Mark Sullivan is a financial advisor at Clinton Investment Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Funds Distributor, LLC and Brighton House Associates, LLC. Sullivan has been with Clinton Investment Management since 2017. Clinton Investment Management specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediaries. The firm employs an active, research-based approach focused on after-tax total return and serves as sub-adviser to multiple MassMutual municipal funds.

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.

Ronald Deramon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at First Advisors National since 2018 and previously spent nine years with H.D. Vest Insurance and Investment Services. In addition to his advisory role, Deramon operates an accounting practice and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and monitoring, supplemented by fundamental analysis and tailored client reviews.

Avery Topkis is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 credential. He has been with the firm since 2022 and has four years of industry experience, following seven years as a student. Colter Lewis serves ultra‑high net worth and high net worth individuals, families, family offices, pension plans, and endowments, typically with a minimum client net worth of $25 million. The firm employs an active asset allocation strategy and manages diversified portfolios across public and alternative asset classes, with a significant portion of assets under non‑discretionary Advisory Mandates.

Eric Hahn is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Invst, LLC and previously spent 15 years at Ns Capital, LLC. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors, utilizing a combination of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes.

Roy Corr is a financial advisor at Citizens Private Wealth with 27 years of industry experience. His prior roles include positions at Faraday Capital, Unique, Inc., and First Republic Investment Management. He holds Series 65 and Series 63 licenses. 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 framework and offers discretionary portfolio management supported by quantitative and qualitative research. Its affiliation with Citizens Bank provides clients with access to bank-related products and services, alongside expanded advisory offerings such as business consulting for succession and exit planning.

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.

Douglas Moxham is a CFP® with 20 years of experience in the financial industry. He currently works at Citizens Private Wealth and Citizens Securities, Inc., having previously held roles at PNC Investments and PNC Bank. He serves as a trustee for the Mullins Family Trust, managing an irrevocable trust on behalf of a family member. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, leveraging its affiliation with Citizens Bank to offer banking-related features and specialized business consulting services.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at UBS Financial Services Inc for 12 years and more recent positions with Raymond James Financial Services and Four Corners Private Wealth. Harriet is also associated with LionSmith LLC, a registered corporation with no active daily operations. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a diverse investment approach combining fundamental, technical, and macro analysis across various instruments and manages both discretionary and non-discretionary portfolios.

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.

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.

Adam Gorlyn is a financial advisor at Citizens Private Wealth with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Franklin Advisers Inc. and Franklin Templeton Financial Services Corp. among other firms. Outside of his advisory role, he is the owner of TGG Holdings LLC, a sole proprietorship involved in real estate interests. Citizens Private Wealth, LLC 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 framework and offers a range of discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services.

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

Robert Waldie is a CFA® charterholder and holds a Series 63 license, with seven years of industry experience. He is currently with Sprott Asset Management USA Inc., where he has worked since 2018. His prior experience includes roles at SCP Real Assets, SCP Resource Finance, Sprott Global Resource Investments Ltd, Sprott Capital Partners, and Mackie Research Capital. Sprott Asset Management USA provides investment management services to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm focuses on precious metals and natural resources through a combination of bottom-up fundamental analysis and top-down asset allocation, managing both registered investment companies and pooled commodity 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 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. from 2008 to 2020. Outside of his advisory role, he serves on the boards of Technosoft Corporation and Portfolios with Purpose, and is a co-founder and CEO of Bitmine Immersion Technologies, Inc. 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 and employs an investment process that combines model strategies, independent managers, and proprietary solutions across multiple asset classes.

Paul Ackerley is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory services and mutual fund management.

David Cleary is a CFA® charterholder with 26 years of industry experience. He is currently with Fortis Capital Advisors, LLC and also serves as president and chief compliance officer of Timber Pointe Capital Management. His prior experience includes roles at Lazard Asset Management Securities LLC, Crow Point Partners, and IPI Wealth Management, Inc. He is also president of Beechmont Holding Corp, a holding company for proceeds from other business ventures. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm offers customized portfolio construction across various strategies, with discretionary management and online reporting.