Cari Walling is a financial advisor at Procyon with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Pivotal Planning Group and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers services such as investment management, financial planning, retirement plan advisory, and institutional consulting, employing a customized, fundamentally driven investment process with both discretionary and non-discretionary strategies.

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.

George Crowley III is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 credentials. He has 32 years of industry experience and has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Ameriprise Financial Services. Crowley is also involved with Flurry Associates LLC as an equity owner and manager. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, employing a long-term investment approach with a range of portfolio options including ETFs, mutual funds, individual securities, and alternative investments.

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 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Greenwich Wealth Management since 2016, following a brief tenure at Private Client Services. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, using fundamental, technical, and macro analysis to tailor portfolios across a range of investment vehicles and strategies.

Jose Cao Alvira is a CFP® practitioner at Foundations Investment Advisors LLC with one year of industry experience. He is also a professor of finance at Barnard College of Columbia University and Lehman College of the City University of New York. Outside of his advisory role, he owns a consulting business focused on economic consulting services and life insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

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.

William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Latitude Advisors since 2015 and concurrently operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

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.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Advisors since 2015, as well as at StoneX Securities since 2014. Outside of his advisory role, he coaches lacrosse. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and in-house teams, implementing strategies through various models and third-party managers with ongoing due diligence and client-imposed investment restrictions.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

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.

Gregory Domond is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., MML Investor Services, and MassMutual Life Insurance Company. Outside of advising, he is a co-owner of Red Door Learning Company, a preschool and therapy services provider, and founder of United For More, a nonprofit focused on education, wellness, and community. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.

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.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Bison Wealth serves a broad range of clients including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

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.