Peyton Iott is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Kovitz Investment Group Partners, Connectus DBA NorthCoast Asset Management, Hippo Technologies, the University of New Haven, and Seymour High School. 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 market-exposure and security-scoring models and offers a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

David Karpa is a CFA® charterholder with eight years of industry experience. He has worked at Clinton Investment Management, LLC since 2017 and previously spent twelve years at Cincinnati Asset Management. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediaries. The firm uses an active, research-based investment approach focused on after-tax total return and serves as a sub-adviser to multiple MassMutual municipal funds.

Alison Hamilton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Her prior roles include seven years at Eagle Ridge Investment Management and seventeen years at Bessemer Trust. 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, nonprofit organizations, corporations, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Wailam Lee is a financial advisor at Palisade Capital Management, LP with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 2006. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focusing on conviction-weighted portfolios across various strategies and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Patrick Jamin is a CFA® charterholder with 14 years of experience in investment management. He is currently with Kovitz Investment Group Partners, LLC, having previously worked for Connectus Wealth and spent nine years at 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 using proprietary models and offers a diverse range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.

Artem Davletshin is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, Columbia University, Waldron Rand, and Merchant & Scholar. He is currently affiliated with NorthCoast Asset Management LLC in Greenwich, CT. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a range of strategies, including equity and fixed income, options overlays, and alternative interval funds.

Jeffrey Gebauer is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He has been with the firm since 2017 and previously worked at Fordham University from 2013 to 2017. O’Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors alongside multiple sub-advisory and affiliate relationships.

Dana Sypniewski is a financial advisor at NewEdge Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining NewEdge Wealth. 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 range of strategies including proprietary solutions and alternative investments.

Carlton Anderson is a financial advisor at Savvy with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Dowling Group Wealth Management, Newman and Associates, Ameriprise Financial Services, Janney Montgomery Scott, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

David Tillson is a CFA® charterholder based in Stamford, CT, with 11 years of industry experience. He has worked primarily at Eagle Ridge Investment Management LLC from 2008 to 2025 before joining Carnegie Investment Counsel in 2025. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, nonprofit organizations, corporations, and government entities. The firm uses a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Randall Diamond is a financial advisor at Tsa Management Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he works as a youth soccer coach and trainer with Super Soccer Stars. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional clients, focusing on strategic asset allocation and diversified portfolios managed through discretionary and non-discretionary approaches. The firm manages a mix of securities and emphasizes tax considerations, with a team of five advisors overseeing approximately $1.285 billion in assets.

Andrew Brookman is a financial advisor at Aegis Capital Corp. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Oppenheimer. Outside of his advisory role, he is involved with Alpha Strategic Advisors and owns JAKAMB LLC, an entity established for tax 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 handles trade execution, clearing, custody, and reporting for program clients.

Anthony Cirieco is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has 16 years of industry experience and has previously worked at Morgan Stanley Private Bank and The Windmill Group. Outside of his advisory role, Cirieco serves as a councilman on the Somers Town Board, participating in local government decision-making on public health, safety, land use, and budgets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Thomas Jedlicka is a financial advisor at NorthCoast Asset Management LLC with a Series 65 designation. He has one year of industry experience and previously worked at Andersen and Fieldpoint Private. Jedlicka’s background includes four years at Miami University and four years at Greenwich High School. 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.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Cohen & Steers Capital Management, Inc., Torchlight Investors, and Foreside Fund Services, LLC. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach, managing strategies across various equity and fixed income portfolios, and also serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Charles Luzio is a financial advisor at NorthCoast Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, LLC, and BBR Partners, LLC. Prior to his advisory roles, he was affiliated with Fordham University and the University of Delaware. NorthCoast Asset Management provides discretionary portfolio management and financial planning to a range of individual and institutional clients. The firm employs a quantitatively based, systematic investment approach using proprietary models and offers strategies including strategic asset allocation, tactical equity, options overlays, and alternative interval funds.

Reese Hughes is a financial advisor with Tsa Management Inc. holding Series 65 and Series 63 licenses and has 14 years of industry experience. He has worked at Halliday Financial, LLC since 2017 and previously held positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion for about 2,566 clients, utilizing model allocations, asset allocation strategies, and tax-aware security selection.

Michael Kramer is a financial advisor at New Edge Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, First Republic Securities Company, and B. Riley & Co. He serves as a trustee and successor trustee for multiple family trusts and charitable foundations. 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 and employs an investment process that integrates model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Robert Longsworth is a financial advisor with Greenwich Wealth Management, LLC, holding Series 65 and Series 63 licenses and has 11 years of industry experience. He previously worked at Private Client Services before joining Greenwich Wealth Management in 2016. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and defined benefit/contribution plans. The firm provides portfolio management, financial planning, retirement plan advisory, manager selection, and a wrap-fee asset management program, using a combination of fundamental, technical, and macro analysis across a range of investment instruments.

Jose Cao Alvira is a CFP® professional with one year of experience at Foundations Investment Advisors LLC. He also holds faculty positions teaching finance at Barnard College of Columbia University and Lehman College of the City University of New York. Outside of advising, he owns a consulting firm that provides economic consulting services and life insurance products. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.