Garry Egre is a CFP® with 22 years of industry experience, currently serving at The Bendix Financial Group, Inc. He has worked with Royal Alliance Associates since 2010 and is a partner at Martin R. Egre CPA & Associates LLP, where he is involved in tax preparation and payroll services. In addition to his advisory role, he is licensed to sell life, health, and long-term care insurance. The Bendix Financial Group provides discretionary portfolio management and retirement consulting to individuals, trusts, estates, and qualified plans. The firm employs a personalized asset allocation process using the VISION2020 platform and invests across a broad range of securities, supporting both wrap and non-wrap arrangements with ongoing portfolio supervision.

Kenneth Anna is a financial advisor with Steinberganna Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Steinberganna in 2025, he worked at OSAIC and American Portfolios. Outside of his advisory role, he serves as a volunteer EMT and officer with the Halesite Fire Department and is a board member of the Carleigh Mac Foundation. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans, offering discretionary portfolio management alongside retirement-plan education and estate and trust services. The firm manages approximately $496 million in client assets with a two-advisor team, utilizing fundamental research and third-party managers to tailor client portfolios.

Stephen Jahelka is a CFA® charterholder with three years of industry experience. He is a financial advisor at DSJ Wealth Management LLC and has prior experience at KPMG. He also co-founded Demasco Sena & Jahelka. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting services to individuals, trusts, corporations, and qualified employee benefit plans. The firm utilizes independent third-party investment managers and combines fundamental, technical, and cyclical analysis when providing direct advice, tailoring strategies to clients’ risk tolerance and liquidity needs.

Stephen Garry is a CFP® and ChFC® with 35 years of industry experience. He is the principal of Stephen J. Garry & Associates, LLC, where he has worked since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. Garry is also involved in insurance and annuity sales through several agencies. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, focusing on fundamental analysis, customized asset allocation, and primarily long-term portfolio management using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Daniel Sullivan is a Series 65-licensed financial advisor with 46 years of experience at Shearman, Ralston Inc. in Greenwich, CT, where he has worked since 1980. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm offers tailored portfolio management using a mix of fundamental, technical, and charting analysis across various instruments, managing a substantial majority of assets on a non-discretionary basis.

John Hamilton is a financial advisor at Hamilton Advisors Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Hamilton Advisors since 1989. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation while seeking reasonable returns and uses documented Investment Policy Statements tailored to client goals.

Deborah Hamilton is a financial advisor with Hamilton Advisors Inc in Greenwich, CT, holding 43 years of industry experience. She has been with Hamilton Advisors since 1980. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation and reasonable returns, using a range of securities and strategies including options and short sales, while formally documenting client objectives in Investment Policy Statements.

Stephen Perrone is a financial advisor at Brixton Capital Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services LLC, Strategic Advisers, Inc., and Northeast Securities. Outside of his advisory role, he is a 33% owner of Good News Investors LLC, a business that purchases and remodels homes to resell. Brixton Capital Wealth Advisors serves individuals, trusts, and corporate accounts, managing approximately $212.4 million for about 819 clients through a team of four advisors. The firm typically manages accounts on a discretionary basis, using a mix of fundamental and technical analysis, modern portfolio theory, and incorporates options, structured products, and derivatives in its investment strategies.

Harry Mamaysky is a financial advisor at QuantStreet Capital with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at EBH Capital Management LLC. Mamaysky has also been affiliated with Columbia Business School since 2015. QuantStreet Capital is a small registered investment adviser specializing in discretionary investment management, financial planning, and consulting for individuals, trusts, retirement plans, businesses, and charitable organizations. The firm employs a quantitative asset-allocation approach using a proprietary machine-learning model combined with discretionary human oversight, offering multiple risk-targeted strategies and model portfolios.

Allan Pelkonen is a CFP® and ChFC® with 34 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 15 years before joining Pelkonen and Associates LLC in 2020, where he is currently an advisor. In addition to his advisory work, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management as well as financial planning and consulting. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset types.

Daniel Cantor is a CFA® charterholder with four years of industry experience. He is currently with CK Advisors, LLC, where he has worked since 2006. CK Advisors provides investment supervisory services to high-net-worth individuals, families, related entities, and select institutional clients. The firm employs a bottom-up, value-oriented investment approach focused on fundamental analysis and long-term holdings, managing portfolios that typically emphasize individual equities alongside bonds, mutual funds, and ETFs.

Michael Hunt is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63, 65, and 66 licenses, and has 26 years of industry experience. He has held previous roles at firms including Commonwealth Financial Network, Principal Life Insurance Company, and Prudential Insurance Company of America. Outside of advising, he is involved in tax preparation and co-owns multiple tax service entities. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, offering a range of in-house and third-party investment strategies alongside tax planning, insurance, and risk-management solutions.

Anton Gerdes is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Madison Global Advisors since 2018 and previously worked at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory role, he is involved in a non-securities consulting business called CADAT Corp. Madison Global Advisors provides financial planning and portfolio management services to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, employing multiple analytical approaches across various asset classes.

Dennis Tucker is a CFA® charterholder with 11 years of industry experience. He has been with Greenwich Advisors, LLC since 2012. Greenwich Advisors, LLC is a Delaware‑organized SEC‑registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses. Their approach incorporates fundamental, technical, and cyclical analysis along with Modern Portfolio Theory, and they employ a broad range of investment instruments including digital assets and derivatives.

Brian Rockowitz is a financial advisor at Madison Global Advisors LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Aegis Capital Corp. and Madison Global Partners, LLC. Outside of his advisory role, he serves as president of BDR Group, Inc., a business established for income tax purposes, and is involved in insurance sales through Prestige Insurance. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, offering both discretionary and non-discretionary investment management services.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. with 17 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Riccardi is a managing member and part-owner of EME Asset Management, LLC, which oversees a real estate company, and he is also a principal and part-owner of 360 Family Office Advisor, LLC, a consulting business for small privately held companies. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management.

Gregory Steele is a financial advisor with Silverlake Wealth Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Silverlake in 2024, he worked at J.V.B. Financial Group and Mizuho Securities USA, as well as RBC Capital Markets. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a customized, primarily long-term investment approach with both discretionary and non-discretionary portfolio management, offering services that include digital-asset accounts and fiduciary oversight for retirement plans.

Richard Zerah is a CFP® and PFS™ with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and has previously worked at Commonwealth Financial Network, Principal Securities Inc., and founded Zerah & Company CPAs P.C., where he remains a co-owner providing tax and accounting services. In addition to financial advising, he is involved in tax preparation and co-owns two tax and accounting firms. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture investment approach, offering a mix of in-house and third-party strategies, and integrates tax planning and risk-management solutions alongside wealth management services.

Kevin Moloney is a financial advisor at Independent Investors Inc with 5 years of industry experience. He has been with Independent Investors Inc since 2004, totaling 22 years with the firm. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, trusts, charitable foundations, and corporations. The firm emphasizes customized portfolios tailored to client preferences and employs a long-term, diversified investment approach supported by fundamental analysis and additional research.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds salaried administrative roles with Spire Securities, LLC and NEPW, an unaffiliated SEC-registered investment adviser. Platform Technology Partners serves a range of clients including individuals, trusts, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management as well as financial consultation services. The firm’s investment approach includes client interviews to establish objectives, allocation across various investment vehicles, and active management of pooled investment vehicles and private funds.