Pedro Ramirez Jr. is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2009. Outside of his advisory role, he is also an insurance producer with Belpointe Insurance, LLC. 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 retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives.

Daniel Gwizdak is a CFP® with 18 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has previously worked at Creative Financial Planning, Inc. and Commonwealth Financial Network. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios based on individual objectives and risk tolerance, and utilizes independent managers or turnkey asset management programs when appropriate.

John Hodgson is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Franklin Distributors, LLC, Putnam Investments, and has a background in education with positions at Boston College, Wake Forest University, and St. Sebastian's School. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a range of institutional clients. The firm employs a systematic, model-driven investment approach and offers a customizable advisor platform, managing equity portfolios and sub-advisory strategies across various client segments.

Philip Winters is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Alexander Capital Wealth Management LLC and Alexander Capital LP since 2012 and has also worked at Morgan Stanley Smith Barney since 2010. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Marc Shapiro is a financial advisor at Palisade Capital Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. 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 with conviction-weighted portfolios and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Peter Knapp is a financial advisor at Capital Analysts with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Investment, Cadaret Grant & Co., Inc., and Guardian Life. Outside of advising, he is a member and owner of Westchester Financial Partners LLC, where he is involved in insurance sales and service. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, advisor-managed and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

Anneke Niemira is a financial advisor at NewEdge Wealth with a Series 65 designation and two years of industry experience. Her prior roles include positions at Chevy Chase Trust Company, Hawthorn, PNC Family Wealth, and U.S. Trust, Bank of America Private Bank. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that incorporates asset allocation, investor behavior, and a combination of model strategies, third-party managers, and proprietary solutions.

Benjamin Lathrop is a financial advisor at Bailard, Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Bailard in 2019, he worked at Franklin Templeton Investments and Newoak Capital Markets. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment, and serves clients including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

Aaron Zises is a financial advisor at New Edge Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HighTower Advisors LLC and U.S. Bank. Outside of his advisory role, he serves as a trustee, vice president, and chair of the nominating committee for the Jewish Communal Fund, where he is also a member of the investment committee. New Edge 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 a multi-strategy investment process that includes asset allocation, separately managed accounts, and alternative investment exposures.

Ronald Schuler is a financial advisor at O'Shaughnessy Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Quasar Distributors, LLC since 2011 alongside his tenure at O'Shaughnessy Asset Management beginning in 2007. 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 approach based on empirical research and offers a customizable platform for advisors alongside sub-advisory and mutual fund management services.

Joshua Gully is a financial advisor at NewEdge Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates for over 30 years before joining NewEdge in 2023. Outside of his advisory role, he provides guidance to entrepreneurs through a program at Cornell University and is the managing partner of Cooba Partners LLC. NewEdge 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 an investment process that emphasizes asset allocation and investor behavior across a range of strategies, including proprietary and third-party solutions.

Travis Lazaroff is a financial advisor with New Edge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fifth Avenue Family Office, UBS Financial Services, Tullett Prebon Financial Services, and Deutsche Bank. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Michael Alexander Ufkes is a financial advisor at United Capital Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining United Capital in 2025. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of customized investment solutions and operates a technology platform, FinLife Partners, that supports other independent advisors.

Athanasios Kolefas is a CFP® and CFA® credentialed advisor at Modera Wealth Management, LLC with three years of industry experience. He previously worked at Epirus Investment Management and TIAA/Nuveen Investment Management. Outside of his advisory role, Kolefas serves on the advisory board of a pharmaceutical company, participates in financial oversight for a local church, and advises the owner of a diner on financial results. Modera Wealth Management provides fiduciary, fee-only advisory services to individuals, institutions, and nonprofits. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, incorporating diversified asset mixes and selective use of independent managers and private placements to align portfolios with client objectives.

Emily Sgammato is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. She holds the Series 65 designation and has been with O'Shaughnessy Asset Management since 2021. Prior to that, she worked at New England Private Wealth Advisors for seven years. 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.

Erica Weiser is a financial advisor with New Edge Wealth, holding Series 63, 65, and 66 credentials and 27 years of industry experience. Her prior firms include Mercer Global Advisors, LPL Financial, and Mariner Wealth Advisors. Outside of finance, she is involved with Weiser Wellness, a natural health company offering vitamins and skincare products. New Edge Wealth serves ultra-high-net-worth individuals, families, and institutional clients, providing wealth strategy, portfolio management, and consulting services. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and advanced technology tools.

Jonathan Bell is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation with one year of industry experience. His background includes roles at NewEdge Securities Inc. and iNDEMAND, as well as experience outside finance in the hospitality sector. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, providing a variety of advisory services focused on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary solutions alongside AI-assisted analytics to tailor portfolios for its clients.

Daniel Yankovich is an advisor at B. Riley Wealth Advisors, Inc. with the Series 66 designation and recently began his career in financial advising. Prior to joining B. Riley, he has held roles outside the industry, including work at Oh Baby Games and the New Jersey Institute of Technology. B. Riley Wealth Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets. The firm offers various investment programs and financial planning services through a team of about 173 advisors.

Anthony Fella is a financial advisor at Citizens Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, Transamerica, JPMorgan Chase, and other firms. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate, and business consulting services.

Shivani Singh is a CFA® charterholder with two years of industry experience. She is currently with Clinton Investment Management, LLC and previously worked for 13 years at S&P Global Ratings. Clinton Investment Management, LLC specializes in managing 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, offering discretionary portfolio management and sub-advisory services, including management of multiple MassMutual municipal funds.