Brian Mcglynn is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Flagstar and its related entities since 2023, and previously spent nearly a decade at Signature Securities Group Corp./Signature Bank. In addition to his advisory role, Mcglynn serves as a Vice President and Compliance Officer/AMLCO at Flagstar Advisors, Inc. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a range of investment vehicles and third-party managers with an emphasis on documented investment policies and ongoing monitoring.

Ashish Sharma is a CFA® charterholder with 11 years at DGS Capital Management and 3 years of industry experience. He is based in Jersey City, NJ, and works as part of a four-advisor team at the firm. DGS Capital Management serves registered investment advisors, wealth managers, and high-net-worth individuals through sub-advisory and separately managed accounts. The firm employs a systematic, quantitative approach with an emphasis on direct indexing strategies that incorporate tax management, factor tilts, and ESG customizations.

Jacques Freeman is a CFP® professional with eight years at Bridgewater Advisors Inc. and a total of five years in the financial industry. He previously worked at Monarch Business & Wealth Management for four years. Based in New York, NY, he is part of a 14-advisor team at Bridgewater Advisors. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes using a combination of actively managed and index-related strategies.

John Swikart is a CFP® professional at CFS Investment Advisory Services LLC with seven years of industry experience. He has held positions at firms including Wealthspire Capital, Wealthspire Advisors, and Charles Schwab. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities, managing approximately $2.73 billion in assets. The firm employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers, with both discretionary and non-discretionary account management.

David Shields is a financial advisor with Wellington Shields Capital Management, LLC, holding a Series 63 designation and over 59 years of industry experience. He has been with Wellington Shields Capital Management and its related entities since 2009 and has prior experience dating back to 1982 with Shields & Company. Shields serves as an interested trustee for the Capital Management Investment Trust, a registered open-end investment management company, a position he has held since 1994. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including equity, options, and margin trading, with documented client suitability and ongoing monitoring processes.

Ruben Ramirez Jr. is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quint Capital, Eagles Coast Capital, Private Advisor Group, LPL Financial, Halen Capital, and Advisors Asset Management. He is also the co-founder and CEO of P3 Asset Management. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm delivers tailored recommendations through a team approach, managing accounts on a discretionary basis or by implementing third-party strategies, and operates multiple affiliated entities with a focus on service to non-high-net-worth clients.

Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and third-party manager evaluation to tailor client solutions.

Brandon Apisa is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He has worked at The GenWealth Group, Inc. since 2025 and previously held roles at OmniGrowth Wealth Professionals, Mass Mutual Investors Services, and Equitable Advisors, among others. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management and financial planning, using an ETF-based investment approach that incorporates ESG criteria and tactical positions as appropriate. The firm manages approximately $661 million for about 300 clients and operates as a licensed insurance agency, offering additional services including educational seminars and charitable initiatives.

Howard Milove is a financial advisor with Access Wealth, holding a Series 66 designation and 27 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2015 and is a principal at DHH Advisors LLC and Access Wealth Planning LLC. Milove is also licensed as an insurance agent in New York, New Jersey, and Connecticut. Access Wealth provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and uses an Investment Committee to select managers based on multi-year track records, risk, returns, and fees, managing approximately $539 million in regulatory assets.

Richard Lotito is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Invest Financial Corporation and LPL Financial LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Noel Kezsbom is a financial advisor at Wellington Shields & Co., LLC with 56 years of industry experience. He holds a Series 63 designation and has worked at Wellington Shields since 2018 and Janney Montgomery Scott LLC since 2003. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods including fundamental and technical analysis, options strategies, and third-party manager selection.

Qihang Yao is a financial advisor at Quent Capital, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities, and several other firms. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients, along with advisory services to pooled vehicles including the Quent Long Short Global Small Cap Fund, LP. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods and pursues a long/short, small-cap oriented strategy focused on companies linked to thematic innovation.

Daniel Delaney is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arete Wealth Management, Masterworks Investor Services, and JPMorgan Chase Bank. He also serves as a platform associate for Masterworks, LLC, performing administrative functions related to an alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through rules-based selection of single artwork investments, bundles, and model portfolios, with most assets managed on a non-discretionary basis via the Masterworks platform.

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Shinichiro Fukui Tamura is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bradesco Securities Inc and Banco do Brasil Securities LLC. Outside of his advisory role, Mr. Tamura has passive investments in a co-working franchise business and owns rental properties, though he is not actively involved in their management. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, primarily serving a non-U.S. clientele. The firm employs a fundamentally driven, long-term investment approach, constructing customized portfolios that often include low-cost mutual funds, ETFs, and individual securities while acting as a fiduciary.

Mark Pittsey is a financial advisor at Flagstar Securities, Inc. in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flagstar, he worked at HSBC Private Bank and HSBC Securities (USA) Inc. and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. 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 accounts on a discretionary basis, employing a range of investment strategies and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Daniel Lima is a CFA® charterholder with four years of industry experience. He is currently affiliated with Ameraudi Asset Management, Inc., where he has worked since 2023, and previously held positions at Deutsche Bank Securities and Moody's Corporation. Outside of his advisory role, he is involved with The Narita Group LLC, which provides career development coaching and travel guide services. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with portfolio management and asset-allocation services, focusing primarily on exchange-traded funds. The firm employs a macroeconomic investment approach and offers both discretionary and non-discretionary programs, operating as a subsidiary of Interaudi Bank.

Anthony Depersio is a financial advisor at Cornerstone Planning Group with a Series 65 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Petracco & Sons Deli and the Nutley School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm combines fundamental analysis with a preference for low-cost, passive ETFs and mutual funds, offering ERISA fiduciary consulting and flexible financial planning fee structures.

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blue Square in 2018, he worked at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary sourcing and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage exposures across various asset classes and provides specialized strategies including digital-asset separately managed accounts.

Brian Glenn is a CFA® charterholder with eight years of industry experience. He is currently with Premier Path Wealth Partners, LLC and previously worked at Olcott Square Investment Partners, LLC and W.R. Huff Asset Management. He serves on the board of directors for IEH Corporation, a company that designs and manufactures HYPERBOLOID connectors for aerospace, defense, industrial, and medical applications. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and quantitative analysis, and utilizes third-party managers and advanced platforms to support its clients.