Richard Taylor is a Series 65-licensed financial advisor at Plan First Wealth LLC with 11 years of industry experience. He has worked at Plan First Wealth since 2018 and previously at DeVere USA INC. from 2015 to 2018. Plan First Wealth LLC advises British expatriate individuals and families in the United States, including higher-net-worth clients, on investment portfolio management, lifestyle financial planning, and cross-border retirement and pension matters. The firm manages model portfolios using third-party research and offers both discretionary and non-discretionary management while coordinating cross-border tax and accounting support through partnerships.

Daniel Griffin is a financial advisor at Wesfair Advisory Group, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles at Wesfair Advisory Group and affiliated entities since 2014. Outside of advising, he is co-owner of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and owner of Wesfair Agency, Inc., a property casualty insurance firm. Wesfair Advisory Group provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing individualized investment strategies and quarterly reviews, and maintains affiliations with licensed insurance and tax services.

James Osborn is a financial advisor at Envest Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Energy Power Management I, LLC. Osborn maintains membership interests in Energy Power Investment Holdings, an activity that occupies less than 10% of his time. Envest Asset Management advises individuals, including high-net-worth clients, as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm offers portfolio management and financial planning services, applying a holistic approach that may include socially responsible and ESG investing alongside traditional strategies.

Kenneth Marshall is a CFP® with five years of industry experience and has been with Development Group LLC since 2003. He holds Series 66 and Series 65 licenses. Development Group LLC provides non-discretionary investment consulting and research services primarily to middle-market institutional clients such as corporations, foundations, endowments, and trusts. The firm uses quantitative and risk-analytic methods to deliver asset allocation advice, advisor selection, due diligence on private investments and hedge funds, and portfolio construction, emphasizing IAS 39-compliant valuation and asset recovery services.

James Cook is a CFP® with 20 years of industry experience, currently serving as an advisor at TJT Capital Group, LLC. He previously worked at JC Capital Advisors Group LLC and has been with TJT Capital Group for 17 years. Cook is also the editor of the newsletter The Investors Strategist. TJT Capital Group provides discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients, focusing on asset allocation and mutual fund and ETF selection. The firm employs a combination of fundamental, technical, and cyclical analysis to manage accounts aligned with four objective profiles and oversees approximately $294 million in assets under management.

John Sloan is a financial advisor at Joseph P. Lucia & Associates, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with Joseph P. Lucia & Associates since 2008. Joseph P. Lucia & Associates serves individuals, including high net worth clients, and small businesses by providing integrated wealth management services such as portfolio management, financial planning, insurance planning, and estate planning. The firm uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical trading strategies, maintaining a high client-to-advisor ratio.

Michael Madorsky is a Series 65-registered advisor with Grant Wealth Advisors LLC in Greenwich, CT. He has one year of industry experience, including prior roles at Amberwave Capital Management and Atreaus Capital Management. His background also includes work with Orsid Realty and periods of retirement. Grant Wealth Advisors provides discretionary portfolio management and financial planning services for individual investors, focusing on both standard and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, and offers access to a broad range of asset classes such as venture capital, private placements, and options trading.

Connor Abernathy is a financial advisor at Beacon Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, and Success Academy Charter Schools. Beacon Financial Advisors is an independent wealth advisory firm serving individuals, families, trusts, charitable organizations, and retirement plans. The firm offers financial planning and discretionary asset management, utilizing a multi-step planning process and a mix of active and passive managers, and is notable for sponsoring its own wrap fee program.

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

William Harrison is the sole advisor at Sirmium Capital, LLC, an independent firm based in Katonah, NY. He holds a Series 65 designation and has seven years of industry experience. Harrison also works in a project management role at Deutsche Bank, where he assists in tracking findings and reporting risks to senior management. Sirmium Capital provides discretionary portfolio management and investment advice to individual investors and nonprofit organizations, focusing on customized asset allocation and ongoing account monitoring. The firm employs fundamental and cyclical analysis and implements both long- and short-term strategies across various asset classes, serving approximately 60 clients with a fee-only structure.

Jonathan Varelas is a financial advisor with Sterling Legacy Advisors Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His background includes roles at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. He also operates as an independent insurance agent in New Jersey, specializing in various life insurance and disability products. Sterling Legacy Advisors Inc. is a newly registered investment adviser providing portfolio management, financial planning, consulting, pension consulting, and family office services to individuals, corporations, and municipal plans. The firm employs a client-centered approach that integrates financial planning with portfolio management and utilizes a range of investment methods, with custody and execution through LPL Financial.

Joseph Gallo is a CFP® professional at Fieldstone Money Management, Inc. with three years of advisory experience and over two decades as a CPA. He is based in Ossining, NY, and has maintained his CPA credentials since 2000. Fieldstone Money Management provides discretionary portfolio management to individual and high-net-worth clients, using a combination of technical and fundamental analysis alongside various trading strategies. The firm manages approximately $9.1 million and integrates accounting and tax services through its principals, dedicating a significant portion of their time to these activities.

Sarah Schroeder is a Series 65 licensed financial advisor at Coinbase Advisors with six years of prior experience at AQR Capital Management and roles at One River Digital and Coinbase Asset Management. She has been with Coinbase Advisors since 2026. Coinbase Advisors offers automated, internet-based investment recommendations to clients with active Coinbase trading accounts, providing model-driven advice on equities, derivatives, and digital assets while leaving trade execution decisions to clients. The firm uses proprietary Large Language Models with human oversight and conducts periodic reviews of recommendations.

Daniel Lampier is a financial advisor at Sirmium Capital, LLC, holding Series 65 and Series 63 licenses with over 14 years of experience at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Although new to Sirmium Capital, he has an extensive background in financial services. Sirmium Capital is a fee-only registered investment adviser serving individual investors and nonprofit organizations with discretionary portfolio management and customized asset allocation. The firm employs fundamental and cyclical analysis for long-term and short-term investment strategies and provides ongoing account monitoring and market commentary through a monthly newsletter.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

Cody Laidlaw is a financial advisor at DBA Seaside Financial & Insurance Services with a Series 65 designation and four years of industry experience. He has worked at Seaside Advisory Services, Inc. since 2021 and has been involved with Belpointe since 2013. Outside of advisory work, Laidlaw serves as Head of Investor Relations for Belpointe Real Estate Development, a private equity firm specializing in real estate development. Seaside Financial & Insurance Services primarily serves individual clients, including high-net-worth individuals, as well as pension plans, businesses, charities, and trusts. The firm offers portfolio management, financial planning, and pension consulting, using a combination of fundamental, technical, cyclical, and quantitative analysis to inform its long-term and occasional short-term investment strategies.

Joseph Dowling is a financial advisor with The Dowling Group Wealth Management in Greenwich, CT, holding 36 years of industry experience. He has been with The Dowling Group since 2010. Outside of his advisory role, he operates an independent insurance agency, holds a real estate broker license, and owns an income tax preparation firm. The Dowling Group Wealth Management provides portfolio management, financial planning, and third-party adviser selection services to individuals, pensions, and business entities. The firm emphasizes goal-based planning using fundamental and technical analysis, primarily pursuing long-term investment strategies tailored to client objectives.

Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients. The firm employs a diverse investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory, and includes higher-risk strategies such as margin and options trading, private placements, and venture capital.

Laraine Villapiano is a financial advisor at One Oak Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has been with One Oak Capital Management since 2021, following a 32-year tenure at Concord Investment Management. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy sleeves.

Paul Cucchissi is a financial advisor at Maryland Capital Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Maryland Capital Advisors since 2007. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, favoring passively managed funds and ETFs within global, multi-asset allocations.