Peter Hawkins is a CFP® with 42 years of industry experience, currently affiliated with Vanderbilt Advisory Services. His prior experience includes roles at United Planners' Financial Services of America and operating his own advisory practices. Hawkins is also licensed as a life insurance agent for non-variable insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, employing a strategic asset allocation approach combined with fundamental and technical analysis, and integrates retirement-plan consulting with advisory services.

Jared Weber is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with RMR Wealth Builders, Inc. since 2018. His prior experience includes roles at Calton & Associates, MML Investors Services, and Guardian Life. Outside his advisory work, he is also licensed as an insurance agent, selling life, disability, long-term care, and property and casualty insurance products. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion across 53 advisors. The firm serves individuals, retirement plans, and institutional clients with portfolio management, financial planning, fiduciary services, sub-advisory roles, and offers specialized advisory solutions including annuity and digital asset management.

David Karachuk is a CFP® and CFA® credentialed advisor with 13 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2026 following a 13-year tenure at LPL Financial. 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, utilizing a broad array of investment instruments and third-party platforms.

Alexander Yelensky is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with A.G.P. Canada Investments ULC since 2022 and has been with A.G.P. / Alliance Global Partners since 2019, following prior roles at Aegis Capital Corp. and Gunnallen Financial, Inc. Outside of his advisory work, Yelensky is involved as a college and club water polo referee. A.G.P. / Alliance Global Partners operates a multi-team platform with around 131 advisors managing approximately $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and sub-advisory services, employing an open-architecture model that integrates internally managed strategies with co- and sub-advisory relationships and focuses on both value and dividend-oriented international approaches.

Edward Coyne is a financial advisor at Sprott Asset Management USA Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sprott since 2016 across its affiliated entities. Coyne also serves as Senior Managing Director of Global Sales at Sprott Asset Management USA and National Sales at Sprott Asset Management LP. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm specializes in precious metals and natural resources through fundamental analysis and sector-specific strategies, managing both registered funds and private limited partnerships.

Joanna Kopsaftis is a CFP® and Series 65-registered advisor with 12 years of industry experience. She has worked at Moneco Advisors since 2023 and previously spent time at Royal Alliance Associates and Acorn Consulting. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, also offering retirement plan consulting for plan sponsors. The firm uses a multi-team approach with tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

Walter Rich is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience. His prior work includes roles at ALPS Fund Services, Inc., National Securities Corp, and Stratos Wealth Advisors, LLC. He is also the managing partner of Landing Point Advisors and serves as managing director for Lantern Private Wealth, a non-investment-related bookkeeping entity. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Christopher Selke is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services prior to joining Aegis in 2026. Aegis Capital Corp. serves a diverse client base including both individual and corporate clients, offering a range of financial services such as asset management, financial planning, brokerage, annuities, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable emphasis on non-discretionary advisory services where clients approve trades before execution.

Nicholas Friedman is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Ritholtz Wealth Management since 2025 and previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-based investment process with an emphasis on asset allocation and behavioral finance, employing diversified low-cost ETFs alongside tactical overlays and alternative investments.

Allison Loring is a financial advisor at Moneco Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ADCM, LLC DBA Willow and Pittsfield Cooperative Bank. Outside of her advisory role, she serves as Treasurer and Board Member for Berkshire Business & Professional Women and operates a professional organizing service. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios according to client goals and risk tolerances.

William Shafransky Jr. is a CFP® professional with eight years of industry experience, currently serving as an advisor at Moneco Advisors. His prior experience includes roles at LPL Financial and Massachusetts Mutual Life Insurance Company. He is also involved in selling insurance through Daly Insurance Brokerage Services, a side business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a wide range of portfolio instruments.

Timothy Hickey is a CFP® professional with 10 years of experience in financial advisory. He is currently with Moneco Advisors and LPL Financial and previously worked at Securities America, UBS Financial Services, and MassMutual Life Insurance Company. Hickey also has a side business as a non-variable insurance agent. 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 using a range of instruments and third-party platforms, supported by a multi-team structure of 49 advisors.

David Bauer is a Series 65-licensed advisor at Perigon Wealth Management, LLC with 11 years of industry experience. He previously worked at Nauset Wealth Management, LLC for eight years before joining Perigon in 2022. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

John Meskunas is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 66 designation and previously worked at Ferrari PF Palm Beach for three years before joining Oppenheimer in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

David Tetley is a financial advisor at Brookstone Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Income Strategies LLC and New England Financial Partners LLC. Outside of advising, he is an independent insurance agent at New England Financial Partners LLC, focusing on disability, fixed annuities, and life/accident/health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Siegfrid Sicangco is a financial advisor with Mercer Global Advisors Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at UBS Financial Services and Sanctuary Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and complemented by educational content and firm-wide initiatives.

David Bibicoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory roles, he provides monthly coaching to life insurance agents and serves as co-trustee of a family trust. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Fran Scharf is a financial advisor with Steward Partners Investment Advisory, LLC based in Redding, CT, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Steward Partners in 2026, Scharf spent 10 years at Raymond James & Associates. Outside of advising, Scharf manages the business Red Roses LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Matthew Walsh is a financial advisor with Centaurus Financial, Inc. holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Centaurus Financial since 2022 and also works as a tax preparer at the CT Institute of Finance. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutions, offering a range of services such as financial planning, portfolio management, and retirement-plan consulting through discretionary and non-discretionary arrangements.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.