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.

Patrick Jamin is a CFA® charterholder with 14 years of experience in investment management. He is currently with Kovitz Investment Group Partners, LLC, having previously worked for Connectus Wealth and spent nine years at NorthCoast Asset Management. 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 diverse range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.

Artem Davletshin is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, Columbia University, Waldron Rand, and Merchant & Scholar. He is currently affiliated with NorthCoast Asset Management LLC in Greenwich, CT. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a range of strategies, including equity and fixed income, options overlays, and alternative interval funds.

Jeffrey Gebauer is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He has been with the firm since 2017 and previously worked at Fordham University from 2013 to 2017. O’Shaughnessy Asset Management is a quantitative institutional 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 multiple sub-advisory and affiliate relationships.

Dana Sypniewski is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining NewEdge Wealth. 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 range of strategies including proprietary solutions and alternative investments.

Carlton Anderson is a financial advisor at Savvy with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Dowling Group Wealth Management, Newman and Associates, Ameriprise Financial Services, Janney Montgomery Scott, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

David Tillson is a CFA® charterholder based in Stamford, CT, with 11 years of industry experience. He has worked primarily at Eagle Ridge Investment Management LLC from 2008 to 2025 before joining Carnegie Investment Counsel in 2025. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, nonprofit organizations, corporations, and government entities. The firm uses a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Andrew Brookman is a financial advisor at Aegis Capital Corp. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Oppenheimer. Outside of his advisory role, he is involved with Alpha Strategic Advisors and owns JAKAMB LLC, an entity established for tax purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and handles trade execution, clearing, custody, and reporting for program clients.

Anthony Cirieco is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has 16 years of industry experience and has previously worked at Morgan Stanley Private Bank and The Windmill Group. Outside of his advisory role, Cirieco serves as a councilman on the Somers Town Board, participating in local government decision-making on public health, safety, land use, and budgets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Thomas Jedlicka is a financial advisor at NorthCoast Asset Management LLC with a Series 65 designation. He has one year of industry experience and previously worked at Andersen and Fieldpoint Private. Jedlicka’s background includes four years at Miami University and four years at Greenwich 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 and offers a range of strategies, including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Charles Luzio is a financial advisor at NorthCoast Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, LLC, and BBR Partners, LLC. Prior to his advisory roles, he was affiliated with Fordham University and the University of Delaware. NorthCoast Asset Management provides discretionary portfolio management and financial planning to a range of individual and institutional clients. The firm employs a quantitatively based, systematic investment approach using proprietary models and offers strategies including strategic asset allocation, tactical equity, options overlays, and alternative interval funds.

Deborah Dulaney is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 33 years. She serves as a trustee of the Hudson Highlands Nature Museum, a nonprofit focused on nature-based education. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm uses a structured investment approach with household-level Investment Policy Statements and integrates resources from its parent company, Fifth Third Bank.

Michael Kramer is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, First Republic Securities Company, B. Riley & Co., and Ladenburg Thalmann Asset Management. He serves as trustee and successor trustee for several family and client trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and trusts, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm integrates independent managers, model strategies, and proprietary solutions, using technology tools and AI-assisted analytics alongside adviser judgment.

Robert Longsworth is a financial advisor at Greenwich Wealth Management, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Greenwich Wealth Management since 2016, following a brief tenure at Private Client Services. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and various retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA 3(21) advisory support, and a wrap-fee asset management program, building customized portfolios using fundamental, technical, and macro analysis across a wide range of investment instruments.

Jody Santiago is a financial advisor at Citizens Private Wealth with 17 years of industry experience and holds a Series 66 designation. Prior to joining Citizens Securities, Inc. in 2022, Santiago worked at Voya Financial Advisors for seven years and was involved with Firehouse Scooterworks LLC / TJZ Arms from 2013 to 2017. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by a Chief Investment Officer, alongside business consulting services for multigenerational family and closely held business matters.

Jose Cao Alvira is a CFP® professional with one year of experience at Gradient Advisors, LLC. He previously worked at Foundations Investment Advisors and owns Murray Hill Planning and Consulting, where he provides consulting services and life insurance products. He is also a finance professor at Barnard College and Lehman College. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities through a network of Investment Advisor Representatives and third-party money managers.