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.

Michael Oliver is a CFA® charterholder with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

John Knox III is a CFA® charterholder with 18 years of industry experience. He has been with Carnegie Investment Counsel since 2025 and previously spent 17 years at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, charitable and nonprofit organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm employs a range of analytical approaches and provides discretionary authority for many accounts, working with TAMPs and offering ERISA-section fiduciary services.

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.

Katelyn Fussell is a CFP® and Series 65 credentialed advisor with one year of industry experience. She is currently with NorthCoast Asset Management LLC, having joined the firm in 2026 after roles at Silvercrest Asset Management and Wealth Enhancement Advisory Services. 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 uses a quantitatively based, systematic investment process and offers a diverse range of strategies, including strategic asset allocation, tactical equity approaches, and alternative interval funds.

Ryan Gregory is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. His background includes roles outside finance in the hospitality and cruise industries. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals and institutional clients, using a quantitatively based, systematic investment approach that incorporates proprietary models and a wide range of strategies including options-defined outcome overlays and alternative interval funds.

Lisa Rossi is a CFP® professional with 33 years of experience in financial advising. She has been with Gladstone Wealth Partners since 2021 and previously worked at Stratos Wealth Partners and LPL Financial. Outside of her advisory work, she is associated with Kipps Consulting LLC, a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a notable integration of retirement-plan services and institutional manager relationships.

Stephanie O'Donnell is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. She has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, and Axiom Investors. O'Donnell holds a Series 65 credential. 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 range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.

Nicholas Banks is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Merrill. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, providing clients access to bank-related financial products and services.

Carlos Mejia is an investment advisor representative with SeaCrest Wealth Management, LLC, where he has worked for 11 years. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to joining SeaCrest, he was affiliated with Purshe Kaplan Sterling Investments, where he also serves as a registered representative. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach integrating fundamental and technical analysis, utilizing a range of investment vehicles and proprietary artificial-intelligence decision-support tools.

Michael Luther is a CFA® charterholder at O'Shaughnessy Asset Management, LLC with six years of industry experience. Prior to joining OSAM in 2020, he worked at Boston College and The Hartford. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm also offers a customizable advisor-facing platform and manages mutual funds and ETFs, supporting a broad distribution model with multiple sub-advisory relationships.

Abbey Duncan is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at O'Shaughnessy Asset Management since 2022. Her prior work includes roles at Interviewing, Goodworld, FS Vector, and teaching positions at Gainesville Middle School and Patriot High School. 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 large client base through its network of approximately 53 advisors.

Michael Hans is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citizens Private Wealth and previously worked at Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management, as well as tax, estate, and business consulting services.

Peyton Iott is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Kovitz Investment Group Partners, Connectus DBA NorthCoast Asset Management, Hippo Technologies, the University of New Haven, and Seymour 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 using proprietary market-exposure and security-scoring models and offers a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

David Karpa is a CFA® charterholder with eight years of industry experience. He has worked at Clinton Investment Management, LLC since 2017 and previously spent twelve years at Cincinnati Asset Management. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediaries. The firm uses an active, research-based investment approach focused on after-tax total return and serves as a sub-adviser to multiple MassMutual municipal funds.

Alison Hamilton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Her prior roles include seven years at Eagle Ridge Investment Management and seventeen years at Bessemer Trust. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, nonprofit organizations, corporations, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.