Henrique Cataldi

Herbert Moore is the sole advisor at Olive Tree Ridge Investment Advisors in Sharon, CT, holding Series 63 and Series 65 credentials with 15 years of industry experience. His prior roles include a decade at WiseBanyan, Inc. and two years at Independent Brokerage Solutions LLC. Outside of financial advising, he is the founder and oversees day-to-day operations of Premier Construction, a residential remodeling business. Olive Tree Ridge Investment Advisors offers discretionary portfolio management primarily to high-net-worth individuals and charitable organizations, focusing on mutual funds, equities, and ETFs. The firm’s investment approach is based on Modern Portfolio Theory and includes options trading, with a requirement for clients to use Interactive Brokers and undergo regular account reviews.

Anthony Collins is a financial advisor with EIA Investments LLC in Salisbury, CT, holding Series 63 and Series 65 designations and 10 years of industry experience. He has held roles at multiple firms, including Union Square Capital Advisors LLC and Economic Index Associates LLC, where he serves as Executive Director. Collins also serves as a director and consultant for IRIS Metals, a junior lithium mining company. EIA Investments provides investment advisory and sub-advisory services to investors, registered investment advisers, and institutional and charitable clients. The firm employs a rules-based index management approach that uses proprietary IFED scores to weight securities and primarily manages assets on a non-discretionary basis.

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.

Nadav Goshen is a financial advisor at Vizcaya Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vizcaya Capital since 2013. Outside of his advisory role, he is a part-owner of several investment-related holding companies affiliated with Vizcaya Capital. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated investors, and institutional clients, offering discretionary and non-discretionary portfolio management as well as advisory services to pooled investment vehicles. The firm is notable for its involvement with private funds, pooled vehicles, and a substantial non-U.S. investor base.

Jacob Swartz is a financial advisor at Main Street Research LLC with a Series 65 designation and four years of industry experience. Prior to joining Main Street Research in 2021, he worked at Bloomberg LP for two years and attended Chapman University from 2015 to 2019. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutions, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily of individual securities, with selective use of ETFs and ESG factor scoring for interested clients.

Andrew Marchionni is a Financial Consultant currently with Fidelity Investments, a role he has held since 2022. He has previously served as a Private Client Advisor at Oppenheimer & Co. in 2022, Assistant Vice President - Financial Advisor at Bank of America Merrill Lynch from 2018 to 2022, and as a Financial Consultant at Equitable Advisors from 2017 to 2018. In his professional approach, Andrew focuses on building long-term relationships with clients based on trust and transparency. He works closely with clients to understand their goals and vision for the future, co-creating and implementing tailored financial plans. He also monitors and adjusts these plans as clients’ lives change to ensure they meet evolving needs.