Robert Bennett Jr. is a CFP® with 12 years of industry experience, currently serving with Brighton Jones LLC. His prior experience includes roles at NYLIFE Securities LLC and Mutual Of America Securities LLC. He is also a licensed insurance agent involved in insurance sales and implementation on a limited basis. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family office clients. The firm offers a whole-balance-sheet approach, discretionary portfolio management, and access to affiliated private investment funds and fiduciary services.

Adam Perlaky is a financial advisor with Integrated Advisors Network LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at ISDA, Foreside Fund Services, LLC, and World Gold Trust Services, LLC. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and access to third-party managers, with an emphasis on customized client plans based on risk profiles and investment policies.

Dylan Tuttle is a Certified Financial Planner (CFP®) at Fifth Third Wealth Advisors LLC with eight years of industry experience. He has worked at BNY Mellon Securities Corporation, BNY Mellon, UBS Financial Services, Bank of America, and Merrill prior to joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for individuals, institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and access to alternative investments. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance client portfolios, leveraging its affiliation with Fifth Third Bank.

Luis Fernandes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He previously worked for nine years at BNY Mellon Wealth Management. Outside of his advisory role, he is involved in tax preparation through RK Tax Preparation LLC during tax season. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and other services to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs customized strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both third-party managers and affiliated model strategies.

Francis Capella is a financial advisor at Wedbush Securities Inc. with 20 years of industry experience. He has worked at Wedbush Securities since 2007 and holds Series 63 and Series 66 licenses. Wedbush Securities serves individual, high-net-worth, and institutional clients by providing investment advisory and broker-dealer services. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with a focus on tailored portfolio management and institutional research.

Mary Erwin is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She is currently with O'Shaughnessy Asset Management, LLC and has prior experience at Russell Investments, Raymond James & Associates, BlackRock, and Bank of America Merrill Lynch. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a systematic, model-driven investment process and offers a customizable advisor-facing platform, managing a large number of client accounts through a network of approximately 53 advisors.

Michelle Debusschere is a financial advisor at NewEdge Wealth with 31 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for nearly three decades before joining NewEdge Wealth in 2023. Debusschere is registered with Series 63 and Series 65 licenses. She is also involved with Cooba Partners, a private security investment partnership that is in the process of winding down. 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 integrates asset allocation, investor behavior, model strategies, separately managed accounts, and alternative exposures.

Peter Barcia is a CFA® charterholder with 23 years of industry experience. He has been with Belpointe Asset Management LLC since 2009. Barcia also held a role at Belpointe Insurance, LLC from 2009 to 2022. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and plan consulting, employing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

Adam Ballout is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Modera, he attended Seton Hall University and held positions at Lifetime Fitness and various schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

Joseph Hart II is a financial advisor with Invst, LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously spent ten years at NS Capital LLC before joining Invst in 2025. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets, employs 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.

Marti Marache is a financial advisor at CreativeOne Wealth, LLC with 28 years of industry experience. Prior to joining CreativeOne Wealth in 2024, Marti worked at Sanctuary Wealth and Morgan Stanley, including Morgan Stanley Private Bank. She serves as a board member of Wings World Quest, a 501(c)(3) charity, and is involved as a media model and small business partner with the New York Jets and Eleven Sports Media. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.

Jai Padalkar is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and five years of industry experience. His prior work includes roles at Demyst Data and Celgene Corporation. O'Shaughnessy Asset Management is a quantitative, institutional discretionary 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 sub-advisory and third-party managed strategies.

Maksim Papenkov is a financial advisor at O'Shaughnessy Asset Management, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Columbia University as a teaching assistant in mathematics and finance. His background also includes roles in academia and the US Air Force. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment approach and provides customizable platforms and strategies, including managed options overlays and sub-advisory services.

John Lafferty is a financial advisor with Brownson, Rehmus & Foxworth, Inc., holding CFP® and CFA® designations and over 22 years of industry experience. He has been with the firm since 2004. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, and corporate executives. The firm focuses on personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and a tailored investment program based on each client’s written goal assessment.

Gianni Difroscia is a CFP® professional with five years of industry experience, currently associated with Citizens Private Wealth. He has worked at Citizens Bank and its affiliated entities since 2012. Citizens Private Wealth, LLC 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. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Andrea O Loughlin is a financial advisor at O'Shaughnessy Asset Management, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2018 to 2022. Prior to her financial services career, she was a homemaker for ten years. 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 wide range of equity portfolios and related strategies.

Heather Guardado is a financial advisor at New Edge Wealth with five years of industry experience. She previously worked at Tocqueville Asset Management LP for six years and Northstar Capital Management for three years. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics under human supervision.

Benjamin Lope is a financial advisor at New Edge Wealth with eight years of industry experience. He holds the Series 66 designation and has previously worked at UBS and The Pennsylvania State University. Lope serves as an analyst at New Edge Wealth, providing financial services to high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering wealth strategy, portfolio management, and consulting services. The firm focuses on asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics to tailor portfolios.

Elizabeth Laetsch is a financial advisor at New Edge Wealth with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining New Edge Wealth in 2023. Laetsch holds Series 63 and Series 66 licenses. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics with human oversight.