Robert Cannon is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Franklin Managed Options Strategies and Fidelity Investments. 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 rooted in empirical research and offers a customizable platform alongside managed options overlays.

Roberto Palladino is a CFA® charterholder with Series 63 and Series 65 licenses and has two years of industry experience. He has worked at Crestwood Advisors since 2023, following roles at Jordan Park Group and Bank of America NA. Crestwood Advisors serves individual, family, foundation, endowment, pension, profit-sharing, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection, offering both discretionary and non-discretionary management alongside a digital investment platform called Pathfinder.

Derrek Metz is a financial advisor with Moneco Advisors, holding a Series 66 designation and over 23 years of industry experience. His prior work includes roles at LPL Financial LLC, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Metz is also involved with Moneco Insurance LLC, an affiliated insurance agency. Moneco Advisors is an SEC-registered multi-team advisory firm serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, using a range of investment strategies and ongoing portfolio monitoring.

Patrick Mullin is a financial advisor at Fortis Capital Advisors, LLC with 10 years of industry experience. He holds the CFA® designation and Series 63 license. His prior roles include positions at Investment Planners Wealth Management, Timber Point Capital Management, and Indian Spring Management LLC, where he also served as managing member and portfolio manager for private funds. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm provides customized advice through various investment strategies, including discretionary management and ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Lenny Castagna is a financial advisor at O'Shaughnessy Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2008. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager that serves 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 platform for advisors, managing a broad range of equity portfolios and related strategies.

Howard Schloss is a financial advisor at SeaCrest Wealth Management, LLC with 7 years of industry experience. He holds the Series 63 and Series 65 designations. Schloss has been affiliated with SeaCrest Investment Management, LLC since 2011 and joined SeaCrest Wealth Management in 2026. SeaCrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis, utilizing both proprietary and third-party artificial intelligence tools to support decision-making.

John Rosenau is a CFP® professional with 40 years of experience in the financial services industry. He has been with Moneco Advisors since 2014 and has also maintained a long-term association with LPL Financial since 1994. His other business activities include work in non-variable insurance through Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team advisory firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to various sponsored advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

William Phillips is a financial advisor at NewEdge Wealth with 18 years of industry experience. He holds the Series 66 designation and previously worked for JPMorgan Chase Bank NA and JPMorgan Securities LLC for 13 years. Phillips is also the managing member of Phoenix Capital Advisory, an LLC associated with NewEdge Wealth Income. 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 range of strategies including proprietary solutions and alternative investments.

James Betzig is a financial advisor at Coastal Bridge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, PURSHE KAPLAN STERLING INVESTMENTS, Beirne Wealth Consulting Services, and TrinityPoint Wealth. He is also a partner at CBA MGMT CO., LLC, a management company for RIAs. Coastal Bridge Advisors provides 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 utilizes diversified portfolios, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Francis Lawrance Jr. is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach utilizing fundamental and technical analysis, AI-supported decision tools, and offers a range of financial planning and investment management services.

John Shetterly is a financial advisor at O'Shaughnessy Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including T. Rowe Price and Lincoln Financial Advisors. 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, empirical, and model-driven investment process with a customizable platform for advisors, supporting a large client base and multiple sub-advisory relationships.

Brian Bach is a financial advisor with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, Guardian Life Insurance, Park Avenue Securities, OneAmerica Securities, and MML Investors Services. In addition to his advisory work, he is involved in individual and group life and health insurance sales through Milford Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of model portfolios and advisor-directed strategies employing various asset types and portfolio construction technologies, while also offering ERISA-related plan services.

William Loftus is a financial advisor at Coastal Bridge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Llbh Private Wealth Management, LLC for 11 years before joining Coastal Bridge Advisors in 2019. He is also a partner in CBA MGMT CO., LLC and serves as a member and executive officer of Manifest Growth Fund GP, LLC. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and offers diversified portfolios while leveraging affiliated businesses and strategic partnerships within the Focus Financial Partners network.

John Straus Jr. is a CFP® professional with 16 years of experience in financial services. He has worked at New Edge Wealth since 2020 and was previously with UBS Financial Services Inc. from 2012 to 2020. He is based in Stamford, CT. New Edge Wealth serves ultra-high-net-worth individuals, family offices, foundations, and institutional clients by providing wealth strategy, portfolio management, and advisory services. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.

Aidan Reed is a financial advisor at Crestwood Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridgelight Financial Advisors and Hackmann Wealth Partners. Reed’s background also includes four years at the University of Virginia. Crestwood Advisors serves individuals, families, and various institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors while pursuing global diversification and tax efficiency.

Ines Kasdorf is a CFP® professional at Coastal Bridge Advisors with 12 years of industry experience. Her prior roles include positions at Raymond James & Associates, Excel Securities & Associates, and Ashton Thomas Private Wealth. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

Matthew Harrison is a financial advisor at Sprott Asset Management USA Inc. with eight years of industry experience. He holds a Series 66 designation and has worked with Sprott entities since 2017, including roles at Sprott Asset Management LP and Sprott Global Resource Investments, Ltd. Prior to joining Sprott, he spent one year at Picton Mahoney Asset Management. Sprott Asset Management USA, Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using a bottom-up, value-oriented fundamental analysis combined with top-down asset allocation, offering both actively managed and index-based ETF strategies.

Mariah Homick is a Series 66-licensed financial advisor at Sprott Asset Management USA Inc. with one year of industry experience. Prior to joining Sprott Asset Management USA, she worked at Sprott Global Resource Investments Ltd. and held positions outside the financial sector, including at Anthropologie. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, specializing in precious metals and natural resources with a focus on bottom-up fundamental analysis and cyclical/value investment strategies.

David Gershoni is a financial advisor with Aegis Capital Corp., holding a Series 63 designation and bringing 34 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years before joining Aegis Capital in 2022. Outside of his advisory role, he is also an agent and producer at ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Alexander Clinton is a financial advisor at Clinton Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at the University of Richmond and Fox Lane Public Schools. Clinton Investment Management, LLC manages municipal fixed-income portfolios for a diverse client base, including individuals, high-net-worth clients, institutions, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves both direct clients and intermediaries with discretionary portfolio management and sub-advisory services.