Xiangyu Lai is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation and experience at several firms including JP Morgan Asset Management, Northwestern Mutual Life Insurance, and Investment Technology Group. Lai has been with O'Shaughnessy since 2025. 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 advisor-facing platform alongside sub-advisory and third-party managed strategies.

Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and over 42 years of industry experience. She has worked at GWN Securities, Inc. since 2018 and previously at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Valente is also a licensed insurance agent specializing in life, accident, health, variable, credit, and travel insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of in-house and external model strategies to manage portfolios on a discretionary basis with continuous monitoring and rebalancing in line with client objectives.

Lynn O'Shea is a financial advisor at Clinton Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with Clinton Investment Management since 2021. Prior to this, she worked at Foley Carrier Services LLC and attended Fairfield University. Clinton Investment Management specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm focuses on maximizing after-tax total return through research-based strategies and offers services including sub-advisory relationships and state-specific portfolio options.

Alan Chidsey is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Edge Wealth in 2024, he worked at Computacenter for eight years and Phineus Partners, L.P. for thirteen years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, using a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics with human oversight.

Andrew Kaskel is a financial advisor at New Edge Wealth with Series 63 and Series 65 licenses. He has over 12 years of experience in the financial industry, including an 11-year tenure at Morgan Stanley Private Bank and Morgan Stanley. He joined New Edge Wealth and NewEdge Securities LLC in 2026. 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 with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary investment solutions across multiple asset classes.

John Phelan is a financial advisor at GAMCO Asset Management Inc. with six years of industry experience. He holds a Series 66 designation and has held roles at G.distributors, LLC, GAMCO Investors, Inc., and G. Research, LLC. 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’s investment approach combines bottom-up fundamental research and a Catalyst value philosophy with a top-down macro overlay for growth strategies.

Michael Cottet is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds the Series 66 designation and has previously held roles at Madison Avenue Securities and Stansberry Research. Outside of his advisor role, he serves as Chief Strategy Officer at E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and growth/value analysis, and is notable for its use of options strategies and integration of outside money managers and third-party planning tools.

Paul Feibus is a Series 65 licensed advisor at NorthCoast Asset Management LLC with industry experience including roles at Kovitz Investment Group Partners, Connectus Wealth, Osprey Funds, and Morgan Stanley. His career spans various positions from 2014 to the present, mostly concentrated in investment management. NorthCoast Asset Management provides discretionary portfolio management and financial planning services 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 equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Francis Queally Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Stamford, CT. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. He has been associated with M HOLDINGS and his own firm, Queally Group Inc., since 2001. Outside of his advisory role, he serves as an executive and treasurer for the Bristow Mews Association, a homeowners association, managing business operations including landscaping and bill payments. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Danielle Brown is a financial advisor at New Edge Wealth with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc for 12 years before joining New Edge Wealth in 2020. Outside of her advisory role, she teaches yoga for the Darien Parks and Recreation and runs a paddle yoga company with her family. 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 with an investment approach that emphasizes asset allocation and investor behavior, utilizing a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Kamaldai Rahman is a financial advisor at Citizens Private Wealth with 17 years of industry experience. He has held positions at several firms, including HSBC Securities (USA) Inc., Citigroup, and Signature Securities Group. Rahman holds Series 63 and Series 66 licenses. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

August Miele is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities and Santander Bank since 2013. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across some 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors through platforms co-sponsored by Fidelity Institutional Wealth Adviser and implemented with third-party discretionary managers.

Nicholas Zaccour is a financial advisor at Coastal Bridge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Llbh Private Wealth Management and Snowden Lane Partners. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Peter Hayes is a ChFC® credentialed advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. Prior to joining O'Shaughnessy, he worked at Envestnet for nine years and Northwestern Mutual Investment Services LLC for two years. O’Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm offers a customizable platform and manages mutual funds, ETFs, and sub-advisory relationships.

Christopher Hopkins is a financial advisor at SEIA with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FIDELITY Brokerage Services LLC for 10 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors, offering a mix of investment management, financial planning, and consulting services. The firm’s investment process involves strategic and tactical approaches guided by an in-house Investment Solutions Group and emphasizes non-discretionary management for a majority of its assets.

Jay Nakahara is a CFA® charterholder with 20 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2026 and previously held roles at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, NYLIFE Securities LLC, and New York Life Insurance Company. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment advice through a combination of discretionary management, various investment styles, and model portfolios, including ESG options, and manages $1.615 billion in discretionary assets as of year-end 2025.

Susan Kim is a financial advisor at New Edge Wealth with 14 years of industry experience. She holds a Series 63 designation and has worked at firms including Lido Advisors, Compass, and Sotheby's International. Outside of her advisory role, she is the CEO of Susan Kim Global Real Estate Advisory, a real estate business. 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 provides comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a mix of model strategies, separately managed accounts, and proprietary investment solutions.

Joanne Gautrau is a financial advisor at Merit Financial Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 23 years. Her recent roles include positions at Essex Financial Services Inc., LPL Financial, and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and committee.

Bazel Brady is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 designation. He began his advisory role at the firm in 2024 and previously worked at the University of Delaware for ten years. Colter Lewis Investment Partners provides investment advisory and portfolio management services primarily to ultra-high net worth and high net worth individuals and families, family offices, pension plans, and endowments. The firm employs an active asset allocation approach across various asset classes and offers both discretionary and non-discretionary mandates, managing approximately $2.32 billion in assets.

Jason Fay is a financial advisor at NewEdge Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Mid Atlantic Capital Corporation, Gcsa, and Macro Risk Advisors. Outside of advising, he is involved in limited partnership investments through GCSA Capital. 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 a multi-faceted investment approach that includes proprietary solutions and alternative strategies across various asset classes.