Scott Bartone is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC since 2008. He holds a Series 66 license and is based in Stamford, CT. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform, serving a broad range of clients including mutual funds, foundations, and retirement plans.

Frank Finch is a financial advisor with TSA Management Inc. based in Glen Head, NY. He holds a Series 66 designation and has 25 years of industry experience. He has worked at HRC Investment Services since 2012 and Life Stages Financial Group since 2011. Outside of advising, he serves as a part-time instructor in financial literacy and adult and K-12 education, and acts as a trustee of an investment portfolio for a nonprofit organization. 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, managing a diverse mix of securities through discretionary and non-discretionary portfolio management.

James Mctiernan is a financial advisor at Bison Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked for BNY Investment Center Inc. and The Bank of New York, where he accumulated over 50 years of combined experience. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Karsten Appel is a financial advisor with Aegis Capital Corp., holding a Series 66 designation and one year of industry experience. Prior to joining Aegis in 2025, he worked briefly at Equitable Advisors, LLC and has a background including positions at Stony Brook University and Colorado State University. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and occasional investment banking. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple platforms and sponsoring programs with a focus on non-discretionary advisory relationships.

Rebecca Pino is a financial advisor at TSA Management Inc with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Halliday Financial and Nostra. Outside of her advisory role, she is a co-owner of a financial media blog and the founder and CEO of Try Inertia LLC, a company developing an app focused on spending and budgeting insights. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities while limiting aggressive tactics.

Barry Shapiro is a financial advisor with Strategic Blueprint, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has operated Bshapiro Financial, a private S-corporation, since 2011. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a range of portfolio management and financial planning services, including a subscription advisory program and educational seminars.

Mark Sullivan is a financial advisor at Clinton Investment Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Funds Distributor, LLC and Brighton House Associates, LLC. Sullivan has been with Clinton Investment Management since 2017. Clinton Investment Management specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediaries. The firm employs an active, research-based approach focused on after-tax total return and serves as sub-adviser to multiple MassMutual municipal funds.

Walter Granruth III is a financial advisor at New Edge Wealth with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Warburg for 18 years before joining New Edge Wealth and Mid Atlantic Capital Corporation 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, including wealth strategy, financial planning, and portfolio management, and employs a multi-faceted investment approach that combines model strategies, separately managed accounts, and proprietary investment solutions.

Michael Romer is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Halliday Financial, LLC and Morgan Stanley Private Bank. Outside of his advisory role, Romer is involved in several business ventures, including part ownership in hospitality and consumer product companies and consulting activities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities for approximately 2,800 client relationships.

Steven Howe is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Vanderbilt Securities, LLC and Sterling Monroe Securities, LLC. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which is not investment-related. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios as well as access to independent third-party sub-advisors.

Avery Topkis is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 credential. He has been with the firm since 2022 and has four years of industry experience, following seven years as a student. Colter Lewis serves ultra‑high net worth and high net worth individuals, families, family offices, pension plans, and endowments, typically with a minimum client net worth of $25 million. The firm employs an active asset allocation strategy and manages diversified portfolios across public and alternative asset classes, with a significant portion of assets under non‑discretionary Advisory Mandates.

Gerald Fershtman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and associated with 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 diverse range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation across various platforms and third-party managers.

Eric Hahn is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Invst, LLC and previously spent 15 years at Ns Capital, LLC. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors, utilizing a combination of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes.

Elisa Verna Caspare is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at JPMorgan Securities LLC from 2013 to 2017. Caspare is also involved in a separate wealth strategies business for tax and investment purposes. The Pinnacle Financial Group provides 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 uses a written Investment Policy Statement for each client and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular reviews and the option to allocate to third-party managers.

James De Lucia is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at Quest Capital & Risk Management, Inc and C2P Capital Advisory Group, LLC. Outside of advisory work, he was involved with Snapper Inn, LLC from 2020 to 2023. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Michael Desmond is an advisor at Procyon with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Procyon Advisors, LLC since 2021 following prior roles at Procyon Institutional Partners, LLC and Pivotal Planning Group, LLC. He is a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm provides investment management, financial planning, retirement plan advisory, institutional consulting, and model-portfolio delivery services with a focus on customized, fundamentally driven portfolios using a mix of mutual funds, ETFs, individual equities, and fixed income.

Anthony Garbarino is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Ameriprise Financial Services, Inc. Outside of his advisory roles, he was involved with Grapes N' Hops, LLC from 2017 to 2020. 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 advisors, managing a large client base through a combination of direct and sub-advisory relationships.

Tyler Woods is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential and two years of industry experience. Before joining NorthCoast in 2024, he worked at Apple from 2021 to 2023 and has an academic background from the University of Syracuse. NorthCoast Asset Management offers 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 supported by proprietary models and provides a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Justin Corbin is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory role, he is involved in music performance through a contracting position with Nik Entertainment Co. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach and integrates retirement-plan and benefits services with advisory and plan administration through formal partnerships.

Peter Laplaca is a financial advisor at Composition Wealth, LLC with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Citi Private Advisory, Boston Private Wealth, and SVB Wealth. Outside of advising, he serves as an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion through a multi-advisor platform. The firm offers investment management, comprehensive wealth management, and financial planning services to individuals, trusts, businesses, and retirement plans, using a long-term, asset-allocation driven approach with a variety of investment strategies and affiliated business lines.