Carlton Anderson is a financial advisor at Savvy with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Dowling Group Wealth Management, Newman and Associates, Ameriprise Financial Services, Janney Montgomery Scott, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Randall Diamond is a financial advisor at Tsa Management Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he works as a youth soccer coach and trainer with Super Soccer Stars. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional clients, focusing on strategic asset allocation and diversified portfolios managed through discretionary and non-discretionary approaches. The firm manages a mix of securities and emphasizes tax considerations, with a team of five advisors overseeing approximately $1.285 billion in assets.

Howard Douglas is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, having previously worked at firms including Equitable Advisors and American Portfolios Financial Services. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary model portfolios and access to independent third-party sub-advisors.

Andrew Brookman is a financial advisor at Aegis Capital Corp. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Oppenheimer. Outside of his advisory role, he is involved with Alpha Strategic Advisors and owns JAKAMB LLC, an entity established for tax purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by 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 handles trade execution, clearing, custody, and reporting for program clients.

Valentina Solomita is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2013 and is also the owner of American Centurion Financial LLC, a registered investment advisor. Outside of her advisory roles, she is involved in several entrepreneurial ventures focused on regional economic growth and job creation, including founding VS Global Financial Solutions and Pure Hedge, LLC. Vanderbilt Advisory Services serves a broad mix of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Anthony Cirieco is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has 16 years of industry experience and has previously worked at Morgan Stanley Private Bank and The Windmill Group. Outside of his advisory role, Cirieco serves as a councilman on the Somers Town Board, participating in local government decision-making on public health, safety, land use, and budgets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Ian Millman is a financial advisor at Kingsview Wealth Management, LLC with 27 years of industry experience. He has held roles at Kingsview Partners LLC since 2019 and previously worked at Wells Fargo and Merrill. Millman is a partner in M&M Wealth Management, an advisory business. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management combining in-house strategies with third-party managers, including access to alternative investments and model portfolios.

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.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Donna Clemente is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at M Holdings Securities since 2008 and has extensive history with Chernoff Diamond and Comprehensive Actuarial Services. Outside of her advisory roles, she serves as a board member of the Art League of Long Island. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

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.

Cari Walling is a financial advisor at Procyon with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pivotal Planning Group, AXA Advisors, and other firms. Walling has been with Procyon since 2022. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets and offers both discretionary and primarily non-discretionary management using mutual funds, ETFs, equities, and fixed income, supported by AI tools and access to independent managers and third-party platforms.

Reese Hughes is a financial advisor at Tsa Management Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Halliday Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Granite Investment Advisors, LLC. 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 other institutions. The firm manages approximately $1.479 billion across about 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Michael Kramer is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, First Republic Securities Company, B. Riley & Co., and Ladenburg Thalmann Asset Management. He serves as trustee and successor trustee for several family and client trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and trusts, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm integrates independent managers, model strategies, and proprietary solutions, using technology tools and AI-assisted analytics alongside adviser judgment.

Mark Egener is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, and LPL Financial. Outside of his advisory work, he is associated with Great Western Drilling Co., a non-investment-related business. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a focus on non-discretionary advisory relationships and multiple sponsored and third-party platform programs.

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 at Greenwich Wealth Management, LLC with 11 years of industry experience. He has held securities licenses Series 63 and Series 65 and has been with Greenwich Wealth Management since 2016, following a prior role in Private Client Services. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA 3(21) advisory services. The firm utilizes a combination of fundamental, technical, and macro analysis to tailor portfolios and employs a range of investment instruments, including structured products and alternative investments.

Michael Wolson is a financial advisor at Colter Lewis Investment Partners, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2013 to 2016 and BBR Partners from 2016 to 2026. 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, with a significant portion of assets managed on a non-discretionary basis.

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.