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.

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.

David Ameden is a financial advisor at Moneco Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors since 2014, previously working with LPL Financial since 1996. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm uses a range of investment strategies including discretionary and non-discretionary asset management, employing mutual funds, ETFs, equities, fixed income, options, and alternative strategies tailored to client goals and risk tolerances.

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 worked at Euro Pacific Capital, Inc. since 2008. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and broker-dealer platform with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial and retirement planning, sub-advisory and third-party manager programs, and brokerage and insurance products, employing an open-architecture investment approach with a focus on international equity strategies and a combination of discretionary and non-discretionary mandates.

Eric Johnson is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Moneco Advisors since 2018, following roles at Strategic Wealth Advisors Group and LPL Financial. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis across a broad range of asset classes.

Lise Robinson is a CFP® professional with 24 years of experience in the financial industry. She currently works at Coastal Bridge Advisors and previously held positions at TrinityPoint Wealth, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Beirne Wealth Consulting Services. Robinson serves as a board member of the Milford Rotary, where she participates in decisions regarding fundraising and charitable initiatives. 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, HSA investment management, and access to various lending solutions.

Erik Hayden is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is president and sole proprietor of Skye Harbor Financial. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates retirement-plan consulting with advisory services through formal partnerships with benefits firms.

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.

Christopher Wright Sr. is a financial advisor at Kingsview Wealth Management, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both in-house and third-party strategies, managing diversified portfolios that include equities, fixed income, ETFs, and alternative investments.