Andrew Urbanski is a financial advisor at N10° Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of advising, Andrew has engaged in freelance modeling. 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 using a range of asset types and analytical methods, while leveraging third-party managers and technology platforms for portfolio implementation and management.

John Mifsud is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research, NewPro Home Solutions, Alure Home Solutions, Constitution Provisions, and JM Family Provisions. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm employs strategic and tactical asset allocation models and uses a variety of investment vehicles, offering both discretionary trading authority and access to multiple third-party platforms.

Gabriella Del Monaco is a CFP® professional with three years of industry experience, currently advising at Instrumental Wealth, LLC. She previously worked at Ameriprise Financial Services, LLC and Cambridge Investment Research Advisors, Inc. Gabriella holds licenses as a New York insurance agent, focusing on life, health, and variable insurance products. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance and objectives, employing a range of investment vehicles and offering integrated planning services for business owners.

Austin Doebler is a CFA® credentialed financial advisor with five years of industry experience. He is currently with RZH Advisors LLC, joining the firm in 2025 after working at Truist Advisory Services, Inc. from 2021 to 2025. Outside of his advisory role, he is a member of East West Capital, LLC, an investment-related entity focused on cryptocurrency investments. RZH Advisors LLC 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 clients and employs diversified investment strategies utilizing mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

Ziyah Esbenshade is a CFP® with 26 years of experience in the financial services industry. She is currently with Trivium Point Advisory, LLC, where she has worked since 2023, and previously spent 13 years at Ameriprise Financial Services, Inc. Esbenshade provides investment advisory services through Trivium Point Advisory and is involved in related business activities including tax preparation and insurance solicitation. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using both internal models and external managers, and distinguishes itself through its affiliation with an accounting firm, enabling integrated advisory, accounting, and tax-preparation services.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bay Colony Advisors since 2018, following two years at Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with a range of financial planning and portfolio management services. The firm’s investment process emphasizes fundamental analysis and a long-term approach, complemented by model portfolios and third-party sub-advisers, and offers family-office and concierge services alongside institutional retirement plan management.

Evan Mcgoff is a financial advisor at Dock Street Asset Management Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Dock Street Asset Management since 2009. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes client portfolios using predefined model portfolios and focuses on companies with high returns on invested capital through fundamental and technical analysis, employing a range of strategies including long- and short-term positions and option writing.

Justine Perdomo is a financial advisor at Bull Harbor Capital LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of her advisory role, she provides consulting and analytics services to another broker. Bull Harbor Capital LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Brendan Blaney is a financial advisor at Tortoise Investment Management, LLC with 15 years at the firm and four years of industry experience. He is based in New York, NY. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing 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 retirement and estate planning when requested by clients.

Jeannie Rubsam is a financial advisor at HTG Investment Advisors Inc with a Series 65 designation and two years of industry experience. She has been with HTG Investment Advisors since 2021 and previously worked for Penguin Random House from 2012 to 2021. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm’s investment approach combines strategic asset allocation, diversification, and advanced planning software, implementing portfolios primarily through mutual funds and ETFs.

Rosemary Taverna is a financial advisor at Sovereign Financial Group, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sovereign Financial Group since 2020, following a 20-year tenure at CommonWealth Financial Network. She also operates The Taverna Group, where she provides fixed annuity and property casualty insurance sales, and serves as a notary public. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative investment strategies through its Align Alternative Access Fund.

Alfonso Guerriero III is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Sebak and Monner and Foresters Financial Services, among others. Guerriero also serves as a notary public and performs administrative duties for the partners of Fortis Agency. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination across various asset classes, combining fundamental and technical analysis with strategic asset allocation and institutional manager due diligence.

William Nichols is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Cantor Fitzgerald & Co. Nichols serves on the board of Kingston Healthcare, a healthcare organization based in Toledo, Ohio. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm builds individualized portfolios using a combination of active and passive strategies, ESG screening, and derivative instruments, and is known for its participation in the Dynasty network and use of specialized order-management tools for held-away workplace accounts.

John Flavin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, Rydex Distributors, and Security Investors, LLC. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities. The firm manages approximately $87.65 million in assets, offering financial planning, asset management, and consulting through proprietary strategies and third-party managers.

Spencer Cooper is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with RZH Advisors LLC since 2012. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages approximately $2.1 billion in assets and incorporates strategies including Dimensional Fund Advisors (DFA), with a focus on diversified asset allocation and ongoing account reviews.

Dara Johnson is a financial advisor at Hampshire Family Office with 25 years of industry experience and holds a Series 66 designation. She has worked at Hampshire Family Office since 2022 and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of her advisory role, she is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services primarily for high-net-worth individuals, families, trusts, and institutional clients. The firm combines active and passive strategies across multiple asset classes and tailors portfolios to clients’ objectives and risk profiles.

Robert Dalldorf is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Falcon Capital Management, Inc. since 1994. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

David Katz is a CFA® charterholder based in White Plains, NY, with five years of industry experience. He has been with Matrix Asset Advisors Inc since 1986, a firm where he works as part of a team of five advisors. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion across individual and institutional clients. The firm employs a combination of systematic quantitative screening and fundamental research to build concentrated, risk-controlled portfolios and offers large-cap value, dividend-income equity strategies with ESG overlays, high-quality fixed income, and wealth management services.

Shannon Vizza is a financial advisor at HTG Investment Advisors Inc with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mackey and Guasco. Shannon has been with HTG Investment Advisors since 2018. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds to implement portfolios.

Matthew Northrop is a CFP® with 12 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2024. His prior experience includes six years at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across about 1,018 client relationships. The firm offers comprehensive financial planning and discretionary investment management through a multi-advisor team, utilizing a rigorous investment policy process that incorporates fundamental, quantitative, and technical analysis.