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.

Lane Bucklan is a financial advisor with Clinton Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Iridian Asset Management LLC and IAM Capital Corporation for nearly two decades before joining Clinton Investment Management. Clinton Investment Management, LLC manages municipal fixed-income portfolios for a range of clients including individuals, high-net-worth clients, institutions, and intermediaries. The firm employs an active, research-based investment approach focused on after-tax total return and serves as a sub-adviser to multiple MassMutual municipal funds.

Kevin Jacobs is a financial advisor at O'Shaughnessy Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Franklin Distributors, Legg Mason & Co, Green Harvest Asset Management, and New York Life & MainStay Investments. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and a range of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors alongside sub-advisory and mutual fund management services.

Michael De Moura is a Series 65-licensed financial advisor with Coastal Bridge Advisors and has one year of industry experience. His prior work includes roles at Charter Communications and involvement with Oceanview Pool and Patio. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios across various asset classes, utilizing External Managers and affiliated SMA strategies as appropriate.

Kristian Linnet is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Jefferies and Company, Inc. since 2012. Outside of his advisory role, he is the owner of Linnet Development LLC, a real estate construction and development business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and utilizes third-party software and scenario analysis tools to support client planning.

Lydia Renders is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked at ADCM, LLC and its affiliated entities from 2009 through 2023 before joining Moneco Advisors. Outside of her advisory role, Ms. Renders is involved in personal growth coaching through United Inner States of Freedom, publishes a newsletter called The Economic Intuitive, and holds managing member positions in limited liability companies focusing on real estate and art investments. Moneco Advisors offers fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm employs a multi-team approach to portfolio management, combining fundamental, technical, and cyclical analysis, and utilizes a wide range of investment instruments and third-party platforms tailored to client goals and risk tolerances.

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.

Liam Reiner is a financial advisor at New Edge Wealth with one year of industry experience. He previously worked at Morgan Stanley and has held roles outside the financial sector, including positions at Stowe Mountain Resort and several restaurants. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with technology tools and human oversight.

Fabio Santos is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bolton Global Capital since 2019 and previously at Morgan Stanley Smith Barney from 2015 to 2019. Outside of advisory work, he is the owner and manager of Sciosolis, LLC, an entity created for accounting purposes related to his securities and investment advisory compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation while allowing tactical adjustments.

Francisco Perez is a financial advisor at New Edge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services from 2008 to 2020. Perez’s current role includes client relationship management focused on high-net-worth individuals. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior in its tailored investment approach.

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