Liam Reiner is a financial advisor at New Edge Wealth with one year of industry experience. He previously worked at Morgan Stanley and has held roles outside the financial sector, including positions at Stowe Mountain Resort and several restaurants. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with technology tools and human oversight.

Paul Mohammadi is a financial advisor at Tsa Management Inc with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 2012. 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 as of December 31, 2025, using model allocations, tax-aware security selection, and both in-house and third-party managers.

Sean Carmody is a financial advisor with Maxim Financial Advisors LLC in New York, NY. He holds a Series 66 designation and has 15 years of industry experience. He has been with Maxim Group LLC since 2012. Outside of his advisory role, he is involved with SHC Capital Management, LLC, investing in a commercial real estate project. 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 uses various investment vehicles and analytical methods, serving both retail and institutional clients with assets under management totaling over $386 million as of December 31, 2024.

Francisco Perez is a financial advisor at New Edge Wealth with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services from 2008 to 2020. Perez’s current role includes client relationship management focused on high-net-worth individuals. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior in its tailored investment approach.

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing affiliated model strategies.

Julie Anne Marie Villena is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Stifel Nicolaus & Co, Inc., One Wealth Advisors, LLC, and Summit Trail Advisors, LLC. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a systematic, model-driven investment process and offers a customizable, advisor-facing platform to deliver equity portfolios and related strategies.

Jamie Zelem is a financial advisor at O'Shaughnessy Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Franklin Distributors, LLC and ClearBridge Investments LLC prior to joining O'Shaughnessy. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors alongside sub-advisory services and third-party managed fund strategies.

Alexander Derbes is a financial advisor at Gilder Gagnon Howe & Co. LLC with 14 years of industry experience. He has been with Gilder Gagnon Howe since 2003. Outside of his advisory role, he provides occasional guidance to a healthcare data startup called Project Balmire. Gilder Gagnon Howe & Co. LLC offers discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Jaime Fals Jr. is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Jefferies LLC since 2015. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis to develop comprehensive financial plans.

Michelle Begina is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory work, she is the author of *Deep Pockets: Creating Wealth from the Inside Out*, engaging in various promotional and educational activities related to the book. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm utilizes a multi-team approach combined with institutional capabilities, employing customized model portfolios and third-party managers while managing a diverse set of investment tools.

Russell Green is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wunderlich Securities, Inc. and RPG Wealth Management, Inc. Outside of financial advising, he operates an eBay store selling household goods and serves as president of the Syosset Woodbury Chamber of Commerce, as well as a director of the Nassau County Council of Chambers of Commerce. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies to client objectives using fundamental and technical analysis with a substantial portion of assets managed on a non-discretionary basis.

Eric Serfaty is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at UBS Financial Services and Oppenheimer & Co. Inc. He is currently affiliated with both Insigneo Advisory Services LLC and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a process that combines individual advisor allocations with firm-modeled portfolios overseen by an Investment Committee.

Jessy Mogro is a financial advisor with Snowden Capital Advisors LLC in New York, NY, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Prior to joining Snowden Lane Partners in 2021, Mogro worked at Wells Fargo Clearings Services and J.P. Morgan Securities. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and frequently employs third-party managers in customized investment strategies.

Barbara Tarmy is a financial advisor at Williams Jones Wealth Management, LLC with 10 years of industry experience. She has held roles at Williams Jones Wealth Management since 2019 and previously worked at William, Jones & Associates, LLC from 2016 to 2019. Outside of her advisory work, she serves as an officer at Quality House Wines. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as institutional clients, offering portfolio management, financial planning, and access to third-party managers. The firm’s investment approach emphasizes concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price framework and active, tax-aware fixed-income management.

Ian Cole is a financial advisor with Copper Financial in New York, NY, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Personal Capital Advisors, HSBC Bank USA, and UNFCU Advisors. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with individual and institutional clients and operates with a fiduciary approach, conducting due diligence on managers and providing ongoing advisory services.

Nicholas Stock is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Tocqueville since 2021 and previously held roles at CIGP and the University of Hong Kong. Outside of his advisory work, he serves as a director of Stock Capital Partners Hong Kong Limited and is a member of Stock & Company, a farm in Illinois. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Michael Accinelli is a financial advisor at Gamco Asset Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gamco and Gabelli & Company, Inc. since 2006. Outside of his advisory role, he owns Evry Scnd Cnts, a health and lifestyle newsletter. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-oriented investment approach supported by fundamental research and company-specific catalysts, alongside a growth strategy that incorporates macroeconomic analysis.

Rochelle Wagenheim is a financial advisor at Ingalls Investment Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Distribution, Inc. from 2015 to 2018 before joining Ingalls & Snyder LLC in 2018. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services that include portfolio consulting, private placements, and donor-advised fund programs.

Daniel Winters is a financial advisor at Savvy with Series 63 and Series 65 credentials and approximately two years of experience in the financial services industry. His prior experience includes roles at Merit Financial Advisors and Purshe Kaplan Sterling Investments, as well as five years of service in the United States Marine Corps. Savvy serves individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations with investment and financial planning services. The firm employs a primarily index-based, long-term investment approach supplemented by active equity and tax-aware direct indexing strategies, integrating third-party sub-advisers and fintech tools to build customized client plans.