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.

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.

Eric Katzman is a CFA® charterholder with 31 years of industry experience. He has been with Rockingstone Advisors since 2016. Katzman serves on the Board of Trustees at Oberlin College, where he advises on the university endowment, and he is also a board member of the Berkshire Natural Resource Council, focusing on environmental stewardship. Additionally, he is an advisory board member of Jove Island Acquisition Corp, contributing to investment decisions. Rockingstone Advisors manages approximately $280 million for primarily high-net-worth individuals, trusts, retirement plans, and select OCIO clients. The firm employs an actively managed, multi-step investment process across various asset classes, using strategies that include derivatives and margin in separately managed accounts.

Wesley Golby is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Seven Canyons Advisors, LLC. His prior roles include positions at Acacia Research, Ark Global Asset Management, and Fleckenstein Capital Management. Outside of his financial career, he is the managing member and sole owner of Ramshackle Properties, LLC, a hotel operating business. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global equity approaches.

Candace Cuniberti is a CFP® with 20 years of industry experience and has been with WSA Affiliates, LLC since 2011. She manages multiple family trusts and serves as treasurer and board member for a charitable Christian Science care facility. Candace also operates a seasonal farming sole proprietorship. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, coordinating with third-party investment managers and other professionals without acting as a discretionary asset manager.

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.

John Barry is a ChFC® and Series 65-registered financial advisor with over 22 years of industry experience. He has been with American Investment Services, Inc. since 1994, totaling 32 years at the firm’s Great Barrington, MA location. American Investment Services, Inc. provides discretionary wealth management to individuals, charitable organizations, and corporations, offering strategies that emphasize a structured, passive asset-allocation approach based on Modern Portfolio Theory. The firm manages over $1 billion in client assets with a small advisory team and features access to Dimensional Fund Advisors products and Unified Managed Accounts.

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 seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Charles Schwab, Edward Jones, and EQIS Capital Management. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, offering comprehensive financial planning and discretionary investment management through a team of 17 advisors. The firm employs a detailed investment policy process that incorporates fundamental, quantitative, and technical analysis, focusing on individual securities and offering ESG models and specialized sub-advisor strategies.

Gary Martinelli is a financial advisor at Tableaux Wealth with 26 years of industry experience. He previously operated Martinelli Portfolio Management, Inc. for 25 years and has managed a law practice at Martinelli Law, LLC for over 35 years. Outside of financial advising, he serves as executive committee chair of Convenient Cards, Inc., a company that markets prepaid card programs, and holds leadership roles in several commercial real estate entities. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio theory in its investment approach, managing portfolios with low-cost mutual funds, ETFs, and other instruments, while using third-party artificial intelligence for research and risk monitoring.

Luke Delorme is a CFP®, ChFC®, and Series 65-licensed advisor with 10 years of industry experience. He has worked at Tableaux LLC since 2024 and previously spent eight years at American Investment Services, Inc. He serves as a board member of the Berkshire Natural Resources Council, a land conservation non-profit organization. Tableaux Wealth is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, providing wealth management, portfolio management, financial planning, and trustee/executor services. The firm manages approximately $230 million and employs an investment process based on fundamental analysis and modern portfolio theory, using a mix of low-cost mutual funds, ETFs, and individual securities.

Natalie Mc Mahon is a CFP® professional with six years of industry experience, currently serving as an advisor at Main Street Research LLC since 2015. She is based in Lakeville, Connecticut, and has worked exclusively at Main Street Research during her career. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients. The firm offers wealth management, financial planning, and consulting services to individuals, families, foundations, and institutional clients, utilizing a combination of fundamental, quantitative, and technical analysis to construct portfolios that primarily use individual securities with selective ETF inclusion.

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® professional with 11 years of industry experience. He currently works at American Investment Services Inc and has prior experience at firms including Cetera and Hedley & Co PLLC. American Investment Services Inc provides discretionary wealth management to individuals, charitable organizations, and corporations, utilizing a structured, passive asset-allocation approach based on Modern Portfolio Theory. The firm manages over $1 billion in client assets and offers services such as the Professional Asset Management program and sub-advised Dimensional Unified Managed Accounts.

Elizabeth Baldassari is a Series 65-licensed advisor at Main Street Research LLC with six years of industry experience. She has been with Main Street Research since 1998. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm uses a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios and incorporates ESG factors and risk-management tools where appropriate.

A. Mackenzie Waggaman is a financial advisor with American Investment Services Inc, holding a Series 66 credential and bringing 20 years of industry experience. Waggaman has been with American Investment Services since 2004. American Investment Services is an SEC-registered, fee-only investment adviser serving 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 discretionary portfolio management through programs such as its Professional Asset Management and High-Yield Dow strategies.

Lily Taft is a CFA® charterholder and holds a Series 65 license with six years of industry experience. She has been with Main Street Research LLC since 2019 and previously worked at Shelton Capital Management and held various roles connected to Tulane University. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutions. The firm employs a combination of fundamental, quantitative, and technical analysis to construct portfolios, incorporates ESG factor scoring for interested clients, and uses risk-management tools such as stop-loss orders and option overlays.

Emily Slama is a financial advisor at Main Street Research LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at JPMorgan Chase and Co., Deloitte and Touche, and Beltrano Law, LLC. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios, incorporates ESG factor scoring for interested clients, and utilizes risk-management tools such as stop-loss orders and option overlays.

Aaron Stern is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Main Street Research LLC. He has been with the firm since 2005, working there continuously except for a brief gap between 2018 and 2019. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for around 920 clients. The firm serves individuals, families, foundations, and institutional clients with wealth management and consulting, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily of individual securities, supplemented by ETFs for diversification and specialized strategies.

Stephanie Andersen is a financial advisor at Main Street Research LLC with nine years of industry experience. She holds a Series 65 designation and has been with Main Street Research since 2015. 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 institutional clients, employing a blend of fundamental, quantitative, and technical analysis to construct portfolios that primarily use individual securities with selective ETF use.