Kristen Clark is a CFA® charterholder and holds a Series 66 license with six years of industry experience. She has worked at O'Shaughnessy Asset Management, LLC since 2022, following roles at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, Eaton Vance Management, and Brigham and Women's Hospital. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm relies on a systematic, model-driven investment process and offers a customizable advisor-facing platform, serving a broad client base through sub-advisory relationships and integrated managed options capabilities.

Samantha Lompado is a financial advisor at Consolidated Portfolio Review Corp with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, Northwestern Mutual, and Sii. Outside of her advisory role, she founded The Celebration Mission, a charity focused on supporting homeless and at-risk youth through birthday parties and fundraising efforts, and serves as a volunteer board member for Friends of the Oratory. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities and includes proprietary model portfolios and third-party manager recommendations.

Jenna Dickinson is a financial advisor with New Edge Wealth in Stamford, CT, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Merrill, Oppenheimer & Co. Inc., and Mass Mutual Life Insurance Company. She has also been involved in the restaurant industry, working at Grille 86 and Love Art Sushi earlier in her career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and consulting. The firm integrates independent managers, model strategies, and technology tools—including AI-assisted analytics—to tailor portfolios focused on asset allocation and investor behavior.

Christopher Loveless is a financial advisor at O'Shaughnessy Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bear Stearns Asset Management Inc. and Quasar Distributors, LLC. Loveless serves on the Texas Tech University Investment Advisory Committee. O’Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers an advisor-facing platform alongside sub-advisory and mutual fund management services.

Claudine Spence is a Series 66-registered advisor at O'Shaughnessy Asset Management, LLC with 24 years of industry experience. She has been with O'Shaughnessy Asset Management since 2007 and previously worked at Quasar Distributors, LLC from 2011 to 2017. 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 platform and managed options overlays for advisers.

Kristen Nunes is a financial advisor at NewEdge Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Pallas Capital Advisors, and The Prudential Insurance Company of America. 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 combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeremy Isleman is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. In addition to his advisory role, Mr. Isleman is an independent insurance agent handling various insurance products, including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified funds, individual securities, and independent managers, employing multiple strategies tailored to client objectives and risk tolerance.

Erin Foley is a financial advisor at O'Shaughnessy Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with O'Shaughnessy since 2007. Outside of her advisory role, she is a passive investor in a start-up eyewear company. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm also provides a customizable platform for advisers and manages mutual funds and ETFs, distinguishing itself through scale and multiple sub-advisory relationships.

Sean Coffey is a financial advisor at Clinton Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Warner Bros. Discovery, Washington Golf Club, and Penn State University. His diverse background includes roles in both corporate and educational settings. Clinton Investment Management, LLC manages municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves as a sub-adviser to multiple MassMutual municipal funds.

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.

David Caryl is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Morgan Stanley, LPL Financial, Tompkins Trust Company, Cadaret, Grant & Co., Inc., Equitable Advisors, and others. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Michael Aniello is a financial advisor at The Pinnacle Financial Group with 27 years of industry experience. He holds a Series 63 designation and has been with The Pinnacle Financial Group since 2016, also maintaining an association with LPL Financial since 2015. In addition to his advisory work, he is licensed as an insurance agent, offering products such as health, dental, and vision coverage. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses documented Investment Policy Statements and a combination of fundamental analysis with both long- and short-term trading strategies to manage mostly discretionary accounts, employing a broad range of investment vehicles.

Shaun Sterling is a financial advisor at The Pinnacle Financial Group with 14 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Lippencott Financial Group, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Sterling also provides investment advisory services through North Fork Wealth Management LLC, an independent investment advisor firm he founded in 2024. The Pinnacle Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement for each client and applies fundamental analysis across a broad range of instruments, managing accounts primarily on a discretionary basis with regular reviews.

John Scala is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Gladstone Wealth Partners since 2017 and previously spent eight years at Merrill. Gladstone Wealth Partners serves individuals—including high-net-worth clients—corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches customized at the representative level and supported by platform-level due diligence.

Thomas Ames is a financial advisor at New Edge Wealth with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Before entering the financial services industry, he had roles at Lyft, Uber Technologies, and Kamylon Holdings. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, 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, supplemented by AI-assisted analytics alongside human review.

Warren Raum is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. Outside of his advisory work, he is involved in management consulting, executive coaching, writing, game development, and nonprofit strategic planning and fundraising. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Henry Nunez is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Apple Bank, Infinex Investments, Capital One Advisors, Merrill, Chase Investment Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a focus on non-discretionary advisory relationships and multiple sponsored programs.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and institutional investors. The firm’s investment approach involves customized advice and a blend of mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.