Ryan Cholnoky is a financial advisor at New Edge Wealth with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS and Ipreo. He also serves as an analyst at New Edge Wealth, providing financial services to high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, using a combination of independent managers, model strategies, and proprietary investment solutions integrated with AI-assisted analytics.

Austin Capasso is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked at NewEdge Wealth and NewEdge Securities Inc since 2022 and 2023, respectively. Prior to joining New Edge Wealth, he spent over two decades at Eclipse Business Capital. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm utilizes asset allocation and investor behavior insights to tailor portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, incorporating technology tools such as AI-assisted analytics alongside human oversight.

Jordan Sechan is a financial advisor at NewEdge Wealth with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Edge Co, among other roles. 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 including wealth strategy, financial planning, and portfolio management, utilizing a multi-asset investment approach that incorporates model strategies, separately managed accounts, and alternative exposures.

Paula Gruber is a financial advisor at NewEdge Wealth with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2022. 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 through a combination of model strategies, separately managed accounts, and proprietary solutions.

Charles Maclean is a financial advisor with Moneco Advisors in New Canaan, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has previously worked at LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Maclean operates Moneco Advisors LLC, an independent investment advisory business. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with approximately $1.9 billion in regulatory assets under management. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a variety of investment strategies tailored to client goals and risk tolerances.

Antonio Rodrigues is a financial advisor with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Procyon since 2018 and previously held roles at Olson Mobeck Investment Advisors and People's Securities, Inc. Outside of his advisory work, he is involved in a family business, Tony Rods Custom Fence LLC, where he is a member and CFO. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, primarily using fundamental analysis to guide discretionary and non-discretionary portfolio management across a variety of investment vehicles.

Daniel Besse is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, LLC and RSM US Wealth Management LLC. Outside of wealth management, he is a co-founder and vice president of a children’s clothing brand, Pampered Pant, LLC, and serves as the treasurer for the Easton Baseball League. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Charles Rocco is a CFP® and Series 66-licensed advisor with 14 years of industry experience. He has worked at Moneco Advisors since 2018 and previously held positions at Strategic Wealth Advisors Group and LPL Financial. Outside of advisory services, he has been involved with Rocco & Associates Wealth Management’s insurance agency. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management, retirement plan consulting, and access to a broad range of investment strategies across multiple custodial platforms.

Robert Pavlik is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2020, with prior experience at SlateStone Wealth, LLC and Bp Wealth Management, LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized wealth management and investment services, focusing on primarily long-term portfolios using mutual funds, ETFs, equities, fixed income, and alternative investments, with active management roles in private funds and ETFs.

Mohammed Miah is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Asset Management. 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 advisor-facing platform alongside managed options overlays.

Matthew Winthrop is a financial advisor with Aegis Capital Corp. in Easton, CT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors and RBC Capital Markets LLC. Outside of his advisory work, he serves as the Musical Director for the CT Grateful Dead All Stars, a local music group. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and emphasizes personalized client engagement through semi-annual portfolio reviews.

Dana Mascalo is a CFP® with 20 years of industry experience and currently serves as a Senior Wealth Advisor and CEO/Partner at CBA Management Co., LLC. She has worked at Coastal Bridge Advisors since 2025, following seven years at TrinityPoint Wealth, LLC, and ten years at Purshe Kaplan Sterling Investments. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios utilizing a range of investment vehicles, while providing access to specialized advisory services and lending solutions through affiliated entities and third parties.

David Stewart is a financial advisor at Vanderbilt Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services and Vanderbilt Securities since 2020, following prior roles at Investment Advisors Asset Management and Royal Alliance Associates. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services alongside a formal integration with retirement-plan and benefits firms.

Todd Schroeder is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Moneco Advisors and has previously worked at LPL Financial, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 employs a range of investment strategies across various asset classes, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisors.

Mary Orena is a financial advisor at Coastal Bridge Advisors with a Series 65 designation. She joined the firm in 2024 and has prior experience with UBS - Hilton Group. Outside of her advisory work, she has been involved with Salve Regina University and operated Saloon Grille. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, and qualified retirement plans. The firm utilizes a goal-based, fundamental analysis approach and offers diversified portfolio construction across various asset classes, leveraging external managers and specialized advisory services.

Thomas Ulrich is a financial advisor at Sprott Asset Management USA Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has served in general counsel, chief compliance officer, and corporate secretary roles at both Sprott and Resource Capital Investment Corporation. Ulrich is also president and chief compliance officer for several investment funds affiliated with Sprott. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm employs a bottom-up, value-oriented approach combined with top-down asset allocation and manages both actively managed and index-based ETFs, including a physical-commodities fund.

Trevor Smallwood is a financial advisor with Clinton Investment Management, LLC, holding Series 63, 65, and 66 credentials and 20 years of industry experience. His prior roles include positions at Brandes Investment Partners, BlackRock Investment Management, and Merrill. Clinton Investment Management, LLC manages municipal fixed-income portfolios primarily for individuals, family offices, financial advisers, and registered investment companies. The firm uses a research-based approach focusing on after-tax total return through duration, sector allocation, and security selection, offering strategies that include municipal credit opportunities and taxable market duration mandates.

Francis Mc Kenna is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chilton Trust Company for twelve years. In addition to his advisory role, he is involved with 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 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.

Katherine Riley is a financial advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at UBS Financial Services and K2 Advisors. Prior to her advisory roles, she gained experience at Bucknell University and King 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 and sub-advisory relationships.

Louis Gloria is a financial advisor with Procyon, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley, among others. Outside of advisory work, he serves as managing director and owner of Procyon Risk, an insurance agency overseeing client engagement and producer management. Procyon provides investment management, financial planning, retirement-plan advisory, and consulting services to a diverse client base, including individuals, institutions, and government entities. The firm manages approximately $9.2 billion in assets, focusing on a combination of internal portfolio construction and access to external managers, and distinguishes itself by advising private funds and managing pooled investment vehicles.