Jenna Dickinson is a financial advisor with New Edge Wealth in Stamford, CT, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Merrill, Oppenheimer & Co. Inc., and Mass Mutual Life Insurance Company. She has also been involved in the restaurant industry, working at Grille 86 and Love Art Sushi earlier in her career. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and consulting. The firm integrates independent managers, model strategies, and technology tools—including AI-assisted analytics—to tailor portfolios focused on asset allocation and investor behavior.

Daniel Humphrey is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously held roles at Hightower Advisors, Equitable Advisors, Madison Trust, and several other firms. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation aligned with Modern Portfolio Theory and integrates traditional investment management with in-house accounting, tax services, and business coaching.

Christopher Loveless is a financial advisor at O'Shaughnessy Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at O'Shaughnessy since 2007, following a seven-year tenure at Quasar Distributors, LLC. Loveless serves as a member of the Texas Tech University Investment Advisory Committee, appointed by the chancellor of the university system. 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 based on empirical research and offers a customizable platform (CANVAS®) for delivering equity portfolios and related strategies.

Claudine Spence is a Series 66-registered advisor at O'Shaughnessy Asset Management, LLC with 24 years of industry experience. She has been with O'Shaughnessy Asset Management since 2007 and previously worked at Quasar Distributors, LLC from 2011 to 2017. 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 and managed options overlays for advisers.

Kristen Nunes is a financial advisor at NewEdge Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Pallas Capital Advisors, and The Prudential Insurance Company of America. 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 combination of model strategies, separately managed accounts, and proprietary investment solutions.

Erin Foley is a financial advisor at O'Shaughnessy Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with O'Shaughnessy since 2007. Outside of her advisory role, she is a passive investor in a start-up eyewear company. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity portfolios and related strategies. The firm also provides a customizable platform for advisers and manages mutual funds and ETFs, distinguishing itself through scale and multiple sub-advisory relationships.

Sean Coffey is a financial advisor at Clinton Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Warner Bros. Discovery, Washington Golf Club, and Penn State University. His diverse background includes roles in both corporate and educational settings. Clinton Investment Management, LLC manages 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 and serves as a sub-adviser to multiple MassMutual municipal funds.

Matthew Ludmer is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He has previously worked at Spire Investment Partners, LLC and currently serves as an Investment Advisor Representative of Spire Wealth Management through the affiliated firm Aligned Wealth. Outside of his advisory role, he founded the Aligned Center, a membership-based community organization focused on personal growth. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services using customized, primarily long-term portfolios with ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Bernard Picchi is a financial advisor at Palisade Capital Management, LP with 14 years of industry experience. He holds the CFA® designation and a Series 63 license. Since 2009, he has been with Palisade Capital Management and serves as a director and chair of the Compensation and Human Resources Committee on the board of Mercer International, a manufacturing company based in Vancouver, BC. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various equity and convertible bond strategies and also serves as a sub-adviser to mutual funds and a fiduciary to collective investment trusts.

Steven Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is a member of Milton Skinner, LLC, a holding company for bill paying 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 supports a range of client objectives and restrictions.

Jay Peters is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining New Edge Wealth 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 with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Michael Oliver is a CFA® charterholder with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

John Knox III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He is currently with Carnegie Investment Counsel, where he has worked since 2025, following a 17-year tenure at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Thomas Ames is a financial advisor at NewEdge Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Lyft, Uber Technologies, and Kamylon Holdings. 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, using a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Warren Raum is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. Outside of his advisory work, he is involved in management consulting, executive coaching, writing, game development, and nonprofit strategic planning and fundraising. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ehren Stanhope is a CFA® charterholder with 15 years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC, where he has worked since 2010, following a seven-year tenure at Quasar Distributors, LLC. Stanhope serves on the board of the Builders Institute, a nonprofit focused on promoting financial literacy, and is a member of the investment committee for the Sigma Phi Epsilon fraternity's national nonprofit organization. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm offers a customizable platform and manages mutual funds, ETFs, and sub-advisory relationships across a broad client base.

Ryan Gregory is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. His background includes roles outside finance in the hospitality and cruise industries. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals and institutional clients, using a quantitatively based, systematic investment approach that incorporates proprietary models and a wide range of strategies including options-defined outcome overlays and alternative interval funds.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, as well as at Atrium Advisors since 2001. Kaess is the founder of Feminomics, a business focused on women and money that provides web-based content and in-person presentations. She also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm implements investment strategies using proprietary models, third-party managers, and multiple platforms while supporting customized investment restrictions and conducting regular due diligence.

Lisa Rossi is a CFP® professional with 33 years of experience in financial advising. She has been with Gladstone Wealth Partners since 2021 and previously worked at Stratos Wealth Partners and LPL Financial. Outside of her advisory work, she is associated with Kipps Consulting LLC, a business entity 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 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a notable integration of retirement-plan services and institutional manager relationships.

Stephanie O'Donnell is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. She has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, and Axiom Investors. O'Donnell holds a Series 65 credential. 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 range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.