Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. Parker is also associated with LionSmith LLC, which formerly operated as Four Corners Private Wealth. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans with discretionary portfolio management, financial planning, and advisor support. The firm employs a multi-strategy investment approach and manages bespoke portfolios using a range of instruments alongside third-party manager integration.

Peter Marron is a CFA® charterholder with 19 years of industry experience. He has been with Pinnacle Associates, Ltd. since 1993. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term orientation and manages approximately $9.9 billion in discretionary assets across a range of equity and balanced strategies.

Lisa Cassidy is a financial advisor at CW Advisors, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Congress Wealth Management LLC, First Republic Securities, Watermark Securities, Brenton Point Wealth Advisors, Fidelity Brokerage Services, and UBS Financial Services. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and offers investment management, comprehensive wealth planning, and family office services.

Richard Hollmann is a financial advisor at NewEdge Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining NewEdge in 2021. 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 that include wealth strategy, financial planning, and portfolio management, with an investment approach focused on asset allocation, investor behavior, and a combination of model strategies and alternative investments.

Adam Gorlyn is a financial advisor at Citizens Private Wealth with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Franklin Advisers Inc. and Franklin Templeton Financial Services Corp. among other firms. Outside of his advisory role, he is the owner of TGG Holdings LLC, a sole proprietorship involved in real estate interests. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services.

George Rioseco is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Summit Financial and its related firms since 2008 and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he coaches youth lacrosse for the 2Way Lacrosse Club and participates as a vocalist and guitarist in a neighborhood band. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Jarrett Torromeo is a financial advisor at NorthCoast Asset Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J. M. Lummis Securities, Inc. and J. M. Lummis & Company, Inc. 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 diverse range of strategies, including strategic asset allocation, equity and fixed income approaches, options-defined outcome overlays, and alternative interval funds.

Damien Depeter is a financial advisor at New Edge Wealth with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Pallas Capital Advisors, Private Client Services, Mayflower Financial Advisors, and Wells Fargo Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics.

Robert Sechan II is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and Mid Atlantic Capital Corporation. Outside of his advisory role, Sechan serves on the boards of Technosoft Corporation and Portfolios with Purpose, and he is a co-founder and committee member of Bitmine Immersion Technologies, Inc. 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, using a combination of independent managers, model strategies, proprietary investment solutions, and technology tools—including AI-assisted analytics—integrated with adviser judgment and oversight.

Paul Ackerley is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory services and mutual fund management.

Kevin Burns is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He has been with the firm since 2009. Burns holds Series 63 and Series 65 licenses and serves as a partner in CBA MGMT CO., LLC, as well as a member and executive officer of Manifest Growth Fund GP, LLC. 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 build diversified portfolios across multiple asset classes and offers specialized advisory services including retirement plan consulting and ERISA compliance.

Altin Tirana is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Gladstone in 2020. Outside of his advisory role, he is the managing partner of Altin Tirana LLC, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Jane Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63, 65, and 66 designations and 26 years of industry experience. She has been with Aegis Capital Corp. since 2012 and also works with Milton Skinner LLC since 2010. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple programs with a focus on non-discretionary advisory relationships.

David Cleary is a CFA® charterholder with 26 years of industry experience. He is currently with Fortis Capital Advisors, LLC and also serves as president and chief compliance officer of Timber Pointe Capital Management. His prior experience includes roles at Lazard Asset Management Securities LLC, Crow Point Partners, and IPI Wealth Management, Inc. He is also president of Beechmont Holding Corp, a holding company for proceeds from other business ventures. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm offers customized portfolio construction across various strategies, with discretionary management and online reporting.

Mary Tupper is a financial advisor at Bison Wealth, LLC in Huntington, NY, holding a Series 66 designation with 26 years of industry experience. Her prior roles include positions at Capital Group Private Client Services, Capital Bank & Trust Company, Wells Fargo Clearing Services, and Citigroup Global Markets. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that incorporate tactical and strategic allocations across liquid and private-market strategies.

Jonathan Lucente is a financial advisor at Citizens Private Wealth with eight years of industry experience. He has previously worked at HSBC Bank and Signature Securities Group, among others. Lucente holds Series 63 and Series 66 designations. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and a range of institutional clients. The firm uses a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

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.

John Hodgson is a financial advisor with O'Shaughnessy Asset Management, LLC, holding Series 63 and Series 66 designations and two years of industry experience. His career includes roles at Franklin Distributors, LLC, Putnam Investments, and several educational institutions. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm is notable for its scalable advisor platform and integration of third-party managed options and model-provider arrangements.

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.

Peter Knapp is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Lincoln Investment, Cadaret Grant & Co., Inc., and Guardian Life. Outside of advisory work, he is a member and owner of Westchester Financial Partners LLC, which focuses on insurance sales and service. Capital Analysts serves a diverse client base, including retail and institutional investors, and provides portfolio management through discretionary and non-discretionary approaches. The firm employs a proprietary mutual fund screening process and offers retirement-plan advice via a nationwide network of independent advisors and in-house investment professionals.