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.

Kathryn Buck Cannella is a Series 66-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has worked at firms including Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Mass Mutual Life Insurance Company. Outside of advising, she serves as a notary public and assists with bookkeeping and maintenance for a rental property owned with her spouse. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, and has scaled quickly to serve over 13,000 clients across multiple offices.

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.

Eric Sellinger is a financial advisor at Calydon Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Principal Street Partners, LLC and Vertigo Strategies, LLC. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $3.6 billion in assets. The firm uses a proprietary screening and factor model for equities combined with credit underwriting for municipal strategies and offers both discretionary and non-discretionary investment services.

Joseph Trifiletti is a financial advisor with Consolidated Portfolio Review Corp and holds a Series 66 designation. He has 18 years of industry experience and has worked with firms including ARK Global and Vanderbilt Securities, LLC. Outside of advising, he serves as Treasurer of Members Equity Insurance Company, a captive insurance agency. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process tailored to each client, combining various analytical methods and offering proprietary model portfolios alongside third-party manager options.

Denton Jones is a financial advisor at Greenwich Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Counterbalance Growth Strategies LLC, Goldman Sachs, and Bridgewater Associates. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm uses fundamental, technical, and macro analysis to tailor portfolios across various instruments and offers a range of services including portfolio management, financial planning, and third-party manager selection.

Daniel Sullivan is a financial advisor at Greenwich Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Greenwich Wealth Management since 2007, with a one-year tenure at Private Client Services, LLC. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory services including portfolio management and financial planning, employing fundamental, technical, and macro analysis across various investment instruments and third-party managers.

Benjamin Connard is a CFA® charterholder with one year of industry experience. He has worked at Carnegie Investment Counsel since 2025 and previously spent ten years at Eagle Ridge Investment Management, LLC. 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, pension plans, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and investment strategies to align portfolios with client goals, offering both discretionary and non-discretionary management as well as specialized planning services.

Christopher Parker Jr. is a financial advisor at Greenwich Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Raymond James Financial Services. In addition to his advisory work, he serves as Treasurer and a board member for the nonprofit Greenwich Choral Society, where he oversees administrative coordination and asset allocation in an unpaid, investment-related role. Greenwich Wealth Management provides advisory services to high-net-worth clients, including individuals, families, trusts, and institutions. The firm employs a range of investment strategies across multiple asset classes and offers unique services such as managing pooled vehicles and proprietary trading research.

James Patrick is a financial advisor with NewEdge Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Edge Capital Group, LLC and Edge Advisers. Outside of his advisory role, he has ownership in a winery, Isenhower Cellars. 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 integrates asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions.

Thomas Kelly is a financial advisor with Vanderbilt Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach supplemented by fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms.

James Rubinton is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including tenures at RBC Capital Markets and City National Bank. His current role began in 2025 with Citizens Private Wealth and its affiliated entities. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Scott Rochlin is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Maxim Financial Advisors since 2006 and is also affiliated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm manages assets using various investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Brett Ciarlo is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Brokers International Financial Services, and D.H. Hill Securities. Outside of advising, he is involved in real estate sales with Brown Harris Stevens and works as an independent insurance agent focused on fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning through customized portfolios, combining internal strategies with third-party managers and supporting a range of investment approaches from passive to tactical.

Michael Stanton is a financial advisor with TSA Management Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, and MSI Financial Services, Inc. Outside of his advisory work, he is the owner and member of Stanton Places, LLC, a residential property lessor. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across 2,566 clients, utilizing model-based asset allocation and a mix of in-house and third-party management strategies.

Simon Chung is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 44 years of industry experience. He has been with Bishop, Rosen & Co., Inc. since 2013. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis in its investment approach.

Charles Pepe III is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Kovitz Investment Group Partners, Connectus Wealth, and 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 and offers a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.