Brett Ciarlo is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Brokers International Financial Services, and D.H. Hill Securities. Outside of advising, he is involved in real estate sales with Brown Harris Stevens and works as an independent insurance agent focused on fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning through customized portfolios, combining internal strategies with third-party managers and supporting a range of investment approaches from passive to tactical.

Gregory Scrydloff is a financial advisor at B. Riley Wealth Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors and its affiliated firms since 2014, as well as National Securities Corporation from 2013 to 2022. In addition to his advisory role, he operates a tax preparation business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through proprietary models and third-party sub-advisers.

Charles Pepe III is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. 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 overlays, and alternative interval funds.

Miriam Abraham is a Series 65 licensed financial advisor with Integrity Advisory Solutions and has two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she serves as an operations leader at Haas & Zaltz, LLP, overseeing workflow and training, and is a member of both the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches supported by third-party platforms and affiliated program sponsorships.

Michael Dowd is a financial advisor at SeaCrest Wealth Management, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2016. He also has experience as an independent insurance agent. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm takes a customized, long-term investment approach using fundamental and technical analysis and incorporates artificial intelligence tools to support decision-making.

Michael Porricelli is a financial advisor at NorthCoast Asset Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC, Connectus Wealth, and Ameriprise Financial Services, among others. Outside of his advisory role, he is a licensed real estate salesperson engaged in part-time, self-employed real estate activities in Connecticut for personal use only. 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 that includes proprietary market-exposure and security-scoring models, offering a broad range of strategies from strategic asset allocation to options-defined outcome overlays and alternative interval funds.

Douglas Jamieson is a financial advisor with Gamco Asset Management Inc. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Associated Capital Group, Inc., Gabelli Funds Distributor, LLC, G.research, LLC, GAMCO Investors, Inc., and GAMCO Asset Management (UK) Limited. 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 employs a value-driven investment philosophy supported by fundamental research and offers a range of customized institutional separate-account composites.

Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Bank of America, Merrill, and Algonquin Advisors. Farrelly serves on the Board of Fairfield County's Community Foundation, where she contributes to initiatives supporting women and girls and participates in committees including Investment or Finance. Colter Lewis Investment Partners provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm offers discretionary and non-discretionary mandates, constructing diversified portfolios across public and alternative asset classes while employing an active asset allocation process and rigorous due diligence on recommended managers.

Stephanie Hayes is a CFP® and ChFC® with 42 years of experience in the financial services industry. She has worked at Perigon Wealth Management, LLC since 2024 and previously spent over 16 years with Commonwealth Financial Network and three decades at Creative Financial Planning, Inc. Outside of advisory work, she is also an insurance agent. 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 formal annual reviews.

Anthony Becker is a Certified Financial Planner® with 35 years of industry experience, currently affiliated with Capital Analysts. He has been associated with Lincoln Investment since 2010. In addition to his advisory role, Becker is involved in income tax preparation and fixed insurance sales through his own businesses. 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 and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team utilizing proprietary fund screening and model portfolios.

Howard Ward is a CFA® charterholder with 44 years of industry experience, currently serving at GAMCO Asset Management Inc. He has held positions with Gabelli Funds, LLC, GAMCO Investors, Inc., and Teton Advisors, Inc. Ward is a board member and head of the asset management committee at Heartcare International and volunteers on the finance committee of the American Foundation for the Blind. GAMCO Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, including pension plans, endowments, and private investors. The firm employs a research-driven value approach supplemented by growth strategies and manages approximately $11.6 billion in assets, offering tailored portfolio management alongside sub-advisory and model portfolio services.

Byrke Sestok is a CFP® with 24 years of industry experience, currently serving as an advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of his advisory work, he is an artist designing enamel hat pins and teaches at the College for Financial Planning. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized investment programs that incorporate multiple analysis methods and a broad range of portfolio instruments. The firm operates at scale with multiple advisory teams and affiliated entities that provide additional financial services.

Michael Caputo is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to his advisory work, he serves as president of MAC Pension, Inc. and is a member of the Estate Planning Council of Westchester County. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Andre Renzo is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2014. Outside of his advisory role, he is involved as a clerical member of a real estate holding company, MSA Unlimited LLC. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Frank Ingarra Jr. is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Connectus Wealth. He spent ten years at NorthCoast before joining Kovitz and returning to the firm following its reorganization. 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 quantitatively based, systematic investment processes using proprietary models, offering a range of strategies including strategic asset allocation, equity and fixed income, tactical equity, options-based overlays, and alternative interval funds.

Alexandria Ferrara is a financial advisor at Capital Analysts with 11 years of industry experience. She holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2019. Prior to her advisory roles, she was employed at Danone North America for three years. Ferrara is also a Certified Public Accountant involved in tax preparation and insurance sales through A.T. Becker & Associates, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and offering tax-aware and rebalancing options.

Joel Kaufman is a financial advisor at Citizens Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase, First Republic, and UBS Financial Services. He is an owner of a credit shelter trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients with discretionary and non-discretionary investment management and comprehensive financial advisory services, including tax and estate structuring and business consulting. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and leverages its affiliation with Citizens Bank to provide additional product access and operational benefits.

Philip Rutigliano is a CFP® with 30 years of experience in the financial services industry. He currently works at NFSG Corporation and has prior experience at firms including Aurora Capital LLC, PNC Wealth Management, and Chase Investment Services Corp. He also provides financial and insurance services through his role at Mahoney Asset Management. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a variety of investment approaches and supports its advisors with internal portfolio management and third-party asset manager options.

Frederick Russell is a financial advisor at Moneco Advisors with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and Acorn Consulting Services, Inc. before joining Moneco Advisors. 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 access to sponsored advisory programs. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative products, supported by ongoing portfolio monitoring and tax-efficient trading techniques.

Tuula Paavola is a CFP® with 23 years of industry experience, currently serving as owner and managing director of DeFrate & Paavola, LLC. She has been affiliated with Vicus Capital, Inc. since 2005 and also maintains a role as an insurance agent selling life, annuities, and long-term care products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.