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.

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.

Robert Cannon is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Experity Wealth, Foundations Investment Advisors LLC, and Rudman Cannon Financial Advisors. Outside of his advisory role, Cannon owns and operates Cannon Wealth Solutions Inc., an agency for personal life insurance sales. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, while offering model portfolios with ongoing monitoring, tax optimization, and third-party manager oversight.

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 Certified Financial Planner® with 14 years of industry experience. She is currently associated with Merit Financial Advisors and previously worked at LPL Financial, Private Advisor Group, and PKS Investments. She also provides insurance advice as a licensed fixed insurance agent. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by both discretionary and non-discretionary strategies.

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.

Harry Figgie is a financial advisor at Greenwich Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenwich Wealth Management since 2009, with a brief tenure at Private Client Services, LLC from 2015 to 2016. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a range of investment strategies across multiple asset classes and offers discretionary portfolio management, financial planning, and retirement plan advisory services.

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.

Kanchanee Laepet is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she worked at Blueprint Financial Group and Jeremiah Donovan's. Outside of her advisory work, she has been a part-time server at Donovan's Restaurant since 2016. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios with a range of options including ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. Wright has been with NorthCoast Asset Management since 2008, aside from his recent tenure at Kovitz Investment Group Partners. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a diverse product lineup, including strategic asset allocation, equity and fixed income strategies, and alternative interval funds.

Wayne Pinsent is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with Gamco Asset Management Inc. and Gabelli & Company, Inc. since 2008. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment process supported by fundamental research and a dedicated Growth team, managing a broad range of institutional separate-account composites and customized accounts.