Alejandro Garcia is a financial advisor at Bulltick Wealth Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Intercam Advisors, Inc., Intercam Securities, and Banorte Asset Management. In addition to his advisory role, he is also a licensed life insurance agent involved in insurance sales. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios alongside financial planning and consulting services.

Gregory Wertz is a financial advisor at Strategy Asset Managers L.L.C. in Westport, CT, holding Series 63 and Series 65 designations with five years of industry experience. He has worked with Strategy Asset Managers since 2020 and has also been involved with Ardara Capital, L.P. since 2016. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm combines fundamental equity selection and quantitative strategies across various asset classes and provides family office services and management of private pooled investment vehicles.

Ted Ferik is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Brady Martz Wealth Solutions, LLC, where he has worked since 2025. His prior experience includes roles at Cetera firms and Avantax Advisory Services. Outside of his advisory work, Ferik is involved in media production as an executive producer for a video production studio and manages operations for a real estate-focused business. Brady Martz Wealth Solutions provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm uses a passive, asset-class diversification approach with a buy-and-hold philosophy, supported by model portfolios and research from Focus Partners Advisor Solutions and Dimensional Fund Advisors.

Robert Leiphart III is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with RB Capital Management, LLC since 2005. Outside of advisory work, he is also a licensed insurance agent. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm provides fee-based investment management focused on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

Lee Rawiszer is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, and Kestra Financial Services. Rawiszer is involved with Trivium Point Accounting, a related firm providing tax preparation and accounting services. 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 with customized investment strategies and integrated financial planning, supported by affiliated accounting and insurance services.

Peter Shouvlin is a financial advisor with Barton Investment Management, LLC in Wilton, CT, holding a Series 63 designation and 26 years of industry experience. He has been with Barton Investment Management since 2017 and previously worked at KeyBanc Capital Markets Inc. from 2015 to 2017. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and manages roughly $1.0 billion in discretionary assets across about 96 client relationships.

Lauren Quesada is a financial advisor at Castlekeep Investment Advisors in Westport, CT, holding a Series 65 designation with 12 years of industry experience. She has been with Castlekeep Investment Advisors since 2012. CastleKeep Investment Advisors provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. The firm manages approximately $827.7 million for about 119 clients using proprietary equity strategies and offers both discretionary and non-discretionary programs.

Nicholas Christie is a CFP® professional with 25 years of industry experience, currently serving at Investmark Advisory Group LLC since 2017. He has held roles at Commonwealth Financial Network for over two decades and has been involved with various Investmark entities since 2000. His work primarily focuses on financial planning, consulting, and asset management. Investmark Advisory Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm utilizes model-based and advisor-directed portfolios across multiple platforms and offers both discretionary and non-discretionary management options.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He has held roles at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Greenberg is a Series 63 and Series 65 licensee and serves as a member manager of SZS Advisors LLC, a business and tax entity. August Wealth Advisors is a team of six advisors managing approximately $436.6 million in discretionary assets. The firm provides wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals and institutions, using a combination of fundamental and technical analysis focused on long-term portfolio construction.

Dante Pasqualoni is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. He previously worked at Veralto Corporation and LinkSquares. Innovative Asset Advisors Group serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth management, portfolio management, financial consulting, and access to alternative investments using a tailored, MPT-informed approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Robert Iannazzo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley and its affiliated entities from 2008 to 2018 before joining Investmark Advisory Group and Commonwealth Financial Network in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Edward Tomasko is a CFP® with 20 years of industry experience, currently serving at Innovative Asset Advisors Group. He has been with Financial Strategies Investment Advisor Services, Inc. since 2015. Outside of advisory work, he prepares taxes seasonally and serves as a non-majority partner and CFO for an architectural design firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, and various other entities. The firm employs a multifaceted investment approach that includes Modern Portfolio Theory and a blend of fundamental, technical, cyclical, and macroeconomic analysis.

Michael Kusick is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Investmark Advisory Group LLC, where he has worked since 2017, and has a long tenure with Commonwealth Financial Network dating back to 1994. Kusick is a managing principal and co-owner of Investmark Advisory Group. Investmark Advisory Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing various investment vehicles and third-party platforms, supported by a team of ten advisors managing approximately $812 million in assets.

Christian Giadolor is a financial advisor with Chicory Wealth, holding a Series 65 credential and currently beginning his career in the industry. His background includes roles at Adasina Social Capital, Realist Lab, and Bridgewater Associates, among others. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and supports other advisers with model portfolio services and operational assistance.

Christopher Tormey is a financial advisor at Bull Harbor Capital LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MONECO Advisors, MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, and Strategies For Wealth/Park Avenue Securities. Outside of his advisory role, he is involved with Monetary Metals, a gold and silver depository where he manages personal bullion holdings and participates in lending programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Michael Cirone is an investment advisor representative at Trivium Point Advisory, LLC and a registered representative with LPL Financial, LLC. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at AMG Wealth, Altium Wealth Management, and Bailey & Beatty Financial Services. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans with investment advisory and comprehensive financial planning. The firm employs a long-term, diversified investment approach using internal models and external managers, and it is notable for its affiliation with an accounting firm that enables integrated accounting and tax-preparation services alongside advisory offerings.

Ricardo Litvak is a financial advisor with Litvak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He co-founded Litvak Solutions, LLC, a consulting firm unrelated to investment services, dedicating a small portion of his time to this venture. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm offers customized portfolio management and limited-scope advice, emphasizing long-term fundamental analysis and employing a notable reliance on non-discretionary arrangements and derivative instruments for risk management.

Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.

Bennett Sacks is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, offering tailored recommendations across various asset classes. The firm’s investment approach focuses on client objectives, risk tolerance, and long-term purchasing power preservation, utilizing methods such as asset allocation and technical analysis.

Amanda Diguiseppe is a Series 66-credentialed advisor with five years of industry experience. She is currently with Third View Private Wealth and has previously worked at Procyon Advisors, Baker Tilly Wealth Management, Baker Tilly Capital, Merrill, and the Family and Children's Agency. Third View Private Wealth provides personalized investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional and charitable entities. The firm employs tailored strategies combining in-house and third-party model portfolios, separately managed accounts, and alternative investments, managing approximately $1.155 billion in discretionary assets.