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.

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 previously worked at Algonquin Advisors LLC for 10 years before joining Bank of America and Merrill in 2020. Farrelly serves as a board member of Fairfield County's Community Foundation, contributing to the Steering Committee focused on Women & Girls and participating in the Foundation’s investment or finance committee. Colter Lewis provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm employs an active asset allocation process and offers both discretionary and non-discretionary mandates, specializing in diversified portfolios across public and alternative asset classes.

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 CFP® with 34 years of industry experience and currently affiliated with Capital Analysts. He has worked with Lincoln Investment since 2010. Becker is also involved in income tax preparation and fixed insurance sales through his own businesses. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management with access to in-house and third-party investment resources.

Burton Hilton IV is a CFP® with over 31 years of industry experience. He is currently with NewEdge Wealth and NewEdge Securities LLC and has a background that includes more than a decade at Morgan Stanley Private Bank. 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 with a focus on asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Howard Ward is a CFA® charterholder with 43 years of industry experience. He is currently with Gamco Asset Management Inc. and has held roles at Gabelli Funds, LLC and Teton Advisors, Inc. He serves on the board of Heartcare International and volunteers on the Finance Committee of the American Foundation for the Blind. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value and growth investment philosophy supported by fundamental research and customizes accounts to client guidelines.

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.

Thomas Desiderio is a financial advisor at Clinton Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Resolute Investment Distributors, Foreside Funds Distributors LLC, and Gotham Asset Management, LLC. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, and intermediaries. The firm employs an active, research-based investment approach focused on after-tax total return and serves as sub-adviser to several MassMutual municipal funds.

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.

Thomas Canals is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Distributors, Dimensional Fund Advisors, and Vise. 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, combining scale in advisor headcount with multiple sub-advisory and affiliate relationships.

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.

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 Becker 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 2015. Prior to her advisory career, she was employed at Danone North America for three years. In addition to her advisory role, Becker provides tax preparation and insurance services through A.T. Becker & Associates, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment research team and allows advisors to incorporate custom portfolios and third-party managers depending on client needs.

Patrick Mcstay is a financial advisor at O'Shaughnessy Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been associated with both O'Shaughnessy Asset Management and Quasar Distributors, LLC since 2015. 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 mutual fund management services.

Philip Rutigliano is a financial advisor at NFSG Corporation with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Newbridge Financial Services Group, Newbridge Securities Corporation, Knights of Columbus, and Aurora Capital LLC. He occasionally consults with nonprofit and for-profit companies to improve their sales processes. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection, tailoring portfolios using fundamental, technical, and cyclical analysis with a range of investment strategies.

Ari Rosenbaum is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'Shaughnessy Asset Management since 2007, following a seven-year tenure at Quasar Distributors, LLC. 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 based on empirical research and provides customizable advisor-facing platforms alongside sub-advisory and mutual fund management services.

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.