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.

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.

Christopher Hopkins is a financial advisor at SEIA with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FIDELITY Brokerage Services LLC for 10 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors, offering a mix of investment management, financial planning, and consulting services. The firm’s investment process involves strategic and tactical approaches guided by an in-house Investment Solutions Group and emphasizes non-discretionary management for a majority of its assets.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Angelo Odore is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he is a consultant and coach at MLL Consulting Inc., focusing on agency and distribution best practices and professional coaching. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven advice and multiple managed account programs.

Jay Nakahara is a CFA® charterholder with 20 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2026 and previously held roles at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, NYLIFE Securities LLC, and New York Life Insurance Company. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment advice through a combination of discretionary management, various investment styles, and model portfolios, including ESG options, and manages $1.615 billion in discretionary assets as of year-end 2025.

Michael Lieberman is a Series 66-credentialed financial advisor with 22 years of experience at Advisors Capital Management, LLC, where he has worked since 2004. He is based in Ridgewood, NJ. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection using fundamental, quantitative, and qualitative methods across various asset classes, managing over $8 billion in discretionary assets.

Brennen Ramos is a CFP® and registered investment advisor with nine years of industry experience. He is currently with Root Financial Partners and previously held roles at Commonwealth Financial Network, Longwave Financial, Lazard Asset Management, Bank of America, and Merrill. He also worked at Rutgers University and WestRock Indoor Sports and Entertainment earlier in his career. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios using index funds and ETFs, while also offering specialized strategies and educational programming.

Thomas Metzger is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Wells Fargo Advisors. Citizens Private Wealth, LLC serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative investment research.

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.

David Baum is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds a Series 63 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Massachusetts Mutual Life Insurance Company. His other business activity includes the occasional sale of fixed insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

Jacqueline Prue is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at SeaCrest since 2015. Outside of her advisory role, she serves as a trustee managing the financial affairs for a family member without compensation. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis and utilizes artificial-intelligence tools alongside human oversight.

Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Principal Street Partners, LLC and R. Seelaus & Co Inc. Calydon Capital specializes in portfolio management, sub-advisory services, and private fund management for high-net-worth individuals, pooled investment vehicles, and other advisers. The firm combines proprietary equity screening models with credit underwriting for municipal strategies and manages both discretionary and non-discretionary assets.

Joseph Gileno is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Sovereign Global Advisors. Outside of his advisory work, he is involved in several business ventures related to real estate and tax preparation services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

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.

Gautam Chhada is a CFA® charterholder with nine years of industry experience prior to joining Summit Financial, LLC, where he has been an advisor since 2024. Before his current role, he worked at Brown Advisory from 2015 to 2024. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, along with financial planning and retirement plan advisory.

Andrew Scheffer is a financial advisor at Core Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Edward Jones, and Yoma Bank. Outside of financial advising, Scheffer is the founder of the 2 Minute M.O.N.K Method, a leadership coaching business serving senior executives. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Amish Dalal is a CFA® charterholder with five years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, Columbia University, and Western Asset. He is currently with NorthCoast Asset Management LLC in Greenwich, CT. NorthCoast Asset Management provides discretionary portfolio management and financial planning 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 range of strategies, including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

William Ostruzka is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and E*TRADE Capital Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process that incorporates proprietary market-exposure and security-scoring models, offering a diverse range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.