Brendan Haynes is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education at High Point University and Don Bosco Preparatory High School. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with client-directed trade execution.

Wayne Pinsent is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with Gamco Asset Management Inc. and Gabelli & Company, Inc. since 2008. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment process supported by fundamental research and a dedicated Growth team, managing a broad range of institutional separate-account composites and customized accounts.

Tony Saemai is a financial advisor with Seacrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Seacrest Wealth Management since 2013. Seacrest Wealth Management is a multi-advisor SEC-registered firm providing comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a long-term investment approach incorporating fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Kathleen Allen is a financial advisor with M Holdings Securities, Inc. She holds Series 63 and Series 65 licenses and has 20 years of industry experience. Her prior roles include positions at Foresters Financial Services and Foresters Advisory Services LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through independent member firms nationwide. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and retirement consulting.

Mohammed Miah is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and UBS Asset Management. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm offers a customizable advisor-facing platform and manages a large client base through multiple sub-advisory and affiliate relationships.

Susan Bock is an investment advisor representative with Seacrest Wealth Management, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. She holds Series 63 and Series 65 licenses and has 48 years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Seacrest Wealth Management, LLC is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting related to variable annuities and employer-sponsored plans.

Trevor Smallwood is a financial advisor at Clinton Investment Management, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior roles include positions at Brandes Investment Partners, ALPS Distributors, and Waycross Partners. 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 investment process focusing on after-tax total return through duration, sector allocation, and security selection.

Edward Sullivan is an investment advisor representative with Seacrest Wealth Management, LLC and has 46 years of industry experience. He has worked at Seacrest Wealth Management and Purshe Kaplan Sterling Investments since 2008. Outside of his advisory roles, he serves as chairman of the investment committee at Providence College and is a member of the college’s athletic committee. Seacrest Wealth Management is a multi-advisor SEC-registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment process using fundamental and technical analysis, offering discretionary and non-discretionary management across a range of investment vehicles.

Paul Lynch is a CFA® charterholder with seven years of industry experience. He previously worked at Bank of New York Mellon for eleven years. He is based in Greenwich, CT, and is affiliated with Greenwich Wealth Management, LLC. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and macro analysis to tailor portfolios and offers a range of advisory and asset management services, including discretionary and non-discretionary portfolio management and third-party manager selection.

Daniel Menton is a CFP® with 27 years of industry experience, currently serving with Citizens Private Wealth. His prior experience includes roles at Flagstar Advisors and Signature Securities Group Corp. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides access to bank deposit programs, securities-based lending, and other affiliated services.

Robert Leininger is a financial advisor at GAMCO Asset Management Inc. in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with GAMCO since 2010. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a Private Market Value with Catalyst philosophy supported by fundamental research and a separate Growth team with a top-down macro overlay.

Katherine Riley is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and experience at UBS Financial Services and K2 Advisors. She has a background that includes roles outside of finance, such as positions at Bucknell University and King School. 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 platform alongside sub-advisory and ETF strategies.

Jacob Wick is a financial advisor with NorthCoast Asset Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a diverse range of strategies across asset allocation, equity, fixed income, options, and alternative interval funds.

Timothy Hermann is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Advisors Capital Management, LLC since 2023 and previously worked at several related firms including The Roosevelt Investment Group from 2009 to 2023. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs by offering discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macro-level insights with detailed security analysis across multiple asset classes and manages over $8 billion in discretionary assets, distinguishing itself with its extensive intermediary relationships and scale.

Jackson Kleinert is a financial advisor at Greenwich Wealth Management, LLC with six years of industry experience. He holds the Series 65 designation and has worked at Morgan Stanley, Tullett Prebon, and Westchester Country Club prior to his current role. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized advisory services, employing a range of strategies across various instruments and providing services such as third-party manager selection and oversight.

Paul Hagen is a financial advisor with Citizens Private Wealth holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with various branches of Citizens, including Citizens Securities, Inc. and Citizens Bank, since 2015. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Karli Vazquez Mendez is a CFP® professional with 16 years of industry experience, currently serving at New Edge Wealth. She has held roles at Flagstar Advisors, First Republic, Raymond James, and Morgan Stanley. Outside of her advisory work, she provides freelance budget consulting for elder care and serves as a board member of the Nat King Cole Generation Hope nonprofit. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and trusts, focusing on tailored wealth strategy, portfolio management, and institutional consulting. The firm integrates technology tools and independent managers to complement adviser judgment and offers a range of services including structured-note strategies and private pooled vehicle management.

Vincenzo Iannucci is a financial advisor at Citizens Private Wealth with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Flagstar Advisors and Signature Securities Group. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pensions, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional products and services such as bank deposit programs and securities-based lending.

Karen Glassman is a financial advisor at New Edge Wealth in Stamford, CT, with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mid Atlantic Capital Corporation, Independent Brokerage Solutions LLC, Unio Capital LLC, and Rose & Co. Capital Advisors LLC. Glassman is also the managing member of Calista Capital, LLC, a consulting business unrelated to securities transactions. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive 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 solutions supported by AI-assisted analytics with human oversight.