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.

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.

Timothy Pelan is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and no prior industry experience. His work background includes roles at Fincadia, Primerica, and American Beech, among others. 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 primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also using third-party sub-advisers and conducting regular account monitoring.

Bradley Cohen is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Outside of his advisory role, Cohen is a professor at SUNY Alfred State College. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Rick Sande is a financial advisor at Aegis Capital Corp. with 21 years of industry experience, including 16 years at Aegis. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is involved as a life insurance agent and producer with American National Insurance Company and ACC Agency, Inc. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, serving clients through multiple programs with a focus on non-discretionary portfolio management.

Beau Robinette is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at the University of Texas-Dallas. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies and an advisor-facing platform.

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.

Raymond Donnelly is a financial advisor with Capital Analysts, holding a Series 63 designation and 39 years of industry experience. He has been associated with Lincoln Investment since 2010 and Massmutual Life Insurance Company since 2009. Donnelly is also the owner of Advisors Resource Group, Ltd., a life and health insurance sales business, and serves on the Board of Directors for the South Shore Child Guidance Center. Capital Analysts serves a diverse range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors and its in-house Investment Management & Research team, utilizing proprietary fund screening and model portfolio strategies.

Michael Ward is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves on the board of the John Brower Jr. Foundation, where he is involved in fundraising efforts to combat opioid abuse on Long Island. 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, offering both discretionary and non-discretionary management alongside financial planning and consulting services.

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 previously worked at Eaton Vance Distributors, Inc. Kaylee's background also includes roles at Franklin Distributors, LLC and Amazon. 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 various managed options overlays.

Daniel Antenor, Jr is a financial advisor at Consolidated Portfolio Review Corp with 14 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including ARK Global, Vanderbilt Advisory Services, and Mass Mutual Investors Services. He is also involved with True Gritt LTD dba Vanderbilt Financial Group, a non-investment-related business activity. Consolidated Portfolio Review is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies implemented by independent advisors using strategic asset allocation complemented by fundamental and technical analysis.

Christopher Natale is a financial advisor at Consolidated Portfolio Review Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2018. Natale serves as treasurer for 3D Wealth Management Services, Inc., a non-investment-related entity. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Richard Campo Jr. is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 16 years at Lincoln Investment and three years at MM Ascend Life Investor Services. Outside of his advisory role, he operates a legal practice and holds positions in insurance and other non-investment-related businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house investment management and non-discretionary advisory relationships, utilizing proprietary screening processes and maintaining institutional partnerships.

Jonathan Millman is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Merrill, and Morgan Stanley. He is also a partner in an insurance advisory business, M&M Wealth Management. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and registered investment products.

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.

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.

Michael Dandrea is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sovereign Global Advisors, LLC. Outside of advisory work, he is the owner and president of Camille Inc., a bill-paying business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.