Michael Demkiw is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and previously worked at Third Tier Wealth Management LLC. He is also involved with Third Tier Advisors as an insurance agent, spending part of his time in fixed insurance sales. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a range of model strategies supported by quantitative and fundamental analysis, while integrating tax and accounting capabilities through affiliated entities.

Daniel Nitiutomo is a CFA® charterholder with 9 years of industry experience. He has been with O'Shaughnessy Asset Management, LLC since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach based on empirical research and offers a customizable platform (CANVAS®) along with managed options overlays.

Robert Varriano is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Private Wealth in Tarrytown, NY. He has a longstanding career at Clarfield Financial Advisors, Inc., where he has been since 1990. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and other entities. The firm employs a long-term asset allocation approach within an open-architecture framework and offers a range of investment management and consulting services, including discretionary portfolio management overseen by a Chief Investment Officer.

Kelly Lynch Moloney is a CFP® and Series 65 registered financial advisor at Palisade Capital Management, LP with five years of industry experience. She has worked at Palisade since 2025 and previously spent time with Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across multiple strategies and serves as a sub-adviser to mutual funds and collective investment trusts.

Tate Wingate is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, and Ameriprise Financial Services. NewEdge 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 and manages approximately $12.06 billion in regulatory assets, utilizing a multifaceted investment process that includes model strategies, separately managed accounts, and alternative investment exposures.

Gustave Scacco is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He previously worked for ten years at Hudson Valley Investment Advisors, Inc. Scacco holds the Series 63 designation. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, employing both top-down and bottom-up investment analysis across equity, fixed income, and tactical approaches.

Lynn Williams is a CFP® with 36 years of industry experience, currently with Vanderbilt Advisory Services. Prior to joining Vanderbilt, Williams held roles at Securities America Advisors and Williams Capital Corporation, among others. Outside of financial advising, Williams is an attorney practicing estate planning and probate matters, owns a tax preparation and planning business, and teaches Zumba and group fitness classes. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, combining strategic asset allocation with multiple analytical approaches tailored to client objectives.

Victoria Shorkey is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Sprott Asset Management USA Inc. since 2021 and has been with Sprott Global Resource Investments since 2014 in various roles. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, including high-net-worth and family office clients, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-oriented strategies, using bottom-up, value-based fundamental analysis combined with top-down asset allocation, offering both actively managed and index-based ETF implementations.

Salvatore Fradella is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Outside of his advisory role, he is president of Boulder Road & Associates in Manhasset, NY. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, corporations, and institutional entities. The firm employs diverse investment vehicles and analytical methods, managing assets through multiple program types and serving both retail and specialized institutional clients.

Jack Chite is a CFP® with 42 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He has been self-employed since 1972 and operates J. Chite & Associates, Inc., a firm he founded in 1991. Outside of investment advisory, he is president of Vanderbilt Insurance, focusing on fixed-rate insurance products, and provides tax consulting services in collaboration with a CPA. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical techniques tailored to client objectives.

Jason Stevens is a financial advisor at Sprott Asset Management USA Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sprott Global Resource Investments, Ltd. since 2002 and at Sprott Asset Management USA, Inc. since 2015. 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 fundamental analysis and sector-specific strategies.

Kristopher Smith is a CFA® charterholder with three years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC and has previously worked at Franklin Managed Options Strategies LLC, Franklin Templeton, and Legg Mason. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor platform alongside managed options overlays.

James Werner is a CFP® with 20 years of industry experience and has been with HRC Investment Services, Inc. since 2009. He is currently an advisor at Tsa Management Inc, a firm with a team of five advisors based in Glen Head, NY. Outside of his advisory work, Werner serves as Treasurer and Chairperson of the finance committee for the Youth and Family Counseling Agency of Oyster Bay and holds a governance role with Sagamore Junior Sailing, a nonprofit social club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a broad mix of securities while limiting aggressive tactics and serves approximately 2,800 client relationships with $1.285 billion in assets under management.

Francis Gilbride is a financial advisor at Greenwich Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon for ten years. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA 3(21) plan advisory, and third-party manager selection, building bespoke portfolios through a combination of fundamental, technical, and macro analysis across a broad range of investment instruments.

Christopher Takacs is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation. He has experience working at O'Shaughnessy since 2024 and previously held positions at BNY Mellon and StoneCastle Partners, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Anita Bosch is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 designations. She has 20 years of industry experience, including 12 years at Citigroup Global Markets and multiple roles within the Citizens organization since 2020. She currently serves as a board member of the Moxxie Mentoring Foundation, where she assists in strategic planning and implementation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm employs a long-term, open-architecture investment approach, offering both discretionary and non-discretionary portfolio management along with tax, estate, and business consulting services.

Maxwell Pohlman is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining O'Shaughnessy, he held roles at Censeo Consulting Group, Pennsylvania Sea Grant, and The Penn State University, among others. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach and provides a customizable platform for advisors, supported by multiple sub-advisory and affiliate relationships.

Edgardo Martinez is a financial advisor with Gladstone Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Gladstone and LPL Financial in 2025. Outside of his advisory role, Martinez is a business owner of Strictly Prestige Global Transport LLC, a non-investment-related company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that combines individual securities, mutual funds, alternative investments, and tax-managed strategies, supported by due diligence from its Investment Committee.

Stephen Pedicini is a CFP® professional at AlphaCore Capital LLC with 22 years of industry experience. He has held roles at Valley Wealth Managers, Inc., TD Ameritrade, Federated Securities Corp., AllianceBernstein L.P., and BNY Mellon Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional assets through a combination of fundamental analysis and manager due diligence.

Mary Goddard is a financial advisor with Sprott Asset Management USA Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked with Sprott Asset Management USA since 2006 and with Sprott Global Resource Investments, Ltd. since 1994. Sprott Asset Management USA, Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in natural-resource and precious-metals businesses through both actively managed and index-based ETFs and strategies that may include physical commodities exposure.