Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Jefferies Investment Advisers LLC since 2023, as well as at Leucadia Asset Management and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Vincent Fiore is a financial advisor with Principal Advised Services and holds a Series 63 designation. He has 26 years of industry experience, including roles at Principal Advised Services since 2022 and Principal Financial Services and Principal Life Insurance Company since 2005. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party research and proprietary models, serving clients through its integration with the Principal Financial Group family of companies.

James Diver is a CFP® with 10 years of industry experience and currently serves as an advisor at Procyon. He previously worked at Pivotal Planning Group, LLC for seven years before joining Procyon in 2021. Diver is also a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a broad mix of clients including individuals, high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm offers comprehensive investment management and advisory services with a primarily long-term, fundamental-analysis investment approach, managing both discretionary and non-discretionary mandates.

Peter Tcherepnine is a financial advisor with Gamco Asset Management Inc., holding Series 63 and 65 licenses and bringing 59 years of industry experience. He worked at Loeb Partners Corporation for 37 years before joining GAMCO Investors Inc. in 2019. He serves on the board of the American Institute for Foreign Study (AIFS, Inc.) and on the board of Loeb Holding, which is no longer engaged in investment activities. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, applying a research-driven value discipline complemented by growth strategies. The firm manages approximately $11.6 billion in discretionary assets and offers tailored portfolio management with an emphasis on bottom-up analysis and catalyst-driven investment theses.

Louis Orgera is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has prior experience at Mid Atlantic Securities, Inc. and operates a CPA practice focused on tax services for small businesses and individuals. Additionally, he acts as an executor for an estate and is involved in selling life insurance on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios managed internally or through sub-advisers and third-party managers.

Gilles Gouraige is a financial advisor at NewEdge Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at John Hancock Investment Management. 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 employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Michael Gorman is a financial advisor with Vanderbilt Advisory Services in Summit, NJ, holding 55 years of industry experience. He has been with Vanderbilt Securities since 2003 and is also president of ANTAX Consulting Corp, a tax consulting firm he founded in 1972. Gorman serves as vice president of the Robert & Nancy Brooks Foundation, a private foundation affiliated with one of his tax clients. Vanderbilt Advisory Services serves a diverse clientele including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and various analytical methods, alongside integrated retirement-plan consulting and administration services.

Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at Gladstone since 2017, following eight years at Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Jeffrey Kobernick is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2020. Kobernick serves as treasurer for Friends of Concordia University and is a board member of Banyan Golf Club. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multifaceted investment approach that includes proprietary strategies, third-party managers, and alternative exposures across multiple asset classes.

Patrick Dillon is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, JP Morgan Securities, and Royal Alliance prior to joining NewEdge Wealth in 2025. NewEdge Wealth primarily serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Haoqi Zhang is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. Prior to joining O'Shaughnessy, Zhang was affiliated with Columbia University and the University of Rochester. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside sub-advisory and third-party managed options capabilities.

Kevin Miller is a financial advisor at New Edge Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at New Edge Wealth since 2020, following five years at UBS FS. Miller also serves as a relationship manager providing financial services to high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a broad range of advisory services with a focus on asset allocation and investor behavior, utilizing both proprietary investment solutions and AI-assisted analytics alongside human oversight.

Arthur Forget III is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds the Series 63 designation and has prior experience at The Investment Center Inc., LPL Financial, and Capital Financial Planning. Outside of advising, he owns Symmetry Tax Solutions, an accounting services firm, and Sterling Capital LLC, which provides tax preparation and financial advisory services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Thomas Murray is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he teaches business education at Immaculata High School. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering a variety of investment programs and managing approximately $4.21 billion in assets through about 173 advisors.

John Spinelli is a CFP® professional with 26 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He also has a background as a CPA with over 30 years of experience leading his own CPA practice, John P Spinelli, CPA, which provides accounting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, managing portfolios for both short-term and long-term objectives while integrating retirement-plan and benefits services.

William Carinci is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman, Sachs & Co. for 18 years, as well as at Mass Mutual Investors Services and MassMutual Life Insurance Co. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Michael Demkiw is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked with Third Tier Wealth Management LLC and Third Tier Advisors since 2012. Outside of his advisory roles, he is involved in fixed insurance sales as an insurance agent. Lifeworks Advisors serves a diverse group of individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based approach to portfolio construction, using diversified funds, third-party managers, and quantitative models, while maintaining closer operational ties to tax and accounting services than many peers.

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.

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.