Thomas Jedlicka is a financial advisor at NorthCoast Asset Management LLC with a Series 65 designation. He has one year of industry experience and previously worked at Andersen and Fieldpoint Private. Jedlicka’s background includes four years at Miami University and four years at Greenwich High School. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies, including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Amanda Castellano is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Sanford C. Bernstein & Co., Bank of America, Merrill, and was self-employed early in her career. Outside of her advisory role, she serves on the board and finance committee of the nonprofit Homes with Hope and mentors students at the UConn School of Business. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analytical methods and strategies, and draws on third-party and affiliated sub-advisors to support its approach.

Michael Kramer is a financial advisor at New Edge Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, First Republic Securities Company, and B. Riley & Co. He serves as a trustee and successor trustee for multiple family trusts and charitable foundations. 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 and employs an investment process that integrates model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Robert Longsworth is a financial advisor with Greenwich Wealth Management, LLC, holding Series 65 and Series 63 licenses and has 11 years of industry experience. He previously worked at Private Client Services before joining Greenwich Wealth Management in 2016. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and defined benefit/contribution plans. The firm provides portfolio management, financial planning, retirement plan advisory, manager selection, and a wrap-fee asset management program, using a combination of fundamental, technical, and macro analysis across a range of investment instruments.

Michael Wolson is a financial advisor at Colter Lewis Investment Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has been with BBR Partners since 2016. Colter Lewis provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm employs an active asset allocation process and constructs diversified portfolios across public and alternative asset classes, focusing largely on non-discretionary advisory mandates.

Patrick O'Shaughnessy is a financial advisor with O'Shaughnessy Asset Management, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked with Positive Sum Advisors LLC since 2020 and O'Shaughnessy Asset Management since 2007. Outside of advising, he is the author of the book *Millennial Money: How Young Investors Can Build a Fortune*, a blogger at InvestorsFieldGuide.com, and hosts the podcasts *Invest Like the Best* and *Founder's Field Guide*. He also serves on the board of directors of Prefect Technologies Inc. and the advisory board of Bottomless Inc. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm’s systematic, model-driven approach uses empirical research and transparent screens, offering customizable platforms and managed overlays while maintaining client relationships through investment professionals.

Jacob Moseley is a financial advisor at O'Shaughnessy Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs - Ayco for 19 years. Moseley joined O'Shaughnessy Asset Management in 2024. 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 advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Stephen Delgado is a CFA® charterholder with 15 years of industry experience. He is currently with Citizens Private Wealth and has previously worked at J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015, following roles at Wrp Investments and Securities America Advisors. Outside of advising, he coaches lacrosse. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent advisors and an in-house Private Client Group to deliver tailored investment solutions supported by multiple platforms and third-party money managers.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2021. He has been with New Edge Wealth since 2021. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across multiple asset classes.

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.

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.

Alexander Yelensky is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with A.G.P. Canada Investments ULC since 2022 and has been with A.G.P. / Alliance Global Partners since 2019, following prior roles at Aegis Capital Corp. and Gunnallen Financial, Inc. Outside of his advisory work, Yelensky is involved as a college and club water polo referee. A.G.P. / Alliance Global Partners operates a multi-team platform with around 131 advisors managing approximately $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and sub-advisory services, employing an open-architecture model that integrates internally managed strategies with co- and sub-advisory relationships and focuses on both value and dividend-oriented international approaches.

Louis Bell is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Ubd Financial Services Inc. for nine years before joining NewEdge in 2022. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates model strategies, separately managed accounts, and proprietary solutions across various asset classes.

John Gavey is a financial advisor with Citizens Private Wealth, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at JP Morgan Chase Bank, First Republic Bank, and Citizens Private Wealth. Since 2012, he has also served as a FINRA arbitrator, mediating FINRA cases. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.