Greg Re is a financial advisor at Trivium Point Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and also works as an accountant at Martin, Decruz and Company, LLP in Stamford, CT. He has been with Paradigm Financial Partners, LLC since 2019 and maintains a long-standing role at Martin, Decruz and Company. Trivium Point Advisory provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across over 1,000 clients, utilizing diversified portfolios and a mix of internal and external managers, and offers integrated accounting and tax-preparation services through its affiliation with an accounting firm.

Barry Oxford Jr. is a CFA® charterholder with 26 years of industry experience. He has been with Colliers Securities LLC since 2021 and previously worked for D.A. Davidson & Co for seven years. Barry holds Series 65 and Series 63 licenses. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides both brokerage and advisory services through non-discretionary and discretionary accounts, utilizing outside managers for day-to-day portfolio management and performing due diligence and client profiling.

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.

Eamon Moran is a financial advisor at Granite Group Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Round Rock Advisors LLC, Wells Fargo Bank, Wells Fargo Clearing Services, and Moody's Corporation. Moran also engages in insurance sales as a non-investment related activity. Granite Group Advisors provides investment management services primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios using a combination of quantitative and qualitative analysis and serves as a sponsor and manager of pooled investment vehicles, focusing on sizable clients and plan relationships.

Rohan Nayak is a CFP® with 12 years of industry experience. He is currently with Basso Capital Management, L.P., having joined the firm in 2025. Prior to this, he worked at FundX Investment Group for six years and Bell Investment Advisors, Inc. for nine years. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing a proprietary-money account.

Amanda Zapatka is a financial advisor at Innovative Asset Advisors Group with a Series 65 designation and one year of industry experience. Prior to joining the firm in 2026, she worked at St. Mary School and was a stay-at-home mom for 11 years. Innovative Asset Advisors Group serves individuals, institutions, and charitable organizations, offering wealth management, portfolio management, and financial consulting. The firm employs a tailored, multi-strategy investment approach and works with third-party managers, supporting client accounts through custodial relationships with Charles Schwab and SEI.

Austin Doebler is a CFA® credentialed financial advisor with five years of industry experience. He is currently with RZH Advisors LLC, joining the firm in 2025 after working at Truist Advisory Services, Inc. from 2021 to 2025. Outside of his advisory role, he is a member of East West Capital, LLC, an investment-related entity focused on cryptocurrency investments. RZH Advisors LLC provides wealth management services including financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 clients and employs diversified investment strategies utilizing mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

Elizabeth Cox is a CFP® professional with 19 years of experience in the financial industry. She is affiliated with Merit Financial Partners LLC and has worked at MTP Advisors since 2010, as well as operating Cox Financial Services, LLC since 2009. Additionally, she has been involved with Divorceu.Com since 2007. Merit Financial Partners provides fee-only financial planning, investment consultation, portfolio management, and wealth-management services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a fiduciary and consultative investment approach, emphasizing asset allocation and the use of low-cost index funds and ETFs, while also offering specialized services such as divorce financial analysis.

Laura Lehrhaupt is an advisor with Stone Wall Money Management LLC and holds 10 years of experience with Strategies for Retirement. She joined Stone Wall Money Management in 2026 and is part of a six-advisor team based in Shelton, CT. Stone Wall Money Management provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies tailored to client objectives, time horizon, and risk tolerance. The firm combines asset allocation, technical analysis, and both long- and short-term approaches while emphasizing long-term purchasing power preservation.

Jeannie Rubsam is a financial advisor at HTG Investment Advisors Inc with a Series 65 designation and two years of industry experience. She has been with HTG Investment Advisors since 2021 and previously worked for Penguin Random House from 2012 to 2021. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm’s investment approach combines strategic asset allocation, diversification, and advanced planning software, implementing portfolios primarily through mutual funds and ETFs.

Rosemary Taverna is a financial advisor at Sovereign Financial Group, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sovereign Financial Group since 2020, following a 20-year tenure at CommonWealth Financial Network. She also operates The Taverna Group, where she provides fixed annuity and property casualty insurance sales, and serves as a notary public. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative investment strategies through its Align Alternative Access Fund.

John Flavin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, Rydex Distributors, and Security Investors, LLC. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets, offering financial planning, asset management, and consulting through proprietary strategies and third-party managers.

Jake Mc Carthy is a CFP® and ChFC® with six years of experience in financial advising. He is currently with Third View Private Wealth and previously worked at Procyon Advisors, Mass Mutual Life Insurance Company, and several other firms. Mc Carthy is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products as needed for clients. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, trusts, and institutional entities. The firm employs tailored strategies using both in-house and third-party portfolios, as well as alternative investments, managing over $1.1 billion in discretionary assets.

Spencer Cooper is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with RZH Advisors LLC since 2012. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages approximately $2.1 billion in assets and incorporates strategies including Dimensional Fund Advisors (DFA), with a focus on diversified asset allocation and ongoing account reviews.

Dara Johnson is a financial advisor at Hampshire Family Office with 25 years of industry experience and holds a Series 66 designation. She has worked at Hampshire Family Office since 2022 and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of her advisory role, she is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services primarily for high-net-worth individuals, families, trusts, and institutional clients. The firm combines active and passive strategies across multiple asset classes and tailors portfolios to clients’ objectives and risk profiles.

Christopher Sneed is a financial advisor at Third View Private Wealth with six years of industry experience. He holds the ChFC® designation and Series 66 license. His previous roles include positions at Procyon Risk, LLC, Baker Tilly Wealth Management, and Bank of America. In addition to his advisory work, he is a licensed insurance agent selling life insurance products as needed for clients. Third View Private Wealth provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including individuals, 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 over $1 billion in discretionary assets.

Robert Dalldorf is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Falcon Capital Management, Inc. since 1994. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

Laurence Rollins is a Certified Financial Planner (CFP®) with 30 years of industry experience. He currently serves as a Managing Director and Financial Advisor at Manhattan West Asset Management, LLC, joining the firm in 2023 after roles at Finalis Securities LLC, Twenty Four Wealth, Brenton Point Wealth Advisors, and Fidelity Investments. Rollins is also a board member and treasurer of the Estate Planning Council of Lower Fairfield County. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, and a Digital Asset Advisory Program, employing a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis alongside strategic asset allocation and a range of investment strategies.

Shannon Vizza is a financial advisor at HTG Investment Advisors Inc with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mackey and Guasco. Shannon has been with HTG Investment Advisors since 2018. 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 uses a combination of passive, quantitative, and active funds to implement portfolios.

Nicholas Giammattei is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Investmark Advisory Group LLC and has previously worked at Commonwealth Financial Network and AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm uses risk-based model strategies incorporating mutual funds, ETFs, individual securities, and Dimensional Fund Advisors funds, offering both advisor-directed and discretionary portfolio management.