Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

John Bailey is a financial advisor at LumenAI with five years of industry experience. He holds a Series 65 designation and has worked at VMG 2021 LLC since 2021 and Lumenai Investments LLC since 2020, alongside managing Spruce Management LLC since 2001. LumenAI provides investment management services to hedge funds, high-net-worth investors, investment advisors, fiduciaries, and institutions, utilizing a predominantly quantitative and AI-driven investment process. The firm manages tailored separate account portfolios and pooled vehicles, employing individual stocks, ETFs, mutual funds, and with client approval, futures, options, FX, or digital currencies.

Scott Kahan is a CFP® professional with five years of industry experience, currently affiliated with Financial Asset Management Corp in Chappaqua, NY. He has been with Financial Asset Management Corp since 1986, contributing to the firm's activities over a span of approximately 40 years. Financial Asset Management Corporation provides financial planning, consulting, and investment management services to individuals, small business owners, and pension/profit-sharing plans. The firm manages around $436 million in client assets using model portfolios based on fundamental and cyclical analysis, primarily with mutual funds and ETFs, emphasizing long-term strategies without engaging in aggressive trading approaches.

Josh Minotta is a financial advisor at Stage Wealth Management, Inc. with a Series 65 credential and one year of industry experience. He has worked at Gladstone Wealth Partners and Stage Wealth Management since 2026 and held roles in insurance sales at North Shore Life & Health Agency Inc. since 2023. Outside of advisory work, he is involved in life and health insurance sales. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities. The firm provides discretionary portfolio management and pension consulting, managing approximately $103 million in assets for around 200 clients through a team of four advisors.

Sean Dowling is a CFP® professional with 16 years of experience at The Dowling Group Wealth Management in Greenwich, CT. He has held his current role since 2010. Outside of his advisory work, Dowling owns and operates a tax preparation and consultancy firm, Dowling Tax Group, LLC, which he acquired in 2017 and dedicates significant time to. The Dowling Group Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party advisers for individuals, pensions, and business entities. The firm manages approximately $165.6 million in client assets and emphasizes goal-based planning with a combination of fundamental and technical analysis and long-term investment strategies.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Lindsay La Fleur is a financial advisor at LL Financial Services, LLC with 10 years of industry experience. She holds a Series 63 designation and has been with LL Financial Services since 2016. LL Financial Services, LLC is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides customized financial planning, portfolio management, and retirement-plan consulting, managing approximately $35.8 million for about 64 clients, and offers in-house accounting and tax-preparation services alongside investment advice.

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.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Patagonia Capital Advisors, LLC, where he serves as Managing Director focusing on corporate advisory and business development. Acanto is a fee-based investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and quantitative trade-signal services to a range of clients including individuals, trusts, and small businesses. The firm employs a proprietary, model-driven investment approach that combines momentum-based signals with risk parity across U.S. equities and multi-asset ETF/REIT strategies.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm offers discretionary portfolio management and integrated financial planning, utilizing fundamental, technical, and cyclical analysis to construct customized portfolios.

Brianna Melahn is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. She is currently with Prism Planning and Solutions Group and has previously worked at Insight Advisors, LLC and Morgan Stanley. Outside of finance, she is the administrator of a laundromat business. Prism Planning and Solutions Group is a supported investment adviser that offers financial planning, coaching, consulting, estate-planning document services, investment advice, and wealth management. The firm serves individual and high-net-worth clients through a structured planning process and utilizes diversified, low-cost core portfolios with discretionary investment management.

George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.

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.

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.

Brandon Place is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved part-time in business development for a venture called Mem. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both third-party research and proprietary portfolio models, providing customized investment solutions that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

Jason Waxler is a financial advisor at Income & Asset Advisory, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is also a principal of Katonah Capital Group LLC and operates as an independent insurance agent. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and pension consulting services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.

Jacques Cattier is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He has worked at Clear Harbor since 2022 and has been associated with Security Asset Management, Inc. since 1997. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.05 billion in assets and employs a multi-asset class approach that combines fundamental analysis with macro and cyclical perspectives.

James Thompson is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, MetLife Securities, and Barnum Financial Group. Additionally, he is a licensed insurance agent. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm employs a long-term, diversified investment approach and is notable for its affiliation with an accounting firm, allowing integrated advisory and tax-preparation services.

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.