Gilles Gouraige is a financial advisor at NewEdge Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at John Hancock Investment Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Tucker is a financial advisor at BOK Financial Securities, Inc. in Stamford, CT, holding Series 63 and Series 66 licenses with 39 years of industry experience. His prior work includes roles at Credit Suisse Securities (USA) LLC and KeyBanc Capital Markets. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Jeffrey Kobernick is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2020. Kobernick serves as treasurer for Friends of Concordia University and is a board member of Banyan Golf Club. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multifaceted investment approach that includes proprietary strategies, third-party managers, and alternative exposures across multiple asset classes.

Patrick Dillon is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, JP Morgan Securities, and Royal Alliance prior to joining NewEdge Wealth in 2025. NewEdge Wealth primarily serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Haoqi Zhang is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. Prior to joining O'Shaughnessy, Zhang was affiliated with Columbia University and the University of Rochester. 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 a customizable advisor-facing platform alongside sub-advisory and third-party managed options capabilities.

Kevin Miller is a financial advisor at New Edge Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at New Edge Wealth since 2020, following five years at UBS FS. Miller also serves as a relationship manager providing financial services to high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a broad range of advisory services with a focus on asset allocation and investor behavior, utilizing both proprietary investment solutions and AI-assisted analytics alongside human oversight.

Melissa Alaimo is a financial planning associate at Pallas Capital Advisors, LLC with two years of industry experience. Her prior roles include work at PKS Investments and Preferred Pediatric Orthopedic Surgery. Outside of finance, she has connections to a consulting services firm through her spouse but holds no active duties there. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers long-term, customized wealth management using a variety of investment vehicles and provides specialized family office and retirement plan fiduciary services.

William Carinci is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman, Sachs & Co. for 18 years, as well as at Mass Mutual Investors Services and MassMutual Life Insurance Co. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Daniel Nitiutomo is a CFA® charterholder with 9 years of industry experience. He has been with O'Shaughnessy Asset Management, LLC since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach based on empirical research and offers a customizable platform (CANVAS®) along with managed options overlays.

Eric Lalime is a CFP® professional with 18 years of industry experience. He is currently an advisor at Pallas Capital Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill Lynch. Outside of his advisory work, he owns Yellowfin Wealth Management LLC, a holding company. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm serves individuals, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and family office services, using a primarily long-term, fiduciary investment approach.

Andrew Ashkenazy is a financial advisor with Lifemark Securities Corp. and holds the Series 63 designation. He has 15 years of industry experience, including roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He also works as an independent insurance agent, providing various life, disability, health insurance, and fixed annuity products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides a range of investment programs tailored through risk assessments and manages accounts on both discretionary and non-discretionary bases.

Robert Varriano is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Private Wealth in Tarrytown, NY. He has a longstanding career at Clarfield Financial Advisors, Inc., where he has been since 1990. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and other entities. The firm employs a long-term asset allocation approach within an open-architecture framework and offers a range of investment management and consulting services, including discretionary portfolio management overseen by a Chief Investment Officer.

Tate Wingate is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, and Ameriprise Financial Services. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and manages approximately $12.06 billion in regulatory assets, utilizing a multifaceted investment process that includes model strategies, separately managed accounts, and alternative investment exposures.

Kristopher Smith is a CFA® charterholder with three years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC and has previously worked at Franklin Managed Options Strategies LLC, Franklin Templeton, and Legg Mason. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor platform alongside managed options overlays.

Francis Gilbride is a financial advisor with Greenwich Wealth Management, LLC in Greenwich, CT. He holds a Series 65 designation and has five years of industry experience, following a ten-year tenure at Bank of New York Mellon. Greenwich Wealth Management provides advisory services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm employs a multi-strategy investment approach combining fundamental, technical, and macro analysis, and manages portfolios using a variety of instruments and third-party managers.

Christopher Takacs is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation. He has experience working at O'Shaughnessy since 2024 and previously held positions at BNY Mellon and StoneCastle Partners, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Anita Bosch is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 designations. She has 20 years of industry experience, including 12 years at Citigroup Global Markets and multiple roles within the Citizens organization since 2020. She currently serves as a board member of the Moxxie Mentoring Foundation, where she assists in strategic planning and implementation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm employs a long-term, open-architecture investment approach, offering both discretionary and non-discretionary portfolio management along with tax, estate, and business consulting services.

Maxwell Pohlman is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining O'Shaughnessy, he held roles at Censeo Consulting Group, Pennsylvania Sea Grant, and The Penn State University, among others. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach and provides a customizable platform for advisors, supported by multiple sub-advisory and affiliate relationships.

Frank B. Ackerman is a financial advisor at New Edge Wealth with 42 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2008 to 2021. Ackerman is also a managing member of Third Floor Asset Management, LLC. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services, including wealth strategy, financial planning, and portfolio management, utilizing a diversified investment approach that incorporates proprietary strategies and third-party managers.

Tom Hamilton is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.