Robert Leininger is a financial advisor at GAMCO Asset Management Inc. in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with GAMCO since 2010. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a Private Market Value with Catalyst philosophy supported by fundamental research and a separate Growth team with a top-down macro overlay.

Katherine Riley is a financial advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at UBS Financial Services and K2 Advisors. Prior to her advisory roles, she gained experience at Bucknell University and King School. 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 platform for advisors, managing a large client base through a combination of direct and sub-advisory relationships.

Alison Berman is a Series 65 licensed financial advisor at Palisade Capital Management, L.P. with nine years of industry experience. She has been with Palisade Capital Management since 2011. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base that includes corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across several equity and fixed income strategies, and maintains formal subadvisory relationships and digital asset investment capabilities.

Jacob Wick is a financial advisor with NorthCoast Asset Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset 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 using proprietary models and offers a diverse range of strategies across asset allocation, equity, fixed income, options, and alternative interval funds.

Jason Murray is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His background includes roles at Innovation Partners LLC and Fiserv. Besides his advisory work, he is an author of several publications focused on entrepreneurship and personal development and also serves as a Medicare consultant and sales and marketing consultant through separate business ventures. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants while providing specialized advisory services including actuarial and insurance consulting.

Jackson Kleinert is a financial advisor at Greenwich Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Greenwich Wealth Management since 2018. Prior to that, he held positions at Westchester Country Club, Morgan Stanley, and Tullett Prebon, as well as studying at Southern Methodist University. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds bespoke portfolios using fundamental, technical, and macro analysis across a broad set of instruments and typically manages accounts with discretionary authority tailored to client objectives.

Paul Hagen is a financial advisor with Citizens Private Wealth who holds Series 66 and Series 63 credentials and has 24 years of industry experience. His career includes prior roles at Barclays Capital Inc. and multiple positions within Citizens Bank entities since 2015. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, 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, complemented by tax and estate structuring and business consulting services for multigenerational family and closely held business matters.

Vincenzo Iannucci is a financial advisor at Citizens Private Wealth with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Flagstar Advisors and Signature Securities Group. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pensions, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional products and services such as bank deposit programs and securities-based lending.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Karen Glassman is a financial advisor at New Edge Wealth in Stamford, CT, with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mid Atlantic Capital Corporation, Independent Brokerage Solutions LLC, Unio Capital LLC, and Rose & Co. Capital Advisors LLC. Glassman is also the managing member of Calista Capital, LLC, a consulting business unrelated to securities transactions. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive 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 solutions supported by AI-assisted analytics with human oversight.

Nicholas Bhaskar is a financial advisor at O'Shaughnessy Asset Management, LLC with 3 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Capital One and PricewaterhouseCoopers. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory and mutual fund management services.

Jack Chandler is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation. He has been with New Edge Wealth and its affiliated entity since 2025 and has no prior experience in the financial industry. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions enhanced by AI-assisted analytics under human supervision.

George Gipp is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds the CFP® and CFA® designations and has been with Clarfeld Financial Advisors, LLC since 2014. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Brian Murphy is a financial advisor at NewEdge Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Mariner Wealth Advisors, Embark, Financial Engines Advisors L.L.C, and Fisher Investments. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Kelly Lavin is a financial advisor at O'Shaughnessy Asset Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining O'Shaughnessy Asset Management, Lavin worked at Goldman Sachs Ayco for three years. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside managed options overlays.

Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Jonathan Heines is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Wealth Management for seven years before joining NewEdge Wealth in 2021. 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 including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions while integrating AI-assisted analytics alongside human oversight.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Franklin Templeton Financial Services Corp, Merrill, and Franklin Distributors, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF-based strategies.

Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at NYLIFE Securities LLC, Mutual of America Securities LLC, and Round Rock Advisors LLC. Bennett is also a licensed insurance agent involved in insurance sales and implementation. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach with discretionary portfolio management and access to private investment funds through its affiliated ecosystem.