James Thompson is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, MetLife Securities, and Barnum Financial Group. Additionally, he is a licensed insurance agent. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm employs a long-term, diversified investment approach and is notable for its affiliation with an accounting firm, allowing integrated advisory and tax-preparation services.

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Edward Schechter is a financial advisor with Trivium Point Advisory, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been associated with Paradigm Financial Partners, LLC since 2018 and Kestra Financial Services, Inc. from 2016 to 2018. In addition to his advisory role, he is a CPA at Berkow, Schechter & Company LLP, a position he has held since 1987, and serves as a non-compensatory trustee. He is also involved with Fire Island Synagogue. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm provides customized portfolio management and financial planning services, employing fundamental analysis and diversified allocations, and integrates both internal and external management resources.

Michael Carlin is a financial advisor at Fairfield, Bush & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering customized and model portfolios with both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective and employs a mix of long-term, short-term, and option strategies.

Charles Krause is a financial advisor at Fairfield, Bush & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fairfield Research Securities Corporation since 1991. Krause serves as a director of Stearns Investment Corp. and HJ Baker & Bro., and is a trustee of the Estate of R.N. Stearns. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective, utilizing a mix of long-term, short-term, and option strategies.

Victor Flores is a financial advisor at Snowwater Investment Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citi Private Advisory, Cowdin Partners, and Javeri Capital. Outside of advising, he serves as an adjunct professor at St. John's University and is a board member of the Black & Hispanic Community Development Board at Quontic Adaptive Digital Bank. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities by providing discretionary investment management alongside financial consulting and planning. The firm constructs customized, typically long-term portfolios using a mix of equities, fixed income, hedge funds, private equity, and structured notes, often incorporating independent managers where appropriate.

David Burrows is a financial advisor at Hudson Capital Advisory, Inc. with 22 years of industry experience. He holds the Series 63 designation and has worked with Hudson Advisor Services since 2003. Burrows also serves as co-trustee for a family trust with Fiduciary Trust Company. Hudson Capital Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as other registered investment advisory firms. The firm offers discretionary and non-discretionary portfolio management, co-advisory and sub-advisory arrangements, and outsourced chief investment officer services, using a mix of fundamental, technical, and cyclical analysis alongside proprietary strategies.

Richard Purkiss Jr. is a CFP® with 23 years of industry experience, currently serving at Purkiss Capital Advisors, LLC, where he has worked since 2001. He is the board chair and investment committee member at Wooster School, overseeing its endowment investments at Vanguard. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm uses a fundamental analysis framework to build tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations.

Donald Roger Liddell is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He holds a Series 63 designation and has been with Clear Harbor since 2010. Outside of his advisory role, he serves as a trustee overseeing family and friends trusts. Clear Harbor Asset Management provides financial planning and investment management services to individuals, pooled vehicles, pension plans, trusts, estates, charitable organizations, and corporate entities, combining bottom-up security selection with a top-down asset allocation approach tailored to client risk and liquidity needs.

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

John Mallozzi is a financial advisor at Bourgeon Capital Management LLC with nine years of industry experience. He previously worked at Oppenheimer and Columbus Circle Investors. Mallozzi serves on the Board of Governors for Horizons at New Canaan Country School, a nonprofit organization. Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, emphasizing tailored portfolios and asset-allocation decisions informed by fundamental and technical analysis.

Jane Rosenfeld is a financial advisor with Aspire Advisors, LLC, based in North White Plains, NY. She holds 15 years of industry experience and has been with Hamilton Cavanaugh & Associates, Inc. since 2004. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, including high-net-worth clients, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios of mutual funds and ETFs, tailoring allocations according to clients’ risk tolerance, liquidity needs, and time horizon.

Jennifer Hunt is a CFP® and Series 65-licensed advisor at HTG Investment Advisors Inc with 19 years of industry experience. She has been with HTG Investment Advisors 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’s approach focuses on strategic asset allocation, diversification, and the use of both passive and active funds, supported by a multi-advisor team with extensive credentials and institutional experience.

Gary Raniolo II is a financial advisor at Next Level Private LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Next Level Private in 2021. Outside of his advisory role, he is involved with non-profit lacrosse organizations, including Predators Lacrosse LLC and Rye Youth Lacrosse. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a mix of fundamental and technical analysis to develop customized portfolios, typically employing diversified mutual funds, ETFs, individual stocks and bonds, with ongoing monitoring and formal annual reviews.

Richard Bell is a financial advisor at Searle & Co. in Greenwich, CT, with 39 years of industry experience. He has been with Searle & Co. since 2005 and holds Series 63 and Series 65 licenses. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships through a seven-advisor team, tailoring investment advice using a combination of fundamental, technical, and charting analysis.

Lauren Urbanski is a financial advisor at N10° WEALTH with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years and McKenna Orthodontics for fifteen years. Lauren joined N10° WEALTH and its affiliated firm N10° Assets in 2026. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining individual securities, ETFs, options, alternatives, direct indexing, and digital assets with fundamental, technical, ESG, and quantitative analysis, while leveraging third-party managers and technology platforms for implementation.

Francis Mckiernan is a financial advisor with Third View Private Wealth and holds a Series 66 designation. He has 12 years of industry experience and has previously worked at firms including Procyon Advisors, Baker Tilly, Bank of America, Merrill, and Morgan Stanley. Mckiernan is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products to clients as needed. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, trusts, estates, businesses, and institutional and charitable entities. The firm uses a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to implement tailored strategies.

Ian Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clear Harbor since 2009. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, managing approximately $1.743 billion in assets across 19 advisors.

Justin Singer is a financial advisor at Tortoise Investment Management, LLC with 15 years of experience. He has been with Tortoise since 2011. Tortoise provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, a conservative long-term approach, and tax efficiency. The firm offers comprehensive financial advice beyond investments, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Greenwich Advisors, he worked at Chrysaetos Capital Advisors, LLC for seven years. Outside of his advisory role, he manages two non-investment businesses: Pavonia Technology, Inc., which provides technology and recruitment consulting, and Ayerport, LLC, offering educational and coaching consultation services. Greenwich Advisors, LLC is an SEC-registered investment adviser that manages approximately $293 million for about 72 clients across five offices. The firm serves individuals, including high-net-worth clients, and some businesses, offering customized portfolio management and financial planning with a generally applied $1,000,000 account minimum. Their investment approach includes a broad range of strategies and instruments, often under granted trading discretion, to meet client objectives and risk tolerances.