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 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 13 years before joining New Edge Wealth in 2021. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, proprietary investment solutions, and AI-assisted analytics to tailor portfolios.

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.

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.

Richard Bastien is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Franklin Templeton-Fiduciary Trust and St Johns University. 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 based on empirical research and offers a customizable platform for advisors while maintaining client relationships with those advisors.

Jared Weber is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with RMR Wealth Builders, Inc. since 2018. His prior experience includes roles at Calton & Associates, MML Investors Services, and Guardian Life. Outside his advisory work, he is also licensed as an insurance agent, selling life, disability, long-term care, and property and casualty insurance products. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion across 53 advisors. The firm serves individuals, retirement plans, and institutional clients with portfolio management, financial planning, fiduciary services, sub-advisory roles, and offers specialized advisory solutions including annuity and digital asset management.

David Karachuk is a CFP® and CFA® credentialed advisor with 13 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2026 following a 13-year 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 offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis, utilizing a broad array of investment instruments and third-party platforms.

Alexander Yelensky is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Gunnallen Financial, Inc. Outside of advisory work, he is involved as a water polo referee at the college, high school, and club levels. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual and institutional clients through a multi-team platform. The firm emphasizes international investing alongside diversified portfolio management and financial planning services.

Louis Bell is a financial advisor at New Edge Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities and Ubd Financial Services. His background includes roles spanning over two decades in wealth management and securities. 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, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by advanced technology and human oversight.

Edward Coyne is a financial advisor at Sprott Asset Management USA Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sprott since 2016 across its affiliated entities. Coyne also serves as Senior Managing Director of Global Sales at Sprott Asset Management USA and National Sales at Sprott Asset Management LP. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm specializes in precious metals and natural resources through fundamental analysis and sector-specific strategies, managing both registered funds and private limited partnerships.

Ryan Keaveney is a financial advisor with CreativeOne Wealth, LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Harbor Asset Private Wealth and Quinnipiac University. Outside of his advisory work, he volunteers at the St. Agnes Food Pantry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, including ETFs, mutual funds, and select private investments.

Joanna Kopsaftis is a CFP® and Series 65-registered advisor with 12 years of industry experience. She has worked at Moneco Advisors since 2023 and previously spent time at Royal Alliance Associates and Acorn Consulting. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, also offering retirement plan consulting for plan sponsors. The firm uses a multi-team approach with tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

Walter Rich is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience. His prior work includes roles at ALPS Fund Services, Inc., National Securities Corp, and Stratos Wealth Advisors, LLC. He is also the managing partner of Landing Point Advisors and serves as managing director for Lantern Private Wealth, a non-investment-related bookkeeping entity. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Christopher Selke is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering advisory services through multiple programs and third-party platforms.

Nicholas Friedman is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Ritholtz Wealth Management since 2025 and previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-based investment process with an emphasis on asset allocation and behavioral finance, employing diversified low-cost ETFs alongside tactical overlays and alternative investments.

Eric Chan is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo Clearing, Bank of America, and Merrill. 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 focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.