Jay Nakahara is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC since 2026. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2018 to 2026, as well as positions at New York Life Insurance and NYLIFE Securities. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other investment advisers. The firm offers customized, primarily discretionary portfolio solutions, combining passive, active, tactical, and ESG-aware strategies, and provides a range of services including financial planning, retirement plan consulting, and access to cash management programs.

Bazel Brady is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 designation. He began his advisory role at the firm in 2024 and previously worked at the University of Delaware for ten years. Colter Lewis Investment Partners provides investment advisory and portfolio management services primarily to ultra-high net worth and high net worth individuals and families, family offices, pension plans, and endowments. The firm employs an active asset allocation approach across various asset classes and offers both discretionary and non-discretionary mandates, managing approximately $2.32 billion in assets.

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® with nine years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior roles include positions at Commonwealth Financial Network, Longwave Financial, Lazard Asset Management, Bank of America, and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside advisory services.

Thomas Metzger is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities, and Wells Fargo Clearing. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations, offering discretionary and non-discretionary investment management within an open-architecture framework. The firm integrates quantitative and qualitative research across various asset classes and provides additional services such as tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Richard Dimaggio is a financial advisor with TSA Management Inc in Glen Head, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with HRC Services, Inc. since 1995. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions, managing approximately $1.479 billion for about 2,566 clients. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, combining in-house management with third-party managers across discretionary and non-discretionary accounts.

Denis Moynihan is a financial advisor with Tsa Management Inc, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at HRC Services, Inc. since 1993 and HRC Financial Planners since 1985. Outside of his advisory work, he is a partner in two non-investment-related real estate holding companies. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a blend of fundamental, qualitative, and technical analysis, managing a broad mix of securities with a focus on dividend-paying equities and diversified model allocations.

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.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

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 two years of industry experience at Summit Financial, LLC. He previously worked at Brown Advisory for nine years. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory, portfolio management, and financial planning services through both discretionary and consultative platforms.

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.

Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.