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.

William Warner is a CFP® and ChFC® with 31 years of industry experience. He has worked at Sentinel Asset Management, LLC since 2019 and previously spent 19 years with LPL Financial. Warner is also involved with Warner Financial Group, Inc., where he teaches seminars on financial products and engages in limited insurance-related activities. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a mosaic investment approach combining fundamental, technical, and cyclical analysis, while providing ongoing oversight of third-party managers.

Robert Hill is a financial advisor at Rose Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Hill is also a licensed independent insurance agent specializing in non-variable life and health insurance. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up fundamental analysis approach combined with technical indicators and manages private fund-of-funds alongside individual accounts.

Brendan Mcewan is a CFP® with nine years of industry experience, currently serving at RZH Advisors LLC since 2022. His prior roles include positions at LourdMurray and HHG & Company, LLC, as well as Edward Jones. He took a year away from traditional advisory roles for travel between 2021 and 2022. RZH Advisors provides wealth management services combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships with a team of seven professionals, employing diversified allocations across mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

Scott Williams is an Investment Adviser Representative at Investmark Advisory Group LLC with 15 years at the firm and one year of experience at Commonwealth Financial Network. He holds a Series 65 designation and serves as Chief Compliance Officer and Director of Operations at Investmark, managing firm-wide compliance, marketing, and operational activities. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment strategies across multiple platforms.

Brayden Brooks is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with less than one year of industry experience. Prior to joining August Wealth Advisors, his work history includes various roles outside the financial industry. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning for high-net-worth clients, typically requiring a $2 million relationship minimum. The firm manages approximately $436.6 million in discretionary assets and constructs customized portfolios using exchange-traded funds and individual equities with a generally long-term investment approach.

Bradford Orben is an investment advisor with Snowwater Investment Partners, LLC in Fairfield, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at March Capital Corp., Quest Capital Strategies, Inc., and Building & Land Technology. He is dually registered as an Investment Advisor Representative with Snowwater and as a Registered Representative with March Capital Corp. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities, offering wealth management that combines discretionary investment management with financial consulting and planning. The firm manages approximately $795 million in discretionary assets and constructs customized portfolios using a tailored, long-term investment approach.

Jacob Friar is a CFA® charterholder and financial advisor at Gilman Hill Asset Management, LLC with five years of industry experience. He previously worked at Lapides Asset Management and was affiliated with Sacred Heart University. Gilman Hill Asset Management provides discretionary, asset-based portfolio management services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities and manages approximately $1.24 billion in regulatory assets through a five-person team.

Greg Re is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience and holds a Series 65 designation. He has worked at Paradigm Financial Partners, LLC since 2019 and at Martin, Decruz and Company, LLP since 2005, where he spends the majority of his time as an accountant. 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, providing customized portfolio management and financial planning through a combination of internal portfolio construction and external manager recommendations.

Barry Oxford Jr. is a CFA® charterholder with 26 years of industry experience. He currently works at Colliers Securities LLC, where he has been since 2021, following a seven-year tenure at D.A. Davidson & Co. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary wrap programs, utilizing third-party managers for portfolio management and conducting due diligence and client profiling to select appropriate investments.

Joshua Peteet is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked for Bradley, Foster & Sargent, Inc. for 11 years before joining Clear Harbor in 2026. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension plans, trusts, and corporate clients. The firm manages approximately $2.05 billion in assets and utilizes a multi-asset class approach combining fundamental analysis with macro and cyclical perspectives.

Lynda Kommel Browne is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2022. She previously worked at Maybank KIM ENG Securities USA, Inc. for 17 years and at Private Advisor Group, LLC for two years. Ms. Kommel Browne also serves as a FINRA arbitrator and works as an independent life insurance broker. 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 a variety of investment approaches, including fundamental long-term analysis and specialized equity and fixed-income strategies, and manages the THB US Micro Cap Fund registered in Australia.