Jonathan Oherron Jr. is a financial advisor at Gilman Hill Asset Management, LLC with 29 years of industry experience. He has been with Gilman Hill since 2007. Oherron holds Series 63 and Series 65 designations. Gilman Hill Asset Management is a fee-only, SEC-registered investment adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm employs a combination of top-down macro analysis and bottom-up company research, focusing on long-term holdings across various disciplined strategies.

Amy Sheinberg is a financial advisor at HTG Investment Advisors Inc with 18 years of industry experience. She holds a Series 65 designation and has been with HTG 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 emphasizes strategic asset allocation, diversification, and the use of advanced planning software, implementing portfolios primarily through mutual funds and ETFs with a combination of passive, quantitative, and active strategies.

Joseph Cardello is a Series 65 licensed financial advisor with six years of industry experience. He has worked at August Wealth Advisors LLC since 2026 and previously held positions at Stratos Wealth Advisors, Clapboard Hill Private Wealth, First New York Securities, and Commonwealth Bank Australia. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth clients, managing approximately $436.6 million in assets across 319 client relationships. The firm emphasizes customized portfolios using exchange-traded funds and individual equities, with both fundamental and technical analysis, and offers ongoing discretionary oversight combined with written financial plans.

George Gerhard III is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Gerhard is also involved in business entities related to tax and investment purposes beyond his advisory role. 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, offering customized investment management and comprehensive financial planning with an approach that integrates fundamental analysis, diversified portfolios, and both internal and external management resources.

Allison Donaldson is a CFP® with 12 years of industry experience and has been with HTG Investment Advisors Inc since 2013. She holds Series 63 and Series 65 licenses and is based in New Canaan, CT. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm employs a strategic asset allocation approach, combining passive, quantitative, and active funds, and emphasizes the use of documented investment policies and advanced planning tools.

Christopher Benin is a financial advisor at Benin Management Corp with 25 years of industry experience. He has held his current role since 2011 and holds a Series 65 designation. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm manages approximately $659 million in discretionary assets, tailoring portfolios through fundamental, technical, and cyclical analysis across various asset classes including equities, debt, mutual funds, ETFs, and options.

Ann Warner is a financial advisor at Sentinel Asset Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Cristina Sabatini for a combined four years. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, and offers ongoing account monitoring and due diligence for third-party managers.

Derek Ralston is a financial advisor with Income & Asset Advisory, Inc. and has 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NCM Capital Management, LLC since 2015. Outside of advising, he is the president of the Ramsey Chamber of Commerce, where he chairs meetings and participates in community events. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm customizes portfolios based on client objectives and employs a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold approach adjusted by active asset-class positioning.

Alexander Zaharoff is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at HTG Investment Advisors Inc since 2014. He is also an adjunct professor at NYU Stern School of Business, where he co-teaches an MBA elective on private banking and wealth management. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning primarily to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and a combination of passive, quantitative, and active investment strategies implemented through pooled vehicles.

Hrefna Martin is a CFP® professional with 15 years of experience in financial advising. She is affiliated with Merit Financial Partners LLC, where she has worked since 2015. Prior to that, she was with Resnick Advisors from 2011 to 2015. Martin also works as an independent contractor preparing financial plans for another RIA firm. Merit Financial Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach that combines fundamental and technical analysis, emphasizes strategic asset allocation, and utilizes low-cost index funds and ETFs alongside active strategies.

Zoltan Pongracz is a CFP® and ChFC® with 15 years of experience in financial advisory roles. He is currently with Third View Private Wealth and The Leaders Group Inc. His prior experience includes positions at Purshe Kaplan Sterling Investments, Procyon Advisors, MassMutual, MML Investors Services, and Barnum Financial Group. Outside of his advisory work, he is an owner of Third View Risk LLC, which offers non-variable insurance solutions. Third View Private Wealth provides investment management, financial planning, and retirement consulting to a diverse client base including individuals, families, trusts, businesses, and institutional entities. The firm employs a combination of in-house and third-party portfolios, alternative investments, and operational platforms to deliver tailored wealth management services.

Joshua Kaufman is a Series 65-licensed financial advisor at RiskBridge Advisors, LLC with five years of industry experience. He has worked at RiskBridge since 2020 and previously held positions at Fieldpoint Private Securities, LLC and McLogan. Prior to his advisory roles, he was affiliated with Pace University. RiskBridge Advisors serves institutional clients through an OCIO platform and provides private wealth management to high-net-worth individuals and families. The firm employs a risk-first, factor-based investment approach with a two-level risk management framework and offers services including discretionary and non-discretionary investment management, financial planning, and family office support.

Ronald Schneider is a CFP® with 35 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at National Asset Management, United Advisors Services, LLC, and Securities America Inc. He holds Series 63 and Series 65 licenses. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets across eight advisers, employing a strategy that includes fundamental and cyclical analysis, a combination of long- and short-term positions, and the use of margin, derivatives, and private placements.

William Kennedy Jr. is a CFA® charterholder with 26 years of industry experience. He is currently with RiskBridge Advisors, LLC, where he has worked since 2020, following prior roles at Tomah Management, LLC and Fieldpoint Private Bank & Trust. Outside of his advisory work, he serves as Secretary of a family farm corporation and is involved in nonprofit organizations focused on investment and global economic policy, including serving on the investment committee of a church and as a board member of the Global Interdependence Center. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with a focus on portfolio volatility targets, integrating strategic and tactical risk management with proprietary research and manager due diligence.

Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.

Robin Sherwood is a CFP® with 32 years of industry experience, currently serving at HTG Investment Advisors Inc since 2005. Based in New Canaan, CT, Sherwood is part of a team of 12 advisors at the firm. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm employs a strategic asset allocation and diversification approach, utilizing a mix of passive, quantitative, and active funds, supported by advanced planning software and institutional custodian relationships.

Matthew Hicks III is a financial advisor at Cortland Associates Inc with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cortland Associates in 2021, he worked at AAFMAA Wealth Management & Trust from 2018 to 2021 and was self-employed from 2011 to 2018. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy complemented by investment-grade fixed income and manages over $1 billion in assets with a small team.

Bert Bowler is a CFP® with over 31 years of industry experience. He is currently with Round Rock Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns B.T. Bowler, LLC, which provides risk management services unrelated to his investment work, and he is a licensed insurance agent involved in implementing insurance recommendations. 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 investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.

Scott Dynan is a financial advisor at Round Rock Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Neuberger Berman BD LLC, Taurus Asset Management, and Western International Securities. 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 range of investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.

Gregory Stanek is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Gilman Hill Asset Management, LLC since 2013. He holds a Series 63 license and is based in New Canaan, CT. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, tailored asset allocation, and ongoing portfolio monitoring, while also offering model licensing and sub-advisory services to other advisers and wrap fee program sponsors.