Jeb Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clear Harbor since 2018. Prior to joining Clear Harbor, he was employed at Tecogen Inc and was self-employed for a period. Clear Harbor Asset Management provides financial planning, consulting, and both discretionary and non-discretionary investment management services to a range of clients including individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach and manages approximately $1.743 billion in assets across 19 advisors.

Kevin Mccabe is a financial advisor at 5C Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and worked previously at Clark Dodge Asset Management LLC from 2014 to 2017. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm combines quantitative portfolio measures, fundamental and technical analysis, and tax-aware portfolio construction in its fiduciary investment approach.

Alexander Macchio is a financial advisor at Traphagen Financial Group with 10 years of industry experience. He holds a Series 65 designation and has been with Traphagen Financial Group, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company since 2014. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs both fundamental and technical analysis, manages discretionary model portfolios, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Brian Crane is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022. His prior roles include positions at Spring Street Market and Williams College. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on various non-investment matters upon client request.

Ginger Romero Pardlo is a financial advisor with TSA Management Inc and holds a Series 66 designation. She has 18 years of industry experience and has been with Halliday Financial, LLC since 2015. Outside of her advisory role, she serves as Treasurer for the American Community School of Abu Dhabi PTA and as a temporary assistant to the Managing Director at Pall Mall Consultancy. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, focusing on strategic asset allocation and a mix of fundamental, qualitative, and technical analysis. The firm manages a diversified range of securities and is notable for its high assets under management per advisor within a small team.

Michaelangelo Dooley is a CFP® with 15 years of experience in the financial services industry. He is currently with New Edge Wealth in Stamford, CT, having previously worked at UBS Financial Services for 12 years. Dooley serves on the board of directors for South Florida After-School All-Stars and became Chairman in August 2022. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, and trusts, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a blend of independent managers, model strategies, and proprietary solutions with technology-enhanced, human-reviewed investment processes.

Loren Bailey is a financial advisor at Lifemark Securities Corp. with 30 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. His prior experience includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he also serves as an independent insurance agent specializing in Medicare insurance and works part-time as a caregiver. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and advisory services tailored through risk assessments, with accounts managed on either a discretionary or non-discretionary basis.

Raymond Pruzinsky is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has worked at SeaCrest Wealth Management since 2016 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. In addition to his advisory roles, he is also licensed to provide non-variable insurance policies to clients. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis.

Tobias Tolino is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds a Series 65 designation and previously worked at Richter Bober Asset Management, LLC for six years before joining Citizens Private Wealth in 2020. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and recently added business consulting services.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He has worked at Jefferies & Company, Inc. since 2012 and previously spent five years at Merrill. Estefano holds a Series 66 designation. Jefferies Investment Advisers LLC offers 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 using third-party software and scenario analysis to support a broad range of planning topics.

Peter Tcherepnine is a financial advisor with Gamco Asset Management Inc., holding Series 63 and 65 licenses and bringing 59 years of industry experience. He worked at Loeb Partners Corporation for 37 years before joining GAMCO Investors Inc. in 2019. He serves on the board of the American Institute for Foreign Study (AIFS, Inc.) and on the board of Loeb Holding, which is no longer engaged in investment activities. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, applying a research-driven value discipline complemented by growth strategies. The firm manages approximately $11.6 billion in discretionary assets and offers tailored portfolio management with an emphasis on bottom-up analysis and catalyst-driven investment theses.

Louis Orgera is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has prior experience at Mid Atlantic Securities, Inc. and operates a CPA practice focused on tax services for small businesses and individuals. Additionally, he acts as an executor for an estate and is involved in selling life insurance on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios managed internally or through sub-advisers and third-party managers.

Gilles Gouraige is a financial advisor at NewEdge Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at John Hancock Investment Management. 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 combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Tucker is a financial advisor at BOK Financial Securities, Inc. in Stamford, CT, holding Series 63 and Series 66 credentials with 39 years of industry experience. His prior roles include positions at KeyBanc Capital Markets, Credit Suisse Securities, and Merrill. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

Jeffrey Kobernick is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at UBS Financial Services, Lehman Brothers, and Morgan Stanley. He serves as treasurer for Friends of Concordia University and is a board member of Banyan Golf Club. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, focusing on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary solutions, integrating technology and human oversight to tailor investment portfolios.

Patrick Dillon is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, JP Morgan Securities, and Royal Alliance prior to joining NewEdge Wealth in 2025. NewEdge Wealth primarily serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

James Shagawat is a CFP® and ChFC® with 20 years of industry experience. He is currently with Mariner Independent and has previously worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, and AdvicePeriod, LLC. Outside of his advisory work, he is a composer affiliated with the American Society of Composers, Authors and Publishers. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, integrating institutional and retirement resources through affiliated companies and third-party partnerships.

Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Haoqi Zhang is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. Prior to joining O'Shaughnessy, Zhang was affiliated with Columbia University and the University of Rochester. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to 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 advisor-facing platform alongside sub-advisory and third-party managed options capabilities.

Kevin Miller is a financial advisor at New Edge Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at New Edge Wealth since 2020, following five years at UBS FS. Miller also serves as a relationship manager providing financial services to high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a broad range of advisory services with a focus on asset allocation and investor behavior, utilizing both proprietary investment solutions and AI-assisted analytics alongside human oversight.