William Phillips is a financial advisor at NewEdge Wealth with 18 years of industry experience. He holds the Series 66 designation and previously worked for JPMorgan Chase Bank NA and JPMorgan Securities LLC for 13 years. Phillips is also the managing member of Phoenix Capital Advisory, an LLC associated with NewEdge Wealth Income. 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 range of strategies including proprietary solutions and alternative investments.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

John Shetterly is a financial advisor at O'Shaughnessy Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including T. Rowe Price and Lincoln Financial Advisors. 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, empirical, and model-driven investment process with a customizable platform for advisors, supporting a large client base and multiple sub-advisory relationships.

Kelly Henning is a CFP® professional at Modera Wealth Management, LLC with 13 years of industry experience. Henning has been with Modera since 2014. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm uses a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services.

John Straus Jr. is a CFP® professional with 16 years of experience in financial services. He has worked at New Edge Wealth since 2020 and was previously with UBS Financial Services Inc. from 2012 to 2020. He is based in Stamford, CT. New Edge Wealth serves ultra-high-net-worth individuals, family offices, foundations, and institutional clients by providing wealth strategy, portfolio management, and advisory services. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

Alexander Clinton is a financial advisor at Clinton Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at the University of Richmond and Fox Lane Public Schools. Clinton Investment Management, LLC manages municipal fixed-income portfolios for a diverse client base, including individuals, high-net-worth clients, institutions, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves both direct clients and intermediaries with discretionary portfolio management and sub-advisory services.

Regina Pitaro is a financial advisor at GAMCO Asset Management Inc. with 43 years of industry experience. She has been with Gabelli & Company, Inc. and GAMCO Investors, Inc. since 1984. Pitaro holds Series 63 and Series 65 licenses and serves as a manager of several investment-related limited liability companies focused on equities, hedge funds, and specialty products. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and private clients such as employee benefit plans, endowments, corporations, and sovereign wealth funds. The firm’s investment approach centers on a Private Market Value philosophy supported by fundamental research and company-specific catalysts, offering a range of customized institutional separate-account composites and sub-advisory roles.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Lane Bucklan is a financial advisor at Clinton Investment Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Iridian Asset Management LLC, Iam Capital Corporation, RBC Rochdale, LLC, Leargas Capital LLC, and Coast Capital Management, LP. Clinton Investment Management, LLC manages municipal fixed-income portfolios for high-net-worth individuals, family offices, financial advisers, and registered investment companies. The firm employs a research-based approach focused on duration, sector allocation, and security selection, offering specialized strategies including sub-advisory services for MassMutual-sponsored funds and state-specific portfolio mandates.

Matthew Ruffalo is a CFP®, CFA®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Citizens Private Wealth in Tarrytown, NY, where he has worked since 2015. Prior to that, he was employed at Morgan Stanley from 2010 to 2013. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside services such as tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Kevin Jacobs is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Franklin Distributors, LLC, Legg Mason & Co, Green Harvest Asset Management, and New York Life & MainStay Investments. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager that serves individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical stock research and offers a customizable platform and managed overlays while maintaining client relationships through investment professionals.

Kristian Linnet is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Jefferies and Company, Inc. since 2012. Outside of his advisory role, he is the owner of Linnet Development LLC, a real estate construction and development business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and utilizes third-party software and scenario analysis tools to support client planning.

Charles Tricomi Jr. is a CFP®, CFA®, and Series 65 credentialed advisor at Greenwich Wealth Management, LLC with three years of industry experience. His prior roles include positions at Green Americas Energy, Crestwood Advisors Group LLC, and seven years at BNY Mellon Wealth Management. Outside of financial services, he works as a residential real estate advisor with Sotheby's International Realty. Greenwich Wealth Management serves high-net-worth clients, including individuals, families, trusts, and institutions, offering discretionary portfolio management, financial planning, and retirement plan advisory support. The firm employs a multifaceted investment approach incorporating fundamental, technical, and macro analysis across various instruments and manages accounts with discretionary authority tailored to client objectives.

Anthony Vollmer is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Franklin Distributors, LLC, and Legg Mason & Co LLC. 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 platform for advisors, managing mutual funds, ETFs, and sub-advisory mandates.

Liam Reiner is a financial advisor at New Edge Wealth with one year of industry experience. He previously worked at Morgan Stanley and has held roles outside the financial sector, including positions at Stowe Mountain Resort and several restaurants. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with technology tools and human oversight.

Francisco Perez is a financial advisor at New Edge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services from 2008 to 2020. Perez’s current role includes client relationship management focused on high-net-worth individuals. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior in its tailored investment approach.

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. 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, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing affiliated model strategies.

Julie Anne Marie Villena is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities, Stifel Nicolaus & Co., Inc., and other firms. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a model-driven investment process based on empirical research and offers a customizable platform for advisors alongside managed equity portfolios and related strategies.

Jamie Zelem is a financial advisor at O'Shaughnessy Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Franklin Distributors, LLC and ClearBridge Investments LLC prior to joining O'Shaughnessy. 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 based on empirical research and offers a customizable platform for advisors alongside sub-advisory services and third-party managed fund strategies.