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.

Jack Chandler is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation. He has been with New Edge Wealth and its affiliated entity since 2025 and has no prior experience in the financial industry. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions enhanced by AI-assisted analytics under human supervision.

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.

Brian Murphy is a financial advisor at NewEdge Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Mariner Wealth Advisors, Embark, Financial Engines Advisors L.L.C, and Fisher Investments. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

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.

Jonathan Heines is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Wealth Management for seven years before joining NewEdge Wealth in 2021. 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, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, 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 investment solutions while integrating AI-assisted analytics alongside human oversight.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Franklin Distributors, LLC, Franklin Templeton Financial Services Corp, and American Century Investment Services, Inc. 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 process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF strategies.

Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations and has previously worked at NYLIFE Securities LLC and Mutual Of America Securities LLC. In addition to his advisory role, he is a licensed insurance agent. Brighton Jones serves high-net-worth individuals, families, and various institutional clients, offering comprehensive wealth services including financial planning, discretionary investment management, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and manages private and affiliated investment vehicles through its Lenora Capital subsidiary.

Adam Perlaky is a financial advisor with Integrated Advisors Network LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at ISDA, Foreside Fund Services, LLC, and World Gold Trust Services, LLC. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and access to third-party managers, with an emphasis on customized client plans based on risk profiles and investment policies.

Dylan Tuttle is a Certified Financial Planner (CFP®) at Fifth Third Wealth Advisors LLC with eight years of industry experience. He has worked at BNY Mellon Securities Corporation, BNY Mellon, UBS Financial Services, Bank of America, and Merrill prior to joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for individuals, institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and access to alternative investments. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance client portfolios, leveraging its affiliation with Fifth Third Bank.

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 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2007. Capella also serves as Vice President of Skyarch Capital Advisors, LLC, an investment-related business. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and provides clearing and prime services.

Mary Erwin is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She is currently with O'Shaughnessy Asset Management, LLC and has prior experience at 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 various institutional clients. The firm uses a systematic, model-driven investment process and offers a customizable advisor-facing platform, managing a large number of client accounts through a network of approximately 53 advisors.

Michelle Debusschere is a financial advisor at NewEdge Wealth with 31 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for nearly three decades before joining NewEdge Wealth in 2023. Debusschere is registered with Series 63 and Series 65 licenses. She is also involved with Cooba Partners, a private security investment partnership that is in the process of winding down. 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 integrates asset allocation, investor behavior, model strategies, separately managed accounts, and alternative exposures.

Peter Barcia is a CFA® charterholder with 23 years of industry experience. He has been with Belpointe Asset Management LLC since 2009. Barcia also held a role at Belpointe Insurance, LLC from 2009 to 2022. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and plan consulting, employing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

Joseph Hart II is a financial advisor with Invst, LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously spent ten years at NS Capital LLC before joining Invst in 2025. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets, employs 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

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.