Jillian Dragone is a CFA® charterholder with six years of industry experience. She is currently an advisor at United Capital Financial Advisors, having joined the firm in 2025 after nine years at Apexium Financial LP and one year at AllianceBernstein Investments, Inc. United Capital Financial Advisors serves a broad client base nationally, including individuals, corporations, retirement plans, and charitable organizations, offering financial planning and investment management through discretionary portfolio management, third-party managers, and customized strategies.

Amos Akinyooye is a financial advisor at Vanderbilt Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Equitable Advisors. Outside of his advisory role, he serves as president of Aston Consulting Group, a financial services firm. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of fundamental, technical, and charting analysis tailored to client objectives.

Lynne Ford is a financial advisor at Vanderbilt Advisory Services with a Series 66 designation and two years of industry experience. Prior to joining Vanderbilt Securities, LLC, she worked at JetBlue for 18 years. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis to manage portfolios tailored to client objectives, while also integrating retirement-plan and benefits services through partnerships with third-party administrators.

Travis Lazaroff is a financial advisor with New Edge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fifth Avenue Family Office, UBS Financial Services, Tullett Prebon Financial Services, and Deutsche Bank. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Emily Sgammato is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. She holds the Series 65 designation and has been with O'Shaughnessy Asset Management since 2021. Prior to that, she worked at New England Private Wealth Advisors for seven years. 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 for advisors, managing a broad range of equity portfolios and related strategies.

Beverly Mingola is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and 42 years of industry experience. She has been with Vanderbilt Securities, LLC since 2005. Outside of her advisory role, she is involved as a distributor in a multi-level networking organization unrelated to investments. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that integrates strategic asset allocation and various analytical methods tailored to client objectives.

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.

Peter Costa is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Capital One Investing, Legend Securities, and Santander Bank. Costa is currently based in Flushing, NY. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

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.

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.

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.

Gregory Owsiany is an advisor at Bison Wealth, LLC with securities licenses Series 65 and Series 63. He has one year of industry experience, including roles at BNY Mellon Securities Corporation and BNY. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm combines tactical and strategic allocations across liquid and private-market investments and provides option-based overlay strategies through an affiliated sub-adviser.

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.