Paul Feibus is a Series 65 licensed advisor at NorthCoast Asset Management LLC with industry experience including roles at Kovitz Investment Group Partners, Connectus Wealth, Osprey Funds, and Morgan Stanley. His career spans various positions from 2014 to the present, mostly concentrated in investment management. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Francis Queally Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Stamford, CT. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. He has been associated with M HOLDINGS and his own firm, Queally Group Inc., since 2001. Outside of his advisory role, he serves as an executive and treasurer for the Bristow Mews Association, a homeowners association, managing business operations including landscaping and bill payments. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Danielle Brown is a financial advisor at New Edge Wealth with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc for 12 years before joining New Edge Wealth in 2020. Outside of her advisory role, she teaches yoga for the Darien Parks and Recreation and runs a paddle yoga company with her family. New Edge 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 with an investment approach that emphasizes asset allocation and investor behavior, utilizing a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Kamaldai Rahman is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He has held positions at several firms, including HSBC Securities (USA) Inc., Citigroup, and Signature Securities Group. Rahman holds Series 63 and Series 66 licenses. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Peter Hayes is a ChFC® credentialed advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. Prior to joining O'Shaughnessy, he worked at Envestnet for nine years and Northwestern Mutual Investment Services LLC for two years. O’Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm offers a customizable platform and manages mutual funds, ETFs, and sub-advisory relationships.

Angelo Odore is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he is a consultant and coach at MLL Consulting Inc., focusing on agency and distribution best practices and professional coaching. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven advice and multiple managed account programs.

Jay Nakahara is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC since 2026. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2018 to 2026, as well as positions at New York Life Insurance and NYLIFE Securities. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other investment advisers. The firm offers customized, primarily discretionary portfolio solutions, combining passive, active, tactical, and ESG-aware strategies, and provides a range of services including financial planning, retirement plan consulting, and access to cash management programs.

Susan Kim is a financial advisor at New Edge Wealth with 14 years of industry experience. She holds a Series 63 designation and has worked at firms including Lido Advisors, Compass, and Sotheby's International. Outside of her advisory role, she is the CEO of Susan Kim Global Real Estate Advisory, a real estate business. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a mix of model strategies, separately managed accounts, and proprietary investment solutions.

Bazel Brady is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 designation. He began his advisory role at the firm in 2024 and previously worked at the University of Delaware for ten years. Colter Lewis Investment Partners provides investment advisory and portfolio management services primarily to ultra-high net worth and high net worth individuals and families, family offices, pension plans, and endowments. The firm employs an active asset allocation approach across various asset classes and offers both discretionary and non-discretionary mandates, managing approximately $2.32 billion in assets.

Jason Fay is a financial advisor at NewEdge Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Mid Atlantic Capital Corporation, Gcsa, and Macro Risk Advisors. Outside of advising, he is involved in limited partnership investments through GCSA Capital. 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 a multi-faceted investment approach that includes proprietary solutions and alternative strategies across various asset classes.

Brennen Ramos is a CFP® with nine years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior roles include positions at Commonwealth Financial Network, Longwave Financial, Lazard Asset Management, Bank of America, and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside advisory services.

Thomas Metzger is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities, and Wells Fargo Clearing. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations, offering discretionary and non-discretionary investment management within an open-architecture framework. The firm integrates quantitative and qualitative research across various asset classes and provides additional services such as tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

David Baum is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds a Series 63 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Massachusetts Mutual Life Insurance Company. His other business activity includes the occasional sale of fixed insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

Alejandro Velazquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. His prior work includes roles at Eagle Ridge Investment Management and Northwestern Mutual Wealth Management Company. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and trading strategies to align portfolios with client goals and offers specialized services such as ERISA fiduciary support and governance consulting.

Rohan Mathew is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and experience at several financial firms, including Glenmede Trust Company, Goldman Sachs, and JP Morgan. His background also includes roles at Marlette Funding and academic positions at Drexel University and Central High School. 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 platform for advisors, managing a large client base through a combination of direct advisory and sub-advisory relationships.

Cameron Dawson is a CFA® charterholder with six years of industry experience. He currently works at New Edge Wealth and previously held roles at Fieldpoint Private Securities, LLC and Bank of America. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm employs a multi-team structure and integrates technology tools like AI-assisted analytics alongside human review to tailor investment portfolios.

Kennon Moore is a financial advisor at New Edge Wealth based in Stamford, CT. He holds a Series 65 designation and has entered the industry recently, beginning his advisory career with New Edge in 2025. Prior to joining New Edge Wealth, Moore’s background includes positions in education at various institutions from 2014 to 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics and supervised human review.

Jacqueline Prue is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at SeaCrest since 2015. Outside of her advisory role, she serves as a trustee managing the financial affairs for a family member without compensation. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis and utilizes artificial-intelligence tools alongside human oversight.

Donald Marcontell is a financial advisor at New Edge Wealth with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory work, he is involved in a real estate investment venture based in Westlake, Texas, focusing on residential property acquisitions. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, combining independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.