Brett Ciarlo is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Brokers International Financial Services, and D.H. Hill Securities. Outside of advising, he is involved in real estate sales with Brown Harris Stevens and works as an independent insurance agent focused on fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning through customized portfolios, combining internal strategies with third-party managers and supporting a range of investment approaches from passive to tactical.

Noah Mussman is a financial advisor at Cantor Fitzgerald Investment Advisors with Series 66 credentials and two years of industry experience. He previously worked at Equitable Advisors, LLC and participated in a Baylor University exchange program. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with a focus on asset allocation, portfolio construction, and periodic rebalancing, offering strategic, tactical, and opportunistic approaches primarily using index-based ETFs.

Michael Stanton is a financial advisor with TSA Management Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, and MSI Financial Services, Inc. Outside of his advisory work, he is the owner and member of Stanton Places, LLC, a residential property lessor. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across 2,566 clients, utilizing model-based asset allocation and a mix of in-house and third-party management strategies.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

Charles Pepe III is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. 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.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY. He holds Series 65 and Series 63 licenses and has seven years of experience with Williams Jones Wealth Management following a seven-year tenure at Williams Jones & Associates, LLC. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated investment approach focused on individual equities, fixed income, mutual funds, ETFs, and private funds, emphasizing growth-at-a-reasonable-price equity selection and active, tax-aware fixed-income management.

Miriam Abraham is a Series 65-licensed financial advisor at Integrity Advisory Solutions with two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she is an operations leader at Haas & Zaltz, LLP, where she oversees workflow and trains staff, and she is a member of the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network model of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that incorporate equities, fixed income, ETFs, mutual funds, and alternative investments.

Michael Dowd is a financial advisor at Seacrest Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Seacrest since 2016. Prior to joining Seacrest, he spent three years at Purshe Kaplan Sterling Investments. He is also an independent insurance agent. Seacrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that incorporates both fundamental and technical analysis, using various investment vehicles and AI-supported decision tools.

Robert Limmer is a financial advisor with Wedbush Securities Inc. and Onward Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at UBS, LPL Financial, and Gladstone Institutional Advisory. He also serves on the advisory board of BiCoastal Wealth Management, advising on business structure and branding. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

Michael Porricelli is a financial advisor at NorthCoast Asset Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC, Connectus Wealth, and Ameriprise Financial Services, among others. Outside of his advisory role, he is a licensed real estate salesperson engaged in part-time, self-employed real estate activities in Connecticut for personal use only. 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 that includes proprietary market-exposure and security-scoring models, offering a broad range of strategies from strategic asset allocation to options-defined outcome overlays and alternative interval funds.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Karen Reynolds Sharkey is a financial advisor with RBC Securities, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Merrill for 10 years before joining City National Securities, Inc., where she has been since 2020. Sharkey serves as an advisory board member for the nonprofit organization Cradles to Crayons, assisting in expanding its presence to New York City. 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 delegates investment management to its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group connected to a bank parent and related entities, offering integrated financial and trust services.

Harrison Barresi is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, Inc. and Rothschild & Co US Inc. Barresi serves as CEO of CWHB Real I LLC, a real estate holding company. 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 investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Dillon O’Brien is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previous work experience at Jefferies LLC, Capco, Ernst & Young, RSM, Lowe’s, Wake Forest University, and Virginia Polytechnic Institute and State University. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

David Rosenfeld is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY, holding 22 years of industry experience. He has been with Williams Jones Wealth Management and its predecessor firm since 2002. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm emphasizes long-term growth through strategic asset allocation and GARP-oriented equity strategies focused on mid- to large-cap businesses, managing concentrated portfolios while also offering access to third-party managers and private investment funds.

Michael Ross is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Jefferies Investment Advisers LLC and has held roles at Leucadia Asset Management LLC and Jefferies LLC since 2013. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative process that includes tax, estate, and executive compensation planning among other services.

Connor Mullin is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KPMG and Morgan Stanley. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals and multi-generational families, focusing on customized wealth advisory and family office services. The firm employs a detailed discovery process to develop investment policies and manages portfolios through a combination of manager selection, direct securities, and discretionary mandates.

Ramin Abrams is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and AXA Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities aligned with client goals, risk tolerance, and tax considerations.

Theresa Yarosh is a financial advisor at NPA Asset Management, LLC with 22 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Her career includes roles with Penn Mutual Life Insurance Company, Guardian Life Insurance Company, and International Planning Alliance, LLC. Outside of advising, she is co-director of fundraising for the Twilight Wish Foundation, a nonprofit organization that fulfills wishes for seniors living below the poverty level, and is the author of a book titled *The Great Economic Deception*. NPA Asset Management, LLC is an SEC-registered advisor serving individuals, corporations, pension, and charitable accounts through a network of over 50 advisors. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party manager referrals, and access to a range of investment products.

Michael Karalewich is a CFP® with 25 years of industry experience, currently serving as a financial advisor at NPA Asset Management, LLC since 2006. He is dually registered with NPA Asset Management and Nationwide Planning Associates. NPA Asset Management is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory and reporting responsibilities.