Claire Noel is a CFA® charterholder with four years of industry experience. She has worked at O'Shaughnessy Asset Management, LLC since 2021 and previously spent nine years at AJO LP. Outside of her advisory role, she is a passive investor in private equity and a shareholder in a closely held brewery, without involvement in their management. 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 for advisors, managing a broad range of equity portfolios and related strategies.

Craig Kaufman is a financial advisor at Citizens Private Wealth with 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and UBS Financial Services. He serves on the Board of Trustees for Temple Emanuel of the Pascack Valley. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and consulting services.

Christian Boinske is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Franklin Distributors, Altafid, Vise, and Dimensional Fund Advisors. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm utilizes a systematic, model-driven investment process based on empirical stock research and offers a customizable platform for advisors alongside its sub-advisory and mutual fund management services.

Scott Bartone is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC since 2008. He holds a Series 66 license and is based in Stamford, CT. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform, serving a broad range of clients including mutual funds, foundations, and retirement plans.

Matthew Smith is a CFA® charterholder with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc., having worked with affiliated entities since 2016. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Mingqi Li is a financial advisor with Arkadios Wealth Advisors, holding Series 66 and Series 63 licenses, and has seven years of industry experience. Li serves as an independent board director for two publicly listed companies in Hong Kong, Synertone Communications Corporation and Neo-Neon Holdings Limited. Outside of investment advising, Li is also involved in real estate brokerage through Portunes LLC. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions that incorporate fundamental, technical, and cyclical analyses, deploying portfolios through various managed account programs and third-party managers.

William Brancaccio is a CFP®-credentialed advisor with 15 years of industry experience. He is currently affiliated with Moneco Advisors and has held roles at LPL Financial, Independent Advisor Alliance, and Independent Financial Partners. Outside of his advisory duties, he is involved in a property and casualty insurance agency and owns a real estate business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a broad range of portfolio management and retirement plan consulting services tailored to client goals through multiple custodial platforms.

William White is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Belpointe since 2017 and previously held roles at Lexco Wealth Management Inc, Calder Service Systems, and National Planning Corp. White is also involved in selling life settlements and fixed insurance products on a limited basis. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and a variety of portfolio strategies, combining internal portfolio construction with third-party manager relationships tailored to client objectives and risk tolerance.

Walter Granruth III is a financial advisor at New Edge Wealth with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Warburg for 18 years before joining New Edge Wealth and Mid Atlantic Capital Corporation in 2020. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services, including wealth strategy, financial planning, and portfolio management, and employs a multi-faceted investment approach that combines model strategies, separately managed accounts, and proprietary investment solutions.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Ronald Deramon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at First Advisors National since 2018 and previously spent nine years with H.D. Vest Insurance and Investment Services. In addition to his advisory role, Deramon operates an accounting practice and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and monitoring, supplemented by fundamental analysis and tailored client reviews.

Avery Topkis is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 credential. He has been with the firm since 2022 and has four years of industry experience, following seven years as a student. Colter Lewis serves ultra‑high net worth and high net worth individuals, families, family offices, pension plans, and endowments, typically with a minimum client net worth of $25 million. The firm employs an active asset allocation strategy and manages diversified portfolios across public and alternative asset classes, with a significant portion of assets under non‑discretionary Advisory Mandates.

Roy Corr is a financial advisor at Citizens Private Wealth with Series 65 and Series 63 licenses and 27 years of industry experience. His prior roles include positions at Faraday Capital, L.P., Unique, Inc., First Republic Investment Management, Inc., and Guggenheim Partners Investment Management, LLC. He has been with Citizens Private Wealth and its affiliated entities since 2024. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

James Cantela is a CFP® professional at MissionSquare Retirement with 14 years of industry experience. His career includes roles at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways provides discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, with investment advice and model portfolios developed by Morningstar Investment Management.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Berthel Fisher & Company Financial Services for 23 years. Greenberg also serves as a trustee for a life insurance trust and is the CFO of a venture equity fund. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, and ERISA plan advisory. The firm operates an open-architecture platform and incorporates affiliated financial entities and insurance-linked account management into its investment approach.

Jason Konskier is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with NFSG Corporation and previously worked at Realta Investment Advisors, Realta Equities, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved with Simplicity, focusing on research and analysis related to potential insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management with a focus on diversified portfolios and utilizes an internal portfolio manager along with third-party asset managers to support its representatives.

Adanlys Santos Pichardo is a financial advisor with First Advisors National, LLC, holding a Series 63 designation and nine years of industry experience. Her work history includes roles at Teras Capital LLC, My Secure Advantage, and Primerica Advisors. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Anthony Garbarino is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Ameriprise Financial Services, Inc. Outside of his advisory roles, he was involved with Grapes N' Hops, LLC from 2017 to 2020. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors, managing a large client base through a combination of direct and sub-advisory relationships.

Mario Gabelli is a CFA® charterholder with 58 years of industry experience, currently serving at Gamco Asset Management Inc. He has held leadership roles at numerous affiliated firms, including MJG Associates, Inc. and LICT Corporation, and is a director of the Foreign Policy Association. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, employing a research-driven value discipline supplemented by fundamental and macro analysis. The firm manages approximately $11.6 billion in discretionary assets and offers a range of investment strategies across value, growth, sustainability, and event-driven approaches.