Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategy that integrates fundamental and cyclical analysis with diversified investment positions and offers comprehensive financial planning, including retirement-plan consulting and post-divorce wealth management.

Andrew Samalin is a CFP® with 25 years of industry experience and is the president of Samalin Investment Counsel, LLC, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has additional involvement in mortgage brokerage and divorce finance services. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning, retirement-plan consulting, and both discretionary and non-discretionary portfolio management. The firm manages approximately $490 million in client assets across eight advisors and employs an investment approach that includes fundamental and cyclical analysis combined with diverse asset allocations and the use of derivatives.

Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.

John Planell is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. In addition to his advisory role, he is involved in independent insurance brokering. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a predominantly fundamental, long-term investment approach and offers access to specialized strategies through internal divisions and independent sub-advisors.

Kent Johnson is a CFP® with 19 years of industry experience, currently serving at RB Capital Management, LLC since 2022. His prior roles include positions at GYL Financial Synergies, Resnick Investment Advisors, Fidelity, Clearbridge Investments, and Citigroup Global Markets. RB Capital Management, LLC serves individual and institutional clients, providing fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, combined with integrated financial planning. The firm emphasizes asset allocation, diversification, and custom portfolio management using equities, fixed income, alternative investments, and options-based hedging techniques.

Gregory Brushett is a financial advisor with Purkiss Capital Advisors, LLC in Ridgefield, CT. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Purkiss Capital Advisors in 2026, he worked at New Age Alpha Advisors, LLC, Raymond James, and UBS. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—and various institutional and household entities. The firm uses a fundamental analysis approach to construct tailored portfolios primarily with mutual funds, ETFs, and individual securities, emphasizing absolute returns within clients’ risk tolerances, and employs account aggregation and selective use of sub-advisers.

Peter Grave is a financial advisor at August Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has held prior roles at Stratos Wealth Advisors, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Waddell & Reed. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $436.6 million in discretionary assets across about 319 client relationships. The firm employs customized portfolios with a focus on exchange-traded funds and individual equities, using both fundamental and technical analysis with a generally long-term approach.

David Luo is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Purkiss Capital Advisors, LLC since 2025, following roles at Hightower, FMA Advisory, Edward Jones, and F&M Bank and Trust Company. Outside of his advisory work, he serves as an adjunct professor of finance at Shippensburg University. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a fundamental analysis framework to construct tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations to reflect changing needs and market conditions.

Brandon Pacilio is a financial advisor at Claro Advisors Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Alpine Hill Advisors LLC, B. Riley Wealth Management, National Asset Management, National Securities Corp, Bridgewater Associates, and SumRidge Partners. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental, long-term investment approach with tactical flexibility and offers proprietary strategies, AI-assisted research, and manages pooled investment vehicles for qualified investors.

Amy Clayton is a financial advisor with Trust Advisory Group Ltd and has 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services Ltd, and Source Capital Management. Outside of her advisory work, she serves as a board member for the Saugatuck Island Homeowners Association in Westport, CT. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a variety of investment approaches, including advisor-managed portfolios, proprietary model solutions, and a manager-of-managers strategy.

Thomas Snayd is a CFP® with 24 years of industry experience, currently serving at Purkiss Capital Advisors, LLC since 2017. He previously worked at Commonfund Asset Management Co., Inc. for 12 years. Snayd serves as the Investment Committee Chair for the Newtown Pension Committee. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and household entities. The firm uses fundamental analysis to construct tailored portfolios emphasizing absolute returns within client risk tolerances and monitors accounts regularly, employing mutual funds, ETFs, individual securities, and limited options strategies.

Craig Jensen is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Round Rock Advisors LLC and previously worked at Altium Wealth Management LLC and Armstrong Shaw Associates. Outside of his advisory role, he owns two wine and liquor shops in Connecticut. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and offers access to specialized strategies through multiple internal divisions and independent sub-advisors.

Kerry Connell is a CFP® and Series 65 licensed advisor with 12 years of industry experience, currently with HTG Investment Advisors Inc in New Canaan, CT. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and the use of advanced planning software, implementing portfolios primarily through mutual funds, ETFs, and a mix of passive, quantitative, and active funds.

Alejandro Garcia is a financial advisor at Bulltick Wealth Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Intercam Advisors, Inc., Intercam Securities, and Banorte Asset Management. In addition to his advisory role, he is also a licensed life insurance agent involved in insurance sales. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios alongside financial planning and consulting services.

Laurance Kersh is a CFP® with 18 years of industry experience and has been with Samalin Wealth since 2015. He holds Series 63 and Series 65 licenses and is based in Chappaqua, NY. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management. The firm combines fundamental and cyclical analysis with various investment strategies, managing approximately $490 million in client assets across eight advisers.

Frederick Wadler is a financial advisor at Golden Eagle Capital Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Quaker Ridge Capital Management and currently at NYLIFE Securities LLC and New York Life Insurance Co. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, retirement plan consulting, and other fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing to manage client portfolios, offering both standardized Asset Management Programs and tailor-made advisory options.

Lee Rawiszer is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, and Kestra Financial Services. Rawiszer is involved with Trivium Point Accounting, a related firm providing tax preparation and accounting services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans with customized investment strategies and integrated financial planning, supported by affiliated accounting and insurance services.

Peter Shouvlin is a financial advisor with Barton Investment Management, LLC in Wilton, CT, holding a Series 63 designation and 26 years of industry experience. He has been with Barton Investment Management since 2017 and previously worked at KeyBanc Capital Markets Inc. from 2015 to 2017. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and manages roughly $1.0 billion in discretionary assets across about 96 client relationships.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He has held roles at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Greenberg is a Series 63 and Series 65 licensee and serves as a member manager of SZS Advisors LLC, a business and tax entity. August Wealth Advisors is a team of six advisors managing approximately $436.6 million in discretionary assets. The firm provides wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals and institutions, using a combination of fundamental and technical analysis focused on long-term portfolio construction.

Travis Hood is a financial advisor at HTG Investment Advisors Inc with the PFS™ designation and over 12 years of industry experience. Prior to joining HTG in 2025, he worked at Kahan, Steiger & Company, P.C. from 2013 to 2025. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds in its portfolios.