Stephanie Andersen

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.

Anthony Collins is a financial advisor at EIA Investments LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Union Square Capital Advisors LLC and Economic Index Associates LLC. Collins also serves as a director and consultant for IRIS Metals, a junior mining company listed on the ASX. EIA Investments provides investment advisory and sub-advisory services to investors, registered investment advisers, and institutional and charitable clients, focusing on strategies that track InvestWithTheFed (IFED) indexes. The firm employs a rules-based index management approach that integrates monetary policy signals and firm-level metrics, weighting securities by a proprietary IFED score rather than market capitalization.

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.

Henrique Cataldi is a financial advisor at Main Street Research LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, Edward Jones, and EQIS Capital Management. Prior to his financial career, he spent several years with Extreme Pizza. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutions, utilizing a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios.