Michael White is a Series 65-credentialed financial advisor at Coastal Bridge Advisors with one year of industry experience. Prior to joining Coastal Bridge Advisors, he held roles at Stony Creek Brewery and taught at Fairfield University. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans through financial planning, consulting, and wealth management. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory and retirement plan consulting services.

James Pratt Heaney is a financial advisor at Coastal Bridge Advisors with 28 years of industry experience. He has been with Coastal Bridge Advisors since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner at Partner Wealth Management, a registered investment advisory management company. 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 and constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and alternative investments while utilizing external managers and scenario analysis tools.

Mark Sullivan is a financial advisor at Clinton Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Funds Distributor, LLC. Clinton Investment Management, LLC manages municipal fixed-income portfolios for individuals, family offices, financial advisers, wrap fee sponsors, and registered investment companies. The firm focuses on a research-based investment approach emphasizing after-tax total return, combining fundamental credit analysis with quantitative tools across various duration mandates and strategies.

Walter Granruth III is a financial advisor at New Edge Wealth with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Warburg for 18 years before joining New Edge Wealth and Mid Atlantic Capital Corporation in 2020. New Edge 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, including wealth strategy, financial planning, and portfolio management, and employs a multi-faceted investment approach that combines model strategies, separately managed accounts, and proprietary investment solutions.

Eric Passeri is a financial advisor at Coastal Bridge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. 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 and constructs diversified portfolios utilizing various asset classes, including equities, fixed income, and alternative investments.

Eric Hahn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He has worked at Moneco Advisors since 2026, following prior roles at Invst, LLC and Ns Capital, LLC. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of securities. The firm also serves retirement plan sponsors and employs tax-aware strategies and multiple custodial platforms.

Jason Hyde is a financial advisor at Moneco Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors and LPL Financial since 2015. Outside of his advisory work, Hyde is an author and speaker on self-improvement topics, receiving royalties for his book sales and related speaking engagements. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

Tobin Walters is a CFP® and CFA® affiliated with Belpointe Asset Management LLC, with four years of industry experience. His career includes roles at Opus Wealth Management, Altfest Personal Wealth Management, First Pacific Financial, Equitable Value, LLC, and DST Systems, Inc. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager relationships, and offers a range of administrative and service solutions uncommon among peers.

Anthony Garbarino is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Ameriprise Financial Services, Inc. Outside of his advisory roles, he was involved with Grapes N' Hops, LLC from 2017 to 2020. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors, managing a large client base through a combination of direct and sub-advisory relationships.

Tyler Woods is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential and two years of industry experience. Before joining NorthCoast in 2024, he worked at Apple from 2021 to 2023 and has an academic background from the University of Syracuse. NorthCoast Asset Management offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm uses a quantitatively based, systematic investment process supported by proprietary models and provides a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Andrew Clinton is a financial advisor at Clinton Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clinton Investment Management since 2007. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves clients primarily through separately managed accounts and sub-advisory services.

Peter Marron is a CFA® charterholder with 19 years of industry experience. He has been with Pinnacle Associates, Ltd. since 1993. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term orientation and manages approximately $9.9 billion in discretionary assets across a range of equity and balanced strategies.

Lisa Cassidy is a financial advisor at CW Advisors, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Congress Wealth Management LLC, First Republic Securities, Watermark Securities, Brenton Point Wealth Advisors, Fidelity Brokerage Services, and UBS Financial Services. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and offers investment management, comprehensive wealth planning, and family office services.

Scott Jacob is a financial advisor with AlphaStar Capital Management, holding a ChFC® and Series 63 designation and bringing 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Guardian Life Insurance, and Park Avenue Securities. Outside of finance, he is the owner of Flodown Hockey LLC, where he coaches individual and team hockey. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a combination of strategic asset allocation and quantitative tactical approaches.

Richard Hollmann is a financial advisor at NewEdge Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining NewEdge in 2021. 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 that include wealth strategy, financial planning, and portfolio management, with an investment approach focused on asset allocation, investor behavior, and a combination of model strategies and alternative investments.

Jarrett Torromeo is a financial advisor at NorthCoast Asset Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J. M. Lummis Securities, Inc. and J. M. Lummis & Company, Inc. 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 and offers a diverse range of strategies, including strategic asset allocation, equity and fixed income approaches, options-defined outcome overlays, and alternative interval funds.

Matthew Keys is a financial advisor at Moneco Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Righthand Capital LLC, M3 Wealth Advisors LLC, Ameriprise Financial Services LLC, and O2 Safe Solutions. Prior to his advisory career, he spent six years at Amity Regional Middle School & High School and four years at Bentley University. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors and approximately $1.9 billion in regulatory assets under management. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers.

Ryan Kristie is a financial advisor at Procyon with a Series 65 credential and three years of industry experience. His prior work includes roles at Lockheed Martin Corporation and Marist College. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services 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, employing both discretionary and non-discretionary management primarily through mutual funds, ETFs, equities, and fixed income, and offers services as a private fund adviser and portfolio manager for pooled vehicles.

Damien Depeter is a financial advisor at New Edge Wealth with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Private Client Services, Mayflower Financial Advisors, and Wells Fargo Advisors. 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 including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics.

Robert Sechan II is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and Mid Atlantic Capital Corporation. Outside of his advisory role, Sechan serves on the boards of Technosoft Corporation and Portfolios with Purpose, and he is a co-founder and committee member of Bitmine Immersion Technologies, Inc. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary investment solutions, and technology tools—including AI-assisted analytics—integrated with adviser judgment and oversight.