Nicholas Bhaskar is a financial advisor at O'Shaughnessy Asset Management, LLC with 3 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Capital One and PricewaterhouseCoopers. 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 investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory and mutual fund management services.

George Gipp is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds the CFP® and CFA® designations and has been with Clarfeld Financial Advisors, LLC since 2014. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Kieran Lynch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. His career includes prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities, and UBS Financial Services. Lynch is a board member of the nonprofit Bergen Irish Association. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and access to various specialized advisory services.

Kelly Lavin is a financial advisor at O'Shaughnessy Asset Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining O'Shaughnessy Asset Management, Lavin worked at Goldman Sachs Ayco for three years. O'Shaughnessy Asset Management is a quantitative, institutional discretionary 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 a customizable advisor-facing platform alongside managed options overlays.

Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Andrew Benet is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including H.D. Vest Advisory Services and Innovation Partners LLC. In addition to advisory work, he owns Benet and Associates LLC, which provides tax preparation and accounting services, and he operates as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with insurance consulting and enterprise risk management.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Franklin Templeton Financial Services Corp, Merrill, and Franklin Distributors, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF-based strategies.

Dylan Tuttle is a CFP® with eight years of industry experience, currently advising at Fifth Third Wealth Advisors LLC. His prior roles include positions at BNY Mellon, UBS Financial Services, Bank of America, and Merrill. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets, serving individuals, trusts, pension plans, charitable organizations, and institutional clients with a range of portfolio management and financial planning services. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers, leveraging its affiliation with Fifth Third Bank for integrated investment and custodial services.

Luis Fernandes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He previously worked for nine years at BNY Mellon Wealth Management. Outside of his advisory role, he is involved in tax preparation through RK Tax Preparation LLC during tax season. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and other services to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs customized strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both third-party managers and affiliated model strategies.

Francis Capella is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He has held his current role at Wedbush Securities since 2007 and holds Series 63 and Series 66 licenses. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including wealth management, fixed income, commodities, and institutional research.

Mary Erwin is a CFA® charterholder with 12 years of industry experience. She is currently with O'Shaughnessy Asset Management, LLC in Stamford, CT, and previously worked at firms including 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 institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers along with managed options overlays.

Adam Ballout is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Modera, he attended Seton Hall University and held positions at Lifetime Fitness and various schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.

Steven Dym is a financial advisor with Advisory Services Network, holding a Series 65 designation and bringing eight years of industry experience. He has worked at Advisory Services Network since 2017 and previously operated Steve I. Dym and Co. from 2011 to 2017. Outside of his advisory role, he serves as a professor of finance at Rutgers University and is a published author. Additionally, he is the rabbi of Congregation Boruch Taam, where he teaches and lectures. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and investment consulting using a variety of investment strategies and implementation options tailored to client objectives.

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 financial advisor with Brownson, Rehmus & Foxworth, Inc., holding CFP® and CFA® designations and over 22 years of industry experience. He has been with the firm since 2004. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, and corporate executives. The firm focuses on personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and a tailored investment program based on each client’s written goal assessment.

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.