Anthony Vollmer is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Franklin Distributors, LLC, and Legg Mason & Co LLC. 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 platform for advisors, managing mutual funds, ETFs, and sub-advisory mandates.

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing affiliated model strategies.

Julie Anne Marie Villena is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities, Stifel Nicolaus & Co., Inc., and other firms. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a model-driven investment process based on empirical research and offers a customizable platform for advisors alongside managed equity portfolios and related strategies.

Jamie Zelem is a financial advisor at O'Shaughnessy Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Franklin Distributors, LLC and ClearBridge Investments LLC prior to joining O'Shaughnessy. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors alongside sub-advisory services and third-party managed fund strategies.

Elena Fusillo is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. She has been with Euro Pacific Capital, Inc. since 2008. 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 emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

Michael Brennan is a CFP® and ChFC® affiliated with Citizens Private Wealth, with five years of industry experience. He has been with Citizens Private Wealth since 2004 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, emphasizing tailored long-term asset allocation and tactical adjustments based on market conditions.

James Iannazzo is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Aegis in 2022. Outside of his advisory role, he is involved as a principal in Coastal Private Wealth, an entity established for tax purposes, and serves as a producer/agent for ACC Agency, Inc., an insurance general 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 emphasizes service to individual, corporate, and retirement plan clients.

Anya Sanjay Dalal is a financial advisor at Clinton Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Morgan Stanley, Vermilion Rock Advisors, and other roles linked to the University of Notre Dame. Clinton Investment Management, LLC specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm employs a research-based approach focusing on after-tax total return through duration, sector allocation, and security selection, offering various duration mandates and municipal credit strategies.

Michael Kazakewich is a CFP® with 26 years of industry experience and has been with Coastal Bridge Advisors since 2009. He holds a Series 66 license and is based in Westport, CT. 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 to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

Laura Foster is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. She holds the Series 63 designation and has worked at firms including Eaton Vance Distributors, Inc., Parametric, and Vise. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside sub-advisory and third-party mutual fund and ETF management.

Thomas Farrell is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2019. Prior to his current role, he worked at Farrell Electric Incorporated and the University at Albany, State University of New York. Outside of his advisory work, he contributes as a research analyst and content creator for Messari.io, a company focused on digital assets. 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 for advisors, managing a broad range of equity portfolios and related strategies.

Robert Cannon is a financial advisor with Simplicity Wealth in Riverside, CT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Experity Wealth, Foundations Investment Advisors LLC, and Rudman Cannon Financial Advisors. Outside of advisory work, he owns and operates Cannon Wealth Solutions Inc, an agency for personal life insurance sales. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through a managed account platform.

Lynn Najman is a CFP® with one year of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Prior to joining Carnegie in 2025, she worked at Eagle Ridge Investment Management for four years and LRN Associates, Ltd for thirteen years. She volunteers with the Foundation for Financial Planning, providing pro bono financial coaching to recently widowed women. Carnegie Investment Counsel offers investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, and it provides both discretionary and non-discretionary portfolio management tailored to client preferences.

Michael Carbino is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with Private Client Services, LLC and has worked previously at firms including Stratos Wealth Partners, LPL Financial, Mass Mutual, and Metlife Securities. He is based in Darien, CT. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through a network of adviser representatives and multiple advisory platforms, with a focus on a discovery-driven process that emphasizes risk profiling and tailored platform selection.

Peter Mako is a CFP® with seven years of industry experience, currently serving as a financial advisor at Crestwood Advisors. His prior experience includes roles at Morgan Stanley, Fidelity Brokerage Services, HSBC Securities, JPMorgan Chase, and Allied Universal. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, and institutions. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.

Emily Boothroyd is a CFP® professional with 14 years of industry experience, currently affiliated with Merit Financial Advisors. Her career includes roles at PKS Investments, LPL Financial, Private Advisor Group, and other firms dating back to 2011. She holds Series 65 and Series 63 licenses and provides investment advisory services alongside insurance advice. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centralized sleeves and model portfolios, supported by an internal investment team and committee, and offers both discretionary and non-discretionary account options.

Denise Mc Ginnis is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon, N.A. for 39 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm uses tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies.

Steven Kronethal is a financial advisor at CL Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CL Wealth Management since 2021. He also serves as president of Integrated Planning Associates, Inc., where he is involved in selling life, disability, group ancillary, and health insurance products. CL Wealth Management LLC is a multi-advisor firm that serves individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, consulting, and access to third-party money managers and educational workshops, tailoring investment strategies to client objectives through a combination of fundamental and technical analysis.

Brendan Haynes is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education at High Point University and Don Bosco Preparatory High School. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with client-directed trade execution.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.