Benjamin Dzialo is a CFA® charterholder with 20 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Alt Fund Distributors, Abbey Capital (US) LLC, and Help To Retire Group. In addition to his advisory role, he acts as an insurance agent for Combined Benefits United. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and discretionary authority through a broad network of affiliated advisers.

Denise Mc Ginnis is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon, N.A. for 39 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm uses tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies.

Ryan Cholnoky is a financial advisor at New Edge Wealth with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS and Ipreo. He also serves as an analyst at New Edge Wealth, providing financial services to high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, using a combination of independent managers, model strategies, and proprietary investment solutions integrated with AI-assisted analytics.

Austin Capasso is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked at NewEdge Wealth and NewEdge Securities Inc since 2022 and 2023, respectively. Prior to joining New Edge Wealth, he spent over two decades at Eclipse Business Capital. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm utilizes asset allocation and investor behavior insights to tailor portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, incorporating technology tools such as AI-assisted analytics alongside human oversight.

Jordan Sechan is a financial advisor at NewEdge Wealth with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Edge Co, among other roles. 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, and portfolio management, utilizing a multi-asset investment approach that incorporates model strategies, separately managed accounts, and alternative exposures.

Harry Figgie is a financial advisor with Greenwich Wealth Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Greenwich Wealth Management since 2009, with a one-year tenure at Private Client Services, LLC from 2015 to 2016. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds bespoke portfolios using fundamental, technical, and macro analysis across a wide range of instruments and typically manages accounts with discretionary authority tailored to each client’s objectives.

Sean Fellin is a financial advisor at United Capital Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at M Holdings Securities, Inc. and Apexium Financial LP. He is also a licensed insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through its affiliate network and technology platform, FinLife Partners.

Scott Weinfeld is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank from 2002 to 2023 and has been with Flagstar in various roles since 2023. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp, affiliated with Flagstar. Flagstar Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering wealth management, managed account programs, and retirement plan consulting with approximately $784 million in discretionary assets under management as of 2025. The firm manages accounts primarily on a discretionary basis, allocating across multiple investment vehicles and third-party managers while operating as a wholly owned non-bank subsidiary of Flagstar Bank, N.A.

Paula Gruber is a financial advisor at NewEdge Wealth with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2022. 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 through a combination of model strategies, separately managed accounts, and proprietary solutions.

Steven Kronethal is a financial advisor at CL Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CL Wealth Management since 2021. He also serves as president of Integrated Planning Associates, Inc., where he is involved in selling life, disability, group ancillary, and health insurance products. CL Wealth Management LLC is a multi-advisor firm that serves individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, consulting, and access to third-party money managers and educational workshops, tailoring investment strategies to client objectives through a combination of fundamental and technical analysis.

Seymour Williams is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Lifemark Securities Corp. and has previously worked at SunStreet Securities, LLC. In addition to his advisory work, he is engaged in tax preparation, independent insurance sales, mortgage brokerage, and real estate brokerage. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, and Ameriprise. Wright was previously at NorthCoast Asset Management from 2008 to 2021 before joining Kovitz and returning with the firm's reorganization. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, institutions, and intermediaries. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a broad range of strategies, including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Brendan Haynes is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education at High Point University and Don Bosco Preparatory High School. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with client-directed trade execution.

Wayne Pinsent is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with Gamco Asset Management Inc. and Gabelli & Company, Inc. since 2008. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment process supported by fundamental research and a dedicated Growth team, managing a broad range of institutional separate-account composites and customized accounts.

Tony Saemai is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments and SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services, managing approximately $1.53 billion and employing a customized, long-term investment approach that combines fundamental and technical analysis with AI-supported decision-making.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Kathleen Allen is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has been with M Holdings Securities, Inc. since 2020 and previously worked at Foresters Financial Services and Foresters Advisory Services LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Mohammed Miah is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Asset Management. 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 alongside managed options overlays.

Susan Bock is an investment advisor representative with SeaCrest Wealth Management, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. She holds Series 63 and Series 65 credentials and has 49 years of industry experience. Her prior roles include positions at Merrill and Bank of America. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis and utilizes artificial-intelligence tools alongside human oversight.

David Skolnik is a Financial Consultant at Fidelity Investments, where he focuses on making financial education accessible and effective to help clients live the lives they want. He works with clients through a planning process that begins with understanding their personal and financial goals. He and his team consider each client's unique circumstances to develop relevant strategies aimed at achieving what is most important to them. David has held various roles in the financial services industry since 1995. His professional experience includes positions as a Financial Advisor at Citizens Securities from 2020 to 2023, Regional Sales Manager at Huntington Financial Advisors from 2017 to 2019, Regional Manager at Edelman Financial Services from 2015 to 2017, Executive Vice President of Wealth Management at Comerica Securities from 2004 to 2013, Regional Vice President at Nationwide Investment Services from 2003 to 2004, and Executive Vice President of Wealth Management at Wells Fargo Investments from 1995 to 2003.