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.

Alan Fernandes is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at M&T Bank and People's United Bank. Outside of his advisory role, Fernandes serves as president of the Business Networking International chapter in Tribury and is a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm offers a range of advisory programs utilizing both discretionary and non-discretionary approaches and provides customized and model-based investment solutions.

Peter Courtney is a financial advisor at Calydon Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Greenwich Investment Management, Inc. for 15 years before joining Calydon Capital in 2023. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in regulatory assets using a proprietary screening and factor model to identify high-quality equities and allocates assets among income-producing equity and fixed-income strategies.

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.

Alexandra Blake is a financial advisor at Crestwood Advisors with 13 years of industry experience. She holds a Series 65 designation and has previously worked at Next Capital Management, LLC, Van Cleef & Arpels, BBR Partners, and Circle Wealth Management, LLC. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, and institutional clients. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing diversification, tax efficiency, and ongoing portfolio monitoring.

Matthew Marini is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors. He previously worked at Merrill and Bank of America, N.A. Prior to his current role, he spent nearly a decade at Merrill. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios using a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Joseph Tatusko is a CFP® and CFA® charterholder with 23 years of industry experience. He currently works at Moneco Advisors and has previously held positions at Cruice Investment Advisors, Ltd., United Planners' Financial Services of America, Private Advisor Group, LLC, LPL Financial, and Westport Resources Management Inc. There are no additional notable outside activities reported. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis, with portfolios including a broad range of assets and utilizing multiple custodial platforms and third-party investment strategies.

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.

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.

Meghan Rump is a CFP® professional with 20 years of experience in financial services. She is currently a managing director and investment adviser representative at Robertson Stephens, where she has worked since 2024. Her prior experience includes roles at HighTower Advisors, Merrill, and UBS Financial Services. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers customized portfolio management and planning services, utilizing in-house model portfolios, third-party managers, and a broad range of investment vehicles.

Victoria Shorkey is a financial advisor at Sprott Asset Management USA Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at Sprott Global Resource Investments since 2014. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies that include direct exposure to physical commodities. The firm employs a bottom-up, value-oriented fundamental analysis combined with top-down asset allocation and offers both actively managed and index-based ETF implementations.

Jason Stevens is a financial advisor at Sprott Asset Management USA Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sprott Global Resource Investments, Ltd. since 2002 and at Sprott Asset Management USA, Inc. since 2015. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through fundamental analysis and sector-specific strategies.

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.

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.

Mary Goddard is a financial advisor with Sprott Asset Management USA Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked with Sprott Asset Management USA since 2006 and with Sprott Global Resource Investments, Ltd. since 1994. Sprott Asset Management USA, Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in natural-resource and precious-metals businesses through both actively managed and index-based ETFs and strategies that may include physical commodities exposure.

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.