Kristopher Giordano is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. He holds a Series 66 designation and has worked at Jefferies LLC, Leucadia Asset Management LLC, HSBC Private Bank, and Fidelity Investments. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations. The firm offers a collaborative, customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning using third-party financial planning software.

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.

Nicholas Attard is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc., Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Commonfund Securities, Inc. He serves as Treasurer and board member of the Bartlett Arboretum and Gardens and is a committee member for the Old Colony YMCA. 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 portfolio management with a broad financial services group affiliated with a bank parent and offers discretionary account management via sub-advisor RBC Rochdale.

Timothy Erb is a financial advisor at Allen Investment Management, LLC with 15 years of industry experience. He has been with Allen Investment Management since 2016 and holds the Series 63 designation. Outside of his advisory role, Erb serves on the Investment Committee for The HOPE Program and is a trustee for LaSalle College High School. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs across several asset classes and emphasizes manager due diligence and thematic equity strategies.

Elizabeth Tavel is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Morgan Stanley. Tavel is also the founder of Tavel Financial, a business focused on business development. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and manages both discretionary and non-discretionary accounts.

Gregory Cho is a financial advisor at Jefferies Investment Advisers LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Leucadia Asset Management prior to joining Jefferies. Outside of his advisory role, Cho is the founder and president of SafetyPlus, Inc., a manufacturer and distributor of personal protection equipment, where he oversees financials and major business decisions. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities through a customized, collaborative planning process. The firm offers a range of planning topics and uses third-party financial planning software and probabilistic modeling to assist clients in decision-making.

Rodman Moorhead IV is a financial advisor at Tocqueville Asset Management LP with five years of industry experience. He has been with Tocqueville Asset Management since 2008. Tocqueville Asset Management L.P. is a registered investment adviser managing over $10 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple strategies.

Joseph Ghio is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has six years of industry experience. Ghio has been with Williams Jones Wealth Management since 2019, following roles at Williams, Jones & Associates, LLC and William O'Neil + Company IA. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth families, and institutional investors. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, often constructing concentrated portfolios of about 30 positions.

Jacob Moseley is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Goldman Sachs - Ayco for 19 years before joining his current firm in 2024. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers an advisor-facing platform with managed options overlays.

Ian Smith is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management along with family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Suryaveer Singh is a financial advisor with Leo Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Leo Brokerage, LLC, KK Securities Limited, and the University of California, Berkeley. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a multifaceted investment approach combining diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies.

Basil Conroy is a CFP® with 30 years of industry experience, currently affiliated with RBC Securities, Inc. He has been with City National Bank since 2016. RBC Securities, Inc. offers 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 with affiliated sub-advisors and financial services entities, providing financial planning, portfolio management, and ongoing reporting.

Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 36 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC dba Lellos Wealth Management for 13 years and B. Riley Wealth Advisors, Inc. for 3 years. He is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC, a related investment business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional investors through a multi-team platform. The firm provides discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution with a notable emphasis on international investing.

Hattie Wright is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Ingalls Investment Management, LLC and previously worked at Ingalls & Snyder LLC and Mountain State Analytics, LLC, where she was the sole owner and Managing Director before transitioning her clients to Ingalls & Snyder. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, financial institutions, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering a range of strategies from long-term equity holdings to short-term trading and private investment partnerships.

Ryan De Walt is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase & Co., Sei, Silver Leaf Partners, and Zurich North America. Ryan's background also includes a period in academia at Franklin & Marshall College and Lehigh 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, using third-party software and scenario analysis tools to support planning outcomes.

John Brim is a CFA® charterholder with 26 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors, where he has worked since 2026. Prior to that, he spent five years at Smith Group Asset Management, LLC and over two decades at Smith Asset Management Group/Discovery Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm employs a proprietary ETF model portfolio approach that incorporates strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages multiple registered investment companies and private pooled funds.

Jeannie Tai is a financial advisor at Cannell & Spears LLC with four years of industry experience. She previously worked at Spears Abacus Advisors LLC and Integre Asset Management, LLC. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, managing several billion dollars in assets across a multi-team structure.

Lisandro Chanlatte is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Citibank N.A. for 14 years. Outside of his advisory role, he serves on the advisory board of a real estate development firm, BAP Development. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled multi-asset portfolios and incorporates third-party research and periodic reviews to manage a diverse range of investments.

Stephen Delgado is a CFA® charterholder with 15 years of industry experience. He is currently with Citizens Private Wealth and has previously worked at J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Stephanie Spies is a CFP® and Series 65-registered advisor with seven years of industry experience. She has worked at Modera Wealth Management, LLC since 2017 and previously spent one year at Ela Financial Group. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation using Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.