Luke Delorme

Eric Katzman is a CFA® charterholder with 30 years of industry experience. He has been with Rockingstone Advisors since 2016, following a 16-year tenure at Deutsche Bank Securities Inc. Katzman serves on the Board of Trustees at Oberlin College and the Berkshire Natural Resource Council, contributing to their investment and finance committees, and is also a member of the advisory board for Jove Island Acquisition Corp. Rockingstone Advisors offers discretionary portfolio management and OCIO services to individuals, high-net-worth clients, families, trusts, retirement plans, and select limited partnerships. The firm employs a multi-step investment process that includes strategic allocation, tactical overlays, and the integration of traditional and digital assets, supported by a two-advisor team and specialized custodial arrangements.

Matthew Chester is a CFP® professional with 12 years of industry experience. He currently serves at Tableaux Wealth and has prior experience at RBC Capital Markets, LLC d/b/a RBC Wealth Management. Outside of his advisory role, he volunteers as a Finance Committee member for The Stockbridge Library Museum and Archives and as a board member of Riverbrook Residence, Inc., which provides residential living for women with intellectual and developmental disabilities. Tableaux Wealth offers investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio principles with a long-term orientation, utilizing discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.

John Barry is a ChFC® and Series 65 credentialed financial advisor with American Investment Services Inc, where he has worked since 1994, totaling 32 years at the firm and 21 years of industry experience. He is based in Great Barrington, MA, and is part of a six-advisor team. American Investment Services is a fee-only SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets.

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.

David St. Peter is a CFA® charterholder with 16 years of industry experience, currently serving at American Investment Services Inc since 2008. He is based in Great Barrington, MA, and holds the Series 63 designation. American Investment Services is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Burnell is a CFP® with 11 years of industry experience, currently serving as an advisor at American Investment Services Inc. He has previously worked at Cetera Investment Advisers LLC, Hedley & Co PLLC, and Marvin and Company, P.C., CPA’s. American Investment Services is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers proprietary strategies including a High-Yield Dow model and access to Dimensional Fund Advisors’ Unified Managed Accounts.