Ryan Mcdermott is a financial advisor with Everbridge Advisors in Rockville Centre, NY. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Finalis Securities LLC, Everbridge Capital, and Oxford Place Investment Company. Outside of his advisory duties, he is the founder of Everbridge Merchant, a capital-raising and advisory business focused on private middle market sponsors. Everbridge Advisors is a registered investment adviser serving institutional clients and high-net-worth individuals with discretionary portfolio management and consulting. The firm integrates fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that provides funding solutions for acquisitions and growth.

Victor Gil is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has been with iAdvise Partners since 2008. In addition to his advisory role, he serves as CEO of iAdvise Real Estate LLC, a real estate brokerage and property management firm. iAdvise Partners provides discretionary and non-discretionary investment management and family office services to high-net-worth individuals, corporations, trusts, and charitable organizations worldwide. The firm offers customized portfolio construction based on client objectives and risk profiles, utilizing both third-party research and in-house due diligence across multiple asset classes.

Lauralee Donnelly is a financial advisor at 9D Capital LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Capital Trust and Associates LLC for nine years. Outside of her advisory role, she owns Lauralee Donnelly LLC, a consulting business focused on financial coaching. 9D Capital provides investment management, financial planning, and wealth management services primarily to individual and high-net-worth clients, as well as pension plans and corporations. The firm uses fundamental analysis supplemented by technical and cyclical views in managing discretionary portfolios that include equities, ETFs, mutual funds, fixed income, third-party managers, and digital assets.

Petra Peters is a financial advisor at Terra Nova Asset Management LLC with five years of industry experience and holds a Series 63 designation. She has been with Terra Nova Asset Management, a firm established in 1998, throughout her career. Terra Nova Asset Management provides continuous asset management primarily to high-net-worth individuals, family offices, and institutional clients, using both fundamental and technical analysis in their investment decisions. The firm emphasizes tailored investment objectives, international exposure, and publishes a quarterly market newsletter.

William Bradford is a CFA® charterholder with four years of industry experience. He has been with Garrison Bradford & Associates Inc. since 1985. Garrison Bradford & Associates Inc. is an SEC-registered, fee-based investment adviser managing approximately $135 million in assets. The firm provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships, employing a long-term, fundamentally driven growth investment approach that emphasizes companies with consistent sales and earnings growth and economic moats.

Andrew Hodges is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Value Investment Professionals, LLC since 2012 and is also involved as a managing member in affiliated entities VIPHA LLC and VIP SPV LLC, which focus on originating bridge loans and investing in direct real estate. Value Investment Professionals, LLC provides discretionary portfolio management and retirement-plan advisory services to individual and institutional clients. The firm combines fundamental analysis with modern portfolio theory and offers performance-based fees and borrowing options within separately managed accounts.

Vps Bhavani Pyla is a financial advisor at Ciro Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Ciro Capital, she held roles at the Depository Trust Clearing Corporation and Credit Suisse. Ciro Capital LLC serves individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios to client objectives.

Matthew Blank is a CFP® professional with 11 years of industry experience. He has served as an investment advisor representative and owner of Blank Equity Management LLC since 2010 and has worked at Lowell Road Asset Management, Inc. since 2020. Lowell Road Asset Management, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and small businesses, using a combination of fundamental, technical, and cyclical analysis. The firm offers both discretionary and non-discretionary account management and conducts public educational seminars and workshops.

Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He has worked at Malatai Capital since 2018 and was previously employed at Spectronics from 2012 to 2018. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary investment management focused on equity securities for mostly high-net-worth individuals and related entities. The firm employs fundamental analysis on a concentrated universe of equities and uses performance-based compensation arrangements with qualified clients.

Duncan Burke is a financial advisor at Atlantis Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Westminster Securities for seven years. Atlantis Asset Management is a fee-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm specializes in discretionary portfolio management with an emphasis on large-cap equity strategies and the use of derivatives to manage risk within separately managed accounts.

Jay Mc Neill is a CFP® with five years of experience at Main Street Financial and over nine years as Managing Member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. He also worked for five years at ATS Advisors, a certified public accounting firm. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million across about 98 clients, using customized asset allocations and portfolio strategies that combine fundamental and technical analysis with a long-term focus while allowing tactical adjustments.

Stephen Varlotta is a Series 65-credentialed advisor at ProAthlete Wealth Management LLC with experience across several firms including SL Green Realty Corporation and Piper Sandler. He is based in Scarsdale, NY. ProAthlete Wealth Management LLC provides discretionary portfolio management, financial planning, and concierge services primarily to professional athletes and clients with complex personal and lifestyle needs. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, utilizing third-party managers for securities-level decisions while maintaining overall allocation control.

Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Matthew Stone is a financial advisor at Eagles Coast Wealth Management, LLC with 16 years of industry experience. He has held positions at Sandlapper Wealth Management, LLC and Martin Capital LLC prior to joining Eagles Coast in 2018. He holds Series 63 and Series 65 licenses. Eagles Coast Wealth Management serves individual and institutional clients, including high-net-worth households, providing discretionary portfolio management along with financial planning and consulting. The firm uses a tailored approach based on client objectives and employs a mix of exchange-traded equities, mutual funds, and fixed-income securities, with accounts reviewed quarterly.

Robert Schaefer Sr. is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization. Buckram Securities Ltd provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm offers discretionary portfolio management through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency functions.

Markus Lammer is a Series 65 licensed financial advisor at Diamond NestEgg with 10 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC. He also owns income-producing real estate in London, United Kingdom. Diamond NestEgg works primarily with individual clients, offering comprehensive financial planning, coaching, retirement and education planning, and modular advisory services. The firm emphasizes planning and client-directed implementation over discretionary management and supports investment strategies focused on passive vehicles such as mutual funds, ETFs, equities, fixed income, and REITs.

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. Outside of advising, he is a part owner of Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual investors without an account minimum. The firm employs a blend of charting, cyclical, fundamental, and quantitative analysis with both long-term and short-term trading strategies, managing accounts on a discretionary basis.

Sam Haddad is a financial advisor with Domani Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Domani Advisors since 2018 and previously spent nine years at Morgan Stanley, including three years at Morgan Stanley Private Bank, National Association. Domani Advisors provides discretionary investment management and consolidated reporting services to individuals, high-net-worth clients, trusts, foundations, and small businesses in a family-office style. The firm manages approximately $362.8 million across about 63 client relationships and utilizes a range of investment strategies including fundamental, quantitative, technical, and cyclical analysis, along with the use of derivatives and borrowing within separately managed accounts.

Zechariah Zahler is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has managed several real estate investment entities and owns a hardware store in Brooklyn, New York. His prior business activities include leadership roles in investment-related firms and operating a non-investment retail business. Creative Capital provides discretionary, fee-based portfolio management services primarily to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy using equities, options, and real estate partnership interests tailored to client objectives.

Ron Bezoza is a financial advisor at Lancaster with 21 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at firms including Goldman Sachs, Morgan Stanley, and Credit Suisse. He is also involved with March Capital Corp. as a registered representative. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments for individual, high-net-worth, and institutional clients. The firm employs a systematic, quantitative approach utilizing artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income through active trading.