Thomas Jedlicka is a financial advisor at NorthCoast Asset Management LLC with a Series 65 designation. He has one year of industry experience and previously worked at Andersen and Fieldpoint Private. Jedlicka’s background includes four years at Miami University and four years at Greenwich High School. 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 a quantitatively based, systematic investment process and offers a range of strategies, including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Cohen & Steers Capital Management, Inc., Torchlight Investors, and Foreside Fund Services, LLC. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach, managing strategies across various equity and fixed income portfolios, and also serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Konstantin Prives is a financial advisor with RBC Securities, Inc. in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services within a banking-affiliated group and delegates investment management to its sub-advisor, RBC Rochdale.

Charles Luzio is a financial advisor at NorthCoast Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, LLC, and BBR Partners, LLC. Prior to his advisory roles, he was affiliated with Fordham University and the University of Delaware. NorthCoast Asset Management provides discretionary portfolio management and financial planning to a range of individual and institutional clients. The firm employs a quantitatively based, systematic investment approach using proprietary models and offers strategies including strategic asset allocation, tactical equity, options overlays, and alternative interval funds.

Reese Hughes is a financial advisor with Tsa Management Inc. holding Series 65 and Series 63 licenses and has 14 years of industry experience. He has worked at Halliday Financial, LLC since 2017 and previously held positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion for about 2,566 clients, utilizing model allocations, asset allocation strategies, and tax-aware security selection.

Michael Kramer is a financial advisor at New Edge Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, First Republic Securities Company, and B. Riley & Co. He serves as a trustee and successor trustee for multiple family trusts and charitable foundations. 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 and employs an investment process that integrates model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Frank Nargentino is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022. He previously worked at National Asset Management and National Securities Corporation from 2015 to 2022. Outside of his advisory role, Nargentino is a board member and treasurer for Program Development Services, a nonprofit supporting individuals with developmental disabilities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Robert Longsworth is a financial advisor with Greenwich Wealth Management, LLC, holding Series 65 and Series 63 licenses and has 11 years of industry experience. He previously worked at Private Client Services before joining Greenwich Wealth Management in 2016. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and defined benefit/contribution plans. The firm provides portfolio management, financial planning, retirement plan advisory, manager selection, and a wrap-fee asset management program, using a combination of fundamental, technical, and macro analysis across a range of investment instruments.

Jose Cao Alvira is a CFP® professional with one year of experience at Foundations Investment Advisors LLC. He also holds faculty positions teaching finance at Barnard College of Columbia University and Lehman College of the City University of New York. Outside of advising, he owns a consulting firm that provides economic consulting services and life insurance products. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.

Michael Wolson is a financial advisor at Colter Lewis Investment Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has been with BBR Partners since 2016. 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 constructs diversified portfolios across public and alternative asset classes, focusing largely on non-discretionary advisory mandates.

Patrick O'Shaughnessy is a financial advisor with O'Shaughnessy Asset Management, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked with Positive Sum Advisors LLC since 2020 and O'Shaughnessy Asset Management since 2007. Outside of advising, he is the author of the book *Millennial Money: How Young Investors Can Build a Fortune*, a blogger at InvestorsFieldGuide.com, and hosts the podcasts *Invest Like the Best* and *Founder's Field Guide*. He also serves on the board of directors of Prefect Technologies Inc. and the advisory board of Bottomless Inc. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm’s systematic, model-driven approach uses empirical research and transparent screens, offering customizable platforms and managed overlays while maintaining client relationships through investment professionals.

Kenneth Arellano is a financial advisor with Vanderbilt Advisory Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory work, he is involved in fixed insurance sales and serves as president of The Retirement Optimization Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a strategic asset allocation process that incorporates fundamental, technical, and charting analysis, and maintains formal integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Jacob Moseley is a financial advisor at O'Shaughnessy Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs - Ayco for 19 years. Moseley joined O'Shaughnessy Asset Management in 2024. 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 alongside multiple sub-advisory and affiliate relationships.

Stephen Delgado is a CFA® charterholder with 15 years of industry experience. He is currently with Citizens Private Wealth and has previously worked at J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015, following roles at Wrp Investments and Securities America Advisors. Outside of advising, he coaches lacrosse. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent advisors and an in-house Private Client Group to deliver tailored investment solutions supported by multiple platforms and third-party money managers.

Andrew Knight is a financial advisor at NewEdge Wealth in Stamford, CT, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at NewEdge Securities Inc and NewEdge Wealth, and he has a background in education, having taught at Skidmore College and local schools. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm’s investment approach combines model strategies, separately managed accounts, and alternative exposures, supported by internal and third-party due diligence.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Bretaigne Black is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Edge Capital Group. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating technology tools alongside adviser judgment.

Ariel Harary is a financial advisor at NewEdge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for nine years before joining NewEdge in 2022. Outside of his advisory role, he serves as a general board member at Ben Porat Yosef, his children’s school, attending monthly meetings without specific responsibilities. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Cherkas is a financial advisor at New Edge Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2021. He has been with New Edge Wealth since 2021. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across multiple asset classes.