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 his current firm. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is also a life insurance agent affiliated with American National Insurance Company and acts as a producer/agent for ACC Agency, Inc. Aegis Capital Corp. offers investment advisory and financial services to both individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple platforms and maintaining a notable focus on non-discretionary asset management.

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.

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 four years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Kovitz Investment Group Partners, LLC and Connectus Wealth. 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 diverse range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.

Kaylee Wolcott is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Franklin Distributors, LLC, Eaton Vance Distributors, Inc., and Amazon. O'Shaughnessy Asset Management is a quantitative investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm is noted for its customizable advisor platform and its integration of managed options overlays along with multiple sub-advisory relationships.

Daniel Antenor, Jr is a financial advisor at Consolidated Portfolio Review Corp with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including ARK Global, Vanderbilt Advisory Services, and Mass Mutual Investors Services. He is also involved with True Gritt LTD, operating under the marketing name Vanderbilt Financial Group. Consolidated Portfolio Review Corp is an SEC-registered 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, utilizing strategic asset allocation and both fundamental and technical analysis through a network of affiliated financial entities and service providers.

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.

Jonathan Millman is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2019. He is also a partner at M&M Wealth Management, an advisory business LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through investment adviser representatives and an in-house portfolio group, combining advisor-led planning with model-based and separately managed strategies.

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 at Belpointe Asset Management LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2015. Prior to that, he worked at JUST WRITE INC. from 2010 to 2019. Outside of his advisory role, Morris serves on the board of the Stamford Old Timers Athletic Association, a nonprofit that provides scholarships to student-athletes and youth sports organizations, and he is a partner at BirchTree Performance HR, an HR training firm. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

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.

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.

Michelle Perres is a financial advisor at Aegis Capital Corp. with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Aegis Capital Corp. since 2014. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm operates both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.