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.

Eduard Van Raay is a financial advisor at Kovack Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2011. Outside of his advisory role, he provides personal financial education counseling and presents financial education lectures at community centers and libraries. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Brendan Goldstein is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds the Series 65 designation and has previously worked at Lebenthal Asset Management LLC and Lebenthal Wealth Advisors LLC. Goldstein's career has been primarily with Carnegie Investment Counsel since 2017. 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 range of analytical approaches and may use discretionary portfolio management, third-party manager oversight, and specialized planning, with a focus on aligning portfolios to client goals through formal investment policy statements and regular monitoring.

Mark Yadgaroff is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Oppenheimer and Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he serves as a member of the board of directors for Co-op 51st Beekman. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, offering a range of services including portfolio management, financial planning, and institutional equity research.

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.

John Schoen is a financial advisor at Main Street Financial Solutions, LLC, holding a Series 65 credential with seven years of industry experience. Prior to joining Main Street Financial Solutions in 2025, he worked at FV Miste Rose for seven years and at State Street Global Market - Currenex for four years. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing both passive and active strategies tailored to client objectives, and provides fiduciary consulting, investment management, and retirement plan consulting services.

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.

Mary Welby Hughes is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at BlackRock Investments, LLC, Stratifi, LLC, and Wellington Management. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays to manage portfolio exposures and enhance yield.

Nan Bailey is a CFP® with 39 years of industry experience, currently affiliated with Commonwealth Financial Network since 2004 and operating NP Bailey since 2006. She holds a Series 63 license and is based in East Hampton, NY. Outside of financial advising, she works as a personal life coach under the name Coach Nan, dedicating a significant portion of her time to this activity. 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 support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.

Racquel Oden is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and bringing 15 years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary strategies. The firm employs strategic and tactical asset allocation supported by global asset management resources and operates both as an SEC-registered adviser and broker-dealer.

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 at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Leaders Group Inc and B. Riley Wealth Management. Outside of his advisory role, he manages the life and health department at Amabrokus Inc., an insurance business he has been involved with since 1993. TLG Advisors serves a diverse client base ranging from individuals and trusts to institutional investors, providing services such as portfolio management, financial planning, and fiduciary services for retirement plans. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both advisor-managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

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.

Joel Basciani is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional infrastructure, including in-house research and specialized market roles.

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.

Jane Kearsey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 16 years of industry experience. She has been with The Ayco Company since 2014. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated entities.

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.

Christopher Rusk is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Ameriprise Financial Services Inc. and Wunderlich Securities, Inc. before joining Citigroup in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized roles such as swap dealer and futures commission merchant.

Christine Munn is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. Prior to joining Steward Partners in 2024, she worked at Overbrook Management Corporation for 15 years. She holds Series 63, Series 65, and Series 66 licenses. Munn also serves as a trustee for RM Robert Trusts on a volunteer basis. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both discretionary and non-discretionary portfolio management.