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.

Jason Hendricks is a CFP® professional with six years of industry experience. He has been with Crestwood Advisors since 2022 and previously worked at Bank of America from 2009 to 2022. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security analysis and operates a digital investment program called Pathfinder, which uses automated ETF portfolios alongside periodic advisor engagement.

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.

Eric Rabaskas is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Vanderbilt Advisory Services since 2021 and previously held roles at Westport Capital Markets LLC and Source Capital Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and charting analysis within a strategic asset allocation framework, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Vincent Perna is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016. In addition to his advisory role, he is an insurance producer with Belpointe Insurance, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and co-advisory services, utilizing a range of strategies tailored to client objectives and risk tolerance.

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.

Ryan Vogel is a financial advisor at Coastal Bridge Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Brown Brothers Harriman. Outside of his advisory roles, he has experience in the hospitality sector through his time at Vine Wine Room. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

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.

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.

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.

Samuel Broom is a financial advisor at Sprott Asset Management USA Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Sprott since 2017, also associated with Sprott Global Resource Investments Ltd. since 2016. Outside of his advisory role, he serves as an Independent Sale Consultant for Miles Franklin, referring clients interested in purchasing precious metals. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm’s approach combines bottom-up fundamental analysis with top-down asset allocation and offers both actively managed and index-based ETF products, including a physical-commodities fund.

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.

Patrick Haggerty is a financial advisor with Aegis Capital Corp. in Larchmont, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aegis Capital Corp. since 2015. Outside of his advisory role, he serves as a board member for the Larchmont Volunteer Ambulance Corp. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.