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.

Peter Barcia is a CFA® charterholder with 23 years of industry experience. He has been with Belpointe Asset Management LLC since 2009. Barcia also held a role at Belpointe Insurance, LLC from 2009 to 2022. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and plan consulting, employing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

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.

Marti Marache is a financial advisor at CreativeOne Wealth, LLC with 28 years of industry experience. Prior to joining CreativeOne Wealth in 2024, Marti worked at Sanctuary Wealth and Morgan Stanley, including Morgan Stanley Private Bank. She serves as a board member of Wings World Quest, a 501(c)(3) charity, and is involved as a media model and small business partner with the New York Jets and Eleven Sports Media. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.

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.

John Lafferty is a CFP® and CFA® with 21 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2004. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Gianni Difroscia is a CFP® professional with five years of industry experience, currently associated with Citizens Private Wealth. He has worked at Citizens Bank and its affiliated entities since 2012. Citizens Private Wealth, LLC 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. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

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.

Michael Feriola is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He has been associated with Ferstavi Holdings Corporation since 2013. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, implementing client strategies through third-party sub-advisers and model portfolios on either a discretionary or non-discretionary basis.

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.

Claire Noel is a CFA® charterholder with four years of industry experience. She has worked at O'Shaughnessy Asset Management, LLC since 2021 and previously spent nine years at AJO LP. Outside of her advisory role, she is a passive investor in private equity and a shareholder in a closely held brewery, without involvement in their management. 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.

Christian Boinske is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Franklin Distributors, Altafid, Vise, and Dimensional Fund Advisors. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm utilizes a systematic, model-driven investment process based on empirical stock research and offers a customizable platform for advisors alongside its sub-advisory and mutual fund management services.

Scott Bartone is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC since 2008. He holds a Series 66 license and is based in Stamford, CT. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform, serving a broad range of clients including mutual funds, foundations, and retirement plans.

Christian Vom Dorp is a financial advisor at Sprott Asset Management USA Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sprott Asset Management USA since 2016, also working with Sprott Global Resource Investments since 2009. Outside of his advisory role, he acts as an independent dealer of bullion through Miles Franklin Ltd. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm focuses on precious metals and natural resources with a bottom-up fundamental analysis and cyclical/value investment approach, managing a range of accounts including separately managed accounts, registered funds, ETFs, and private limited-partnership funds.

Matthew Smith is a CFA® charterholder with 12 years of industry experience. He has worked with Citizens Private Wealth since 2020 and is also affiliated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, as well as pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research.