Jacques Cattier is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He previously worked for Security Asset Management, Inc. for 26 years before joining Clear Harbor in 2022. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-asset class approach combining bottom-up fundamental analysis with top-down macro and cyclical views across various investment vehicles.

Besart Beluli is a financial advisor at Round Rock Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Trivium Point Advisory, TriNet, Private Client Resources, Investment Metrics, Altium Wealth Management, and TD Ameritrade. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a primarily fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, as well as access to specialized investment strategies.

Michael Carlin is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Fairfield, Bush & Co., and previously worked at Bank of America, Merrill, RBC Capital Markets, and Morgan Stanley. Fairfield, Bush & Co. serves high-net-worth individuals, corporations, retirement plans, and charitable institutions, offering portfolio management with both discretionary and non-discretionary arrangements. The firm employs a fundamental investment approach focused on macroeconomic analysis and high-return businesses, and is notable for managing a majority of assets on a non-discretionary basis.

Traci Saxon is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at LPL Financial, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Kestra Investment Services. She is also involved in related business activities including insurance and accounting services affiliated with Trivium Point. 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, offering tailored portfolio management, financial planning, and retirement-plan advisory services with a focus on fundamental analysis and diversified asset allocations.

Stephen Childs is a CFP® and CFA® with seven years of experience in financial advising. He has worked at Clear Harbor Asset Management, LLC since 2026 and previously spent 13 years at Bradley, Foster & Sargent, Inc. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a multi-asset class strategy that combines fundamental analysis with macro and cyclical insights, managing approximately $2.05 billion in assets as of year-end 2025.

Charles Krause is a financial advisor at Fairfield, Bush & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fairfield Research Securities Corporation since 1991. Krause serves as a director of Stearns Investment Corp. and HJ Baker & Bro., and is a trustee of the Estate of R.N. Stearns. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective, utilizing a mix of long-term, short-term, and option strategies.

Michael Herbert is a CFP® and ChFC® at Third View Private Wealth with five years of industry experience. Prior to joining Third View Private Wealth in 2025, he held roles at PROCYON Advisors, LLC, MassMutual Life Insurance Company, and Barnum Financial Group. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, businesses, and institutional entities. The firm utilizes a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to deliver tailored strategies.

Jason Arena is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Contour Mortgage, Umergence LLC, Gramercy Securities, Inc., and Catum Advisory Group, where he also managed investment strategy and relationship management. Outside of advisory work, he has been involved in financial modeling and analysis for small businesses including Luxury Zoo, LLC and AAA Office Furniture. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm employs risk-based model strategies using a variety of funds and securities, offering both advisor-directed and discretionary portfolio management tailored to client objectives.

Juliana Fajardo Andrade is a financial advisor with Litvak Wealth, LLC in Norwalk, CT, holding a Series 66 designation and 18 years of industry experience. She has been associated with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. In addition to her advisory role, she provides consulting services through Litvak Solutions, assisting businesses and high-net-worth individuals with non-advisory support. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates with customized portfolio management and limited-scope investment advice. The firm emphasizes long-term fundamental analysis and portfolio construction, managing a significant portion of assets on a non-discretionary basis, and incorporates diverse investment strategies including alternative investments and derivatives.

Richard Purkiss Jr. is a CFP® with 23 years of industry experience, currently serving at Purkiss Capital Advisors, LLC, where he has worked since 2001. He is the board chair and investment committee member at Wooster School, overseeing its endowment investments at Vanguard. 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 uses a fundamental analysis framework to build tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations.

Robbie Newman is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Securities LLC for 10 years. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services for high-net-worth clients, managing approximately $436.6 million in discretionary assets. The firm uses customized portfolios primarily composed of exchange-traded funds and individual equities, combining fundamental and technical analysis with a long-term approach while allowing shorter-term trades as needed.

Donald Roger Liddell is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He holds a Series 63 designation and has been with Clear Harbor since 2010. Outside of his advisory role, he serves as a trustee overseeing family and friends trusts. Clear Harbor Asset Management provides financial planning and investment management services to individuals, pooled vehicles, pension plans, trusts, estates, charitable organizations, and corporate entities, combining bottom-up security selection with a top-down asset allocation approach tailored to client risk and liquidity needs.

James Mahoney is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with multiple firms, including Commonwealth Financial Network and Essex Capital Advisors, and is a partner and trustee at Mahoney Sabol & Co., a CPA firm. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses, utilizing model-based and advisor-directed accounts supported by a team of ten advisors.

Kimberly Giannone is a financial advisor with Innovative Asset Advisors Group holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Financial Strategies Investment Advisor Services, Prime Capital Investment Advisors, and Guided Financial Strategies. Innovative Asset Advisors Group advises individuals, high-net-worth clients, foundations, and institutional entities, providing wealth and portfolio management alongside financial consulting and access to alternative investments. The firm employs a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis and uses a range of trading strategies including options and margin when appropriate.

John Mallozzi is a financial advisor at Bourgeon Capital Management LLC with nine years of industry experience. He previously worked at Oppenheimer and Columbus Circle Investors. Mallozzi serves on the Board of Governors for Horizons at New Canaan Country School, a nonprofit organization. Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, emphasizing tailored portfolios and asset-allocation decisions informed by fundamental and technical analysis.

Jennifer Hunt is a CFP® and Series 65-licensed advisor at HTG Investment Advisors Inc with 19 years of industry experience. She has been with HTG Investment Advisors since 2005. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm’s approach focuses on strategic asset allocation, diversification, and the use of both passive and active funds, supported by a multi-advisor team with extensive credentials and institutional experience.

Sigurd Bue is a financial advisor with First Affirmative Financial Network LLC, holding a Series 63 designation and 27 years of industry experience. He has been with First Affirmative Financial Network since 1999 and Affirmative Financial Services since 2004. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating environmental, social, and governance factors in its portfolio construction while offering discretionary fiduciary investment management and financial planning services.

Ian Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clear Harbor since 2009. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, managing approximately $1.743 billion in assets across 19 advisors.

Allison Costas is a financial advisor at Round Rock Advisors LLC with a Series 65 designation. She has 11 years of prior experience at THB Asset Management before joining Round Rock Advisors in 2025. 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 multiple internal divisions using fundamental, long-term analysis and offers access to independent sub-advisors and a range of equity and fixed-income strategies.

Conor Keenan is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with one year of industry experience. Prior to joining August Wealth Advisors in 2026, he worked at Stratos Wealth Advisors, LLC from 2021 to 2026 and has additional experience at United Parcel Service, Rolling Hills Country Club, and Purdue University. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $436.6 million in discretionary assets with a team of six advisors, focusing on customized portfolios that use both fundamental and technical analysis with a generally long-term investment approach.