Michael Luther is a CFA® charterholder at O'Shaughnessy Asset Management, LLC with six years of industry experience. Prior to joining OSAM in 2020, he worked at Boston College and The Hartford. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm also offers a customizable advisor-facing platform and manages mutual funds and ETFs, supporting a broad distribution model with multiple sub-advisory relationships.

Abbey Duncan is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at O'Shaughnessy Asset Management since 2022. Her prior work includes roles at Interviewing, Goodworld, FS Vector, and teaching positions at Gainesville Middle School and Patriot High School. 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 and offers a customizable platform for advisers, managing a large client base through its network of approximately 53 advisors.

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.

Matthew Levens is a financial advisor at RMR Wealth Builders, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc. from 2015 to 2023. Outside of his advisory role, he serves as a board member for After School Rocks, a music instruction organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and specialized service lines such as FDIC-sweep deposit programs and digital-asset custody through Fidelity Digital Assets.

Robert Villaflor is a financial advisor at Sprott Asset Management USA Inc. with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Sprott and its affiliates since 2015, serving in roles including Chief Executive Officer. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail, high-net-worth, and institutional clients, focusing on precious metals and natural resources through strategies such as bottom-up fundamental analysis and cyclical/value orientation. The firm manages a range of investment vehicles including registered funds, ETFs, and private limited partnerships, and is notable for its dual role as a private fund adviser and registered commodity pool operator.

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.

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.

Carlos Garcia is a financial advisor with Kovack Advisors, Inc. in Westport, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of advisory work, Garcia is involved in the sale of fixed index annuities, life insurance, and group health and benefits products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, along with financial planning and third-party manager recommendations.

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.

Samuel Sullivan is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. He previously worked at WPP, Cogent World, Wasserman, and Strategic Agency. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

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.

Thomas Yao is a financial advisor at Moneco Advisors with two years of industry experience. He holds the Series 65 designation and previously worked at Hightower Advisors, DS Advisors, and Goudy Park Capital. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm offers customized investment programs that incorporate fundamental, technical, and cyclical analysis across a diverse range of securities and uses multiple custodial platforms and tax-aware strategies.

Charles Simmonds is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously at Third Bridge US Inc and Rockefeller Financial LLC. Outside of his advisory role, he has been involved in a business operating under the name L&J MarketPlace Inc. DBA Fish Market. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

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.