Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 credential and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, alongside a 25-year tenure at Atrium Advisors. Outside of advisory work, she is the founder of Feminomics, a business focused on issues related to women and money, delivering web-based content and presentations. Kaess also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of platforms and strategies, including advisor-managed portfolios and third-party money managers, and operates as part of the larger StoneX Group, offering integrated clearing, custody, and lending capabilities.

Lisa Rossi is a CFP® professional with 33 years of industry experience, currently serving at Gladstone Wealth Partners since 2021. Her prior experience includes roles at Stratos Wealth Partners and LPL Financial. Rossi also manages a consulting business, Kipps Consulting LLC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and model portfolios.

James Harvey II is a financial advisor at Tocqueville Asset Management LP with 16 years of industry experience. He holds the Series 63 designation and previously worked at Poplar Forest Capital LLC for 18 years before joining Tocqueville in 2025. Outside of his advisory role, he is the proprietor of Pigasus Vineyard LLC, a vineyard business selling grapes. Tocqueville Asset Management LP provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach through multiple independent Investment Teams across various asset classes and manages both separate accounts and pooled vehicles.

Joseph Werner is a financial advisor at Cannell & Spears LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Peter B. Cannell & Co., Inc. since 1991. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach grounded in proprietary fundamental research and serves as a sub-adviser to an exchange-traded fund.

Stephanie O'Donnell is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. She has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, and Axiom Investors. O'Donnell holds a Series 65 credential. 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 using proprietary models and offers a range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.

Nicholas Banks is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Merrill. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, providing clients access to bank-related financial products and services.

Howard Kibrick is a CFP® with 29 years of industry experience, currently affiliated with TSA Management Inc. He has worked at HRC Investment Services since 2007 and Grant Wilfley Casting since 2026. Howard serves as President of the NENY Financial Planning Association Chapter and holds leadership roles at the Sidney Albert JCC of Albany, including assistant treasurer and treasurer on the finance committee. 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 emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, managing approximately $1.479 billion for around 2,566 clients across 31 advisors.

Carlos Mejia is an investment advisor representative with Seacrest Wealth Management, LLC and has 20 years of industry experience. He is also registered as a general life insurance agent with Crump Life Insurance Services, providing insurance solutions to clients. Mejia has worked concurrently with Seacrest Wealth Management and Purshe Kaplan Sterling Investments since 2015. Seacrest Wealth Management is a multi-advisor SEC-registered firm offering comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis across a broad range of investment vehicles and maintains extensive affiliations and custody relationships.

Joseph Tedeschi is a financial advisor at TSA Management Inc with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with HRC Investment Services, Inc. since 2012. Outside of his advisory role, he is a 50% owner of Primo Property Development, where he spends a few hours weekly involved in property development activities. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities through discretionary and non-discretionary portfolios.

James Breece IV is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and has been affiliated with Spears Abacus Advisors LLC since 2010. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets through a multi-team structure.

Michael Hans is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citizens Private Wealth and previously worked at Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management, as well as tax, estate, and business consulting services.

Alfredo Garcia is a financial advisor with Snowden Capital Advisors LLC who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combining institutional capabilities with customized portfolios and third-party manager oversight.

Peyton Iott is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Kovitz Investment Group Partners, Connectus DBA NorthCoast Asset Management, Hippo Technologies, the University of New Haven, and Seymour 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 using proprietary market-exposure and security-scoring models and offers a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Michael Bertash is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Tocqueville Securities, L.P. since 2009 and at Franklin Credit Management Corporation since 1998. Bertash serves as Director of Institutional Client Services at Tocqueville Asset Management LP. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and is notable for its involvement with investment companies, private pooled vehicles, and an affiliated broker-dealer.

Ross Gladstone is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Outside of finance, he is involved in restoring and selling vintage axes. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution beyond standard advisory services.

Kathleen Fortoul is a financial advisor at Citizens Private Wealth with 35 years of industry experience. She holds the Series 63 designation and has held previous positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and UBS Financial Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary management alongside business consulting services for multigenerational and closely held business matters.

Wailam Lee is a financial advisor at Palisade Capital Management, LP with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 2006. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focusing on conviction-weighted portfolios across various strategies and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Patrick Jamin is a CFA® charterholder with 14 years of experience in investment management. He is currently with Kovitz Investment Group Partners, LLC, having previously worked for Connectus Wealth and spent nine years at 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 using proprietary models and offers a diverse range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.

Benner Ulrich is a financial advisor at Tocqueville Asset Management LP in New York, NY, with nine years at the firm and a total of 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Breithorn Capital Management LLC for eight years. Tocqueville Asset Management L.P. is a registered investment adviser managing over $10 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts, employing a bottom-up, contrarian, value-oriented investment approach across multiple asset classes through independent investment teams.

Dennis Lam is a financial advisor at Hamlin Capital Management, LLC with a Series 65 designation and three years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management services to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and municipal and taxable bonds, utilizing fundamental analysis and proprietary tools.