Daniel Baron is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets across a team of 19 advisors. The firm offers comprehensive portfolio and financial planning services, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and incorporates both in-house and third-party managers in its investment approach.

Dylan Raver is a financial advisor at Moneco Advisors with one year of industry experience. He holds a Series 65 designation and has worked with Moneco Advisors since 2024. Outside of advising, he has been involved with Bryant University and has experience working in the hospitality and recreation sectors. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm offers customized investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

David Rookasin is a financial advisor at Infinity Financial Services Advisory with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, UBS Financial Services, and Morgan Stanley. Outside of advising, he is involved in software licensing sales through a business called Checkmate and participates in a health and wellness information venture named Young for Life. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for over 600 clients. The firm employs a multi-method investment approach, utilizing various analytical techniques and a range of investment products, including options and alternative investments, while serving individual and high-net-worth clients.

Phil Fiore Jr. is a financial advisor at Procyon with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS Financial Services, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Outside of advisory services, he is involved in health insurance brokerage and tax-related activities through affiliated businesses. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government retirement plans. The firm manages approximately $9.2 billion in assets and employs a mix of discretionary and primarily non-discretionary management using fundamental analysis, internal portfolio construction, and access to independent managers and technology tools.

Michael Kramer is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, First Republic Securities Company, B. Riley & Co., and Ladenburg Thalmann Asset Management. He serves as trustee and successor trustee for several family and client trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and trusts, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm integrates independent managers, model strategies, and proprietary solutions, using technology tools and AI-assisted analytics alongside adviser judgment.

Patrick O'Shaughnessy is a financial advisor with O'Shaughnessy Asset Management, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked with Positive Sum Advisors LLC since 2020 and O'Shaughnessy Asset Management since 2007. Outside of advising, he is the author of the book *Millennial Money: How Young Investors Can Build a Fortune*, a blogger at InvestorsFieldGuide.com, and hosts the podcasts *Invest Like the Best* and *Founder's Field Guide*. He also serves on the board of directors of Prefect Technologies Inc. and the advisory board of Bottomless Inc. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm’s systematic, model-driven approach uses empirical research and transparent screens, offering customizable platforms and managed overlays while maintaining client relationships through investment professionals.

James Jeffery is a CFA® charterholder with 12 years of industry experience. He has worked at Procyon Advisors, LLC since 2019 and previously at Solaris Group and Jeffery Asset Management LLC. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a broad range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, RIAs, pooled investment vehicles, and certain government entities. The firm manages approximately $9.2 billion in assets and employs both discretionary and primarily non-discretionary strategies using mutual funds, ETFs, individual equities, and fixed income guided by fundamental analysis.

Dana Preis is a financial advisor with Moneco Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience and has been with Moneco Advisors since 2014, in addition to a long tenure at LPL Financial. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm employs a range of investment strategies tailored to client goals and risk tolerances, utilizing multiple custodial platforms and various investment vehicles.

Jacob Moseley is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Goldman Sachs - Ayco for 19 years before joining his current firm in 2024. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers an advisor-facing platform with managed options overlays.

David Plouffe is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Moneco Advisors since 2023 and previously held positions at Barnum Financial Group, Intelisearch, Inc., and in the restaurant industry. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and rebalancing. The firm manages a diverse range of investment instruments and operates a multi-team structure with approximately 49 advisors.

Matthew Katz is a financial advisor at Moneco Advisors in Fairfield, CT, holding a Series 65 designation. He joined Moneco Advisors in 2026 and has previous experience working at Wellstar Health System, the US Department of Health and Human Services, and in academic roles at the University of Pennsylvania and the University of Georgia. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and rebalancing.

Andrew Knight is a financial advisor at NewEdge Wealth in Stamford, CT, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at NewEdge Securities Inc and NewEdge Wealth, and he has a background in education, having taught at Skidmore College and local schools. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm’s investment approach combines model strategies, separately managed accounts, and alternative exposures, supported by internal and third-party due diligence.

Bretaigne Black is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Edge Capital Group. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating technology tools alongside adviser judgment.

Ariel Harary is a financial advisor at NewEdge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for nine years before joining NewEdge in 2022. Outside of his advisory role, he serves as a general board member at Ben Porat Yosef, his children’s school, attending monthly meetings without specific responsibilities. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with 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 combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Cherkas is a financial advisor at New Edge Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2021. He has been with New Edge Wealth since 2021. 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 a range of advisory services including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across multiple asset classes.

Steven Katz is a financial advisor at Moneco Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 1998. Outside of advisory work, he is involved with Blue Chip Financial, LLC, which handles investments as well as life and disability insurance. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management and a range of investment options across multiple custodial platforms.

Amber Kendrick is a financial advisor at Procyon with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Procyon Advisors, LLC since 2017. Prior to that, she was with Connecticut Investors Group and Commonwealth Financial Network from 2014 to 2017. Kendrick is a member of the Retirement Advisory Council, which focuses on qualified plan and participant retirement outcomes. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets utilizing both discretionary and primarily non-discretionary strategies, combining internal portfolio construction with access to independent managers and AI-supported research.

Peter Hawkins is a CFP® with 42 years of industry experience, currently affiliated with Vanderbilt Advisory Services. His prior experience includes roles at United Planners' Financial Services of America and operating his own advisory practices. Hawkins is also licensed as a life insurance agent for non-variable insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, employing a strategic asset allocation approach combined with fundamental and technical analysis, and integrates retirement-plan consulting with advisory services.

Benjamin Lake is a CFP® and CFA® with seven years of industry experience. He is currently with Composition Wealth, LLC, where he has worked since 2022, following four years at Altfest Personal Wealth Management and six years at Lake Partners, Inc. Composition Wealth, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers investment management, financial planning, and retirement plan advisory services, utilizing a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other instruments and both fundamental and technical analysis.

William Gelletly is a financial advisor with O'Shaughnessy Asset Management, LLC, holding a Series 65 designation and beginning his career in 2019. His previous roles include positions at Karpus Investment Management and Seneca Financial Advisors. He is based in Stamford, CT. 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 along with managed options overlays.