Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations and has previously worked at NYLIFE Securities LLC and Mutual Of America Securities LLC. In addition to his advisory role, he is a licensed insurance agent. Brighton Jones serves high-net-worth individuals, families, and various institutional clients, offering comprehensive wealth services including financial planning, discretionary investment management, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and manages private and affiliated investment vehicles through its Lenora Capital subsidiary.

Adam Perlaky is a financial advisor with Integrated Advisors Network LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at ISDA, Foreside Fund Services, LLC, and World Gold Trust Services, LLC. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and access to third-party managers, with an emphasis on customized client plans based on risk profiles and investment policies.

Andrew Buttelman is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation from 1994 to 2017. Outside of his advisory work, he is the owner and sole officer of Lifestage Wealth Advisors Inc, a company involved in office leasing and related expenses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to manage portfolios and offers discretionary and non-discretionary management along with customized advisory solutions.

Mary Erwin is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She is currently with O'Shaughnessy Asset Management, LLC and has prior experience at Russell Investments, Raymond James & Associates, BlackRock, and Bank of America Merrill Lynch. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a systematic, model-driven investment process and offers a customizable advisor-facing platform, managing a large number of client accounts through a network of approximately 53 advisors.

Michelle Debusschere is a financial advisor at NewEdge Wealth with 31 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for nearly three decades before joining NewEdge Wealth in 2023. Debusschere is registered with Series 63 and Series 65 licenses. She is also involved with Cooba Partners, a private security investment partnership that is in the process of winding down. 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 integrates asset allocation, investor behavior, model strategies, separately managed accounts, and alternative exposures.

Jacqueline Mallinson is a financial advisor with Verity Asset Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at The Leaders Group DBA Simplicity Investments and Prudential Insurance Company of America. Outside of finance, she operates Jackie’s Craft Room, a crafting business. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focusing on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Israel Harman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to offer a comprehensive range of solutions.

Ronald Birnbaum is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Maxim Financial Advisors LLC and its affiliated firm, Maxim Group LLC, since 2005. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, managing assets through direct management or allocation to external managers, and also serves institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Joseph Hart II is a financial advisor with Invst, LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously spent ten years at NS Capital LLC before joining Invst in 2025. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary 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, employs 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Ryan Schechner is an advisor at B. Riley Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Batting 1000 and B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including internally managed models and third-party managed solutions, managing approximately $4.21 billion in client assets through about 173 advisors.

Kenneth Mcdonald is a financial advisor at Maxim Financial Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maxim Financial Advisors since 2006, also working at affiliated Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base, including individuals, trusts, corporations, and institutional entities. The firm’s advisors tailor investment strategies that incorporate mutual funds, ETFs, individual equities, fixed income, and alternative investments, using both proprietary and third-party research.

Jai Padalkar is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and five years of industry experience. His prior work includes roles at Demyst Data and Celgene Corporation. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors alongside sub-advisory and third-party managed strategies.

Maksim Papenkov is a financial advisor at O'Shaughnessy Asset Management, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Columbia University as a teaching assistant in mathematics and finance. His background also includes roles in academia and the US Air Force. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach and provides customizable platforms and strategies, including managed options overlays and sub-advisory services.

Dianne Larson is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at National Asset Management, National Securities Corp, and Oppenheimer. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Stanley Goldring is a financial advisor at Arete Wealth Advisors, LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ladenburg Thalmann & Co. Inc. and National Asset Management. Goldring serves as a trustee managing investment and administrative decisions for two personal trusts. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers and due diligence processes for recommended managers and private investments.

Andrea O Loughlin is a financial advisor at O'Shaughnessy Asset Management, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2018 to 2022. Prior to her financial services career, she was a homemaker for ten years. 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 platform for advisers, managing a wide range of equity portfolios and related strategies.

Heather Guardado is a financial advisor at New Edge Wealth with five years of industry experience. She previously worked at Tocqueville Asset Management LP for six years and Northstar Capital Management for three years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics under human supervision.

Benjamin Lope is a financial advisor at New Edge Wealth with eight years of industry experience. He holds the Series 66 designation and has previously worked at UBS and The Pennsylvania State University. Lope 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, and institutional clients, offering wealth strategy, portfolio management, and consulting services. The firm focuses on asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics to tailor portfolios.

Elizabeth Laetsch is a financial advisor at New Edge Wealth with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining New Edge Wealth in 2023. Laetsch holds Series 63 and Series 66 licenses. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics with human oversight.

Luca Massucci is a financial advisor at O'Shaughnessy Asset Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining O'Shaughnessy, he held roles at SS&C Globe Op and Axa XL, and he graduated from the University of Rhode Island in 2023. 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 built on empirical research and offers a customizable platform for advisors, managing a large number of client accounts across multiple advisory teams.