commodities exposure.

Tom Hamilton is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Steve Todoruk is a financial advisor with Sprott Asset Management USA Inc. and holds Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Sprott Global Resource Investments Ltd. since 2003. Outside of his advisory work, he refers clients to a physical precious metals sales business under a referral agreement. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-based strategies. The firm employs a bottom-up, value-oriented approach combined with top-down asset allocation, offering both actively managed and index-based ETFs alongside private funds and separately managed accounts.

Eric Angeli is a financial advisor with Sprott Asset Management USA Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Sprott Asset Management USA since 2016 and is also affiliated with Sprott Global Resource Investments and Resource Capital Investment Corporation. Outside of his advisory role, he acts as a gold dealer referral, connecting clients with physical metals dealers. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Portfolio Medics in 2022, Mr. Tyson worked at Altium Wealth Management LLC and TIAA-CREF. He is also an independent insurance agent, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual securities, and other strategies, with an emphasis on retail and small-business clients.

Sergio Lujan is a financial advisor at Sprott Asset Management USA Inc. with eight years of industry experience. He holds a Series 66 designation and has worked with Sprott Asset Management entities since 2016. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-oriented strategies. The firm employs a bottom-up, value-oriented fundamental analysis complemented by top-down asset allocation, offering both actively managed and index-based ETF solutions.

Michael Bird is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arete Wealth Advisors, LLC, American Portfolios Financial Services, Inc., and UBS Financial Services. Outside of his advisory work, he is involved in consulting for Nextrip, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to manage client portfolios.

Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.

Nicholas Zaccour is a financial advisor at Coastal Bridge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Llbh Private Wealth Management and Snowden Lane Partners. 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 to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Jay Nakahara is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC since 2026. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2018 to 2026, as well as positions at New York Life Insurance and NYLIFE Securities. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other investment advisers. The firm offers customized, primarily discretionary portfolio solutions, combining passive, active, tactical, and ESG-aware strategies, and provides a range of services including financial planning, retirement plan consulting, and access to cash management programs.