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®-certified financial advisor with 21 years of industry experience. She is currently a managing director and investment adviser representative at Robertson Stephens, where she has worked since 2024. Her prior roles include positions at HighTower Advisors and Merrill. 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, planning services, and uses a range of investment tools overseen by its Investment Office and Committee.

Victoria Shorkey is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Sprott Asset Management USA Inc. since 2021 and has been with Sprott Global Resource Investments since 2014 in various roles. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth and family office clients, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-oriented strategies, using bottom-up, value-based fundamental analysis combined with top-down asset allocation, offering 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.

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 at Greenwich Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon for ten years. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA 3(21) plan advisory, and third-party manager selection, building bespoke portfolios through a combination of fundamental, technical, and macro analysis across a broad range of investment instruments.

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 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 two years of industry experience. He holds a Series 65 designation and has prior experience at the University of Texas-Dallas. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies and an advisor-facing platform.

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.

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 previously worked at Eaton Vance Distributors, Inc. Kaylee's background also includes roles at Franklin Distributors, LLC and Amazon. 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 advisor-facing platform alongside various managed options overlays.

Steve Todoruk is a financial advisor with Sprott Asset Management USA Inc. and holds Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Sprott Global Resource Investments Ltd. since 2003. Outside of his advisory work, he refers clients to a physical precious metals sales business under a referral agreement. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-based strategies. The firm employs a bottom-up, value-oriented approach combined with top-down asset allocation, offering both actively managed and index-based ETFs alongside private funds and separately managed accounts.

Eric Angeli is a financial advisor with Sprott Asset Management USA Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Sprott Asset Management USA since 2016 and is also affiliated with Sprott Global Resource Investments and Resource Capital Investment Corporation. Outside of his advisory role, he acts as a gold dealer referral, connecting clients with physical metals dealers. 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 a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Daniel Morris is a financial advisor with Belpointe Asset Management LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Belpointe since 2015 and at Just Write Inc. from 2010 to 2019. Outside of his advisory work, he serves as a board member of the Stamford Old Timers Athletic Association, a nonprofit that provides scholarships to student-athletes and youth sports organizations. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory models and affiliated investment vehicles.

Andrew Iles is a financial advisor at O'Shaughnessy Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at O'Shaughnessy since 2018. Prior to his advisory career, he was involved in professional hockey with the ECHL/AHL and the Fife Flyers. Iles is also a co-founder and minority shareholder of In-Game Technologies Inc., a business unrelated to investment management. 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 based on empirical research and offers customizable platforms and managed options overlays while maintaining client relationships through investment professionals.

Marc Levitt is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes prior roles at UBS Financial Services, J.P. Morgan Securities, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he is involved in aviation ventures, including fractional ownership and leasing of aircraft for personal use and charter operations. NewEdge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting services. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, proprietary solutions, and AI-assisted analytics alongside human oversight.

Sergio Lujan 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 Asset Management entities since 2016. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-oriented strategies. The firm employs a bottom-up, value-oriented fundamental analysis complemented by top-down asset allocation, offering both actively managed and index-based ETF solutions.