Roy Corr is a financial advisor at Citizens Private Wealth with 27 years of industry experience. His prior roles include positions at Faraday Capital, Unique, Inc., and First Republic Investment Management. He holds Series 65 and Series 63 licenses. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management supported by quantitative and qualitative research. Its affiliation with Citizens Bank provides clients with access to bank-related products and services, alongside expanded advisory offerings such as business consulting for succession and exit planning.

Douglas Moxham is a CFP® with 20 years of experience in the financial industry. He currently works at Citizens Private Wealth and Citizens Securities, Inc., having previously held roles at PNC Investments and PNC Bank. He serves as a trustee for the Mullins Family Trust, managing an irrevocable trust on behalf of a family member. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, leveraging its affiliation with Citizens Bank to offer banking-related features and specialized business consulting services.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at UBS Financial Services Inc for 12 years and more recent positions with Raymond James Financial Services and Four Corners Private Wealth. Harriet is also associated with LionSmith LLC, a registered corporation with no active daily operations. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a diverse investment approach combining fundamental, technical, and macro analysis across various instruments and manages both discretionary and non-discretionary portfolios.

Adam Gorlyn is a financial advisor at Citizens Private Wealth with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Franklin Advisers Inc. and Franklin Templeton Financial Services Corp. among other firms. Outside of his advisory role, he is the owner of TGG Holdings LLC, a sole proprietorship involved in real estate interests. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services.

David Cleary is a CFA® charterholder with 26 years of industry experience. He is currently with Fortis Capital Advisors, LLC and also serves as president and chief compliance officer of Timber Pointe Capital Management. His prior experience includes roles at Lazard Asset Management Securities LLC, Crow Point Partners, and IPI Wealth Management, Inc. He is also president of Beechmont Holding Corp, a holding company for proceeds from other business ventures. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm offers customized portfolio construction across various strategies, with discretionary management and online reporting.

Jonathan Lucente is a financial advisor at Citizens Private Wealth with eight years of industry experience. He has previously worked at HSBC Bank and Signature Securities Group, among others. Lucente holds Series 63 and Series 66 designations. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and a range of institutional clients. The firm uses a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Pedro Ramirez Jr. is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2009. Outside of his advisory role, he is also an insurance producer with Belpointe Insurance, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives.

Daniel Gwizdak is a CFP® with 18 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has previously worked at Creative Financial Planning, Inc. and Commonwealth Financial Network. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios based on individual objectives and risk tolerance, and utilizes independent managers or turnkey asset management programs when appropriate.

Peter Knapp is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Guardian Life, Cadaret Grant & Co., Inc., and Lincoln Investment. Outside of advisory work, he is a member/owner at Westchester Financial Partners LLC, which provides insurance sales and services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various models and access to third-party managers. The firm’s investment approach includes proprietary mutual fund screening and emphasizes fiduciary responsibility, with many advisors maintaining outside business activities alongside advisory services.

Douglas Solinsky is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Benchmark Investments, Inc. and NewBridge Securities Corporation. Outside of advisory work, he hosts the Wall and Main Podcast, engaging in discussions on investment topics. Kingswood Wealth Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and institutional investors, offering tailored portfolio management, financial planning, and fiduciary advisory services through an open-architecture approach.

Ian Murray is a financial advisor with Mariner Independent holding a Series 66 designation and five years of industry experience. He previously worked at Ameriprise from 2019 to 2022 and currently provides investment advisory services through Mariner Platform Solutions and SideBar Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement consulting, and access to a broad range of investment tools, supported by affiliated trust and institutional pension consulting services.

Anthony Fella is a financial advisor at Citizens Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, Transamerica, JPMorgan Chase, and other firms. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate, and business consulting services.

Denton Jones is a financial advisor at Greenwich Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Counterbalance Growth Strategies LLC, Goldman Sachs, and Bridgewater Associates. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm uses fundamental, technical, and macro analysis to tailor portfolios across various instruments and offers a range of services including portfolio management, financial planning, and third-party manager selection.

Daniel Sullivan is a financial advisor at Greenwich Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Greenwich Wealth Management since 2007, with a one-year tenure at Private Client Services, LLC. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory services including portfolio management and financial planning, employing fundamental, technical, and macro analysis across various investment instruments and third-party managers.

Christopher Parker Jr. is a financial advisor at Greenwich Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Raymond James Financial Services. In addition to his advisory work, he serves as Treasurer and a board member for the nonprofit Greenwich Choral Society, where he oversees administrative coordination and asset allocation in an unpaid, investment-related role. Greenwich Wealth Management provides advisory services to high-net-worth clients, including individuals, families, trusts, and institutions. The firm employs a range of investment strategies across multiple asset classes and offers unique services such as managing pooled vehicles and proprietary trading research.

James Rubinton is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including tenures at RBC Capital Markets and City National Bank. His current role began in 2025 with Citizens Private Wealth and its affiliated entities. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

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.

Gregory Scrydloff is a financial advisor at B. Riley Wealth Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors and its affiliated firms since 2014, as well as National Securities Corporation from 2013 to 2022. In addition to his advisory role, he operates a tax preparation business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through proprietary models and third-party sub-advisers.

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.

Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Algonquin Advisors LLC for 10 years before joining Bank of America and Merrill in 2020. Farrelly serves as a board member of Fairfield County's Community Foundation, contributing to the Steering Committee focused on Women & Girls and participating in the Foundation’s investment or finance committee. Colter Lewis provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm employs an active asset allocation process and offers both discretionary and non-discretionary mandates, specializing in diversified portfolios across public and alternative asset classes.