Tomas McMillan II is a financial advisor at Dynamic with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for the New York City Department of Education for sixteen years. In addition to his advisory role, he also sells life insurance. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, with a focus on customized, long-term investment strategies.

Paul Farella is a financial advisor at Moneco Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Moneco Advisors since 2023, following prior roles at ADCM, LLC dba Willow and Alexandra Dest Capital Management. Outside of his advisory work, Mr. Farella manages a newsletter called The Economic Intuitive, serves as an elected school committee member for the Central Berkshire Regional School District, is a member of the Stakeholder Council for the Global Reporting Initiative, and chairs the board of the Love of T Foundation, a nonprofit organization. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis and utilizes a diverse range of investment instruments and third-party platforms.

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.

Peter Osborne is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Moneco Advisors since 2017 and has been with LPL Financial since 2003. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning services. The firm employs discretionary and non-discretionary asset management strategies using a variety of investment vehicles and analytical approaches, often leveraging model portfolios and sub-advisors to tailor portfolios to client goals and risk tolerances.

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.

Michael Carbino is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with Private Client Services, LLC and has worked previously at firms including Stratos Wealth Partners, LPL Financial, Mass Mutual, and Metlife Securities. He is based in Darien, CT. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through a network of adviser representatives and multiple advisory platforms, with a focus on a discovery-driven process that emphasizes risk profiling and tailored platform selection.

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.

Peter Mako is a CFP® with seven years of industry experience, currently serving as a financial advisor at Crestwood Advisors. His prior experience includes roles at Morgan Stanley, Fidelity Brokerage Services, HSBC Securities, JPMorgan Chase, and Allied Universal. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, and institutions. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.

Benjamin Dzialo is a CFA® charterholder with 20 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Alt Fund Distributors, Abbey Capital (US) LLC, and Help To Retire Group. In addition to his advisory role, he acts as an insurance agent for Combined Benefits United. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and discretionary authority through a broad network of affiliated advisers.

Emily Boothroyd is a CFP® professional with 14 years of industry experience, currently affiliated with Merit Financial Advisors. Her career includes roles at PKS Investments, LPL Financial, Private Advisor Group, and other firms dating back to 2011. She holds Series 65 and Series 63 licenses and provides investment advisory services alongside insurance advice. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centralized sleeves and model portfolios, supported by an internal investment team and committee, and offers both discretionary and non-discretionary account options.

Ryan Cholnoky is a financial advisor at New Edge Wealth with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS and Ipreo. He also 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, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, using a combination of independent managers, model strategies, and proprietary investment solutions integrated with AI-assisted analytics.

Austin Capasso is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked at NewEdge Wealth and NewEdge Securities Inc since 2022 and 2023, respectively. Prior to joining New Edge Wealth, he spent over two decades at Eclipse Business Capital. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm utilizes asset allocation and investor behavior insights to tailor portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, incorporating technology tools such as AI-assisted analytics alongside human oversight.

Jordan Sechan is a financial advisor at NewEdge Wealth with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Edge Co, among other roles. 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 including wealth strategy, financial planning, and portfolio management, utilizing a multi-asset investment approach that incorporates model strategies, separately managed accounts, and alternative exposures.

Harry Figgie is a financial advisor with Greenwich Wealth Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Greenwich Wealth Management since 2009, with a one-year tenure 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 builds bespoke portfolios using fundamental, technical, and macro analysis across a wide range of instruments and typically manages accounts with discretionary authority tailored to each client’s objectives.

Paula Gruber is a financial advisor at NewEdge Wealth with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2022. 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 through a combination of model strategies, separately managed accounts, and proprietary solutions.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, and Ameriprise. Wright was previously at NorthCoast Asset Management from 2008 to 2021 before joining Kovitz and returning with the firm's reorganization. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, institutions, and intermediaries. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a broad range of strategies, including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

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 20 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments and SeaCrest Wealth Management since 2013. 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 services, managing approximately $1.53 billion and employing a customized, long-term investment approach that combines fundamental and technical analysis with AI-supported decision-making.

Charles Maclean is a financial advisor with Moneco Advisors in New Canaan, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has previously worked at LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Maclean operates Moneco Advisors LLC, an independent investment advisory business. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with approximately $1.9 billion in regulatory assets under management. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a variety of investment strategies tailored to client goals and risk tolerances.

Daniel Besse is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, LLC and RSM US Wealth Management LLC. Outside of wealth management, he is a co-founder and vice president of a children’s clothing brand, Pampered Pant, LLC, and serves as the treasurer for the Easton Baseball League. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.