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 Oliver is a CFA® charterholder with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

John Knox III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He is currently with Carnegie Investment Counsel, where he has worked since 2025, following a 17-year tenure at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

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.

Susan Brewer is a financial advisor at Crestwood Advisors with 28 years of industry experience. She holds a Series 65 designation and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for 10 years before joining Crestwood in 2019. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by offering investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

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.

John Hannigan is a CFP® with 30 years of industry experience, currently serving as an advisor at Principle Wealth Partners, LLC since 2017. His prior experience includes roles at Essex Financial and Strategic Advisers, as well as Fidelity Brokerage Services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios of mutual funds, ETFs, individual equities, and other asset classes.

Nicholas Banks is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Merrill. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, providing clients access to bank-related financial products and services.

Michael Luther is a CFA® charterholder at O'Shaughnessy Asset Management, LLC with six years of industry experience. Prior to joining OSAM in 2020, he worked at Boston College and The Hartford. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm also offers a customizable advisor-facing platform and manages mutual funds and ETFs, supporting a broad distribution model with multiple sub-advisory relationships.

Abbey Duncan is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at O'Shaughnessy Asset Management since 2022. Her prior work includes roles at Interviewing, Goodworld, FS Vector, and teaching positions at Gainesville Middle School and Patriot High School. 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 and offers a customizable platform for advisers, managing a large client base through its network of approximately 53 advisors.

Michael Hans is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citizens Private Wealth and previously worked at Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management, as well as tax, estate, and business consulting services.

David Karpa is a CFA® charterholder with eight years of industry experience. He has worked at Clinton Investment Management, LLC since 2017 and previously spent twelve years at Cincinnati Asset Management. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediaries. The firm uses an active, research-based investment approach focused on after-tax total return and serves as a sub-adviser to multiple MassMutual municipal funds.

Robert Villaflor is a financial advisor at Sprott Asset Management USA Inc. with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Sprott and its affiliates since 2015, serving in roles including Chief Executive Officer. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail, high-net-worth, and institutional clients, focusing on precious metals and natural resources through strategies such as bottom-up fundamental analysis and cyclical/value orientation. The firm manages a range of investment vehicles including registered funds, ETFs, and private limited partnerships, and is notable for its dual role as a private fund adviser and registered commodity pool operator.

Alison Hamilton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Her prior roles include seven years at Eagle Ridge Investment Management and seventeen years at Bessemer Trust. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, nonprofit organizations, corporations, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Jeffrey Gebauer is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He has been with the firm since 2017 and previously worked at Fordham University from 2013 to 2017. O’Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors alongside multiple sub-advisory and affiliate relationships.

Dana Sypniewski is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining NewEdge Wealth. 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 range of strategies including proprietary solutions and alternative investments.

Carlos Garcia is a financial advisor with Kovack Advisors, Inc. in Westport, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of advisory work, Garcia is involved in the sale of fixed index annuities, life insurance, and group health and benefits products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, along with financial planning and third-party manager recommendations.

David Tillson is a CFA® charterholder based in Stamford, CT, with 11 years of industry experience. He has worked primarily at Eagle Ridge Investment Management LLC from 2008 to 2025 before joining Carnegie Investment Counsel in 2025. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, nonprofit organizations, corporations, and government entities. The firm uses a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Samuel Sullivan is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. He previously worked at WPP, Cogent World, Wasserman, and Strategic Agency. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Charles Simmonds is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously at Third Bridge US Inc and Rockefeller Financial LLC. Outside of his advisory role, he has been involved in a business operating under the name L&J MarketPlace Inc. DBA Fish Market. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.