Matthew Mascera is a financial advisor at World Equity Group, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Osprey Funds, LLC and Seacliff Capital, LLC. In addition to his advisory role, he is a licensed insurance agent selling life and health insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals and institutional entities. The firm offers managed portfolios through wrap-fee programs that integrate discretionary portfolio management with access to third-party money managers.

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.

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.

Julina Ogilvie is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Principle Wealth since 2020, following nine years at JPMorgan Asset Management. Ogilvie serves as second vice president and board member of the Westport Woman's Club, a philanthropic organization focused on charitable, educational, cultural, and public health services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment process combined with ongoing portfolio management and standalone planning engagements.

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 is currently with Citizens Private Wealth, where he has worked since 2020. Prior to this, he has also held roles at Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a tailored, long-term asset allocation approach within an open-architecture investment platform, offering both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Michael White is a Series 65-credentialed financial advisor at Coastal Bridge Advisors with one year of industry experience. Prior to joining Coastal Bridge Advisors, he held roles at Stony Creek Brewery and taught at Fairfield University. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans through financial planning, consulting, and wealth management. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory and retirement plan consulting services.

James Pratt Heaney is a financial advisor at Coastal Bridge Advisors with 28 years of industry experience. He has been with Coastal Bridge Advisors since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner at Partner Wealth Management, a registered investment advisory management company. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and alternative investments while utilizing external managers and scenario analysis tools.

Mingqi Li is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and serves as an independent board director for Synertone Communications Corporation and Neo-Neon Holdings Limited, both companies based in Hong Kong. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account types and combines fundamental, technical, and cyclical investment 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 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Funds Distributor, LLC. Clinton Investment Management, LLC manages municipal fixed-income portfolios for individuals, family offices, financial advisers, wrap fee sponsors, and registered investment companies. The firm focuses on a research-based investment approach emphasizing after-tax total return, combining fundamental credit analysis with quantitative tools across various duration mandates and strategies.

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.

Roy Corr is a financial advisor at Citizens Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Faraday Capital, First Republic Investment Management, and Guggenheim Partners. 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 offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services such as tax and estate structuring and business consulting for multigenerational families and closely held businesses.

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.