David Chin is a CFP® professional with 22 years of industry experience, currently serving at International Assets Investment Management, LLC since 2010. His prior experience includes roles at Raymond James Financial and Ameriprise. 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, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers as appropriate.

James Werner is a CFP® with 20 years of industry experience and has been with HRC Investment Services, Inc. since 2009. He is currently an advisor at Tsa Management Inc, a firm with a team of five advisors based in Glen Head, NY. Outside of his advisory work, Werner serves as Treasurer and Chairperson of the finance committee for the Youth and Family Counseling Agency of Oyster Bay and holds a governance role with Sagamore Junior Sailing, a nonprofit social club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a broad mix of securities while limiting aggressive tactics and serves approximately 2,800 client relationships with $1.285 billion in assets under management.

James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a distinctive service mix.

Alina Miska is a financial advisor at Cannell & Spears LLC in New York, NY, holding a Series 63 designation with five years of industry experience. She has worked at Cannell & Spears since 2016 and previously at Foreside Fund Services LLC. Miska serves as a Client Service and Planning Manager, focusing on marketing, financial planning, client reporting, client services, and operations. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on fundamental research and concentrated security selection, customizing asset allocation and security choices to client objectives.

Stephan Wessels is a financial advisor at Vontobel Swiss Financial Advisers with 21 years of industry experience. He previously worked at Deutsche Bank Trust Company Americas and Citigroup. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Jeffrey Deiss is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2016. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, using a blend of top-down macro and bottom-up security analysis across multiple asset classes.

Nicholas Weiss is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has held prior roles at Commonwealth Financial Network, Monogram Wealth Partners, Kuttin Wealth Management, and Aflac. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical investment analysis.

Edgardo Martinez is a financial advisor with Gladstone Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Gladstone and LPL Financial in 2025. Outside of his advisory role, Martinez is a business owner of Strictly Prestige Global Transport LLC, a non-investment-related company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that combines individual securities, mutual funds, alternative investments, and tax-managed strategies, supported by due diligence from its Investment Committee.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Sapient Capital in 2025, he worked at Bofa Securities, Inc. for four years and held roles at Plan Forward, Indiana University, Giant Eagle, and Brebeuf Jesuit High School. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Stephen Pedicini is a CFP® professional at AlphaCore Capital LLC with 22 years of industry experience. He has held roles at Valley Wealth Managers, Inc., TD Ameritrade, Federated Securities Corp., AllianceBernstein L.P., and BNY Mellon Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional assets through a combination of fundamental analysis and manager due diligence.

Victoria Jung is a CFP® with four years of industry experience, currently serving at Robertson Stephens. She has held roles at various entities including Robertson Stephens Wealth Management and United Nations Federal Credit Union Advisors. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a business focused on rental property management. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets as of December 2025. The firm offers portfolio management, planning services, and utilizes a range of investment vehicles, with oversight from an internal Investment Office and Committee.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Joshua Bergman is a CFA® charterholder with one year of experience in the financial industry. He currently works at Savvy and previously held positions at Allen & Company and Curtis, Mallet-Prevost, Colt & Mosle LLP. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, incorporating third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Joseph Piropato is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 19 years at the firm and four years of industry experience. He holds a Series 63 designation. Tocqueville Asset Management L.P. 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 across multiple asset classes and maintains distinct governance and operational practices.

Libertad Rosenkranz is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at Nationwide Planning Associates, Inc. since 2010 and previously spent three years at Cetera Wealth Services, LLC. Rosenkranz has served as president of the PWN Account Association Tri-State and as auditor of the Kindoreno USA Association. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a network of 51 advisors managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Garrett Wells is a CFP® with nine years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he worked at First Derivatives and was a full-time student for four years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, as well as tax planning, compliance, and administrative services. The firm employs proprietary quantitative analysis combined with due diligence and monitoring to allocate assets across various investment vehicles and operates several affiliated pooled investment funds.

Thomas Enriquez is a financial advisor at McAdam LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Brooks Quayle Global Resourcing, where he serves as a consultant in executive search. Outside of finance, Enriquez is involved in property management through his roles at Seven Hedges Property Management and Fifteen Hedges Property Management. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Lydia Nunez Ferrari is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has previously worked at Merrill and Morgan Stanley. She serves as secretary on the board of Milagros Hope, a nonprofit focused on providing financial assistance to high school students pursuing college or vocational training. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm provides a customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.