Michael Bird is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arete Wealth Advisors, LLC, American Portfolios Financial Services, Inc., and UBS Financial Services. Outside of his advisory work, he is involved in consulting for Nextrip, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to manage client portfolios.

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.

Kamaldai Rahman is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He has held positions at several firms, including HSBC Securities (USA) Inc., Citigroup, and Signature Securities Group. Rahman holds Series 63 and Series 66 licenses. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.

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.

Jay Nakahara is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC since 2026. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2018 to 2026, as well as positions at New York Life Insurance and NYLIFE Securities. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other investment advisers. The firm offers customized, primarily discretionary portfolio solutions, combining passive, active, tactical, and ESG-aware strategies, and provides a range of services including financial planning, retirement plan consulting, and access to cash management programs.

Joanne Gautrau is a financial advisor at Merit Financial Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Essex Financial Services Inc., LPL Financial, and PKS Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and offers customized portfolio solutions through a network of investment adviser representatives.

Thomas Metzger is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities, and Wells Fargo Clearing. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations, offering discretionary and non-discretionary investment management within an open-architecture framework. The firm integrates quantitative and qualitative research across various asset classes and provides additional services such as tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Christopher Elias is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lincoln Investment for six years, Bankers Life for one year, and Factset Data Systems, Inc. for over two decades. Capital Analysts serves a diverse client base including individual and high-net-worth investors, 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 independent advisors and firm-managed programs.

Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

Alejandro Velazquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. His prior work includes roles at Eagle Ridge Investment Management and Northwestern Mutual Wealth Management Company. 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, pension plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and trading strategies to align portfolios with client goals and offers specialized services such as ERISA fiduciary support and governance consulting.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Leak Detection, Succession Matching, and Altium Wealth Management LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

Rohan Mathew is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and experience at several financial firms, including Glenmede Trust Company, Goldman Sachs, and JP Morgan. His background also includes roles at Marlette Funding and academic positions at Drexel University and Central 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 large client base through a combination of direct advisory and sub-advisory relationships.

David Tuttle is a CFA® charterholder with 25 years of industry experience. He has been with Crestwood Advisors since 2019 and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for ten years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder, which utilizes automated ETF-based portfolios with periodic advisor engagement.

Daniel Morris is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior work includes roles at Westport Capital Markets and Oppenheimer. He is also involved in fixed insurance sales as an Investment Advisor Representative. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christian Coratti is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. He holds the Series 65 designation and has previously worked at Vise, Bessemer Trust Company, and the University of Florida. 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 approach and offers a customizable advisor-facing platform, managing a large scale of client accounts through multiple sub-advisory and affiliate relationships.

Robert Cannon is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Franklin Managed Options Strategies and Fidelity Investments. 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 rooted in empirical research and offers a customizable platform alongside managed options overlays.

Stefano Safaei is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Wedbush Securities since 2007. Safaei is involved in tax planning services through his role as a partner at SkyArch Capital Advisors, a firm assisting small and mid-size businesses and high-income individuals with tax strategies. Wedbush Securities provides investment advisory and broker-dealer services to a diversified client base, including individual, high-net-worth, and institutional clients. The firm offers a range of services spanning wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Roberto Palladino is a CFA® charterholder with Series 63 and Series 65 licenses and has two years of industry experience. He has worked at Crestwood Advisors since 2023, following roles at Jordan Park Group and Bank of America NA. Crestwood Advisors serves individual, family, foundation, endowment, pension, profit-sharing, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection, offering both discretionary and non-discretionary management alongside a digital investment platform called Pathfinder.