Christopher Levene is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Moneco Advisors since 2023, with prior experience including a role at Lombardi's Trattoria. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management that incorporates fundamental, technical, and cyclical analysis across a broad range of investment products. The firm supports multiple custodial platforms and emphasizes ongoing portfolio monitoring and tax-aware strategies.

Burton Hilton IV is a CFP® with over 31 years of industry experience. He is currently with NewEdge Wealth and NewEdge Securities LLC and has a background that includes more than a decade at Morgan Stanley Private Bank. 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 with a focus on asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Thomas Desiderio is a financial advisor at Clinton Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Resolute Investment Distributors, Foreside Funds Distributors LLC, and Gotham Asset Management, LLC. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, and intermediaries. The firm employs an active, research-based investment approach focused on after-tax total return and serves as sub-adviser to several MassMutual municipal funds.

Thomas Canals is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Distributors, Dimensional Fund Advisors, and Vise. 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 advisor-facing platform, combining scale in advisor headcount with multiple sub-advisory and affiliate relationships.

David Lincoln is a financial advisor at Moneco Advisors with 49 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Moneco Advisors since 2014, previously working at LPL Financial since 1989. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a variety of investment strategies and offers access to sponsored advisory programs and third-party managers.

Katherine Fibiger is a CFP® professional with 24 years of experience in financial advisory roles. She is currently with Savvy and has held positions at Farther Finance Advisors, Stratos Wealth Partners, LPL Financial, MSI Financial Services, and MassMutual Life Insurance Company. Outside of her advisory work, she has been involved with insurance brokerage activities through firms such as Barnum Brokerage and Ash Brokerage. Savvy provides investment and financial planning services to individuals, businesses, and charitable organizations, employing a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and specialized sub-adviser strategies, offering customized plans based on clients’ objectives, risk tolerance, and time horizon.

Jeffrey Kalapos is a CFA® charterholder with 14 years of experience in the financial industry. He is currently an advisor at Coastal Bridge Advisors in Westport, CT, where he has worked since 2015. Prior to that, he spent a year at Merrill. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to portfolio construction and offers specialized advisory services including retirement plan consulting and HSA investment management.

Patrick Mcstay is a financial advisor at O'Shaughnessy Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been associated with both O'Shaughnessy Asset Management and Quasar Distributors, LLC since 2015. 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 based on empirical research and offers a customizable advisor-facing platform alongside sub-advisory and mutual fund management services.

Henry Aery is a Series 65-licensed advisor at Moneco Advisors with one year of industry experience. Prior to joining Moneco Advisors, he held roles at Indeed, WeWork, JeyBlue Airways, and Lon Inc. He serves as Deputy Membership Chairperson for the Financial Planning Association’s Great Hudson Valley Chapter. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolios that combine fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

Timothy Paradis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2006 to 2023. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Ari Rosenbaum is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'Shaughnessy Asset Management since 2007, following a seven-year tenure at Quasar Distributors, LLC. 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 based on empirical research and provides customizable advisor-facing platforms alongside sub-advisory and mutual fund management services.

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has previously worked at Morgan Stanley Wealth Management and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on retirement-plan services and institutional manager relationships.

Allie Koch is a financial advisor at Moneco Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Chelsea Piers, where she also coached gymnastics. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of financial instruments.

Kyle Scafariello is a financial advisor at Moneco Advisors with a Series 65 designation and two years of industry experience. Prior to joining Moneco Advisors in 2022, he worked at Fidelity Investments from 2020 to 2022 and held roles at Costco Wholesale and Waddell & Reed. 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 a range of investment solutions tailored to client goals and risk tolerances, utilizing diverse asset classes and multiple custodial platforms.

Kristen Clark is a CFA® charterholder and holds a Series 66 license with six years of industry experience. She has worked at O'Shaughnessy Asset Management, LLC since 2022, following roles at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, Eaton Vance Management, and Brigham and Women's Hospital. 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 relies on a systematic, model-driven investment process and offers a customizable advisor-facing platform, serving a broad client base through sub-advisory relationships and integrated managed options capabilities.

Randi Engelbrecht is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 65 designation and joined Summit Financial in 2024 after nine years at Brown Advisory. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Jenna Dickinson is a financial advisor with New Edge Wealth in Stamford, CT, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Merrill, Oppenheimer & Co. Inc., and Mass Mutual Life Insurance Company. She has also been involved in the restaurant industry, working at Grille 86 and Love Art Sushi earlier in her career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and consulting. The firm integrates independent managers, model strategies, and technology tools—including AI-assisted analytics—to tailor portfolios focused on asset allocation and investor behavior.

Eric Minowitz is a financial advisor at Moneco Advisors with Series 65 and Series 66 licenses. He has been with Moneco Advisors since 2025 and has prior work experience in home health care. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that integrate fundamental, technical, and cyclical analysis across a wide range of securities and strategies. The firm also provides retirement plan consulting for plan sponsors and operates with a multi-team structure serving numerous clients and managing substantial assets.

Christopher Loveless is a financial advisor at O'Shaughnessy Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bear Stearns Asset Management Inc. and Quasar Distributors, LLC. Loveless serves on the Texas Tech University Investment Advisory Committee. O’Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers an advisor-facing platform alongside sub-advisory and mutual fund management services.

Claudine Spence is a Series 66-registered advisor at O'Shaughnessy Asset Management, LLC with 24 years of industry experience. She has been with O'Shaughnessy Asset Management since 2007 and previously worked at Quasar Distributors, LLC from 2011 to 2017. 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 and managed options overlays for advisers.