Louis Bell is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Ubd Financial Services Inc. for nine years before joining NewEdge in 2022. 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 and employs an investment process that integrates model strategies, separately managed accounts, and proprietary solutions across various asset classes.

Edward Coyne is a financial advisor at Sprott Asset Management USA Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sprott since 2016 across its affiliated entities. Coyne also serves as Senior Managing Director of Global Sales at Sprott Asset Management USA and National Sales at Sprott Asset Management LP. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm specializes in precious metals and natural resources through fundamental analysis and sector-specific strategies, managing both registered funds and private limited partnerships.

Ryan Keaveney is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining CreativeOne Wealth, he worked with Harbor Asset Private Wealth and held roles in both the financial and nonprofit sectors. Keaveney volunteers at the St. Agnes Food Pantry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, and options.

Joanna Kopsaftis is a CFP® and Series 65-registered advisor with 12 years of industry experience. She has worked at Moneco Advisors since 2023 and previously spent time at Royal Alliance Associates and Acorn Consulting. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, also offering retirement plan consulting for plan sponsors. The firm uses a multi-team approach with tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

Walter Rich is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including National Securities Corp and Stratos Wealth Advisors, LLC. Outside of his advisory role, he is a managing partner of Landing Point Advisors and serves as managing director of Lantern Private Wealth, a bill paying entity. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

Christopher Selke is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services prior to joining Aegis in 2026. Aegis Capital Corp. serves a diverse client base including both individual and corporate clients, offering a range of financial services such as asset management, financial planning, brokerage, annuities, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable emphasis on non-discretionary advisory services where clients approve trades before execution.

Eric Chan is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo Clearing, Bank of America, and Merrill. 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 focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Allison Loring is a financial advisor at Moneco Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ADCM, LLC DBA Willow and Pittsfield Cooperative Bank. Outside of her advisory role, she serves as Treasurer and Board Member for Berkshire Business & Professional Women and operates a professional organizing service. 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 financial planning. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios according to client goals and risk tolerances.

Euan Mackay is a CFA® charterholder with five years of industry experience. He has worked at O'Shaughnessy Asset Management, LLC since 2021 and previously spent seven years at Rosenberg Equities. 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 approach based on empirical research and offers a customizable platform for advisers while managing multiple sub-advisory and affiliate relationships.

William Shafransky Jr. is a CFP® professional with eight years of industry experience, currently serving as an advisor at Moneco Advisors. His prior experience includes roles at LPL Financial and Massachusetts Mutual Life Insurance Company. He is also involved in selling insurance through Daly Insurance Brokerage Services, a side business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a wide range of portfolio instruments.

Timothy Hickey is a CFP® professional with 10 years of experience in financial advisory. He is currently with Moneco Advisors and LPL Financial and previously worked at Securities America, UBS Financial Services, and MassMutual Life Insurance Company. Hickey also has a side business as a non-variable insurance agent. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm offers tailored investment programs using a range of instruments and third-party platforms, supported by a multi-team structure of 49 advisors.

Roger Paradiso is a financial advisor at O'Shaughnessy Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Franklin Managed Options Strategies LLC, Fiduciary Trust Company International, Legg Mason & Co., and ClearBridge Investments. Paradiso serves as Chairman Emeritus on the Board of Governors of the Money Management Institute and is a board member of the Morgan Stanley Donor Advised Fund. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisers alongside sub-advisory and ETF management services.

David Bauer is a Series 65-licensed advisor at Perigon Wealth Management, LLC with 11 years of industry experience. He previously worked at Nauset Wealth Management, LLC for eight years before joining Perigon in 2022. 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 conducting regular reviews.

Joseph Giroux is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2023, having previously worked at Franklin Templeton. 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 platform for advisors, managing a broad range of equity portfolios and related strategies.

Paola Manganiello is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with TIAA-CREF and TIAA since 2013. Outside of finance, she works as a waitress at Arturo's Restaurant. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm offers a range of advisory services including model and customized portfolios under a fiduciary standard.

John Meskunas is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 66 designation and previously worked at Ferrari PF Palm Beach for three years before joining Oppenheimer in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

David Tetley is a financial advisor at Brookstone Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Income Strategies LLC and New England Financial Partners LLC. Outside of advising, he is an independent insurance agent at New England Financial Partners LLC, focusing on disability, fixed annuities, and life/accident/health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Siegfrid Sicangco is a financial advisor with Mercer Global Advisors Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at UBS Financial Services and Sanctuary Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and complemented by educational content and firm-wide initiatives.

David Bibicoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory roles, he provides monthly coaching to life insurance agents and serves as co-trustee of a family trust. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.