Mary Erwin is a CFA® charterholder with 12 years of industry experience. She is currently with O'Shaughnessy Asset Management, LLC in Stamford, CT, and previously worked at firms including 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 institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers along with managed options overlays.

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.

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.

Stanley Crouch is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Aegis Capital Corp. since 2011. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services for its clients.

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.

George Kuruvilla is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has previously worked at Center Street Advisors, Inc. and Lifemark Securities Corp. Outside of his advisory role, he is an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches, with oversight from an investment committee conducting due diligence on third-party managers and model strategies.

Luca Massucci is a financial advisor at O'Shaughnessy Asset Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining O'Shaughnessy, he held roles at SS&C Globe Op and Axa XL, and he graduated from the University of Rhode Island in 2023. 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 built on empirical research and offers a customizable platform for advisors, managing a large number of client accounts across multiple advisory teams.

Matthew Mascera is a financial advisor at World Equity Group, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Osprey Funds, LLC and Seacliff Capital, LLC. In addition to his advisory role, he is a licensed insurance agent selling life and health insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals and institutional entities. The firm offers managed portfolios through wrap-fee programs that integrate discretionary portfolio management with access to third-party money managers.

Claire Noel is a CFA® charterholder with four years of industry experience. She has worked at O'Shaughnessy Asset Management, LLC since 2021 and previously spent nine years at AJO LP. Outside of her advisory role, she is a passive investor in private equity and a shareholder in a closely held brewery, without involvement in their management. 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 for advisors, managing a broad range of equity portfolios and related strategies.

Christian Boinske is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Franklin Distributors, Altafid, Vise, and Dimensional Fund Advisors. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm utilizes a systematic, model-driven investment process based on empirical stock research and offers a customizable platform for advisors alongside its sub-advisory and mutual fund management services.

Julina Ogilvie is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Principle Wealth since 2020, following nine years at JPMorgan Asset Management. Ogilvie serves as second vice president and board member of the Westport Woman's Club, a philanthropic organization focused on charitable, educational, cultural, and public health services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment process combined with ongoing portfolio management and standalone planning engagements.