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.

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.

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.

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.

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.

Joseph Spina is a financial advisor at Platform Technology Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for seven years before joining his current firm in 2022. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, utilizing a process that combines client interviews, risk assessment, and diversified asset allocation across independent managers, mutual funds, ETFs, and individual securities.

Jacob Friar is a CFA® charterholder with four years of industry experience. He has been with Gilman Hill Asset Management, LLC since 2021 and previously worked at Lapides Asset Management and Sacred Heart University. Gilman Hill Asset Management, LLC is a fee-only, SEC-registered adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm combines top-down macroeconomic monitoring with bottom-up company research and focuses on long-term holdings across multiple investment disciplines.

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.

Michael Giove is a financial advisor at Night Owl Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs and Guggenheim Securities. Night Owl Capital Management, LLC provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm emphasizes concentrated, long-term public equity investments primarily in mid- and large-cap companies using fundamental analysis and discounted free cash flow valuation.