Benjamin Dzialo is a CFA® charterholder with 20 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Alt Fund Distributors, Abbey Capital (US) LLC, and Help To Retire Group. In addition to his advisory role, he acts as an insurance agent for Combined Benefits United. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and discretionary authority through a broad network of affiliated advisers.

Michael Levin is a financial advisor at Vanderbilt Advisory Services with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services, Lincoln Investment, and PMG Securities Corp. Levin is also a partner in Preferred Financial Group, where he is involved in insurance sales and financial planning. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, model portfolios, third-party sub-advisors, and digital platform access, emphasizing strategic asset allocation supported by fundamental and technical analysis.

Ryan Cholnoky is a financial advisor at New Edge Wealth with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS and Ipreo. He also serves as an analyst at New Edge Wealth, providing financial services to high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, using a combination of independent managers, model strategies, and proprietary investment solutions integrated with AI-assisted analytics.

James Pino is a financial advisor with TSA Management Inc. in Glen Head, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at HRC Services, Inc. since 1997. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a diverse range of securities and serves approximately 2,800 client relationships with a team of five advisors.

Austin Capasso is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked at NewEdge Wealth and NewEdge Securities Inc since 2022 and 2023, respectively. Prior to joining New Edge Wealth, he spent over two decades at Eclipse Business Capital. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm utilizes asset allocation and investor behavior insights to tailor portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, incorporating technology tools such as AI-assisted analytics alongside human oversight.

Jordan Sechan is a financial advisor at NewEdge Wealth with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Edge Co, among other roles. 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 including wealth strategy, financial planning, and portfolio management, utilizing a multi-asset investment approach that incorporates model strategies, separately managed accounts, and alternative exposures.

Harry Figgie is a financial advisor at Greenwich Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenwich Wealth Management since 2009, with a brief tenure at Private Client Services, LLC from 2015 to 2016. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a range of investment strategies across multiple asset classes and offers discretionary portfolio management, financial planning, and retirement plan advisory services.

Rachel Pino is a financial advisor at TSA Portfolio Management Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HRC Services, Inc. since 1993. Outside of advising, she is a partner in MII Holdings, LLC, a real estate holding company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.5 billion using model allocations and emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing.

Paula Gruber is a financial advisor at NewEdge Wealth with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2022. 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 through a combination of model strategies, separately managed accounts, and proprietary solutions.

Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Jeffery Jones is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Halliday Financial, LLC since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across around 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. Wright has been with NorthCoast Asset Management since 2008, aside from his recent tenure at Kovitz Investment Group Partners. 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 diverse product lineup, including strategic asset allocation, equity and fixed income strategies, and alternative interval funds.

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.

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.

Peter Marshall is a financial advisor at Arete Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and National Asset Management. He serves on the investment committee of St. John's of Lattingtown Episcopal Church. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Dennis Oconnor is a financial advisor with Blackridge Asset Management, LLC and holds a Series 63 designation. He has 39 years of industry experience, including ten years at Cetera Advisors LLC. He is also an insurance agent with Top Advisors Group. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, utilizing model-based portfolio management and a range of advisory platforms.

Sean Clary is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Waterhouse Investor Services Inc from 1999 to 2021 and Bridgeway Wealth Partners, LLC from 2021 to 2023. 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 and retirement plan consulting, employing a range of investment approaches including individual equities, mutual funds, alternative investments, and tax-managed strategies.

Henry Liu is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital since 2011. Outside of his advisory role, Liu is the sole owner of a real estate management company. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services along with access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

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 licenses and has 48 years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Seacrest Wealth Management, LLC is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting related to variable annuities and employer-sponsored plans.