David Volkman

Herbert Moore is a financial advisor with Olive Tree Ridge Investment Advisors in Sharon, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at WiseBanyan, Inc. for ten years and was with Independent Brokerage Solutions LLC from 2020 to 2022. Outside of financial advising, Moore is the founder and operator of a residential remodeling contracting business. Olive Tree Ridge Investment Advisors provides portfolio management primarily for high-net-worth individuals and charitable organizations, focusing on asset allocation, selection, and ongoing monitoring. The firm employs modern portfolio theory, generally recommends ETFs, and uses long-term trading and options strategies, including covered and uncovered options.

Brian Schmidt is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Hudson Delaware Planning LLC. His prior roles include positions at Ameriprise Financial Services Inc and The Depository Trust & Clearing Corp. Outside of financial advising, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through both ongoing and project-based engagements. The firm focuses on a planning-only model without discretionary portfolio management or custody, offering services that include retirement, tax, and estate planning, while clients retain full discretion over their implementation.

John Duval is a financial advisor at Bantam Inc. in Staatsburg, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Bantam Inc. since 2017 and also manages a securities litigation consulting firm where he serves as an expert witness without providing investment advice. Bantam Inc. serves ultra-high-net-worth individuals, families, and select institutional clients, offering asset management, financial planning, and pension consulting with a focus on documented client objectives and discretionary strategies that include equity, fixed income, and alternative investments.

Michael Vanikiotis is a CFP® and ChFC® with one year of experience, currently serving as the sole advisor at Vanik Capital LLC. His prior roles include positions at Northwestern Mutual and Wells Fargo Clearing, along with experience in the restaurant ownership and operations sector. Vanik Capital LLC provides investment management, financial planning, and retirement plan consulting to employer plan sponsors, charitable organizations, corporations, and individual clients. The firm employs asset-allocation driven portfolios combining passive and active strategies and offers services including ERISA investment management for employer plans.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Jonathan Edelman is a CFP® with four years of industry experience, serving as the sole advisor at Nonesuch Advisors in Kent, CT since 2013. He is also Co-Managing Partner of Inflection Vintners, a winery involved in production, sales, and finance. Nonesuch Advisors primarily serves entrepreneurs, small-business owners, and principal executives, offering financial planning, investment strategy, and start-up consulting through fixed-fee or hourly engagements. The firm emphasizes fundamental analysis and diversified portfolios using mutual funds and ETFs, focusing on the intersection of personal and business financial issues without providing discretionary portfolio management.