Anne Driscoll is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and five years of industry experience. She has served as a manager of Equable Investment Management, LLC, a firm providing administrative services for Equable Portfolio Management. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management and consulting services with flexible engagement options and employs various securities and third-party managers in client strategies.

Steve Todoruk is a financial advisor with Sprott Asset Management USA Inc., holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He has worked with Sprott Global Resource Investments Ltd. since 2003 and joined Sprott Asset Management USA Inc. in 2019. Outside of his advisory role, he is involved in physical precious metal sales through a referral arrangement with Miles Franklin Precious Metals Investments. Sprott Asset Management USA Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm employs a value-oriented, bottom-up fundamental analysis complemented by top-down asset allocation and offers both actively managed and index-based ETFs, including unique capabilities to manage physical commodities.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services from 2013 to 2022. Outside of his advisory role, he is involved in managing personal aviation assets, including fractional ownership and leasing of aircraft. 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 with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative exposures.

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.

Xiangyu Lai is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation and experience at several firms including JP Morgan Asset Management, Northwestern Mutual Life Insurance, and Investment Technology Group. Lai has been with O'Shaughnessy since 2025. 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 sub-advisory and third-party managed strategies.

Lynn O'Shea is a financial advisor at Clinton Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with Clinton Investment Management since 2021. Prior to this, she worked at Foley Carrier Services LLC and attended Fairfield University. Clinton Investment Management specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm focuses on maximizing after-tax total return through research-based strategies and offers services including sub-advisory relationships and state-specific portfolio options.

Alan Chidsey is a financial advisor at NewEdge Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining NewEdge Wealth, he worked at Computacenter for eight years and has been involved with Phineus Partners, L.P. since 2002. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and combines multiple strategies including proprietary and third-party solutions across various asset classes.

Andrew Kaskel is a financial advisor at New Edge Wealth with Series 63 and Series 65 licenses. He has over 12 years of experience in the financial industry, including an 11-year tenure at Morgan Stanley Private Bank and Morgan Stanley. He joined New Edge Wealth and NewEdge Securities LLC in 2026. 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 with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary investment solutions across multiple asset classes.

Richard Eller is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Spire Investment Partners, Blueprint Financial Group, Eller Financial Group LLC, and Brookstreet Securities Corporation. In addition to his advisory role, he serves as an educator, leading a pre-approved Social Security and Retirement Workshop on a volunteer basis. Concurrent Investment Advisors is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments.

John Phelan is a financial advisor at GAMCO Asset Management Inc. with six years of industry experience. He holds a Series 66 designation and has held roles at G.distributors, LLC, GAMCO Investors, Inc., and G. Research, LLC. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm’s investment approach combines bottom-up fundamental research and a Catalyst value philosophy with a top-down macro overlay for growth strategies.

Paul Feibus is a Series 65 licensed advisor at NorthCoast Asset Management LLC with industry experience including roles at Kovitz Investment Group Partners, Connectus Wealth, Osprey Funds, and Morgan Stanley. His career spans various positions from 2014 to the present, mostly concentrated in investment management. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Francis Queally Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Stamford, CT. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. He has been associated with M HOLDINGS and his own firm, Queally Group Inc., since 2001. Outside of his advisory role, he serves as an executive and treasurer for the Bristow Mews Association, a homeowners association, managing business operations including landscaping and bill payments. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Danielle Brown is a financial advisor at New Edge Wealth with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc for 12 years before joining New Edge Wealth in 2020. Outside of her advisory role, she teaches yoga for the Darien Parks and Recreation and runs a paddle yoga company with her family. 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 with an investment approach that emphasizes asset allocation and investor behavior, utilizing a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Nicholas Zaccour is a financial advisor at Coastal Bridge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Llbh Private Wealth Management and Snowden Lane Partners. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Peter Hayes is a ChFC® credentialed advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. Prior to joining O'Shaughnessy, he worked at Envestnet for nine years and Northwestern Mutual Investment Services LLC for two years. 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 platform and manages mutual funds, ETFs, and sub-advisory relationships.

Michelle De Filippo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Moneco Advisors. Her prior experience includes roles at Cetera Investment Advisers, Cetera Wealth Services, and LPL Financial. Outside of her advisory work, she is a co-owner of Meliora Journals, a web-based business focused on product design and management. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that incorporate a wide range of investment instruments and employ fundamental, technical, and cyclical analysis. The firm operates as a multi-team organization with access to various custodial platforms and additional affiliated services.

Susan Kim is a financial advisor at New Edge Wealth with 14 years of industry experience. She holds a Series 63 designation and has worked at firms including Lido Advisors, Compass, and Sotheby's International. Outside of her advisory role, she is the CEO of Susan Kim Global Real Estate Advisory, a real estate business. 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 provides comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a mix of model strategies, separately managed accounts, and proprietary investment solutions.