Kristen Clark is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC since 2022. Her prior roles include positions at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, Eaton Vance Management, and Brigham and Women's Hospital. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager that serves 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 platform (CANVAS®) for delivering equity portfolios and related strategies.

Samantha Lompado is a financial advisor at Consolidated Portfolio Review Corp with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, Northwestern Mutual, and Sii. Outside of her advisory role, she founded The Celebration Mission, a charity focused on supporting homeless and at-risk youth through birthday parties and fundraising efforts, and serves as a volunteer board member for Friends of the Oratory. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities and includes proprietary model portfolios and third-party manager recommendations.

Jenna Dickinson is a financial advisor with New Edge Wealth in Stamford, CT, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Merrill, Oppenheimer & Co. Inc., and Mass Mutual Life Insurance Company. She has also been involved in the restaurant industry, working at Grille 86 and Love Art Sushi earlier in her career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and consulting. The firm integrates independent managers, model strategies, and technology tools—including AI-assisted analytics—to tailor portfolios focused on asset allocation and investor behavior.

Christopher Loveless is a financial advisor at O'Shaughnessy Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at O'Shaughnessy since 2007, following a seven-year tenure at Quasar Distributors, LLC. Loveless serves as a member of the Texas Tech University Investment Advisory Committee, appointed by the chancellor of the university system. 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 (CANVAS®) for delivering equity portfolios and related strategies.

Claudine Spence is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at O'Shaughnessy since 2007, following a six-year tenure at Quasar Distributors, LLC. 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 advisor-facing platform alongside sub-advisory and managed options capabilities.

Kristen Nunes is a financial advisor at NewEdge Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Pallas Capital Advisors, and The Prudential Insurance Company of America. 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, and proprietary investment solutions.

Jeremy Isleman is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Portfolio Medics in 2024, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He also operates as an independent insurance agent, transacting insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm constructs customized portfolios using a range of investment vehicles and employs a variety of analytical and trading strategies tailored to clients' objectives and risk tolerance.

Erin Foley is a financial advisor at O'Shaughnessy Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with O'Shaughnessy since 2007. Outside of her advisory role, she is a passive investor in a start-up eyewear company. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm also provides a customizable platform for advisers and manages mutual funds and ETFs, distinguishing itself through scale and multiple sub-advisory relationships.

Sean Coffey is a financial advisor at Clinton Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Warner Bros. Discovery, Washington Golf Club, and Penn State University. His diverse background includes roles in both corporate and educational settings. Clinton Investment Management, LLC manages municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, 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.

Jay Peters is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining New Edge Wealth in 2020. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Michael Aniello is a financial advisor with The Pinnacle Financial Group in Melville, NY, holding a Series 63 designation and 26 years of industry experience. He has been with The Pinnacle Financial Group since 2016 and also has an affiliation with LPL Financial dating back to 2015. Outside of advisory services, he is licensed as an insurance agent specializing in health, dental, and vision insurance. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement for each client and uses fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Shaun Sterling is a financial advisor at The Pinnacle Financial Group with 14 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Lippencott Financial Group, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Sterling also provides investment advisory services through North Fork Wealth Management LLC, an independent investment advisor firm he founded in 2024. The Pinnacle Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement for each client and applies fundamental analysis across a broad range of instruments, managing accounts primarily on a discretionary basis with regular reviews.

John Scala is a financial advisor with Gladstone Wealth Partners in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Gladstone Wealth Partners since 2017 and previously at Merrill from 2009 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through independent investment adviser representatives who customize strategies and monitor accounts regularly, offering access to third-party managers, model portfolios, and retirement-account technology.

Thomas Ames is a financial advisor at NewEdge Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Lyft, Uber Technologies, and Kamylon Holdings. 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, using a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Ehren Stanhope is a CFA® charterholder with 15 years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC, where he has worked since 2010, following a seven-year tenure at Quasar Distributors, LLC. Stanhope serves on the board of the Builders Institute, a nonprofit focused on promoting financial literacy, and is a member of the investment committee for the Sigma Phi Epsilon fraternity's national nonprofit organization. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm offers a customizable platform and manages mutual funds, ETFs, and sub-advisory relationships across a broad client base.

Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Henry Nunez is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to joining Aegis in 2025, he worked at Apple Bank and Infinex Investments, Inc. for seven years each, among other roles. Nunez is also involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual and corporate clients with a range of financial services including asset management, financial planning, brokerage, annuities, and insurance. The firm combines SEC-registered investment advisory and broker-dealer operations, offering both discretionary and non-discretionary advisory relationships.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Maxim Financial Advisors since 2017 and has been affiliated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs various investment vehicles and analytical methods to tailor advice and manage portfolios, serving both individual and institutional clients.

Christopher Cannata is a financial advisor at Howard Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Square Real Estate Group, KBS Capital Markets Group LLC, Owl Rock Securities, and Carey Financial, LLC. He has been with Howard Capital Management since 2019. Howard Capital Management serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to manage client assets across various services such as discretionary portfolio management and sub-advisory arrangements.

Kristin Lanzi is a financial advisor at Capital Analysts with 19 years of industry experience and holds a Series 63 designation. She has been with Capital Analysts since 2024 and previously worked at Lincoln Investment Planning, Inc. for over a decade. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes.