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.

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.

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.

Frank B. Ackerman is a financial advisor at New Edge Wealth with 42 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2008 to 2021. Ackerman is also a managing member of Third Floor Asset Management, LLC. 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, including wealth strategy, financial planning, and portfolio management, utilizing a diversified investment approach that incorporates proprietary strategies and third-party managers.

Tom Hamilton is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

David Alfano is a financial advisor at Archer Investment Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Archer Investment Corporation since 2017, with prior experience at Cambridge Investment Research Advisors and Ameriprise Financial Services. In addition to his advisory work, he operates Alfano & Company CPA LLC, a CPA firm he has run since 1995. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment process includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Christopher Flanagan is a financial advisor with Prospera Financial Services, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services before joining Prospera in 2015. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Beau Robinette is a financial advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of Texas-Dallas and Capital Senior High School. 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 platform for advisors, managing a broad range of equity portfolios and strategies.

Jamie Wolff is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at UBS Financial Services for nine years before joining NewEdge Wealth and NewEdge Securities in 2022. Outside of his advisory role, Wolff is the proprietor and owner of Griffon Farm, a horse boarding and training business. He also serves as a director of the Rosenberg Foundation, which supports medical funds for children, health associations, Jewish agencies, hospitals, and colleges. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior through a combination of model strategies, separately managed accounts, and proprietary investment solutions across various asset classes.

Kehong Zhu is a CFA® charterholder with five years of industry experience. He is currently with Kovitz Investment Group Partners, LLC and previously worked at 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 using proprietary market-exposure and security-scoring models, offering a broad range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Kaylee Wolcott is a financial advisor at O'Shaughnessy Asset Management, LLC with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Franklin Distributors, Eaton Vance Distributors, Amazon, and Citizens Bank Arena. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm offers a customizable advisor platform and manages a broad range of accounts, combining in-house investment models with third-party sub-advisory relationships.

Anne Driscoll is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and five years of industry experience. She has served as a manager of Equable Investment Management, LLC, a firm providing administrative services for Equable Portfolio Management. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management and consulting services with flexible engagement options and employs various securities and third-party managers in client strategies.

Robert Brown is a CFP® with 16 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has previously worked at Integrity Alliance, Private Client Services, and Apexium Financial, among others. Brown also holds licenses to sell life, health, and annuity insurance products and is involved as an insurance producer with M Financial Group. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and offers sub-advisory, consulting, and technology services to independent advisors.

Steve Todoruk is a financial advisor with Sprott Asset Management USA Inc., holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He has worked with Sprott Global Resource Investments Ltd. since 2003 and joined Sprott Asset Management USA Inc. in 2019. Outside of his advisory role, he is involved in physical precious metal sales through a referral arrangement with Miles Franklin Precious Metals Investments. Sprott Asset Management USA Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm employs a value-oriented, bottom-up fundamental analysis complemented by top-down asset allocation and offers both actively managed and index-based ETFs, including unique capabilities to manage physical commodities.

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.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services from 2013 to 2022. Outside of his advisory role, he is involved in managing personal aviation assets, including fractional ownership and leasing of aircraft. 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 with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative exposures.