Vincent Famulari is a CFP® professional with 30 years of industry experience. He is currently with The Pinnacle Financial Group, where he has worked since 2018, and has been associated with LPL Financial since 2002. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

Scott Gerham is a financial advisor with Capitol Securities Management, Inc. in Massapequa, NY, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Capitol Securities & Associates, Inc. since 2010. Outside of his advisory role, he is also a broker involved in insurance sales and marketing through Waterview Business Partners. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account platforms and utilizing a diverse range of investment instruments.

Gary Lofgren is a CFP® with 43 years of industry experience. He is associated with TSA Management Inc and has been with HRC Financial Planners and HRC Services, Inc. since 1986. Lofgren serves as president and 50% owner of ELH Associates, Inc., an investment-related business, and acts as co-trustee for multiple charitable and living trusts with investment responsibilities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts. The firm emphasizes strategic asset allocation, diversified portfolios, and a disciplined investment approach, managing approximately $1.285 billion in assets across five advisors.

Hector Crespo Jr. is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Aegis Capital Corp. since 2011. Outside of his advisory role, Crespo is active as a life insurance agent with John Hancock and MetLife and is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program offerings.

Jonathan Heines is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Wealth Management for seven years before joining NewEdge Wealth in 2021. 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, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions while integrating AI-assisted analytics alongside human oversight.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Franklin Templeton Financial Services Corp, Merrill, and Franklin Distributors, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF-based strategies.

Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at NYLIFE Securities LLC, Mutual of America Securities LLC, and Round Rock Advisors LLC. Bennett is also a licensed insurance agent involved in insurance sales and implementation. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach with discretionary portfolio management and access to private investment funds through its affiliated ecosystem.

Adam Perlaky is a financial advisor at Integrated Advisors Network LLC based in Stamford, CT, holding Series 63 and Series 65 designations with nine years of industry experience. His prior roles include positions at ISDA since 2023 and five years at both Foreside Fund Services, LLC and World Gold Trust Services, LLC from 2017 to 2022. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment strategies within a risk-profile framework and offers portfolio management, financial planning, and access to third-party managers through various programs.

Michael Santucci is a financial advisor with Flagstar Securities, Inc. in Great Neck, NY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior roles include positions at Signature Securities Group Corp., HSBC Securities, and Flagstar Advisors. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a range of clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting through a multi-faceted, discretionary approach utilizing mutual funds, ETFs, alternative investments, and third-party managers.

Mary Erwin is a CFA® charterholder with 12 years of industry experience. She is currently with O'Shaughnessy Asset Management, LLC in Stamford, CT, and previously worked at firms including Russell Investments, Raymond James & Associates, BlackRock, and Bank of America Merrill Lynch. 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 advisers along with managed options overlays.

Michelle Debusschere is a financial advisor at NewEdge Wealth with 31 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for nearly three decades before joining NewEdge Wealth in 2023. Debusschere is registered with Series 63 and Series 65 licenses. She is also involved with Cooba Partners, a private security investment partnership that is in the process of winding down. 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 integrates asset allocation, investor behavior, model strategies, separately managed accounts, and alternative exposures.

Israel Harman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to offer a comprehensive range of solutions.

Ronald Birnbaum is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Maxim Financial Advisors LLC and its affiliated firm, Maxim Group LLC, since 2005. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, managing assets through direct management or allocation to external managers, and also serves institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Ryan Schechner is an advisor at B. Riley Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Batting 1000 and B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including internally managed models and third-party managed solutions, managing approximately $4.21 billion in client assets through about 173 advisors.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.

Nicholas Stark is a financial advisor at TSA Management Inc with 15 years of industry experience. He has held positions at Halliday Financial, LLC since 2017 and Mass Mutual Investors Services from 2016 to 2017. Outside of advisory work, he is involved in fundraising for Wonderland Nursery School and has experience in insurance sales and landscaping. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $1.479 billion across about 2,566 clients, utilizing model allocations, tax-aware security selection, and a combination of in-house and third-party managers.

Marti Marache is a financial advisor at CreativeOne Wealth, LLC with 28 years of industry experience. Prior to joining CreativeOne Wealth in 2024, Marti worked at Sanctuary Wealth and Morgan Stanley, including Morgan Stanley Private Bank. She serves as a board member of Wings World Quest, a 501(c)(3) charity, and is involved as a media model and small business partner with the New York Jets and Eleven Sports Media. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.

Kenneth Mcdonald is a financial advisor at Maxim Financial Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maxim Financial Advisors since 2006, also working at affiliated Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base, including individuals, trusts, corporations, and institutional entities. The firm’s advisors tailor investment strategies that incorporate mutual funds, ETFs, individual equities, fixed income, and alternative investments, using both proprietary and third-party research.

Jai Padalkar is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and five years of industry experience. His prior work includes roles at Demyst Data and Celgene Corporation. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors alongside sub-advisory and third-party managed strategies.