Wayne Pinsent is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with Gamco Asset Management Inc. and Gabelli & Company, Inc. since 2008. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment process supported by fundamental research and a dedicated Growth team, managing a broad range of institutional separate-account composites and customized accounts.

Tony Saemai is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments and SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services, managing approximately $1.53 billion and employing a customized, long-term investment approach that combines fundamental and technical analysis with AI-supported decision-making.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Kathleen Allen is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has been with M Holdings Securities, Inc. since 2020 and previously worked at Foresters Financial Services and Foresters Advisory Services LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Mohammed Miah is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Asset Management. 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 process and offers a customizable advisor-facing platform alongside managed options overlays.

Susan Bock is an investment advisor representative with SeaCrest Wealth Management, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. She holds Series 63 and Series 65 credentials and has 49 years of industry experience. Her prior roles include positions at Merrill and Bank of America. SeaCrest Wealth Management is a 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.

David Skolnik is a Financial Consultant at Fidelity Investments, where he focuses on making financial education accessible and effective to help clients live the lives they want. He works with clients through a planning process that begins with understanding their personal and financial goals. He and his team consider each client's unique circumstances to develop relevant strategies aimed at achieving what is most important to them. David has held various roles in the financial services industry since 1995. His professional experience includes positions as a Financial Advisor at Citizens Securities from 2020 to 2023, Regional Sales Manager at Huntington Financial Advisors from 2017 to 2019, Regional Manager at Edelman Financial Services from 2015 to 2017, Executive Vice President of Wealth Management at Comerica Securities from 2004 to 2013, Regional Vice President at Nationwide Investment Services from 2003 to 2004, and Executive Vice President of Wealth Management at Wells Fargo Investments from 1995 to 2003.

Thomas Ulrich is a financial advisor at Sprott Asset Management USA Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has served in general counsel, chief compliance officer, and corporate secretary roles at both Sprott and Resource Capital Investment Corporation. Ulrich is also president and chief compliance officer for several investment funds affiliated with Sprott. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm employs a bottom-up, value-oriented approach combined with top-down asset allocation and manages both actively managed and index-based ETFs, including a physical-commodities fund.

Trevor Smallwood is a financial advisor at Clinton Investment Management, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Brandes Investment Partners, BlackRock Investment Management, and Merrill, among others. Clinton Investment Management specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm focuses on maximizing after-tax total return through a research-based process integrating fundamental credit analysis and quantitative tools, and manages approximately $3.9 billion in assets.

Edward Sullivan is an investment advisor representative at SeaCrest Wealth Management, LLC with 46 years of industry experience. He has been with SeaCrest and Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he serves as chairman of the investment committee and is a member of the athletic committee at Providence College. 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 fundamental and technical analysis and utilizes both proprietary and third-party artificial intelligence tools to support decision-making.

Paul Lynch is a CFA® charterholder with seven years of industry experience. He is affiliated with Greenwich Wealth Management, LLC, and previously worked at Bank of New York Mellon for 11 years. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm employs a multi-asset investment approach combining fundamental, technical, and macro analysis to build bespoke portfolios with discretionary authority tailored to client objectives.

Daniel Menton is a CFP® with 27 years of industry experience, currently serving with Citizens Private Wealth. His prior experience includes roles at Flagstar Advisors and Signature Securities Group Corp. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides access to bank deposit programs, securities-based lending, and other affiliated services.

Robert Leininger is a financial advisor at GAMCO Asset Management Inc. in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with GAMCO since 2010. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a Private Market Value with Catalyst philosophy supported by fundamental research and a separate Growth team with a top-down macro overlay.

Katherine Riley is a financial advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at UBS Financial Services and K2 Advisors. Prior to her advisory roles, she gained experience at Bucknell University and King 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 large client base through a combination of direct and sub-advisory relationships.

Jacob Wick is a financial advisor with NorthCoast Asset Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset 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 using proprietary models and offers a diverse range of strategies across asset allocation, equity, fixed income, options, and alternative interval funds.

Timothy Hermann is a CFP® with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and has held prior roles at CI Roosevelt Private Wealth, The Roosevelt Investment Group, and Fisher Investments. Advisors Capital Management serves a broad mix of clients, including high-net-worth individuals and employee benefit plans, offering discretionary portfolio management with customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in assets, primarily acting as an outsourced sub-advisor to broker-dealers and RIAs.

Jackson Kleinert is a financial advisor at Greenwich Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Greenwich Wealth Management since 2018. Prior to that, he held positions at Westchester Country Club, Morgan Stanley, and Tullett Prebon, as well as studying at Southern Methodist University. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds bespoke portfolios using fundamental, technical, and macro analysis across a broad set of instruments and typically manages accounts with discretionary authority tailored to client objectives.

Paul Hagen is a financial advisor with Citizens Private Wealth who holds Series 66 and Series 63 credentials and has 24 years of industry experience. His career includes prior roles at Barclays Capital Inc. and multiple positions within Citizens Bank entities since 2015. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, complemented by tax and estate structuring and business consulting services for multigenerational family and closely held business matters.

Vincenzo Iannucci is a financial advisor at Citizens Private Wealth with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Flagstar Advisors and Signature Securities Group. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pensions, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional products and services such as bank deposit programs and securities-based lending.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.