Emily Sgammato is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. She holds the Series 65 designation and has been with O'Shaughnessy Asset Management since 2021. Prior to that, she worked at New England Private Wealth Advisors for seven years. 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 platform for advisors, managing a broad range of equity portfolios and related strategies.

Erica Weiser is a financial advisor at New Edge Wealth with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining New Edge Wealth in 2025, she worked at Mercer Global Advisors, LPL Financial, and Mariner Wealth Advisors among other firms. Outside of her advisory work, she is involved with Weiser Wellness, a natural health company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human oversight.

Jonathan Bell is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation with one year of industry experience. His background includes roles at NewEdge Securities Inc. and iNDEMAND, as well as experience outside finance in the hospitality sector. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, providing a variety of advisory services focused on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary solutions alongside AI-assisted analytics to tailor portfolios for its clients.

Samuel Broom is a financial advisor at Sprott Asset Management USA Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Sprott since 2017, also associated with Sprott Global Resource Investments Ltd. since 2016. Outside of his advisory role, he serves as an Independent Sale Consultant for Miles Franklin, referring clients interested in purchasing precious metals. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm’s approach combines bottom-up fundamental analysis with top-down asset allocation and offers both actively managed and index-based ETF products, including a physical-commodities fund.

Shivani Singh is a CFA® charterholder with two years of industry experience. She is currently with Clinton Investment Management, LLC and previously worked for 13 years at S&P Global Ratings. 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, offering discretionary portfolio management and sub-advisory services, including management of multiple MassMutual municipal funds.

Selena Izzo is a Series 65-licensed financial advisor with Coastal Bridge Advisors, based in Westport, CT, and has one year of industry experience. Prior to joining Coastal Bridge Advisors, she worked at TrinityPoint Wealth and has held various roles outside finance, including waitress at Lorenzo's Ristorante. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, and other entities. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Denton Jones is a financial advisor at Greenwich Wealth Management, LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Counterbalance Growth Strategies LLC and Goldman Sachs, as well as four years at Bridgewater Associates. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans with discretionary portfolio management and financial planning services. The firm employs a multidisciplinary investment approach utilizing fundamental, technical, and macro analysis across various instruments and manages accounts with discretionary authority aligned to client objectives.

Daniel Sullivan is a financial advisor at Greenwich Wealth Management, LLC, holding a Series 66 designation with 19 years of industry experience. He has been with Greenwich Wealth Management since 2007 and briefly worked at Private Client Services, LLC from 2015 to 2016. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ERISA 3(21) advisory support, constructing customized portfolios across a wide range of instruments and often integrating external managers and custodial platforms.

Benjamin Connard is a CFA® charterholder with one year of industry experience. He has worked at Carnegie Investment Counsel since 2025 and previously spent ten years at Eagle Ridge Investment Management, LLC. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension plans, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and investment strategies to align portfolios with client goals, offering both discretionary and non-discretionary management as well as specialized planning services.

Christopher Parker Jr. is a financial advisor at Greenwich Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. Parker serves as Treasurer and a board member of the nonprofit arts organization Greenwich Choral Society, Inc., where he oversees finances and asset allocation in an unpaid role. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds customized portfolios using a range of analysis methods and manages accounts with discretionary authority, integrating external managers and custodial platforms to serve diverse client objectives.

James Patrick is a financial advisor with NewEdge Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Edge Capital Group, LLC and Edge Advisers. Outside of his advisory role, he has ownership in a winery, Isenhower Cellars. 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, and a mix of model strategies, separately managed accounts, and proprietary solutions.

Michael Lombardo is a CFP® professional with 25 years of experience in financial advisory services. He has been with Perigon Wealth Management, LLC since 2022, following over two decades at Nauset Wealth Management LLC and Nauset Strategic Partners, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm utilizes a collaborative approach that may include sub-advisors or turnkey asset management programs, with regular portfolio monitoring and formal annual reviews.

Christopher McCoy is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Calton & Associates, Inc. for ten years before joining RMR Wealth Builders in 2019. Outside of his advisory role, McCoy serves as a commissioner for the Fairfield CT Parks and Recreation Commission and is involved in political representation as District 7 Representative for the Fairfield Republican Town Committee. He also consults for Gerson Lehrman Group, is a member of HR Ease, LLC, and provides Medicare health insurance solutions as an independent contractor. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client accounts managed through independent custodians and systematic model-based allocations.

Timothy Tymniak is a financial advisor at Moneco Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services of America, Westport Resources Investment Services, Inc., and Cruice Investment Advisors, Ltd. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that utilize a broad range of securities and third-party platforms to align with client goals and risk tolerances.

Brett Ciarlo is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Brokers International Financial Services, and D.H. Hill Securities. Outside of advising, he is involved in real estate sales with Brown Harris Stevens and works as an independent insurance agent focused on fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning through customized portfolios, combining internal strategies with third-party managers and supporting a range of investment approaches from passive to tactical.

Alyssa Kaiser is a financial advisor at New Edge Wealth with nine years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services. Her background includes serving ultra-high net worth individuals in investment-related roles. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior while tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Andrew Dillon is a financial advisor at O'Shaughnessy Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eaton Vance Distributors, Inc. for 12 years. 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 advisor-facing platform alongside multiple sub-advisory and third-party managed options capabilities.

Chloe Reed is a Series 66-licensed financial advisor with 18 years of industry experience. She is currently with New Edge Wealth and previously worked at UBS Financial Services for 10 years. Outside of her advisory role, she is the CEO of THEPICURIST, LLC, where she writes personal restaurant reviews. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services that include wealth strategy, portfolio management, and consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by technology and AI-assisted analytics.

Edward Maher is a CFP® with three years of industry experience, currently affiliated with Merit Financial Advisors in Wilton, CT. His prior work includes tenures at Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory role, he is involved with Blast Media Group LLC, a business entity he manages for tax and investment purposes. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with oversight from an internal investment management team and offers both discretionary and non-discretionary account services through a network of representatives.

Albert D'amato Sr. is a financial advisor at Vanderbilt Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Westport Capital Markets and Ameriprise Financial Services, Inc. outside of his advisory role, he serves as a Senior Wealth Manager at Vanderbilt Financial Group-Westport. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines fundamental, technical, and charting analysis within a strategic asset allocation framework and is notable for its integration with retirement-plan and benefits firms, offering a comprehensive approach to investment management and plan administration.