Brennen Ramos is a CFP® with nine years of industry experience, currently serving at Root Financial Partners. His prior roles include positions at Commonwealth Financial Network, Longwave Financial, Lazard Asset Management, Bank of America, and Merrill. Ramos also worked at Rutgers University and co-managed WestRock Indoor Sports and Entertainment during earlier years. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm favors broadly diversified, passive allocations using index funds and ETFs, with tailored portfolios and access to specialized strategies for clients with complex needs.

Thomas Metzger is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Wells Fargo Advisors. Citizens Private Wealth, LLC serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative investment research.

Christopher Elias is a financial advisor with Capital Analysts in Darien, CT, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes positions at Lincoln Investment and Bankers Life, as well as over two decades at Factset Data Systems, Inc. prior to entering financial advising. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and customized solutions. The firm employs an in-house investment management team that uses proprietary screening tools and offers a range of advisory options, emphasizing flexibility in client agreements and maintaining a close affiliation with Lincoln Investment.

Gregory Kennedy is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Summit Brokerage/Cetera, and Atlantic Financial Group. Kennedy is also involved in providing investment advisory services through Atlantic Financial Group, a business he has been associated with since 2008. The Pinnacle Financial Group offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement tailored to each client and uses fundamental analysis across various investment instruments, managing accounts primarily on a discretionary basis with regular reviews.

Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

Alejandro Velazquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. His prior work includes roles at Eagle Ridge Investment Management and Northwestern Mutual Wealth Management Company. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and trading strategies to align portfolios with client goals and offers specialized services such as ERISA fiduciary support and governance consulting.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Leak Detection, Succession Matching, and Altium Wealth Management LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

Rohan Mathew is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and experience at several financial firms, including Glenmede Trust Company, Goldman Sachs, and JP Morgan. His background also includes roles at Marlette Funding and academic positions at Drexel University and Central 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 large client base through a combination of direct advisory and sub-advisory relationships.

Cameron Dawson is a CFA® charterholder with five years of industry experience. He has worked at NewEdge Wealth since 2022 and previously held roles at Fieldpoint Private Securities, LLC and Bank of America. 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, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

David Tuttle is a CFA® charterholder with 25 years of industry experience. He has been with Crestwood Advisors since 2019 and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for ten years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder, which utilizes automated ETF-based portfolios with periodic advisor engagement.

Kennon Moore is a financial advisor at New Edge Wealth based in Stamford, CT. He holds a Series 65 designation and has entered the industry recently, beginning his advisory career with New Edge in 2025. Prior to joining New Edge Wealth, Moore’s background includes positions in education at various institutions from 2014 to 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics and supervised human review.

Jacqueline Prue is a financial advisor at Seacrest Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Seacrest Wealth Management since 2015. Outside of her advisory role, she serves as a trustee for the financial affairs of her brother. Seacrest Wealth Management is a multi-advisor SEC-registered firm providing wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach utilizing fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

Donald Marcontell is a financial advisor at New Edge Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, he is involved in investing in residential real estate as an additional business activity. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a variety of advisory services and combines asset allocation, investor behavior insights, and technology tools, including AI-assisted analytics, to tailor portfolios through its Private Wealth Advisers.

Christian Coratti is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. He holds the Series 65 designation and has previously worked at Vise, Bessemer Trust Company, and the University of Florida. 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 approach and offers a customizable advisor-facing platform, managing a large scale of client accounts through multiple sub-advisory and affiliate relationships.

Joseph Gileno is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Sovereign Global Advisors. Outside of his advisory work, he is involved in several business ventures related to real estate and tax preparation services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Robert Cannon is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Franklin Managed Options Strategies and Fidelity Investments. 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 rooted in empirical research and offers a customizable platform alongside managed options overlays.

Stefano Safaei is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Wedbush Securities since 2007. Outside of his advisory role, he is a partner and shareholder in Skyarch Capital Advisors, LLC, which provides tax planning services to small and mid-size businesses and high-income individuals. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, combining capital markets, fixed income, commodities, and clearing services with managed account solutions.

Andrew Scheffer is a financial advisor at Core Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Edward Jones, and Yoma Bank. Outside of financial advising, Scheffer is the founder of the 2 Minute M.O.N.K Method, a leadership coaching business serving senior executives. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Amish Dalal is a CFA® charterholder with five years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, Columbia University, and Western Asset. He is currently with NorthCoast Asset Management LLC in Greenwich, CT. 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 range of strategies, including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

William Ostruzka is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and E*TRADE Capital Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process that incorporates proprietary market-exposure and security-scoring models, offering a diverse range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.