Tuula Paavola is a CFP® with 23 years of industry experience, currently serving as owner and managing director of DeFrate & Paavola, LLC. She has been affiliated with Vicus Capital, Inc. since 2005 and also maintains a role as an insurance agent selling life, annuities, and long-term care products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

John Burnham is a financial advisor with Arete Wealth Advisors, LLC in White Plains, NY. He holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at National Asset Management and National Securities Corporation. Outside his advisory role, he is involved in tax preparation services through a partnership at Saranac Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers with ongoing account monitoring.

Anthony Polak is a financial advisor with Aegis Capital Corp. in Greenwich, CT, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has been with Aegis Capital since 2012. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, known for its active broker-dealer operations and a significant portion of assets managed on a non-discretionary basis.

Joshua Sandbulte is a financial advisor at Greenhaven Associates Inc with a Series 65 designation and over 21 years of experience at the firm. He has been with Greenhaven Associates since 2005. Greenhaven Associates manages discretionary equity portfolios for a variety of clients including individuals, trusts, foundations, pension plans, IRAs, endowments, and institutional clients such as sovereign wealth funds and banking institutions. The firm employs a value-oriented, buy-and-hold equity strategy with concentrated portfolios and oversees approximately $11.66 billion for around 100 clients.

Kristen Clark is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC since 2022. Her prior roles include positions at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, Eaton Vance Management, and Brigham and Women's Hospital. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager that serves individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform (CANVAS®) for delivering equity portfolios and related strategies.

Randi Engelbrecht is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 65 designation and joined Summit Financial in 2024 after nine years at Brown Advisory. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Benjamin Eller is a financial advisor at Spire Wealth Management, LLC in Norwalk, CT, holding a Series 65 designation with no prior industry experience. His work history includes roles at Spire Investment Partners, Prostar Energy Solutions, ELM Consulting, and experience at Pennsylvania State University and Susquehanna University. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets for over 6,100 clients, offering a combination of advisor-led, model portfolio, and sub-advised strategies that incorporate tactical, active, and passive investment approaches.

Jenna Dickinson is a financial advisor with New Edge Wealth in Stamford, CT, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Merrill, Oppenheimer & Co. Inc., and Mass Mutual Life Insurance Company. She has also been involved in the restaurant industry, working at Grille 86 and Love Art Sushi earlier in her career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and consulting. The firm integrates independent managers, model strategies, and technology tools—including AI-assisted analytics—to tailor portfolios focused on asset allocation and investor behavior.

Christopher Loveless is a financial advisor at O'Shaughnessy Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at O'Shaughnessy since 2007, following a seven-year tenure at Quasar Distributors, LLC. Loveless serves as a member of the Texas Tech University Investment Advisory Committee, appointed by the chancellor of the university system. 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 based on empirical research and offers a customizable platform (CANVAS®) for delivering equity portfolios and related strategies.

Claudine Spence is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at O'Shaughnessy since 2007, following a six-year tenure at Quasar Distributors, LLC. 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 based on empirical research and offers a customizable advisor-facing platform alongside sub-advisory and managed options capabilities.

Kristen Nunes is a financial advisor at NewEdge Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Pallas Capital Advisors, and The Prudential Insurance Company of America. 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.

Erin Foley is a financial advisor at O'Shaughnessy Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with O'Shaughnessy since 2007. Outside of her advisory role, she is a passive investor in a start-up eyewear company. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm also provides a customizable platform for advisers and manages mutual funds and ETFs, distinguishing itself through scale and multiple sub-advisory relationships.

Sean Coffey is a financial advisor at Clinton Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Warner Bros. Discovery, Washington Golf Club, and Penn State University. His diverse background includes roles in both corporate and educational settings. Clinton Investment Management, LLC manages municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves as a sub-adviser to multiple MassMutual municipal funds.

Matthew Ludmer is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Spire Investment Partners, LLC since 2013. Outside of his advisory work, he established the Aligned Center in 2016, a membership-based community organization focused on personal growth. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, manager-of-managers arrangements, and a diverse investment platform that includes tactical, active, and passive strategies.

Jay Peters is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining New Edge Wealth in 2020. 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 with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Michael Oliver is a CFA® charterholder with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

John Knox III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He is currently with Carnegie Investment Counsel, where he has worked since 2025, following a 17-year tenure at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Thomas Ames is a financial advisor at NewEdge Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Lyft, Uber Technologies, and Kamylon Holdings. 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, using a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Susan Brewer is a financial advisor at Crestwood Advisors with 28 years of industry experience. She holds a Series 65 designation and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for 10 years before joining Crestwood in 2019. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by offering investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Warren Raum is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. Outside of his advisory work, he is involved in management consulting, executive coaching, writing, game development, and nonprofit strategic planning and fundraising. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.