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.

Alison Berman is a financial advisor at Palisade Capital Management, LP with eight years of industry experience. She holds a Series 65 designation and has been with Palisade Capital Management since 2011. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios and manages a range of strategies across institutional and private wealth accounts.

Jacob Wick is a financial advisor with NorthCoast Asset Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning for 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 range of strategies across asset allocation, equity, fixed income, options, and alternative interval funds.

Sandy Siff is a CFP® with 38 years of experience in the financial industry. She is affiliated with Tsa Management Inc and has worked with HRC Services, Inc. and HRC Financial Services since the late 1980s and early 1990s. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis in its portfolio construction.

Jason Murray is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His background includes roles at Innovation Partners LLC and Fiserv. Besides his advisory work, he is an author of several publications focused on entrepreneurship and personal development and also serves as a Medicare consultant and sales and marketing consultant through separate business ventures. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants while providing specialized advisory services including actuarial and insurance consulting.

Jackson Kleinert is a financial advisor at Greenwich Wealth Management, LLC with six years of industry experience. He holds the Series 65 designation and has worked at Morgan Stanley, Tullett Prebon, and Westchester Country Club prior to his current role. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized advisory services, employing a range of strategies across various instruments and providing services such as third-party manager selection and oversight.

Paul Hagen is a financial advisor with Citizens Private Wealth holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with various branches of Citizens, including Citizens Securities, Inc. and Citizens Bank, since 2015. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Frank Guiffre is a CFP® with 20 years of industry experience, currently serving as an advisor at Tsa Management Inc in Glen Head, NY. He has been associated with Hrc Investment Services since 2005 and is involved with the Saratoga Triathlon Club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary management. The firm emphasizes strategic asset allocation, diversified portfolios, and a combination of fundamental, qualitative, and technical analysis, managing approximately $1.285 billion in assets across 2,800 client relationships.

Karli Vazquez Mendez is a CFP® professional with 16 years of industry experience, currently serving at New Edge Wealth. She has held roles at Flagstar Advisors, First Republic, Raymond James, and Morgan Stanley. Outside of her advisory work, she provides freelance budget consulting for elder care and serves as a board member of the Nat King Cole Generation Hope nonprofit. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and trusts, focusing on tailored wealth strategy, portfolio management, and institutional consulting. The firm integrates technology tools and independent managers to complement adviser judgment and offers a range of services including structured-note strategies and private pooled vehicle management.

Vincenzo Iannucci is a financial advisor at Citizens Private Wealth with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Flagstar Advisors and Signature Securities Group. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pensions, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional products and services such as bank deposit programs and securities-based lending.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Karen Glassman is a financial advisor at New Edge Wealth in Stamford, CT, with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mid Atlantic Capital Corporation, Independent Brokerage Solutions LLC, Unio Capital LLC, and Rose & Co. Capital Advisors LLC. Glassman is also the managing member of Calista Capital, LLC, a consulting business unrelated to securities transactions. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Nicholas Bhaskar is a financial advisor at O'Shaughnessy Asset Management, LLC with 3 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Capital One and PricewaterhouseCoopers. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory and mutual fund management services.

Jack Chandler is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation. He has been with New Edge Wealth and its affiliated entity since 2025 and has no prior experience in the financial industry. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions enhanced by AI-assisted analytics under human supervision.

George Gipp is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds the CFP® and CFA® designations and has been with Clarfeld Financial Advisors, LLC since 2014. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Kieran Lynch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. His career includes prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities, and UBS Financial Services. Lynch is a board member of the nonprofit Bergen Irish Association. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and access to various specialized advisory services.

Brian Murphy is a financial advisor at NewEdge Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Mariner Wealth Advisors, Embark, Financial Engines Advisors L.L.C, and Fisher Investments. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.