Douglas Jamieson is a financial advisor with Gamco Asset Management Inc. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Associated Capital Group, Inc., Gabelli Funds Distributor, LLC, G.research, LLC, GAMCO Investors, Inc., and GAMCO Asset Management (UK) Limited. 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-driven investment philosophy supported by fundamental research and offers a range of customized institutional separate-account composites.

Richard Walsh is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, having previously worked at firms including Voya Financial Advisors, Osaic FA, TD Ameritrade, and BNY Mellon Advisors. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a team of 51 advisors. The firm manages approximately $1.065 billion in assets and provides multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Bank of America, Merrill, and Algonquin Advisors. Farrelly serves on the Board of Fairfield County's Community Foundation, where she contributes to initiatives supporting women and girls and participates in committees including Investment or Finance. Colter Lewis Investment Partners provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm offers discretionary and non-discretionary mandates, constructing diversified portfolios across public and alternative asset classes while employing an active asset allocation process and rigorous due diligence on recommended managers.

Stephanie Hayes is a CFP® and ChFC® with 42 years of experience in the financial services industry. She has worked at Perigon Wealth Management, LLC since 2024 and previously spent over 16 years with Commonwealth Financial Network and three decades at Creative Financial Planning, Inc. Outside of advisory work, she is also an insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and formal annual reviews.

Anthony Becker is a Certified Financial Planner® with 35 years of industry experience, currently affiliated with Capital Analysts. He has been associated with Lincoln Investment since 2010. In addition to his advisory role, Becker is involved in income tax preparation and fixed insurance sales through his own businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team utilizing proprietary fund screening and model portfolios.

Howard Ward is a CFA® charterholder with 44 years of industry experience, currently serving at GAMCO Asset Management Inc. He has held positions with Gabelli Funds, LLC, GAMCO Investors, Inc., and Teton Advisors, Inc. Ward is a board member and head of the asset management committee at Heartcare International and volunteers on the finance committee of the American Foundation for the Blind. GAMCO Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, including pension plans, endowments, and private investors. The firm employs a research-driven value approach supplemented by growth strategies and manages approximately $11.6 billion in assets, offering tailored portfolio management alongside sub-advisory and model portfolio services.

Byrke Sestok is a CFP® with 24 years of industry experience, currently serving as an advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of his advisory work, he is an artist designing enamel hat pins and teaches at the College for Financial Planning. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized investment programs that incorporate multiple analysis methods and a broad range of portfolio instruments. The firm operates at scale with multiple advisory teams and affiliated entities that provide additional financial services.

Zachary Nedell is a CFP® credentialed financial advisor with Aegis Capital Corp., bringing two years of industry experience. Prior to joining Aegis Capital, he worked in various roles including at Z Score Sports LLC and Cox Media Group. He was also affiliated with Binghamton University during his earlier career. Aegis Capital Corp. provides investment advisory and related financial services to 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 non-discretionary advisory approach and active broker-dealer operations.

Michael Caputo is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to his advisory work, he serves as president of MAC Pension, Inc. and is a member of the Estate Planning Council of Westchester County. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Cindy Pitonzo is a ChFC® with three years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. She previously worked at Tradition Capital Management, LLC and was involved with St Bartholomew the Apostle Church for five years. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios and a managed mutual fund program.

Andre Renzo is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2014. Outside of his advisory role, he is involved as a clerical member of a real estate holding company, MSA Unlimited LLC. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Richard Fitzgerald is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Nationwide Planning Associates Inc since 2002. Outside of advisory services, he operates a tax preparation business. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Frank Ingarra Jr. is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Connectus Wealth. He spent ten years at NorthCoast before joining Kovitz and returning to the firm following its reorganization. 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 quantitatively based, systematic investment processes using proprietary models, offering a range of strategies including strategic asset allocation, equity and fixed income, tactical equity, options-based overlays, and alternative interval funds.

Alexandria Ferrara is a financial advisor at Capital Analysts with 11 years of industry experience. She holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2019. Prior to her advisory roles, she was employed at Danone North America for three years. Ferrara is also a Certified Public Accountant involved in tax preparation and insurance sales through A.T. Becker & Associates, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and offering tax-aware and rebalancing options.

Joel Kaufman is a financial advisor at Citizens Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase, First Republic, and UBS Financial Services. He is an owner of a credit shelter trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients with discretionary and non-discretionary investment management and comprehensive financial advisory services, including tax and estate structuring and business consulting. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and leverages its affiliation with Citizens Bank to provide additional product access and operational benefits.

John Bruggemann is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2015. He also holds adjunct professorship positions at Ramapo College of New Jersey and the New Jersey Institute of Technology School of Management, where he teaches economics and international finance courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets.

Philip Rutigliano is a CFP® with 30 years of experience in the financial services industry. He currently works at NFSG Corporation and has prior experience at firms including Aurora Capital LLC, PNC Wealth Management, and Chase Investment Services Corp. He also provides financial and insurance services through his role at Mahoney Asset Management. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a variety of investment approaches and supports its advisors with internal portfolio management and third-party asset manager options.

Michael March is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at NPA Asset Management, LLC since 2010. He also operates a tax preparation business and runs Educational Literacy Services, which provides college funding strategies for parents. Additionally, he participates in the finance committee of a local church, advising on financial and operational matters without compensation. NPA Asset Management, LLC is an SEC-registered investment adviser managing approximately $1.01 billion in client assets. The firm offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of third-party sub-advisors.

Frederick Russell is a financial advisor at Moneco Advisors with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and Acorn Consulting Services, Inc. before joining Moneco Advisors. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative products, supported by ongoing portfolio monitoring and tax-efficient trading techniques.

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.