Francis Gilbride is a financial advisor with Greenwich Wealth Management, LLC in Greenwich, CT. He holds a Series 65 designation and has five years of industry experience, following a ten-year tenure at Bank of New York Mellon. Greenwich Wealth Management provides advisory services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm employs a multi-strategy investment approach combining fundamental, technical, and macro analysis, and manages portfolios using a variety of instruments and third-party managers.

Christopher Takacs is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation. He has experience working at O'Shaughnessy since 2024 and previously held positions at BNY Mellon and StoneCastle Partners, LLC. 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 advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Anita Bosch is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 designations. She has 20 years of industry experience, including 12 years at Citigroup Global Markets and multiple roles within the Citizens organization since 2020. She currently serves as a board member of the Moxxie Mentoring Foundation, where she assists in strategic planning and implementation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm employs a long-term, open-architecture investment approach, offering both discretionary and non-discretionary portfolio management along with tax, estate, and business consulting services.

Maxwell Pohlman is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining O'Shaughnessy, he held roles at Censeo Consulting Group, Pennsylvania Sea Grant, and The Penn State University, among others. 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 approach and provides a customizable platform for advisors, supported by multiple sub-advisory and affiliate relationships.

Edgardo Martinez is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He previously worked at Oppenheimer for 11 years and has held registrations including Series 63, 65, and 66. Outside of his advisory role, he is the business owner of Strictly Prestige Global Transport LLC. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who select strategies and resources tailored to clients, offering discretionary portfolio management and access to third-party managers and model portfolios.

Stephen Pedicini is a CFP® with 21 years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC since 2024. He previously worked at Valley Wealth Managers, Inc., TD Ameritrade, and Federated Securities Corp. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients by providing comprehensive wealth planning and investment management, including alternative strategies and trustee services. The firm combines discretionary account management with qualitative macro and fundamental analysis, and also acts as a private fund and institutional sub-adviser.

Frank B. Ackerman is a financial advisor at New Edge Wealth with 42 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services from 2008 to 2021. Ackerman is also a managing member of Third Floor Asset Management, LLC. New Edge 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 diversified investment approach that incorporates proprietary strategies and third-party managers.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Tom Hamilton is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

David Alfano is a financial advisor at Archer Investment Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Archer Investment Corporation since 2017, with prior experience at Cambridge Investment Research Advisors and Ameriprise Financial Services. In addition to his advisory work, he operates Alfano & Company CPA LLC, a CPA firm he has run since 1995. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment process includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Christopher Flanagan is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2015. Outside of advising, he sublets office space within his firm’s suite. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Nicholas Pirrotta is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2005 and also holds roles at Citizens Bank and Citizens Securities, Inc. Outside of his advisory work, Pirrotta serves on the boards of Greater Mental Health of NY and the Mental Health Association of Westchester, chairing the Audit Committees for both organizations. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families as well as institutional clients. The firm’s investment approach emphasizes tailored long-term asset allocation within an open-architecture framework, with discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative research.

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Beau Robinette is a financial advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of Texas-Dallas and Capital Senior High 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 platform for advisors, managing a broad range of equity portfolios and strategies.

Brian Furleiter is a CFP®-credentialed financial advisor with Citizens Private Wealth in Tarrytown, NY, bringing seven years of industry experience. He previously worked at Clarfeld Financial Advisors, LLC for nine years and AXA Advisors, LLC for two years. Outside of his advisory role, Furleiter is a co-creator of a self-published book on basketball available through Amazon. Citizens Private Wealth primarily serves high-net-worth individuals and families, along with various institutional clients, providing discretionary and non-discretionary investment management within an open-architecture framework. The firm is affiliated with Citizens Bank, N.A., offering clients access to banking products alongside its investment and consulting services.

Jamie Wolff is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at UBS Financial Services for nine years before joining NewEdge Wealth and NewEdge Securities in 2022. Outside of his advisory role, Wolff is the proprietor and owner of Griffon Farm, a horse boarding and training business. He also serves as a director of the Rosenberg Foundation, which supports medical funds for children, health associations, Jewish agencies, hospitals, and colleges. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior through a combination of model strategies, separately managed accounts, and proprietary investment solutions across various asset classes.

Kehong Zhu is a CFA® charterholder with four years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Kovitz Investment Group Partners, LLC and Connectus Wealth. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.

Kaylee Wolcott is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Franklin Distributors, LLC, Eaton Vance Distributors, Inc., and Amazon. O'Shaughnessy Asset Management is a quantitative investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm is noted for its customizable advisor platform and its integration of managed options overlays along with multiple sub-advisory relationships.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked with Huckleberry Capital Management since 2017. Outside of advisory roles, he serves as a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, implementing diversified mutual funds and ETFs while allowing individual securities and alternative investments when appropriate.

Anne Driscoll is a financial advisor at Advisory Services Network with Series 63 and Series 65 licenses and five years of industry experience. She has also held a managerial role at Equable Investment Management, LLC, a business providing administrative services for Equable Portfolio Management. Advisory Services Network delivers investment advisory and planning services to individuals, families, and institutions through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies and serving over two hundred advisors with more than $10 billion in discretionary assets.