Charles Tricomi Jr. is a financial advisor at Greenwich Wealth Management, LLC with 2 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. His previous positions include roles at Green Americas Energy, Crestwood Advisors Group LLC, and BNY Mellon Wealth Management. Outside of financial advising, he works as an independent real estate advisor with Sotheby’s International Realty, assisting residential clients in buying and selling properties. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and other advisory services, utilizing a range of investment strategies across multiple instruments and maintaining an active oversight framework.

Anthony Vollmer is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Franklin Distributors, LLC, and Legg Mason & Co LLC. 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 advisors, managing mutual funds, ETFs, and sub-advisory mandates.

Liam Reiner is a financial advisor at New Edge Wealth with one year of industry experience. He previously worked at Morgan Stanley and has held roles outside the financial sector, including positions at Stowe Mountain Resort and several restaurants. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with technology tools and human oversight.

Francisco Perez is a financial advisor at New Edge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services from 2008 to 2020. Perez’s current role includes client relationship management focused on high-net-worth individuals. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior in its tailored investment approach.

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing affiliated model strategies.

Julie Anne Marie Villena is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities, Stifel Nicolaus & Co, Inc., and One Wealth Advisors, LLC. 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 approach based on empirical research and offers a customizable platform for advisers, managing equity portfolios and related strategies across various client types.

Jamie Zelem is a financial advisor at O'Shaughnessy Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Franklin Distributors, LLC and ClearBridge Investments LLC prior to joining O'Shaughnessy. 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 based on empirical research and offers a customizable platform for advisors alongside sub-advisory services and third-party managed fund strategies.

Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementary strategies such as independent managers, private placements, and optional ESG integration.

Teigyoku Springer is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. Prior to joining Modera in 2026, Springer worked at Sanctuary Advisors, Sanctuary Securities, Park Avenue Securities, and several insurance and financial services firms. Outside of advising, Springer volunteers on an election committee for Ridgewood, District 7 of Bregen County. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated services including tax planning, trust services, and business coaching.

Michael Accinelli is a financial advisor at Gamco Asset Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gamco and Gabelli & Company, Inc. since 2006. Outside of his advisory role, he owns Evry Scnd Cnts, a health and lifestyle newsletter. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-oriented investment approach supported by fundamental research and company-specific catalysts, alongside a growth strategy that incorporates macroeconomic analysis.

Michael Brennan is a CFP® and ChFC® affiliated with Citizens Private Wealth, with five years of industry experience. He has been with Citizens Private Wealth since 2004 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, emphasizing tailored long-term asset allocation and tactical adjustments based on market conditions.

Anya Sanjay Dalal is a financial advisor at Clinton Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Morgan Stanley, Vermilion Rock Advisors, and other roles linked to the University of Notre Dame. Clinton Investment Management, LLC specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm employs a research-based approach focusing on after-tax total return through duration, sector allocation, and security selection, offering various duration mandates and municipal credit strategies.

Michael Mccarthy is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Private Client Services, Mayflower Financial Advisors, and Wells Fargo Advisors. 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, third-party managers, and proprietary investment solutions.

Laura Foster is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. She holds the Series 63 designation and has worked at firms including Eaton Vance Distributors, Inc., Parametric, and Vise. 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 advisor-facing platform alongside sub-advisory and third-party mutual fund and ETF management.

Thomas Farrell is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2019. Prior to his current role, he worked at Farrell Electric Incorporated and the University at Albany, State University of New York. Outside of his advisory work, he contributes as a research analyst and content creator for Messari.io, a company focused on digital assets. 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 approach based on empirical research and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Robert Cannon is a financial advisor with Simplicity Wealth in Riverside, CT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Experity Wealth, Foundations Investment Advisors LLC, and Rudman Cannon Financial Advisors. Outside of advisory work, he owns and operates Cannon Wealth Solutions Inc, an agency for personal life insurance sales. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through a managed account platform.

Lynn Najman is a CFP® with one year of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Prior to joining Carnegie in 2025, she worked at Eagle Ridge Investment Management for four years and LRN Associates, Ltd for thirteen years. She volunteers with the Foundation for Financial Planning, providing pro bono financial coaching to recently widowed women. Carnegie Investment Counsel offers investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, and it provides both discretionary and non-discretionary portfolio management tailored to client preferences.

Jason Catlender is a financial advisor at NewEdge Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial and Integrated Wealth Concepts LLC. His background includes providing administrative support to independent investment advisory firms. 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 with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary investment solutions across multiple asset classes.

Mars English is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Popaganda and Stony Brook University. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with a focus on long-term, diversified asset allocation and customized investment programs.

Denise Mc Ginnis is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon, N.A. for 39 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm uses tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies.