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.

Michael Mccarthy is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Private Client Services, Mayflower Financial Advisors, and Wells Fargo Advisors. 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 combination of model strategies, separately managed accounts, third-party managers, and proprietary investment solutions.

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.

Paul Farella is a financial advisor at Moneco Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Moneco Advisors since 2023, following prior roles at ADCM, LLC dba Willow and Alexandra Dest Capital Management. Outside of his advisory work, Mr. Farella manages a newsletter called The Economic Intuitive, serves as an elected school committee member for the Central Berkshire Regional School District, is a member of the Stakeholder Council for the Global Reporting Initiative, and chairs the board of the Love of T Foundation, a nonprofit organization. Moneco Advisors provides 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 offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis and utilizes a diverse range of investment instruments and third-party platforms.

Peter Osborne is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Moneco Advisors since 2017 and has been with LPL Financial since 2003. 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 services. The firm employs discretionary and non-discretionary asset management strategies using a variety of investment vehicles and analytical approaches, often leveraging model portfolios and sub-advisors to tailor portfolios to client goals and risk tolerances.

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.

Jason Catlender is a financial advisor at NewEdge Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial and Integrated Wealth Concepts LLC. His background includes providing administrative support to independent investment advisory firms. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary investment solutions across multiple asset classes.

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. She is currently with Merit Financial Advisors and has held roles at PKS Investments, LPL Financial, Private Advisor Group, and other firms. Emily is also involved in providing insurance advice alongside her advisory duties. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $24 billion in assets. The firm offers coordinated wealth management services, emphasizing long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization.