Marc Decuffa is a Series 66-licensed financial advisor at Proxy Wealth Advisors LLC with 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc., JPMorgan Securities LLC, and Long Island Financial Group, Inc. He has also worked as a freelancer and been involved with Proxy Freedom LLC and Cents Ability LLC. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a broad range of instruments and offers specialized services for foreign clients and immigration-related financial planning.

Jeffrey Shaw is a financial advisor at Round Rock Advisors LLC with 35 years of industry experience. He has been with Round Rock Advisors since 2023 and has worked at Armstrong Shaw Associates Inc. since 1984. Round Rock Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. The firm employs a primarily fundamental and long-term investment approach, with specialized divisions focusing on absolute-value equity and small-/micro-cap strategies.

Frank Brill is a financial advisor with Kovack Advisors, Inc. in Danbury, CT, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for eight years before joining Kovack Advisors and Kovack Securities in 2021. Outside of his advisory role, he serves as a fiduciary for family trusts and estates. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, while offering both discretionary and non-discretionary management along with third-party asset manager recommendations and financial planning services.

Thomas Castrovinci is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Knights of Columbus chapter in Mahopac, NY, and is a notary public. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, institutions, and various entities. The firm supports a network of 169 advisors across 154 offices, delivering tailored portfolio services primarily on a non-discretionary basis and utilizing a combination of fundamental, technical, and cyclical analysis.

Shane Edmond is a CFA® charterholder and a registered investment advisor with Bolton Securities Corporation, bringing seven years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2018 and 2019 respectively, and also provides business development for STRAD Software, a professional practice software company. Bolton Global Asset Management offers asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized portfolio management through a network of independent advisers, employing a primarily long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income.

Michael Bird is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kovack Advisors since 2024. His prior experience includes roles at Arete Wealth Advisors and American Portfolios Financial Services. Outside of advisory work, he is involved with Bird Asset Management and serves as a consultant for NexTrip, Inc. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm focuses on diversified asset-class exposure using mutual funds and ETFs, with additional options tailored to client objectives, and provides financial planning and third-party manager recommendations.

John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.

Joanne Gautrau is a financial advisor at Merit Financial Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 23 years. Her recent roles include positions at Essex Financial Services Inc., LPL Financial, and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and committee.

Jose Da Cruz is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He is currently with International Assets Investment Management, LLC, where he has worked since 2018. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory role, Da Cruz serves as an adjunct professor at Western Connecticut State University and is a member of the Mission Ministry Committee at the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers tailored to client objectives and risk tolerance.

Howard Schloss is a financial advisor at Seacrest Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with the SeaCrest organization since 2011, including his current role at Seacrest Wealth Management since 2026. Seacrest Wealth Management is a multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that includes fundamental and technical analysis, utilizing mutual funds, ETFs, individual securities, alternatives, and allocations to independent managers.

Emily Boothroyd is a Certified Financial Planner® with 14 years of industry experience. She is currently associated with Merit Financial Advisors and previously worked at LPL Financial, Private Advisor Group, and PKS Investments. She also provides insurance advice as a licensed fixed insurance agent. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by both discretionary and non-discretionary strategies.

Kathleen Allen is a financial advisor with M Holdings Securities, Inc. She holds Series 63 and Series 65 licenses and has 20 years of industry experience. Her prior roles include positions at Foresters Financial Services and Foresters Advisory Services LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through independent member firms nationwide. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and retirement consulting.

Timothy Hermann is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Advisors Capital Management, LLC since 2023 and previously worked at several related firms including The Roosevelt Investment Group from 2009 to 2023. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs by offering discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macro-level insights with detailed security analysis across multiple asset classes and manages over $8 billion in discretionary assets, distinguishing itself with its extensive intermediary relationships and scale.

Timothy Edmond is a financial advisor with Bolton Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Dow Family Office Advisory, LLC since 2026. In addition to his advisory role, he conducts fixed insurance sales in life, health, and long-term care. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of internal management, unaffiliated managers, and third-party programs, focusing on a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Michael Feriola is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He has been associated with Ferstavi Holdings Corporation since 2013. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, implementing client strategies through third-party sub-advisers and model portfolios on either a discretionary or non-discretionary basis.

Walter Pachniuk is a CFP® professional with 40 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2008. He is also affiliated with Advisers Trust, LLC, where he is an owner and provides wealth management and insurance services. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment advice, discretionary portfolio management, and group seminars with a long-term investment outlook.

Vincent Mallon is a financial advisor at IP Financial Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, American Portfolios Financial Services, Inc., Equity Services, Inc., and National Life. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, applying a variety of analytical approaches and providing specialized advisory services including actuarial and benefits consulting.

Vincent Perna is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016. In addition to his advisory role, he is an insurance producer with Belpointe Insurance, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and co-advisory services, utilizing a range of strategies tailored to client objectives and risk tolerance.

Edward Maher is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Ceponis Financial Group. Outside of his advisory role, he is involved with Blast Media Group LLC, a business entity used for tax and investment purposes. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using tailored model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.