Michael Bird is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kovack Advisors since 2024. His prior experience includes roles at Arete Wealth Advisors and American Portfolios Financial Services. Outside of advisory work, he is involved with Bird Asset Management and serves as a consultant for NexTrip, Inc. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm focuses on diversified asset-class exposure using mutual funds and ETFs, with additional options tailored to client objectives, and provides financial planning and third-party manager recommendations.

Kamaldai Rahman is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He has held positions at several firms, including HSBC Securities (USA) Inc., Citigroup, and Signature Securities Group. Rahman holds Series 63 and Series 66 licenses. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

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.

Jay Nakahara is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, New York Life Insurance Company, NYLIFE Securities LLC, and BTIG. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm employs a combination of discretionary management, advisor-specific investment styles, and model portfolios incorporating passive, active, tactical, and ESG strategies.

Joanne Gautrau is a financial advisor at Merit Financial Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 23 years. Her recent roles include positions at Essex Financial Services Inc., LPL Financial, and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and committee.

Thomas Metzger is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Wells Fargo Advisors. Citizens Private Wealth, LLC serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative investment research.

Christopher Elias is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Lincoln Investment for six years and at Bankers Life for one year; before entering the financial industry, he spent 21 years at Factset Data Systems, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, delivering customized client solutions through various program structures.

Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

Alejandro Velazquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. His prior work includes roles at Eagle Ridge Investment Management and Northwestern Mutual Wealth Management Company. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and trading strategies to align portfolios with client goals and offers specialized services such as ERISA fiduciary support and governance consulting.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Leak Detection, Succession Matching, and Altium Wealth Management LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

David Tuttle is a CFA® charterholder with 25 years of industry experience. He has been with Crestwood Advisors since 2019 and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for ten years. 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 bottom-up fundamental security selection and offers a digital investment program called Pathfinder, which utilizes automated ETF-based portfolios with periodic advisor engagement.

Stefano Safaei is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Wedbush Securities since 2007. Outside of his advisory role, he is a partner and shareholder in Skyarch Capital Advisors, LLC, which provides tax planning services to small and mid-size businesses and high-income individuals. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, combining capital markets, fixed income, commodities, and clearing services with managed account solutions.

Roberto Palladino is a CFA® charterholder with Series 63 and Series 65 licenses and has two years of industry experience. He has worked at Crestwood Advisors since 2023, following roles at Jordan Park Group and Bank of America NA. Crestwood Advisors serves individual, family, foundation, endowment, pension, profit-sharing, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection, offering both discretionary and non-discretionary management alongside a digital investment platform called Pathfinder.

Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Patrick Mullin is a CFA® charterholder with 10 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Investment Planners Wealth Management and Timber Point Capital Management. He is also involved with Indian Spring Management LLC, serving as managing member and general partner for a private fund. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, utilizing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Francis Lawrance Jr. is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach utilizing fundamental and technical analysis, AI-supported decision tools, and offers a range of financial planning and investment management services.

Aidan Reed is a financial advisor at Crestwood Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridgelight Financial Advisors and Hackmann Wealth Partners. Reed’s background also includes four years at the University of Virginia. Crestwood Advisors serves individuals, families, and various institutions with comprehensive investment and wealth management services. The firm employs 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 while pursuing global diversification and tax efficiency.

Matthew Harrison 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 entities since 2017, including roles at Sprott Asset Management LP and Sprott Global Resource Investments, Ltd. Prior to joining Sprott, he spent one year at Picton Mahoney Asset Management. Sprott Asset Management USA, Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using a bottom-up, value-oriented fundamental analysis combined with top-down asset allocation, offering both actively managed and index-based ETF strategies.

Mariah Homick is a Series 66-licensed financial advisor at Sprott Asset Management USA Inc. with one year of industry experience. Prior to joining Sprott Asset Management USA, she worked at Sprott Global Resource Investments Ltd. and held positions outside the financial sector, including at Anthropologie. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, specializing in precious metals and natural resources with a focus on bottom-up fundamental analysis and cyclical/value investment strategies.