Steve Todoruk is a financial advisor with Sprott Asset Management USA Inc. and holds Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Sprott Global Resource Investments Ltd. since 2003. Outside of his advisory work, he refers clients to a physical precious metals sales business under a referral agreement. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-based strategies. The firm employs a bottom-up, value-oriented approach combined with top-down asset allocation, offering both actively managed and index-based ETFs alongside private funds and separately managed accounts.

Eric Angeli is a financial advisor with Sprott Asset Management USA Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Sprott Asset Management USA since 2016 and is also affiliated with Sprott Global Resource Investments and Resource Capital Investment Corporation. Outside of his advisory role, he acts as a gold dealer referral, connecting clients with physical metals dealers. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Daniel Morris is a financial advisor with Belpointe Asset Management LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Belpointe since 2015 and at Just Write Inc. from 2010 to 2019. Outside of his advisory work, he serves as a board member of the Stamford Old Timers Athletic Association, a nonprofit that provides scholarships to student-athletes and youth sports organizations. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory models and affiliated investment vehicles.

Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. 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 mix of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Andrew Iles is a financial advisor at O'Shaughnessy Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at O'Shaughnessy since 2018. Prior to his advisory career, he was involved in professional hockey with the ECHL/AHL and the Fife Flyers. Iles is also a co-founder and minority shareholder of In-Game Technologies Inc., a business unrelated to investment management. 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 based on empirical research and offers customizable platforms and managed options overlays while maintaining client relationships through investment professionals.

Marc Levitt is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes prior roles at UBS Financial Services, J.P. Morgan Securities, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he is involved in aviation ventures, including fractional ownership and leasing of aircraft for personal use and charter operations. NewEdge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting services. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, proprietary solutions, and AI-assisted analytics alongside human oversight.

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Portfolio Medics in 2022, Mr. Tyson worked at Altium Wealth Management LLC and TIAA-CREF. He is also an independent insurance agent, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual securities, and other strategies, with an emphasis on retail and small-business clients.

Paul Arbeit is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth. He has been with Citizens Private Wealth since 1999 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. His credentials include the Series 63 designation. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Daniel Grijalva is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2003 and also holds Series 63 registration. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research. Its affiliation with Citizens Bank, N.A. provides clients with access to bank deposit sweep programs, securities-based lending, and integrated investment and consulting services.

John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Sergio Lujan is a financial advisor at Sprott Asset Management USA Inc. with eight years of industry experience. He holds a Series 66 designation and has worked with Sprott Asset Management entities since 2016. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-oriented strategies. The firm employs a bottom-up, value-oriented fundamental analysis complemented by top-down asset allocation, offering both actively managed and index-based ETF solutions.

Xiangyu Lai is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation and experience at several firms including JP Morgan Asset Management, Northwestern Mutual Life Insurance, and Investment Technology Group. Lai has been with O'Shaughnessy since 2025. 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 advisor-facing platform alongside sub-advisory and third-party managed strategies.

Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and over 42 years of industry experience. She has worked at GWN Securities, Inc. since 2018 and previously at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Valente is also a licensed insurance agent specializing in life, accident, health, variable, credit, and travel insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of in-house and external model strategies to manage portfolios on a discretionary basis with continuous monitoring and rebalancing in line with client objectives.

David Maldonado is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Gradient Advisors, LLC since 2021 and previously spent three years at AE Wealth Management, LLC and two years at Gebhardt Group Inc. Maldonado is also the owner of Income Harbor Wealth Management and Income Harbor Financial Group, where he provides financial planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing approximately $289 million in assets and administering about $1.10 billion.

Lynn O'Shea is a financial advisor at Clinton Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with Clinton Investment Management since 2021. Prior to this, she worked at Foley Carrier Services LLC and attended Fairfield University. Clinton Investment Management specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm focuses on maximizing after-tax total return through research-based strategies and offers services including sub-advisory relationships and state-specific portfolio options.

Alan Chidsey is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Edge Wealth in 2024, he worked at Computacenter for eight years and Phineus Partners, L.P. for thirteen years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, using a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics with human oversight.

Andrew Kaskel is a financial advisor at New Edge Wealth with Series 63 and Series 65 licenses. He has over 12 years of experience in the financial industry, including an 11-year tenure at Morgan Stanley Private Bank and Morgan Stanley. He joined New Edge Wealth and NewEdge Securities LLC in 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary investment solutions across multiple asset classes.

John Phelan is a financial advisor at GAMCO Asset Management Inc. with six years of industry experience. He holds a Series 66 designation and has held roles at G.distributors, LLC, GAMCO Investors, Inc., and G. Research, LLC. 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’s investment approach combines bottom-up fundamental research and a Catalyst value philosophy with a top-down macro overlay for growth strategies.

Michael Cottet is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds the Series 66 designation and has previously held roles at Madison Avenue Securities and Stansberry Research. Outside of his advisor role, he serves as Chief Strategy Officer at E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and growth/value analysis, and is notable for its use of options strategies and integration of outside money managers and third-party planning tools.

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.