Michael Baran is a financial advisor at Compass with a Series 65 designation and two years of industry experience. He has worked at Comprehensive Planning Associates, Ltd. since 2022 and previously held roles at People's United Bank and Fox Pest Control. Baran is also licensed as an insurance agent through Comprehensive Planning Associates. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and offers ongoing consulting, annuities, insurance products, and tax preparation, supported by educational seminars and a multi-licensed advisory team.

Michael Robinson is a Series 65-licensed advisor with Ridgeview Asset Management Partners, LLC, where he has worked since 2016. He has a total of 16 years of industry experience, including a decade at General American Investors, Inc. Robinson also serves as a director of a small private company. Ridgeview Asset Management Partners advises high-net-worth individuals, families, trusts, foundations, and endowments through customized, discretionary separately managed accounts, and sponsors private pooled vehicles for institutional investors. The firm employs rules-based, risk-controlled investment programs tailored to client risk profiles, using diversified and tax-sensitive portfolios guided by technology and quantitative benchmarks.

Matthew Hickman is a financial advisor at Greenwich Creek Capital Management, LLC with Series 63, 65, and 66 credentials and three years of industry experience. He has worked at American Century Investments and Vision Advisors and is a partner in a commission-based wealth management advisory business serving clients in Santiago, Chile. Greenwich Creek Capital Management provides tailored portfolio management and advisory services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm employs a customized investment process utilizing fundamental, mutual fund/ETF, technical, and third-party manager analysis, and manages accounts on both discretionary and non-discretionary bases.

Richard Rebori is a CFA® charterholder with eight years of experience in financial advising. He has been with Point B Planning, LLC dba Atwob since 2014. Atwob serves individuals, trusts, charitable organizations, businesses, and retirement plan sponsors, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs customized investment strategies primarily using diversified mutual funds and ETFs, with a focus on fundamental analysis and long-term orientation.

Brant Root is a CFP® with 21 years of industry experience and is a principal at Firethorn Capital, LLC, where he has worked since 2003. He previously worked at Firethorn Capital Management, LLC from 2005 to 2022 and serves as Vice President and Chief Financial Officer of Mallard Farms, Inc., a family-held real estate business. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm follows a research-intensive, opportunistic value approach, managing concentrated portfolios and operating a private pooled investment vehicle alongside separately managed accounts.

Irwin Milch is a financial advisor at M & I Financial Planning Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with M & I Financial Planning Services since 2003. Milch also maintains a long-term association with Gary Goldberg & Co., Inc. since 1997. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm employs a conservative, asset-preservation investment approach with discretionary portfolio management and considers clients’ broader financial situations including real estate, insurance, and tax factors.

Frank Rowella Jr. is a financial advisor with R & R Wealth Strategies, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with R & R Wealth Strategies since 2009 and is also a partner at Reynolds & Rowella, LLP, a CPA firm where he provides tax and accounting services. R & R Wealth Strategies offers money manager search and monitoring, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm acts as a solicitor, referring clients to independent registered investment advisers and evaluates managers based on factors such as account size, risk tolerance, and investment philosophy.

Evan Kenagy is a CFP® with eight years of industry experience, currently serving at Colchester Investment Counsel LLC since 2018. His prior experience includes roles at Silver Spring Country Club, The Gym, and Jericho Partnership. Colchester Investment Counsel LLC provides discretionary investment management and financial planning to individuals, families, small businesses, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a focus on asset allocation and long-term holdings, managing approximately $128.8 million across diverse client portfolios.

Leo Cunningham is a CFP® with 13 years of industry experience and has been with Main Street Financial since 2011. He holds a Series 66 license and works out of Purchase, NY. Outside of financial advising, Cunningham serves as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm designs customized portfolios using ETFs, mutual funds, stocks, and bonds, and integrates tax and investment services through its affiliation with an accounting firm.

Douglas Hedley Jr. is a financial advisor at Longwall Family Office with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Praxia Financial Services, LLC from 2015 to 2023. Since 2023, he has been with Longwall Investment Partners, LLC. Longwall Investment Partners, LLC provides investment advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering customized portfolio management across a variety of asset classes. The firm emphasizes a primarily long-term investment approach combining fundamental and occasional technical analysis, managing a high assets-per-client profile with both discretionary and non-discretionary services.

Lucas Lycksell is a CFP® professional with nine years of industry experience, currently serving as an advisor at Tailored Wealth, LLC. His prior experience includes roles at UBS Financial Services Inc., LPL Financial LLC, Connecticut Wealth Management, and Coinlist. Tailored Wealth, LLC is a Connecticut-registered investment adviser with two advisors offering discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized, low-cost, diversified portfolios that primarily use mutual funds and ETFs, combining fundamental and technical analysis with a long-term orientation.

Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.

Matthew Brunner is a financial advisor at Compass with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Comprehensive Planning Associates, Ltd. since 2011. Outside of his advisory work, he operated a fishing-related venture called Fishing with Matt and Josh from 2007 to 2023. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm employs fundamental, technical, and cyclical analysis in portfolio construction and supplements its offerings with insurance products, tax preparation, and educational seminars.

Michael Wehrli is a financial advisor at LCR Wealth Management LLC in Westport, CT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LCR Capital Partners and Nudge Capital, LLC, as well as an extended period as a student. LCR Wealth Management provides discretionary investment advisory services to individuals, families, trusts, institutions, and retirement plans, focusing on high-net-worth clients. The firm offers customized portfolio management with a tax-aware, long-term approach and manages a venture-capital private fund alongside traditional investment strategies.

Herbert Diamant is a financial advisor at Diamant Asset Management, Inc. with 49 years of industry experience. He has been with Diamant Asset Management since 1998 and previously worked at Diamant Investment Corporation from 1978 to 2018. He holds Series 63 and Series 65 registrations. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on fundamental analysis, constructing portfolios with distinct equity and fixed-income segments and emphasizing capital preservation.

Brian O'Rourke is a financial advisor at Prato Capital Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Prato Capital Management in 2018. Outside of his advisory role, he is a silent investor in Rufus Labs, Inc. Prato Capital Management provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, corporations, and ERISA plans. The firm employs an asset-allocation framework combining strategic, dynamic, and tactical approaches, and offers services through both traditional advisory and wrap fee programs.

Donato Settanni is a Series 63-licensed financial advisor with 29 years of industry experience. He currently operates through Settanni Financial LLC and has held roles at Purshe Kaplan Sterling Investments, Sutton Place Investors, LLC, and Cetera, among others. Outside of his advisory work, he serves on multiple nonprofit boards, including the Oakland Cemetery Association and Cabrini of Westchester, and is president of Special Kids of New York, a nonprofit focused on supporting children in need. Settanni Financial is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and integrated wealth management with a fiduciary, long-term approach, utilizing diversified portfolios and a comprehensive risk-tolerance review process.

Kent Whitaker is the principal and chief compliance officer of KP7 Investors LLC in Greenwich, CT, with nine years of industry experience. He previously worked at Castle Hill Capital Partners and spent 21 years at Davis Selected Advisors. Whitaker holds Series 63 and Series 65 licenses. KP7 Investors provides discretionary investment management and advisory services to high-net-worth individuals, trusts, and estates classified as qualified clients. The firm follows a long-term, low-turnover approach supported by proprietary research and third-party analysis, integrating artificial intelligence tools for decision support and maintaining an institutional custody relationship.

Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham Lane since 2016. In addition to his advisory role, Olivieri is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC offers discretionary investment management services to individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation through concentrated portfolios and uses a variety of investment instruments, including derivatives.

David Brezina is a CFP® professional at Southport Station Financial Management, LLC with 17 years of industry experience. He has been with Southport Station since 2008 and also operates an independent insurance agency, Barth Insurance Agency. Additionally, he owns and operates a landscaping and property management business. Southport Station Financial Management provides personalized financial planning and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs active derivatives and options strategies and offers both discretionary and non-discretionary portfolio management.