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.

Paul Mohammadi is a financial advisor at Tsa Management Inc with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 2012. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion for about 2,566 clients as of December 31, 2025, using model allocations, tax-aware security selection, and both in-house and third-party managers.

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 designations and has worked previously at Stifel Nicolaus & Co, Inc., One Wealth Advisors, LLC, and Summit Trail Advisors, LLC. 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 and offers a customizable, advisor-facing platform to deliver 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.

Russell Green is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wunderlich Securities, Inc. and RPG Wealth Management, Inc., among other firms. Outside of his advisory roles, Mr. Green serves as president of the Syosset Woodbury Chamber of Commerce and director of the Nassau County Council of Chambers of Commerce, and he operates an eBay store selling assorted household collectibles. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tailored strategies based on client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management.

Michael Accinelli is a financial advisor at Gamco Asset Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gamco and Gabelli & Company, Inc. since 2006. Outside of his advisory role, he owns Evry Scnd Cnts, a health and lifestyle newsletter. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-oriented investment approach supported by fundamental research and company-specific catalysts, alongside a growth strategy that incorporates macroeconomic analysis.

Allen Cohen is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He previously worked at LPL Financial for 14 years before joining Vanderbilt Securities, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing fundamental, technical, and charting analysis to meet various client objectives.

Rosemary Terry is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Vanderbilt Advisory Services since 2016 and has also worked with Vanderbilt Securities, LLC since 2010. Outside of her advisory role, she serves as president of The Love, Joey Foundation, which donates to various qualified charities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting, using a strategic asset allocation approach supported by fundamental, technical, and charting analysis.

Michael Brennan is a CFP® and ChFC® affiliated with Citizens Private Wealth, with five years of industry experience. He has been with Citizens Private Wealth since 2004 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, emphasizing tailored long-term asset allocation and tactical adjustments based on market conditions.

Steven Aibel is a financial advisor at SB Advisory, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill, KN Capital, and Infini Capital. Outside of his advisory work, he serves as a trustee for his children's trust. SB Advisory, LLC is an SEC-registered multi-team firm serving individuals, businesses, and retirement plans. The firm offers portfolio management and various financial planning services, primarily providing non-discretionary advice with a focus on customized asset allocation using fundamental, technical, and qualitative analysis.

Joseph Giordano is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2016 and previously at MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Matthew Nurnberger is a financial advisor with Santander Securities LLC based in Bronx, NY. He holds a Series 66 designation and has three years of industry experience. His prior work includes positions at The Village Bank and LPL Financial. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, and delivers investment management primarily through the FMAX wrap-fee platform with third-party discretionary managers.

Moshe Alpert is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2026 and previously spent over a decade at Northwestern Mutual in various roles. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, utilizes proprietary model portfolios and third-party sub-advisors, and integrates retirement-plan and benefits services through formal partnerships.

Anya Sanjay Dalal is a financial advisor at Clinton Investment Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Clinton Investment Management in 2025, she held positions at Morgan Stanley and Vermilion Rock Advisors. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for 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 as a sub-adviser to multiple MassMutual municipal funds.

Michael Mccarthy is a financial advisor at NewEdge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Private Client Services, Mayflower Financial Advisors, and Wells Fargo Advisors. 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 combination of model strategies, separately managed accounts, third-party managers, and proprietary investment solutions.

Laura Foster is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. She holds the Series 63 designation and has worked at firms including Eaton Vance Distributors, Inc., Parametric, and Vise. 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 mutual fund and ETF management.

Thomas Farrell is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2019. Prior to his current role, he worked at Farrell Electric Incorporated and the University at Albany, State University of New York. Outside of his advisory work, he contributes as a research analyst and content creator for Messari.io, a company focused on digital assets. 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 approach based on empirical research and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Tomas McMillan II is a financial advisor at Dynamic with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for the New York City Department of Education for sixteen years. In addition to his advisory role, he also sells life insurance. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, with a focus on customized, long-term investment strategies.