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.

Gary Schwartz is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cambridge Investment Research, Lion Street Financial, Royal Alliance Associates, VOYA Financial Advisors, and Madison Planning Group. He serves as a board member and volunteer for the Divided Sky Foundation. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individual clients, high-net-worth households, and participant-directed and sponsor retirement plans. The firm utilizes both fundamental and technical analysis to implement strategic and tactical asset-allocation models and offers a range of solutions through multiple third-party platforms.

Robert Hill is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill Lynch, and Dominick & Dickerman LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities, employing a bottom-up fundamental analysis approach complemented by technical indicators. The firm manages individual accounts and private pooled investment vehicles, including its private fund-of-funds series, using both discretionary and non-discretionary portfolio management strategies.

Brendan Mcewan is a CFP® professional with nine years of industry experience, currently serving at RZH Advisors LLC since 2022. His prior experience includes roles at LourdMurray, UCLA, HHG & Company, LLC, and Edward Jones. He also spent a year traveling 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 and employs diversified allocations including mutual funds, ETFs, independent sub-advisers, and private and interval funds.

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.

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.

Barbara Ingenito is a financial advisor at Aspire Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton Cavanaugh Investment Brokers, Inc. and Hamilton Cavanaugh, Inc. since the late 1980s. At Aspire Advisors, she serves as Executive Vice President, contributing to the firm’s management and financial advisory services. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client assets using model portfolios tailored to risk tolerance and time horizon, combining fundamental and technical analysis with annual account reviews.

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 has been with Colliers Securities LLC since 2021 and previously worked at D.A. Davidson & Co for seven years. 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 performing due diligence and client profiling to guide investment allocations.

Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with two years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Hollow Brook Wealth Management since 2007. Outside of his advisory role, Philip co-owns a working horse farm in Bedford, NY, and serves on the boards of several equestrian and nonprofit organizations, including the Revs Institute and the United States Equestrian Team Foundation. Hollow Brook Wealth Management provides comprehensive wealth management and advisory services to individuals, families, family offices, foundations, and other institutions. The firm employs a combination of top-down macro analysis and research-driven bottom-up security selection for internally managed portfolios, while also offering family-office services and due diligence on private funds and special situation investments.

Benjamin Schwartz is a Series 66-licensed financial advisor with Madison Advisory Services, Inc. in White Plains, NY, where he has worked for 10 years. He has a total of 10 years of industry experience, including roles at Cambridge Investment Research and Lion Street Financial. Schwartz is also involved with Madison Planning Group, Inc., an affiliated entity. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individuals, high-net-worth households, and retirement plans. The firm uses documented Investment Policy Statements and employs both fundamental and technical analysis in implementing strategic and tactical asset allocation across various platforms, including third-party managed programs.

Jack Longden is a financial advisor at Aspire Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Advisors. Aspire Advisors provides investment management, financial planning, retirement planning, and consulting services to individuals, including high-net-worth households, and pension and employee benefit plans. The firm manages discretionary assets of approximately $109.2 million and pension plan assets totaling roughly $1.18 billion, using a combination of fundamental and technical analysis to tailor portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

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 39 years of industry experience. She is currently with Round Rock Advisors LLC and has previously worked at Private Advisor Group, LLC and Maybank KIM ENG SECURITIES USA, INC. Since 2021, she has served as a FINRA arbitrator resolving regulatory disputes and also sells life insurance independently. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental, long-term investment approach with specialized divisions focusing on absolute-value equity and small-/micro-cap strategies, and actively manages a pooled investment vehicle registered with the Australian Securities and Investments Commission.

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.

Kenneth Fadden is a financial advisor at Madison Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked with firms including Cambridge Investment Research and Lion Street Financial. Madison Advisory Services, Inc. serves individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm offers investment supervisory, financial planning, and consulting services, utilizing strategic and tactical asset allocation models through mutual funds, ETFs, and model portfolios, and maintains a distinctive operating structure with multiple affiliations and a detailed conflict-of-interest disclosure framework.

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.

John Mifsud is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research, NewPro Home Solutions, Alure Home Solutions, and Constitution Provisions. Madison Advisory Services, Inc. advises individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm provides investment supervisory, financial planning, and consulting services, utilizing strategic and tactical asset allocation models with mutual funds, ETFs, and model portfolios across multiple platforms.