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.

Roberto Palladino is a CFA® charterholder with Series 63 and Series 65 licenses and has two years of industry experience. He has worked at Crestwood Advisors since 2023, following roles at Jordan Park Group and Bank of America NA. Crestwood Advisors serves individual, family, foundation, endowment, pension, profit-sharing, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection, offering both discretionary and non-discretionary management alongside a digital investment platform called Pathfinder.

Robert Schpoont is an investment advisor representative at Composition Wealth, LLC with 23 years of industry experience. He previously spent 24 years at North Shore Asset Management, LLC and is currently dually registered with both firms during a transition period. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, supplemented by other asset types, and manages approximately $9.47 billion in discretionary assets.

Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth 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 investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Patrick Mullin is a CFA® charterholder with 10 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Investment Planners Wealth Management and Timber Point Capital Management. He is also involved with Indian Spring Management LLC, serving as managing member and general partner for a private fund. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, utilizing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Lenny Castagna is a financial advisor at O'Shaughnessy Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2008. 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 research and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Lance Gilman is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked with IGT Management, where he serves as President and CEO of its Retirement Planning division. Outside of his advisory role, Gilman acts as an independent insurance and annuity agent. Foundations Investment Advisors provides financial planning and portfolio management 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 an asymmetric rebalancing approach to manage client assets.

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.

Francis Lawrance Jr. is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach utilizing fundamental and technical analysis, AI-supported decision tools, and offers a range of financial planning and investment management services.

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.

William Loftus is a financial advisor at Coastal Bridge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Llbh Private Wealth Management, LLC for 11 years before joining Coastal Bridge Advisors in 2019. He is also a partner in CBA MGMT CO., LLC and serves as a member and executive officer of Manifest Growth Fund GP, LLC. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and offers diversified portfolios while leveraging affiliated businesses and strategic partnerships within the Focus Financial Partners network.

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.

Aidan Reed is a financial advisor at Crestwood Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Bridgelight Financial Advisors and Hackmann Wealth Partners. Reed’s background also includes four years at the University of Virginia. Crestwood Advisors serves individuals, families, and various institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors while pursuing global diversification and tax efficiency.

Ines Kasdorf is a CFP® professional at Coastal Bridge Advisors with 12 years of industry experience. Her prior roles include positions at Raymond James & Associates, Excel Securities & Associates, and Ashton Thomas Private Wealth. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

Matthew Harrison is a financial advisor at Sprott Asset Management USA Inc. with eight years of industry experience. He holds a Series 66 designation and has worked with Sprott entities since 2017, including roles at Sprott Asset Management LP and Sprott Global Resource Investments, Ltd. Prior to joining Sprott, he spent one year at Picton Mahoney Asset Management. Sprott Asset Management USA, Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles. The firm focuses on natural-resource and precious-metals businesses using a bottom-up, value-oriented fundamental analysis combined with top-down asset allocation, offering both actively managed and index-based ETF strategies.

Mariah Homick is a Series 66-licensed financial advisor at Sprott Asset Management USA Inc. with one year of industry experience. Prior to joining Sprott Asset Management USA, she worked at Sprott Global Resource Investments Ltd. and held positions outside the financial sector, including at Anthropologie. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, specializing in precious metals and natural resources with a focus on bottom-up fundamental analysis and cyclical/value investment strategies.

David Gershoni is a financial advisor with Aegis Capital Corp., holding a Series 63 designation and bringing 34 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years before joining Aegis Capital in 2022. Outside of his advisory role, he is also an agent and producer at ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

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.