Timothy Paradis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2006 to 2023. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Ari Rosenbaum is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'Shaughnessy Asset Management since 2007, following a seven-year tenure at Quasar Distributors, LLC. 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 based on empirical research and provides customizable advisor-facing platforms alongside sub-advisory and mutual fund management services.

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has previously worked at Morgan Stanley Wealth Management and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on retirement-plan services and institutional manager relationships.

Tuula Paavola is a CFP® with 23 years of industry experience, currently serving as owner and managing director of DeFrate & Paavola, LLC. She has been affiliated with Vicus Capital, Inc. since 2005 and also maintains a role as an insurance agent selling life, annuities, and long-term care products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

John Burnham is a financial advisor with Arete Wealth Advisors, LLC in White Plains, NY. He holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at National Asset Management and National Securities Corporation. Outside his advisory role, he is involved in tax preparation services through a partnership at Saranac Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers with ongoing account monitoring.

Anthony Polak is a financial advisor with Aegis Capital Corp. in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Aegis Capital since 2012 and previously worked at Maxim Financial Advisors LLC. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm serves clients through multiple platforms with both discretionary and non-discretionary advisory relationships and is notable for its active broker-dealer operations alongside its investment advisory activities.

Joshua Sandbulte is a financial advisor at Greenhaven Associates Inc with a Series 65 designation and over 21 years of experience at the firm. He has been with Greenhaven Associates since 2005. Greenhaven Associates manages discretionary equity portfolios for a variety of clients including individuals, trusts, foundations, pension plans, IRAs, endowments, and institutional clients such as sovereign wealth funds and banking institutions. The firm employs a value-oriented, buy-and-hold equity strategy with concentrated portfolios and oversees approximately $11.66 billion for around 100 clients.

Kristen Clark is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC since 2022. Her prior roles include positions at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, Eaton Vance Management, and Brigham and Women's Hospital. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager that serves individual investors, financial advisers, and a variety of 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.

Nicholas Simini is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with multiple affiliated firms since 2013, including Summit Financial, Purshe Kaplan Sterling Investments, and Summit Equities. Simini also engages in insurance sales through various brokerage groups, earning compensation from product sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

Randi Engelbrecht is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 65 designation and joined Summit Financial in 2024 after nine years at Brown Advisory. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Diego Castillo Olea is a financial advisor at Mora Capital Management, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Boreal Capital Securities LLC, UBS Financial Services, and Credit Suisse Securities (USA) LLC. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm uses an open-architecture investment platform that incorporates fundamental and technical analysis across broad asset classes and manages both discretionary and non-discretionary portfolios.

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.

Christopher Loveless is a financial advisor at O'Shaughnessy Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bear Stearns Asset Management Inc. and Quasar Distributors, LLC. Loveless serves on the Texas Tech University Investment Advisory Committee. O’Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers an advisor-facing platform alongside sub-advisory and mutual fund management services.

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.

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.

Ronald Holtz is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Edward Jones, Oppenheimer, Webster Bank, LPL Financial, Citigroup Global Markets, and Morgan Stanley. A.G.P. / Alliance Global Partners operates as a multi-team platform serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture investment approach combining internally managed strategies and sub-advisory relationships.

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.