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.

Xiaoyong Wang is a CFP® professional with 18 years of experience in the financial industry, currently serving at Consolidated Portfolio Review Corp. His prior experience includes roles at Vanderbilt Financial Group, Spire Investment Partners, and Morgan Stanley. Outside of finance, he is the Executive Director of CHESSanity Inc., an organization that promotes chess through tournaments, and he provides college admissions consulting through Pick-A-Path Edvice LLC. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, employing both proprietary model portfolios and third-party sub-advisors.

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.

George Drakos is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services tailored to client objectives.

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.

Eric Goodman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. He previously worked at Equity Services, Inc. for 11 years and has been affiliated with National Life for 13 years. Outside of advisory roles, he is involved in fixed insurance sales and works as a broker focusing on fixed life insurance and annuity products. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

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.

Randall Diamond is a financial advisor at Tsa Management Inc with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he is involved in youth sports coaching as a trainer for Super Soccer Stars. Tsa 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, employing model-based portfolio construction with an emphasis on asset allocation, tax-aware security selection, and quarterly rebalancing.

Howard Douglas is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, having previously worked at firms including Equitable Advisors and American Portfolios Financial Services. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary model portfolios and access to independent third-party sub-advisors.

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.

Valentina Solomita is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2013 and is also the owner of American Centurion Financial LLC, a registered investment advisor. Outside of her advisory roles, she is involved in several entrepreneurial ventures focused on regional economic growth and job creation, including founding VS Global Financial Solutions and Pure Hedge, LLC. Vanderbilt Advisory Services serves a broad mix of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

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.

Ian Millman is a financial advisor at Kingsview Wealth Management, LLC with 27 years of industry experience. He has held roles at Kingsview Partners LLC since 2019 and previously worked at Wells Fargo and Merrill. Millman is a partner in M&M Wealth Management, an advisory business. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management combining in-house strategies with third-party managers, including access to alternative investments and model portfolios.

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.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Konstantin Prives is a financial advisor with RBC Securities, Inc. in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services within a banking-affiliated group and delegates investment management to its sub-advisor, RBC Rochdale.

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.

Cari Walling is a financial advisor at Procyon with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pivotal Planning Group, AXA Advisors, and other firms. Walling has been with Procyon since 2022. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets and offers both discretionary and primarily non-discretionary management using mutual funds, ETFs, equities, and fixed income, supported by AI tools and access to independent managers and third-party platforms.

Reese Hughes is a financial advisor at Tsa Management Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Halliday Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Granite Investment Advisors, LLC. 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 other institutions. The firm manages approximately $1.479 billion across about 2,566 clients, using model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.