Altin Tirana is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 21 years of industry experience. Prior to joining Gladstone in 2020, he worked at Morgan Stanley and its affiliated entities from 2009 to 2020. He also manages a personal business entity unrelated to investment advisory. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management along with access to third-party managers and model portfolios.

Jane Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63, 65, and 66 credentials and bringing 25 years of industry experience. She has worked at Aegis Capital Corp. since 2012 and also at Milton Skinner LLC since 2010. 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 provides trade execution, clearing, custody, and reporting services.

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 Series 66 licensed financial advisor with 26 years of industry experience. She currently works at Bison Wealth, LLC and previously held positions at Capital Group Private Client Services, Capital Bank & Trust Company, and Wells Fargo Clearing. Bison Wealth serves a diverse range of clients including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, multi-manager investment solutions, and access to alternative investments, utilizing a tactical and strategic allocation approach across liquid and private markets.

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 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.

Peter Knapp is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Guardian Life, Cadaret Grant & Co., Inc., and Lincoln Investment. Outside of advisory work, he is a member/owner at Westchester Financial Partners LLC, which provides insurance sales and services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various models and access to third-party managers. The firm’s investment approach includes proprietary mutual fund screening and emphasizes fiduciary responsibility, with many advisors maintaining outside business activities alongside advisory services.

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.

Jillian Dragone is a CFA® charterholder with six years of industry experience. She is currently an advisor at United Capital Financial Advisors, having joined the firm in 2025 after nine years at Apexium Financial LP and one year at AllianceBernstein Investments, Inc. United Capital Financial Advisors serves a broad client base nationally, including individuals, corporations, retirement plans, and charitable organizations, offering financial planning and investment management through discretionary portfolio management, third-party managers, and customized strategies.

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.