Daniel Gerald Morin

Eric Katzman is a CFA® charterholder with 31 years of industry experience. He has been with Rockingstone Advisors since 2016. Katzman serves on the Board of Trustees at Oberlin College, where he advises on the university endowment, and he is also a board member of the Berkshire Natural Resource Council, focusing on environmental stewardship. Additionally, he is an advisory board member of Jove Island Acquisition Corp, contributing to investment decisions. Rockingstone Advisors manages approximately $280 million for primarily high-net-worth individuals, trusts, retirement plans, and select OCIO clients. The firm employs an actively managed, multi-step investment process across various asset classes, using strategies that include derivatives and margin in separately managed accounts.

John Barry is a ChFC® and Series 65-registered financial advisor with over 22 years of industry experience. He has been with American Investment Services, Inc. since 1994, totaling 32 years at the firm’s Great Barrington, MA location. American Investment Services, Inc. provides discretionary wealth management to individuals, charitable organizations, and corporations, offering strategies that emphasize a structured, passive asset-allocation approach based on Modern Portfolio Theory. The firm manages over $1 billion in client assets with a small advisory team and features access to Dimensional Fund Advisors products and Unified Managed Accounts.

Gary Martinelli is a financial advisor at Tableaux Wealth with 26 years of industry experience. He previously operated Martinelli Portfolio Management, Inc. for 25 years and has managed a law practice at Martinelli Law, LLC for over 35 years. Outside of financial advising, he serves as executive committee chair of Convenient Cards, Inc., a company that markets prepaid card programs, and holds leadership roles in several commercial real estate entities. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio theory in its investment approach, managing portfolios with low-cost mutual funds, ETFs, and other instruments, while using third-party artificial intelligence for research and risk monitoring.

Jeremy Lundquist is a financial advisor with Renaissance Investment Group, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Renaissance, he worked for the United States Government for six years and was employed at George Mason University for two years. Renaissance Investment Group provides discretionary and non-discretionary investment supervisory services and financial counseling to individual, high-net-worth, and institutional clients. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research, emphasizing a long-term purchase-and-hold strategy while incorporating ESG considerations and offering customized services for banking and corporate clients.

Trevor Forbes is a financial advisor at Renaissance Investment Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Renaissance Investment Group since 2011. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research, maintaining a long-term purchase-and-hold strategy tailored to client-specific investment policy statements.

Luke Delorme is a CFP®, ChFC®, and Series 65-licensed advisor with 10 years of industry experience. He has worked at Tableaux LLC since 2024 and previously spent eight years at American Investment Services, Inc. He serves as a board member of the Berkshire Natural Resources Council, a land conservation non-profit organization. Tableaux Wealth is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, providing wealth management, portfolio management, financial planning, and trustee/executor services. The firm manages approximately $230 million and employs an investment process based on fundamental analysis and modern portfolio theory, using a mix of low-cost mutual funds, ETFs, and individual securities.