Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.

David Montaquiza is a financial advisor at Municipal Asset Management Inc with 4 years of industry experience. He has been associated with Municipal Asset Management Inc since 1998. Municipal Asset Management Inc provides discretionary portfolio management primarily focused on fixed-income securities to high net worth individuals and institutional clients. The firm employs fundamental economic and relative-value analysis to deliver customized bond portfolios aligned with clients’ goals and risk profiles.

Thomas Wong is a financial advisor at BroadCore Investments LP and holds a Series 65 designation with two years of industry experience. He has worked at Invesco, Inc. and Invesco Services, Inc. for over two decades in the New England division. BroadCore Investments LP provides discretionary portfolio management for high-net-worth individuals, institutions, and qualified pension plans, focusing on long-only, ETF-based strategies driven by a proprietary quantitative market-timing model using VIX and RVX measures. The firm manages a small client roster with a minimum account size of $500,000 and employs daily discretionary reviews and risk-control overlays.

Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.

Laurie Girsky is a financial advisor at G-Squared Advisory LLC in Mamaroneck, NY, with 13 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Laurie has worked at Merrill and has been with G-Squared Advisory since 2009. G-Squared Advisory provides fee-only financial planning and investment advisory services to individuals and families, focusing on cash flow, debt management, risk management, retirement and estate planning, and investment selection. The firm emphasizes long-term, fundamental buy-and-hold strategies and operates on an hourly or flat-fee basis without accepting discretionary authority or custody of client assets.

Simon Bennaim is a financial advisor at Zorea Capital LP with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kize Capital LP and Axa XL. Bennaim also provides consulting services to other unaffiliated investment managers. Zorea Capital LP manages approximately $50 million for individual and family clients, offering discretionary and non-discretionary portfolio management focused on a concentrated, research-driven, long-term, value-oriented investment strategy. The firm utilizes individual equities, bonds, and ETFs, with risk management strategies that may include leverage, derivatives, and limited short positions or options for downside protection.

Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.

Sean Dowling is a CFP® professional with 16 years of experience at The Dowling Group Wealth Management in Greenwich, CT. He has held his current role since 2010. Outside of his advisory work, Dowling owns and operates a tax preparation and consultancy firm, Dowling Tax Group, LLC, which he acquired in 2017 and dedicates significant time to. The Dowling Group Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party advisers for individuals, pensions, and business entities. The firm manages approximately $165.6 million in client assets and emphasizes goal-based planning with a combination of fundamental and technical analysis and long-term investment strategies.

James Caulfield is a financial advisor with Shamrock Financial Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Shamrock Financial Services since 2009 and spent eight years at Taylor Capital Management prior to that. Caulfield is also an insurance agent, dedicating approximately half of his time to offering insurance products to clients. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management centered on ETF-based model portfolios. The firm emphasizes value-oriented, long-term holdings combined with strategic asset allocation and periodic rebalancing, utilizing third-party sub-advisory platforms while maintaining fiduciary oversight.

Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.

Gaurav Adhikari is a financial advisor at Markin Asset Management, LP with eight years of industry experience. He holds a Series 65 designation and previously worked at Payne Capital Management for ten years. Markin Asset Management is an SEC-registered adviser that provides discretionary investment management to private pooled funds, separately managed accounts, and serves as a sub-advisor to other advisers. The firm employs proprietary multi-asset quantitative models incorporating artificial intelligence and machine-learning techniques to construct portfolios for individuals, trusts, endowments, and family offices.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Poxono Capital. His prior roles include positions at Alliance Bernstein, BlackRock Investments, Vernier Capital Partners, Morgan Stanley, and Banc Of America Securities. He is also the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering tailored portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and serves as adviser and manager/general partner to a privately organized pooled investment vehicle, which includes performance-based compensation structures and specific compliance measures.

Daniel Sullivan is a Series 65-licensed financial advisor with 46 years of experience at Shearman, Ralston Inc. in Greenwich, CT, where he has worked since 1980. Shearman, Ralston Inc. is a small registered investment adviser serving individuals, including high-net-worth clients, and trusts. The firm offers tailored portfolio management using a mix of fundamental, technical, and charting analysis across various instruments, managing a substantial majority of assets on a non-discretionary basis.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2001 to 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm provides discretionary portfolio management and integrated financial planning, employing a combination of fundamental, technical, and cyclical analysis to construct customized, structured portfolios.

George Allen is a financial advisor at G.B. Allen Associates, Inc. with 22 years of industry experience and Series 63 and 65 licenses. He has been with G.B. Allen Associates since 1987 and is also the managing partner and president of an affiliated CPA firm, GB Allen, Castro & Associates, providing tax consulting and accounting services. G.B. Allen Associates offers fee-only, discretionary investment management to individuals, trusts, estates, and business entities, serving both high-net-worth and non-HNW clients. The firm constructs customized portfolios using fundamental and technical analysis and maintains a small adviser team with principal-led supervision.

Brianna Melahn is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with Prism Planning and Solutions Group and previously worked at Insight Advisors, LLC and Morgan Stanley. Outside of her financial advisory role, she serves as the administrator of a laundromat business. Prism Planning and Solutions Group is a newly formed, supported investment adviser offering a range of financial planning and wealth management services. The firm follows a structured planning process and emphasizes diversified, low-cost portfolios with periodic review and discretionary investment management.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Heydorn Stone, he gained experience at the Charles Schwab Foundation Personal Financial Planning Clinic and several other organizations. Heydorn Stone Capital Management is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, and charitable and corporate organizations. The firm employs a client-centered process focused on asset allocation diversification across multiple model portfolios ranging from all equity to capital preservation.

John Hamilton is a financial advisor at Hamilton Advisors Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Hamilton Advisors since 1989. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation while seeking reasonable returns and uses documented Investment Policy Statements tailored to client goals.

Deborah Hamilton is a financial advisor with Hamilton Advisors Inc in Greenwich, CT, holding 43 years of industry experience. She has been with Hamilton Advisors since 1980. Hamilton Advisors provides discretionary investment management and financial consultation to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and IRAs. The firm emphasizes strategic asset allocation aimed at capital preservation and reasonable returns, using a range of securities and strategies including options and short sales, while formally documenting client objectives in Investment Policy Statements.

Harry Mamaysky is a financial advisor at QuantStreet Capital with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at EBH Capital Management LLC since 2021. Mamaysky is also affiliated with Columbia Business School, where he has been involved since 2015. QuantStreet Capital serves individuals, trusts, retirement plans, businesses, and charitable organizations, offering discretionary separately managed account management, financial planning, consulting, and model-portfolio subscriptions. The firm employs a quantitative asset-allocation strategy using a proprietary machine learning model combined with discretionary oversight, constructing multi-risk-level portfolios that may include ETFs, mutual funds, stocks, options, and derivatives.