Joseph Tatusko is a CFP® and CFA® charterholder with 23 years of industry experience. He currently works at Moneco Advisors and has previously held positions at Cruice Investment Advisors, Ltd., United Planners' Financial Services of America, Private Advisor Group, LLC, LPL Financial, and Westport Resources Management Inc. There are no additional notable outside activities reported. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis, with portfolios including a broad range of assets and utilizing multiple custodial platforms and third-party investment strategies.

William Carinci is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman, Sachs & Co. for 18 years, as well as at Mass Mutual Investors Services and MassMutual Life Insurance Co. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Daniel Nitiutomo is a CFA® charterholder with 9 years of industry experience. He has been with O'Shaughnessy Asset Management, LLC since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach based on empirical research and offers a customizable platform (CANVAS®) along with managed options overlays.

Tate Wingate is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, and Ameriprise Financial Services. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and manages approximately $12.06 billion in regulatory assets, utilizing a multifaceted investment process that includes model strategies, separately managed accounts, and alternative investment exposures.

Meghan Rump is a CFP® professional with 20 years of experience in financial services. She is currently a managing director and investment adviser representative at Robertson Stephens, where she has worked since 2024. Her prior experience includes roles at HighTower Advisors, Merrill, and UBS Financial Services. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers customized portfolio management and planning services, utilizing in-house model portfolios, third-party managers, and a broad range of investment vehicles.

Victoria Shorkey is a financial advisor at Sprott Asset Management USA Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at Sprott Global Resource Investments since 2014. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies that include direct exposure to physical commodities. The firm employs a bottom-up, value-oriented fundamental analysis combined with top-down asset allocation and offers 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.

Roy Williams is a financial advisor with KCD Financial, Inc. He holds a Series 63 designation and has 42 years of industry experience. Williams has worked at Center Street Securities for seven years and has operated Williams Financial Group since 2001, where he also sells life, long-term care, and fixed annuities. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors, serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and utilizes third-party management programs as part of its service model.

Kristopher Smith is a CFA® charterholder with three years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC and has previously worked at Franklin Managed Options Strategies LLC, Franklin Templeton, and Legg Mason. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor platform alongside managed options overlays.

Francis Gilbride is a financial advisor with Greenwich Wealth Management, LLC in Greenwich, CT. He holds a Series 65 designation and has five years of industry experience, following a ten-year tenure at Bank of New York Mellon. Greenwich Wealth Management provides advisory services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm employs a multi-strategy investment approach combining fundamental, technical, and macro analysis, and manages portfolios using a variety of instruments and third-party managers.

Christopher Takacs is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation. He has experience working at O'Shaughnessy since 2024 and previously held positions at BNY Mellon and StoneCastle Partners, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Maxwell Pohlman is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining O'Shaughnessy, he held roles at Censeo Consulting Group, Pennsylvania Sea Grant, and The Penn State University, among others. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach and provides a customizable platform for advisors, supported by multiple sub-advisory and affiliate relationships.

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.

Frank B. Ackerman is a financial advisor at New Edge Wealth with 42 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2008 to 2021. Ackerman is also a managing member of Third Floor Asset Management, LLC. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services, including wealth strategy, financial planning, and portfolio management, utilizing a diversified investment approach that incorporates proprietary strategies and third-party managers.

David Russo is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has worked with Mutual of Omaha since 2014. Russo is also licensed as an insurance agent, offering a range of insurance products including life, accident and health, property, casualty, credit, personal lines, travel, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and employs Pershing as the qualified custodian and introducing broker-dealer for many managed accounts.

David Alfano is a financial advisor at Archer Investment Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Archer Investment Corporation since 2017, with prior experience at Cambridge Investment Research Advisors and Ameriprise Financial Services. In addition to his advisory work, he operates Alfano & Company CPA LLC, a CPA firm he has run since 1995. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment process includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Beau Robinette is a financial advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of Texas-Dallas and Capital Senior High School. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a broad range of equity portfolios and strategies.

Jamie Wolff is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at UBS Financial Services for nine years before joining NewEdge Wealth and NewEdge Securities in 2022. Outside of his advisory role, Wolff is the proprietor and owner of Griffon Farm, a horse boarding and training business. He also serves as a director of the Rosenberg Foundation, which supports medical funds for children, health associations, Jewish agencies, hospitals, and colleges. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior through a combination of model strategies, separately managed accounts, and proprietary investment solutions across various asset classes.

Kehong Zhu is a CFA® charterholder with five years of industry experience. He is currently with Kovitz Investment Group Partners, LLC and previously worked at Connectus Wealth and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary market-exposure and security-scoring models, offering a broad range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Kaylee Wolcott is a financial advisor at O'Shaughnessy Asset Management, LLC with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Franklin Distributors, Eaton Vance Distributors, Amazon, and Citizens Bank Arena. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm offers a customizable advisor platform and manages a broad range of accounts, combining in-house investment models with third-party sub-advisory relationships.