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 63 and Series 65 credentials and 37 years of industry experience. He has been with Aegis Capital Corp. since 2012 and previously worked at Maxim Financial Advisors LLC from 2006 to 2012. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, and related services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable emphasis on non-discretionary advisory accounts where clients approve trades before execution.

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 and holds a Series 66 license with six years of industry experience. She has worked at O'Shaughnessy Asset Management, LLC since 2022, following roles 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 providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm relies on a systematic, model-driven investment process and offers a customizable advisor-facing platform, serving a broad client base through sub-advisory relationships and integrated managed options capabilities.

Nicholas Simini is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with multiple affiliated firms since 2013, including Summit Financial, Purshe Kaplan Sterling Investments, and Summit Equities. Simini also engages in insurance sales through various brokerage groups, earning compensation from product sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

Diego Castillo Olea is a financial advisor at Mora Capital Management, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Boreal Capital Securities LLC, UBS Financial Services, and Credit Suisse Securities (USA) LLC. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm uses an open-architecture investment platform that incorporates fundamental and technical analysis across broad asset classes and manages both discretionary and non-discretionary portfolios.

Brianna Vanacore is a financial advisor at Valley Wealth Managers, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Valley National Bank. She has also worked in various positions outside finance, including at Rutgers University and Anthony Gerald Studio D. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and individual investors, including high-net-worth households. The firm employs a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis for equity selection, offering discretionary portfolio management and multiple wrap fee programs.

Nicholas Maguire is a financial advisor at Valley Wealth Managers, Inc. with three years of industry experience. He holds the Series 66 designation and previously served in the United States Marine Corps from 2017 to 2022. Outside of his advisory role, he manages a residential rental property with his wife. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven process that combines strategic equity, fixed income, and cash allocations tailored to each client’s objectives.

Daniel Humphrey is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously held roles at Hightower Advisors, Equitable Advisors, Madison Trust, and several other firms. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation aligned with Modern Portfolio Theory and integrates traditional investment management with in-house accounting, tax services, and business coaching.

Christopher Loveless is a financial advisor at O'Shaughnessy Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bear Stearns Asset Management Inc. and Quasar Distributors, LLC. Loveless serves on the Texas Tech University Investment Advisory Committee. O’Shaughnessy Asset Management is a quantitative institutional investment manager serving 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 an advisor-facing platform alongside sub-advisory and mutual fund management services.

Claudine Spence is a Series 66-registered advisor at O'Shaughnessy Asset Management, LLC with 24 years of industry experience. She has been with O'Shaughnessy Asset Management since 2007 and previously worked at Quasar Distributors, LLC from 2011 to 2017. 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 and managed options overlays for advisers.

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.

Steven Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is a member of Milton Skinner, LLC, a holding company for bill paying purposes. 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 access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

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.

Ehren Stanhope is a CFA® charterholder with 15 years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC, where he has worked since 2010, following a seven-year tenure at Quasar Distributors, LLC. Stanhope serves on the board of the Builders Institute, a nonprofit focused on promoting financial literacy, and is a member of the investment committee for the Sigma Phi Epsilon fraternity's national nonprofit organization. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm offers a customizable platform and manages mutual funds, ETFs, and sub-advisory relationships across a broad client base.

Ryan Gregory is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. His background includes roles outside finance in the hospitality and cruise industries. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals and institutional clients, using a quantitatively based, systematic investment approach that incorporates proprietary models and a wide range of strategies including options-defined outcome overlays and alternative interval funds.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, as well as at Atrium Advisors since 2001. Kaess is the founder of Feminomics, a business focused on women and money that provides web-based content and in-person presentations. She also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm implements investment strategies using proprietary models, third-party managers, and multiple platforms while supporting customized investment restrictions and conducting regular due diligence.

Lisa Rossi is a CFP® professional with 33 years of experience in financial advising. She has been with Gladstone Wealth Partners since 2021 and previously worked at Stratos Wealth Partners and LPL Financial. Outside of her advisory work, she is associated with Kipps Consulting LLC, a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a notable integration of retirement-plan services and institutional manager relationships.

Stephanie O'Donnell is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. She has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, and Axiom Investors. O'Donnell holds a Series 65 credential. 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 using proprietary models and offers a range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.