Gerard Erbeck

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Christopher Gething founded Atherean Asset Management LLC in 2014 as an independent investment advisory firm after working as a financial adviser at various firms including MetLife Securities since 2006. He is also the managing member of the general partner to the Atherean Value Fund, LP, a value-oriented long-short equity fund which was formed in 2023. Prior to working in investment management he worked as an engineer at companies including ABAQUS, Inc, now part of Dassault Systèmes. He is a CFA charterholder and a member of the New York Society of Security Analysts, and is also a Certified Financial Planner practitioner. He has Sc.B. and Sc.M. degrees in engineering from Brown University, and did graduate work at the Massachusetts Institute of Technology, where he was a member of Sigma Xi. Atherean Asset Management LLC offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and investment funds. The firm manages customized separately managed accounts and a private pooled vehicle, Atherean Value Fund, LP, using an equity-centered approach that combines strategic asset allocation, tactical adjustments, and fundamental valuation.

Cyrus Eslami is the principal of Eslami & Co. Wealth Management, LLC, an independent advisory firm, with one year of industry experience. He holds the Series 65 designation and has a background that includes roles at Betterment and involvement in various startup ventures. Eslami also develops automated trading strategies for US futures markets and is a founding engineer at Warmer, which creates AI-powered software to enhance financial advisor workflows. Eslami & Co. Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and financial planning. The firm combines passive and active quantitative approaches, offering sub-advisory and tax-aware overlay programs that include specialized strategies such as global futures trend-following and merger arbitrage.

Marc Lescarret is a CFP®-certified financial advisor with over twenty years of experience in investments and tax mitigation. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Before founding his firm, he worked in investment research and served high-net-worth individuals. Marc Alan Wealth Management LLC serves high-net-worth individuals, especially landlords and wealthy individuals who prioritize advanced tax mitigation and need the oversight of a fiduciary who does not collect Referral fees from agents he recommends or commissions from products he sells. My niche is: 1. Insane portfolio tax avoidance 2. Real Estate and Landlord tax shelters 3. FEE Only, so no product pays me a commission, and I take that step further so no person pays me any referral fee, aka a personal advocate and fiduciary Who I serve: I primarily serve landlords and tax concerned individuals age 40+ who have a net worth of over one million. You are never alone, we own your problems with you and tackle them together.

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.