Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Jose Da Cruz is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He is currently with International Assets Investment Management, LLC, where he has worked since 2018. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory role, Da Cruz serves as an adjunct professor at Western Connecticut State University and is a member of the Mission Ministry Committee at the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers tailored to client objectives and risk tolerance.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Patrick Mullin is a CFA® charterholder with 10 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Investment Planners Wealth Management and Timber Point Capital Management. He is also involved with Indian Spring Management LLC, serving as managing member and general partner for a private fund. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, utilizing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Lenny Castagna is a financial advisor at O'Shaughnessy Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2008. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager that serves individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Howard Schloss is a financial advisor at Seacrest Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with the SeaCrest organization since 2011, including his current role at Seacrest Wealth Management since 2026. Seacrest Wealth Management is a multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that includes fundamental and technical analysis, utilizing mutual funds, ETFs, individual securities, alternatives, and allocations to independent managers.

Lance Gilman is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked with Foundations Investment Advisors since 2016. Gilman is also President and CEO of IGT Management’s Retirement Planning Division, where he serves as an independent insurance and annuity agent. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

William Phillips is a financial advisor at NewEdge Wealth with 18 years of industry experience. He holds the Series 66 designation and previously worked for JPMorgan Chase Bank NA and JPMorgan Securities LLC for 13 years. Phillips is also the managing member of Phoenix Capital Advisory, an LLC associated with NewEdge Wealth Income. 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 range of strategies including proprietary solutions and alternative investments.

Francis Lawrance is a financial advisor at Seacrest Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors Inc. His career includes overlapping roles at multiple firms from 2012 to the present. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm provides wealth management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach that combines fundamental and technical analysis across a range of investment vehicles.

John Shetterly is a financial advisor at O'Shaughnessy Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including T. Rowe Price and Lincoln Financial Advisors. 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, empirical, and model-driven investment process with a customizable platform for advisors, supporting a large client base and multiple sub-advisory relationships.

John Straus Jr. is a CFP® professional with 15 years of industry experience. He has worked at New Edge Wealth since 2020 and previously spent eight years at UBS Financial Services Inc. Based in Stamford, CT, Straus is also involved with TPG Financial, where he is compensated for recommending insurance products. 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 and employs a diversified investment approach that includes proprietary strategies, third-party managers, and alternative exposures.

Aidan Reed is a financial advisor at Crestwood Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridgelight Financial Advisors and Hackmann Wealth Partners. Reed’s background also includes four years at the University of Virginia. Crestwood Advisors serves individuals, families, and various institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors while pursuing global diversification and tax efficiency.

Matthew Harrison is a financial advisor at Sprott Asset Management USA Inc. with eight years of industry experience. He holds a Series 66 designation and has worked with Sprott entities since 2017, including roles at Sprott Asset Management LP and Sprott Global Resource Investments, Ltd. Prior to joining Sprott, he spent one year at Picton Mahoney Asset Management. Sprott Asset Management USA, Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using a bottom-up, value-oriented fundamental analysis combined with top-down asset allocation, offering both actively managed and index-based ETF strategies.

Mariah Homick is a Series 66-licensed financial advisor at Sprott Asset Management USA Inc. with one year of industry experience. Prior to joining Sprott Asset Management USA, she worked at Sprott Global Resource Investments Ltd. and held positions outside the financial sector, including at Anthropologie. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, specializing in precious metals and natural resources with a focus on bottom-up fundamental analysis and cyclical/value investment strategies.

Alexander Clinton is a financial advisor at Clinton Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at the University of Richmond and Fox Lane Public Schools. Clinton Investment Management, LLC manages municipal fixed-income portfolios for a diverse client base, including individuals, high-net-worth clients, institutions, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves both direct clients and intermediaries with discretionary portfolio management and sub-advisory services.

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.

Matthew Ruffalo is a CFP®, CFA®, and Series 66-registered financial advisor with eight years of industry experience. He is currently with Citizens Private Wealth in Tarrytown, NY, and has held roles at Citizens Bank and Citizens Securities, Inc. since 2015. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Kevin Jacobs is a financial advisor at O'Shaughnessy Asset Management, LLC with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at 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 various institutional clients. The firm employs a systematic, model-driven investment process and offers an advisor-facing platform with customizable managed options and sub-advisory services.

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.

Charles Tricomi Jr. is a financial advisor at Greenwich Wealth Management, LLC with 2 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. His previous positions include roles at Green Americas Energy, Crestwood Advisors Group LLC, and BNY Mellon Wealth Management. Outside of financial advising, he works as an independent real estate advisor with Sotheby’s International Realty, assisting residential clients in buying and selling properties. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and other advisory services, utilizing a range of investment strategies across multiple instruments and maintaining an active oversight framework.