Alison Hamilton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Her prior roles include seven years at Eagle Ridge Investment Management and seventeen years at Bessemer Trust. 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, nonprofit organizations, corporations, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Carlos Garcia is a financial advisor with Kovack Advisors, Inc. in Westport, CT, holding Series 63 and Series 65 licenses with 26 years of industry experience. His career includes roles at MSI Financial Services, Inc. and First Montauk Securities Corp. Among his other business activities, he spends time as a sales agent for fixed index annuities, life insurance, and group health benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing an Envestnet-supported workflow and a mix of internally created models and third-party managers to manage portfolios across multiple custodians.

David Tillson is a CFA® charterholder based in Stamford, CT, with 11 years of industry experience. He has worked primarily at Eagle Ridge Investment Management LLC from 2008 to 2025 before joining Carnegie Investment Counsel in 2025. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, nonprofit organizations, corporations, and government entities. The firm uses a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Dariya Rentuk is a financial advisor at Ally Invest Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities since 2021. Prior to that, she was employed at Wells Fargo Clearing and Wells Fargo Bank, NA. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, combining automated algorithms with supervised monitoring to manage allocations and rebalancing.

Samuel Sullivan is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. He previously worked at WPP, Cogent World, Wasserman, and Strategic Agency. 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, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Benjamin Lake is a CFP® and CFA® with seven years of industry experience. He is currently with Composition Wealth, LLC, where he has worked since 2022, following four years at Altfest Personal Wealth Management and six years at Lake Partners, Inc. Composition Wealth, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers investment management, financial planning, and retirement plan advisory services, utilizing a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other instruments and both fundamental and technical analysis.

Jared Weber is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with RMR Wealth Builders, Inc. since 2018. His prior experience includes roles at Calton & Associates, MML Investors Services, and Guardian Life. Outside his advisory work, he is also licensed as an insurance agent, selling life, disability, long-term care, and property and casualty insurance products. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion across 53 advisors. The firm serves individuals, retirement plans, and institutional clients with portfolio management, financial planning, fiduciary services, sub-advisory roles, and offers specialized advisory solutions including annuity and digital asset management.

Alexander Yelensky is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Gunnallen Financial, Inc. Outside of advisory work, he is involved as a water polo referee at the college, high school, and club levels. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual and institutional clients through a multi-team platform. The firm emphasizes international investing alongside diversified portfolio management and financial planning services.

Edward Coyne is a financial advisor at Sprott Asset Management USA Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sprott since 2016 across its affiliated entities. Coyne also serves as Senior Managing Director of Global Sales at Sprott Asset Management USA and National Sales at Sprott Asset Management LP. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm specializes in precious metals and natural resources through fundamental analysis and sector-specific strategies, managing both registered funds and private limited partnerships.

Christopher Selke is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering advisory services through multiple programs and third-party platforms.

Nicholas Friedman is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Ritholtz Wealth Management since 2025 and previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-based investment process with an emphasis on asset allocation and behavioral finance, employing diversified low-cost ETFs alongside tactical overlays and alternative investments.

David Bauer is a Series 65-licensed advisor at Perigon Wealth Management, LLC with 11 years of industry experience. He previously worked at Nauset Wealth Management, LLC for eight years before joining Perigon in 2022. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Fernando Ascenso is a financial advisor at Osaic Institutions, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and HSBC Securities. Outside of his advisory role, he manages bank accounts as a general partner in a family real estate venture. 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, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Siegfrid Sicangco is a financial advisor with Mercer Global Advisors Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at UBS Financial Services and Sanctuary Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and complemented by educational content and firm-wide initiatives.

David Bibicoff is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Guardian Life and its affiliates since 1996. Outside of his advisory work, he provides monthly coaching to life insurance agents and co-manages a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party programs, tailoring client relationships to meet various financial planning and investment needs.

Fran Scharf is a financial advisor with Steward Partners Investment Advisory, LLC based in Redding, CT, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Steward Partners in 2026, Scharf spent 10 years at Raymond James & Associates. Outside of advising, Scharf manages the business Red Roses LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Licata is a financial advisor at Private Advisor Group, LLC with nine years of industry experience. He holds the Series 66 and Series 65 credentials and has held prior roles at firms including LPL Financial, Mass Mutual Life Insurance Company, Pruco Securities, and Axa Advisors. Licata is also involved with Aging Issues Management LLC, reflecting a focus on aging-related financial concerns. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and managed account solutions using both proprietary platforms and third-party managers.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Michael Magnani is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018 and previously worked at Ameriprise Financial Services for 13 years. He is also president and co-owner of Amatuzzo, Magnani & Associates, LLC, which operates as Clear Path Private Wealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Ricardo Balmaseda is a CFP® professional with 44 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011, and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.