Ross Bruner is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co., Bank of America, and MassMutual. Bruner is also owner of Tristar Advisors LLC, a family-owned passive investment vehicle. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm employs a mix of top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts primarily on a discretionary basis.

Jeremy Paul is a Certified Financial Planner® with 28 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments, Inc., RLP Wealth Advisors, and National Planning Corporation. Mr. Paul serves as a board member of the National Cancer Center, Inc. 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 utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Marc Lowlicht is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Securities Corp for nine years. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for over 16,800 clients. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a broad range of advisory programs, including proprietary asset allocation models and access to third-party managers.

Denis Corridan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2017. His prior experience includes eight years at Legend Advisory Corporation and 23 years at Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and combines discretionary and non-discretionary investment approaches with a proprietary mutual-fund screening process.

Michael Geisen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Racquel Oden is a financial advisor with HSBC Securities (USA) Inc. She holds a Series 66 designation and has 16 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, delivering both client-directed and discretionary portfolio options.

Stanley Hochhauser is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 60 years of industry experience. He has been with Janney since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Peter Cooper is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior firms include The Leaders Group Inc, B. Riley Wealth Management, and National Securities Corporation. Outside of advisory work, he manages a life and health insurance business through Amabrokus Inc. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Vincent Mattone is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Advisors Capital Management, LLC, TD Private Client Wealth LLC, TD Bank, N.A., and AllianceBernstein L.P. He is also associated with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides comprehensive wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and interval fund advisory services.

Ryan Wilson is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked for American Century Investments for 19 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad range of clients, including high-net-worth individuals and institutional investors. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Paris is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked at Commonwealth since 2017 and previously held roles at ACI Partners, LLC, and National Planning Corporation. Outside of his advisory work, he is co-owner of GG & Groovy, LLC, an entity involved in managing residential real estate in Florida, and serves as a trustee and trust protector for client trusts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized investment solutions and manage portfolios through various discretionary model options.

Michael Oliver is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and totaling 25 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously at Morgan Stanley. Outside of his advisory role, Oliver serves as president of the Mattituck Booster Club, is a board member at True Light Church, and volunteers as a firefighter and medical rescuer with the Mattituck Fire Department. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—offering brokerage services, financial planning, consulting, and a range of advisory programs supported by in-house and third-party portfolio management.

Andrew Stern is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has previously worked at York Bridge Wealth Partners and Purshe Kaplan Sterling Investments. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private fund management alongside investment advisory services.

Theodore Dickson is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Yorkbridge Wealth Partners, LLC and E.T. Dayton Inc. He is based in Bridgehampton, NY. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Christine Munn is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She previously worked at Overbrook Management Corporation for 15 years and has also been associated with UBS Financial Services and MB Investment Partners, Inc. Munn serves as a trustee for RM Robert Trusts without personal compensation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Peter Cvikevich is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house capabilities, including research and security pricing, supporting large-scale and complex client relationships.

Martin Nachemson is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Guardian Life and its related entities since 1993 and currently works at Park Avenue Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Patric Wallace is a CFP® and ChFC® with 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2009 and previously spent nine years with Cetera Wealth Services. Wallace is also an independent insurance agent for various companies through his ownership of Wallace Group. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and employs proprietary model strategies under the Founders Gate Capital brand.

Kevin Dehler is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in 2012. Kevin focuses on developing strategies and providing advice to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds designations as a Personal Investment Advisor and Sports & Entertainment Advisor, reflecting his experience working with clients in the sports and entertainment industry. Kevin graduated from Archbishop Molloy High School and earned a bachelor's degree in Finance from St. John's University. He has also held senior roles, including Senior Vice President in Capital Markets where he managed a multi-asset investment team. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, socially responsible and values-based investing, as well as specialized services for sports and entertainment clients. Kevin and his wife, Kristen, live in Sag Harbor with their two children. He is active in the local community, supporting organizations such as Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. He has coached various sports for over eight years and holds a United States Coast Guard Captain's license.

Ryan Grande is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. His prior work includes positions at Nicholas Massimo - Equitable Advisors, Equitable Advisors, and KPMG LLP. He has also been involved with Aji 53. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a centralized operational structure.