John Flavin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, Rydex Distributors, and Security Investors, LLC. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets, offering financial planning, asset management, and consulting through proprietary strategies and third-party managers.

Spencer Cooper is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with RZH Advisors LLC since 2012. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages approximately $2.1 billion in assets and incorporates strategies including Dimensional Fund Advisors (DFA), with a focus on diversified asset allocation and ongoing account reviews.

Shannon Vizza is a financial advisor at HTG Investment Advisors Inc with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mackey and Guasco. Shannon has been with HTG Investment Advisors since 2018. 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 to implement portfolios.

Andrew Ribbens is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Vision Financial Markets, CVS, Zodys At Sterling, and the University of Connecticut. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach emphasizes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, complemented by income strategies such as covered-call writing and fixed-income allocations.

Matthew Andrews is a financial advisor with Private Capital Advisors, Inc., holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at Concept Capital Markets, LLC since 2012 and has been with Private Capital Advisors since 2009. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients through separately managed accounts, also acting as a sub-adviser to sponsor advisers. The firm combines proprietary fundamental research with technical and cyclical analysis to implement a range of strategies tailored to client objectives.

Kevin Hansley is a CFP® professional with 38 years of industry experience, currently serving as an advisory representative at Vantage Financial Group, Inc. since 2014. Prior to this, he was associated with Cetera Wealth Services, LLC beginning in 2013. Outside his advisory role, Hansley serves as president of a condominium association in West Palm Beach, Florida. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, and individual equities tailored to client objectives and risk tolerance.

Robert Carroll is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding a Series 65 designation with 11 years of industry experience. He has been with Jackson, Grant since 2013 and also operates a drum lesson business, Southern CT Drum Lessons, which he founded in 2003 and continues to manage outside of his advisory role. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select group of high-net-worth clients, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances with an emphasis on growth and a fiduciary approach.

Cole Conrad is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of advisory services, he is the managing director of Trivium Point Accounting, LLC, a tax preparation and accounting firm. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, and it integrates accounting and tax-preparation services through its affiliated accounting firm.

Jeffrey Boris is a financial advisor at Litvak Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. Outside of advisory work, he consults through Litvak Solutions, providing non-investment related support services to businesses and high-net-worth individuals. Litvak Wealth, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm emphasizes long-term, fundamental analysis and portfolio construction using a range of investment vehicles, with a notable focus on non-discretionary advisory relationships and a client base that includes international investors.

Paul Volpe is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. He has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, Kestra Financial Services, and LPL Financial. Volpe is also involved with Trivium Point Accounting, a related accounting practice associated with his firm. 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 customized investment management, comprehensive financial planning, and retirement-plan advisory services.

Brigid Lahiff is a financial advisor at Gilman Hill Asset Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Gilman Hill since 2021. Prior to her current role, she was employed at Mount Sinai Health System and studied at the University of Oxford. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, offering tailored asset allocation and ongoing portfolio monitoring.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

John Fussell is a financial advisor at Samalin Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets and employs a diverse investment approach that includes fundamental and cyclical analysis, a mix of long- and short-term positions, and the use of derivatives and margin.

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.

Legrand Redfield is a CFP® with 46 years of industry experience and is affiliated with Asset Management Group, Inc. He has been with Asset Management Group since 1983 and also holds roles at TLG Advisors, Inc. and The Leaders Group Inc. Redfield serves as President and CEO of Asset Management Group, Inc. Asset Management Group, Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manager selection across various securities.

Jonathan Pasqua is a CFA® charterholder and holds a Series 65 license. He is currently with EntreWealth in Austin, TX, and has over 14 years of industry experience, including founding Pasqua Wealth Solutions. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team, employing a long-term investment approach that integrates various analytical methods and aligns portfolios with client-specific Investment Policy Statements.

Emanuel Romero Vicini is a financial advisor at Vision Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Vision Financial Markets and Essex Financial Services, Inc. He is also the CEO of Resilience Investment Advisory Compliance Consultants, which provides compliance consulting and RIA creation services to independent advisors. Vision Investment Advisors serves individuals, family offices, and institutional investors with discretionary and non-discretionary portfolio management across various model portfolios and option-based strategies. The firm combines fundamental and technical analysis in its growth-oriented large-cap equity selection and offers specialized programs including covered-call writing and leveraged option strategies.

John Zaro III is a CFA® charterholder with 16 years of industry experience. He has been with Bourgeon Capital Management LLC since 1999. 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, focusing on tailored portfolios and asset allocation driven by fundamental analysis and supplemented by technical indicators and cash-management considerations.

Michael Fredericks is a financial advisor at Riskbridge Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Blackrock Investments, LLC and LPL Financial LLC. Riskbridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management, using a risk-first, factor-based investment approach with strategic and tactical risk management across an open-architecture portfolio.