Paula Gruber is a financial advisor at NewEdge Wealth with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2022. 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 through a combination of model strategies, separately managed accounts, and proprietary solutions.

Steven Kronethal is a financial advisor at CL Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CL Wealth Management since 2021. He also serves as president of Integrated Planning Associates, Inc., where he is involved in selling life, disability, group ancillary, and health insurance products. CL Wealth Management LLC is a multi-advisor firm that serves individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, consulting, and access to third-party money managers and educational workshops, tailoring investment strategies to client objectives through a combination of fundamental and technical analysis.

Jeffery Jones is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Halliday Financial, LLC since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across around 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. Wright has been with NorthCoast Asset Management since 2008, aside from his recent tenure at Kovitz Investment Group Partners. 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 using proprietary models and offers a diverse product lineup, including strategic asset allocation, equity and fixed income strategies, and alternative interval funds.

Brendan Haynes is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education at High Point University and Don Bosco Preparatory High School. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with client-directed trade execution.

Wayne Pinsent is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with Gamco Asset Management Inc. and Gabelli & Company, Inc. since 2008. 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 value-oriented investment process supported by fundamental research and a dedicated Growth team, managing a broad range of institutional separate-account composites and customized accounts.

Tony Saemai is a financial advisor with Seacrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Seacrest Wealth Management since 2013. Seacrest Wealth Management is a multi-advisor SEC-registered firm providing comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a long-term investment approach incorporating fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Mohammed Miah is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Asset Management. 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 managed options overlays.

Susan Bock is an investment advisor representative with Seacrest Wealth Management, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. She holds Series 63 and Series 65 licenses and has 48 years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Seacrest Wealth Management, LLC is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting related to variable annuities and employer-sponsored plans.

Garrett Hill is a financial advisor at Sepio Capital, LP with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary strategies with allocations to unaffiliated independent managers, employing fundamental analysis and a generally long-term orientation while allowing shorter-term trading to meet client needs.

Thomas Ulrich is a financial advisor at Sprott Asset Management USA Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has served in general counsel, chief compliance officer, and corporate secretary roles at both Sprott and Resource Capital Investment Corporation. Ulrich is also president and chief compliance officer for several investment funds affiliated with Sprott. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm employs a bottom-up, value-oriented approach combined with top-down asset allocation and manages both actively managed and index-based ETFs, including a physical-commodities fund.

Trevor Smallwood is a financial advisor at Clinton Investment Management, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior roles include positions at Brandes Investment Partners, ALPS Distributors, and Waycross Partners. Clinton Investment Management, LLC specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm employs a research-based investment process focusing on after-tax total return through duration, sector allocation, and security selection.

Gayle Olivette is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Vanderbilt Advisory Services since 2021 and previously at Cadaret, Grant & Co., Inc. from 2008 to 2021. Outside of her advisory role, she serves as treasurer and board member of Singing Solutions, Inc., a nonprofit organization. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Edward Sullivan is an investment advisor representative with Seacrest Wealth Management, LLC and has 46 years of industry experience. He has worked at Seacrest Wealth Management and Purshe Kaplan Sterling Investments since 2008. Outside of his advisory roles, he serves as chairman of the investment committee at Providence College and is a member of the college’s athletic committee. Seacrest Wealth Management is a multi-advisor SEC-registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment process using fundamental and technical analysis, offering discretionary and non-discretionary management across a range of investment vehicles.

Eric Goldstein is a CFP®-certified financial advisor with 33 years of industry experience, currently with Latitude Advisors, LLC. He has held roles at GWN Securities Inc. since 2014 and operates Eric W. Goldstein, CPA P.C., a full-service accounting firm where he serves as president. Goldstein is also involved with EMG Partners, LLC, focusing on financial planning and insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional and corporate clients. The firm offers financial planning, discretionary portfolio management with multi-asset tactical and quantitative model strategies, third-party manager selection, and pension consulting services.

Paul Lynch is a CFA® charterholder with seven years of industry experience. He previously worked at Bank of New York Mellon for eleven years. He is based in Greenwich, CT, and is affiliated with Greenwich Wealth Management, LLC. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and macro analysis to tailor portfolios and offers a range of advisory and asset management services, including discretionary and non-discretionary portfolio management and third-party manager selection.

Daniel Menton is a CFP® with 27 years of industry experience, currently serving with Citizens Private Wealth. His prior experience includes roles at Flagstar Advisors and Signature Securities Group Corp. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides access to bank deposit programs, securities-based lending, and other affiliated services.

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 a Series 65 credential and experience at UBS Financial Services and K2 Advisors. She has a background that includes roles outside of finance, such as positions 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 advisor platform alongside sub-advisory and ETF strategies.