Michael Luton is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Cambridge Investment Research and Lion Street Financial, with a long tenure at Madison Advisory Services dating back to 2007. Outside of his advisory work, he serves on the board of the Hospice of Central New York Foundation. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset allocation with periodic rebalancing and provides ongoing monitoring and account reviews, sometimes exercising discretionary trading authority.

Lauren Rowland is a CFP® and holds a Series 66 designation with 16 years of industry experience. She has worked at RZH Advisors LLC since 2020 and previously spent six years at Ayco/Goldman Sachs. RZH Advisors LLC 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 seven-person advisory team.

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.

Nicholas Sutro is a financial advisor with Onyx Bridge Wealth Group LLC in White Plains, NY, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee managing a supplemental needs trust investment account. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.

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 Series 65-licensed financial advisor with 24 years of industry experience. He has been with Benin Management Corp since 2011, where he works as part of a two-advisor team based in Wilton, CT. Benin Management Corporation provides discretionary portfolio management, retirement plan consulting, and sub-advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes strategies through fundamental, technical, and cyclical analysis, managing approximately $659 million in discretionary assets.

Ivy Alexander is a financial advisor at RZH Advisors LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wbh Advisory, Inc and T. Rowe Price. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations with fee-based wealth management, discretionary investment management, and financial planning services. The firm typically manages assets on a discretionary basis using a range of investment vehicles, including Dimensional Fund Advisors strategies, and is notable for its specialized services and management of donor-advised funds.

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.

Gabriella Bermudez is a financial advisor at Madison Advisory Services, Inc. with over 13 years of industry experience. She holds a Series 65 credential and has worked at firms including Lion Street Financial and Royal Alliance. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

Erik Pearson is a financial advisor at Fairfield, Bush & Co. with 17 years of industry experience. He holds a Series 65 designation and has been with Fairfield, Bush & Co. since 2016. Fairfield, Bush & Co. advises high-net-worth individuals, corporations, retirement plans, and charitable institutions, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes fundamental analysis and macroeconomic evaluation, employing long-term and short-term equity strategies along with options strategies for qualified investors, and manages a majority of its assets on a non-discretionary basis.

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.

Jared Cohen is a financial advisor at Onyx Bridge Wealth Group LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Private Client Services. Cohen is also the owner and manager of Onyx Bridge Tax Group, a tax and accounting firm. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm uses third-party research and a range of investment strategies, providing tailored portfolio management and ongoing account reviews.

Andrew Massaro is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at AtCap Partners since 2022 and has prior experience with Ceros Financial Services, National Asset Management, and National Securities Corp. Outside of his advisory roles, he is the owner of APM Holdings, Ltd., a bill-paying entity. AtCap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of analytical methods including fundamental analysis and technical tools, employs proprietary strategies and third-party managers, and offers alternative investments alongside back-office support for hedge funds and other investment firms.

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.

Janet Brown is a financial advisor at Basso Capital Management, L.P. with 28 years of industry experience. She holds a Series 65 designation and previously worked at FundX Investment Group for 26 years and One Capital Management, LLC for 3 years before joining Basso Capital Management in 2025. 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 proprietary accounts with complex strategies including leverage and derivatives.

Mark Dea is a financial advisor at Basso Capital Management, L.P. with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, LLC and FundX. 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 serves as sub-adviser to a multi-manager pooled fund, managing both proprietary and client assets with strategies that include leverage, hedging, and derivatives.

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.

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.