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.

Jeffrey Hanson is a financial advisor at Traphagen Financial Group with 14 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2012. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis and offers both discretionary investment management and fee-for-service planning, with integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

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.

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.

Howard Duncan is a financial advisor at Avity Investment Management Inc. with 26 years of industry experience. He has worked at Avity Investment Management since 2000. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, high-quality liquid securities, and active fixed-income management, overseeing approximately $1.86 billion in client assets.

Gary Schwartz is a financial advisor with Madison Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes roles at Cambridge Investment Research, Lion Street Financial, and Royal Alliance Associates. He serves as a board member of the Divided Sky Foundation. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm provides discretionary portfolio management, financial planning, and consulting, utilizing mutual funds, ETFs, and model portfolios with both strategic and tactical asset allocation.

Brendan Mcewan is a CFP® professional with nine years of industry experience, currently serving as an advisor at RZH Advisors LLC. He previously worked at LourdMurray and UCLA from 2016 to 2021, with a one-year break for traveling. RZH Advisors 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 client relationships using diversified allocations with mutual funds, ETFs, independent sub-advisers, and selectively, private and interval funds.

Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at LPL Financial LLC and INVEST Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.

Barry Mitchell Jr. is a financial advisor at Next Level Private LLC with 38 years of industry experience. He has held Series 63 and Series 65 licenses and worked previously at UBS Financial Services for 10 years. Mitchell is also a licensed insurance professional, dedicating less than 10% of his time to this activity. Next Level Private advises high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis to develop customized portfolios, maintains a fiduciary duty, and supports annuity consulting through a third-party platform.

Jesse Weissberger is a financial advisor at AtCap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and National Asset Management. In addition to his advisory role, he is involved in insurance sales. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities, employing a mix of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading.

Stephen Fitch is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Carleton College and Nikola Tesla STEM High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Robert Biesiada is a CFP® professional with two years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing global diversification, tax sensitivity, and ongoing due diligence.