Ronald Wayne Phillis

Herbert Moore is the sole advisor at Olive Tree Ridge Investment Advisors in Sharon, CT, holding Series 65 and Series 63 designations with 15 years of industry experience. He previously worked at WiseBanyan, Inc. for 10 years and Independent Brokerage Solutions LLC for two years. Outside of his advisory role, he is the founder and active manager of Premier Construction, a residential remodeling business. Olive Tree Ridge Investment Advisors provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations, focusing on asset allocation and long-term strategies grounded in Modern Portfolio Theory. The firm specializes in mutual funds, equities, ETFs, and options trading, and requires clients to use Interactive Brokers while offering customized investment policy statements and regular account reviews.

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.

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.

John Duval Jr. is a financial advisor at Bantam Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bantam Inc. since 2017 and at Accelerant LLC since 2004. In addition to his advisory work, he manages a securities litigation consulting firm where he serves as an expert witness. Bantam Inc. provides investment management and financial planning primarily to ultra-high-net-worth individuals, families, select institutional clients, and high-trajectory athletes. The firm employs a combination of fundamental, quantitative, technical, and macroeconomic analysis augmented by AI, offering services that include discretionary portfolio management, pension consulting, and tailored CFO services for athletes.

Alan Lax is a financial advisor at Ryefield Capital, LLC with 12 years of industry experience. He holds the Series 66 designation and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Ryefield Capital, LLC is an independent registered investment adviser that provides portfolio management and retirement planning services to individuals, professionals, and small businesses. The firm employs a combination of fundamental and technical analysis to pursue capital appreciation and utilizes tactical hedging when appropriate.

Daniel D'ordine is a CFP® professional with 16 years of experience in the financial advisory industry, operating through his firm, DDO Advisory Services, LLC, since 2010. He is also a licensed insurance broker specializing in life, disability, and long-term care policies. DDO Advisory Services provides financial planning and fee-based investment management to individuals, families, working professionals, small business owners, retirees, and trusts. The firm primarily uses pooled investments such as mutual funds and ETFs, generally offers non-discretionary investment advice, and may engage third-party managers for specialized strategies with client oversight.