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.

Christian Vom Dorp is a financial advisor at Sprott Asset Management USA Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sprott Asset Management USA since 2016, also working with Sprott Global Resource Investments since 2009. Outside of his advisory role, he acts as an independent dealer of bullion through Miles Franklin Ltd. 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 focuses on precious metals and natural resources with a bottom-up fundamental analysis and cyclical/value investment approach, managing a range of accounts including separately managed accounts, registered funds, ETFs, and private limited-partnership funds.

Matthew Smith is a CFA® charterholder with 12 years of industry experience. He has worked with Citizens Private Wealth since 2020 and is also affiliated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, as well as pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research.

Mingqi Li is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds the Series 66 and Series 63 designations. Li serves as an independent board director for Synertone Communications Corporation, a communications equipment company in Hong Kong, and Neo-Neon Holdings Limited, a decorative and commercial LED lighting manufacturer. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolios and third-party managers, employing a combination of fundamental, technical, and cyclical analysis.

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.

Mark Sullivan is a financial advisor at Clinton Investment Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Funds Distributor, LLC and Brighton House Associates, LLC. Sullivan has been with Clinton Investment Management since 2017. Clinton Investment Management specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediaries. The firm employs an active, research-based approach focused on after-tax total return and serves as sub-adviser to multiple MassMutual municipal funds.

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.

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.

Eric Hahn is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Invst, LLC and previously spent 15 years at Ns Capital, LLC. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors, utilizing a combination of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes.

Roy Corr is a financial advisor at Citizens Private Wealth with 27 years of industry experience. His prior roles include positions at Faraday Capital, Unique, Inc., and First Republic Investment Management. He holds Series 65 and Series 63 licenses. Citizens Private Wealth 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 framework and offers discretionary portfolio management supported by quantitative and qualitative research. Its affiliation with Citizens Bank provides clients with access to bank-related products and services, alongside expanded advisory offerings such as business consulting for succession and exit planning.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Berthel Fisher & Company Financial Services, Inc. for 23 years. Greenberg also serves as trustee for a life insurance trust and is CFO of Forepont Capital LLC, a venture equity fund. Kingswood Wealth Advisors serves individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance and offers services including portfolio management, third-party manager oversight, and plan advisory.

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 57 years of experience in the investment industry. He is affiliated with Gamco Asset Management Inc. and has held leadership roles in multiple entities, including serving as Chairman and CEO of various affiliated companies. Gabelli is also a director of the Foreign Policy Association, a nonprofit organization focused on U.S. foreign policy and global issues. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base that includes institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment approach grounded in bottom-up fundamental research and integrates both Private Market Value philosophy and top-down macro analysis across its strategies.

Tyler Woods is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential and two years of industry experience. Before joining NorthCoast in 2024, he worked at Apple from 2021 to 2023 and has an academic background from the University of Syracuse. NorthCoast Asset Management offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm uses a quantitatively based, systematic investment process supported by proprietary models and provides a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Andrew Clinton is a financial advisor at Clinton Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clinton Investment Management since 2007. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves clients primarily through separately managed accounts and sub-advisory services.

Douglas Moxham is a CFP® with 20 years of experience in the financial industry. He currently works at Citizens Private Wealth and Citizens Securities, Inc., having previously held roles at PNC Investments and PNC Bank. He serves as a trustee for the Mullins Family Trust, managing an irrevocable trust on behalf of a family member. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, leveraging its affiliation with Citizens Bank to offer banking-related features and specialized business consulting services.