Sigurd Bue is a financial advisor with First Affirmative Financial Network LLC, holding a Series 63 designation and 27 years of industry experience. He has been with First Affirmative Financial Network since 1999 and Affirmative Financial Services since 2004. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating environmental, social, and governance factors in its portfolio construction while offering discretionary fiduciary investment management and financial planning services.

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 five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chrysaetos Capital Advisors, LLC from 2012 to 2019. Outside of his advisory role, he is the proprietor of Pavonia Technology, Inc., a technology and recruitment consulting firm, and managing member of Ayerport, LLC, which provides educational and coaching consultation services. Greenwich Advisors, LLC is a Delaware-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients. The firm serves individuals, including high-net-worth clients, and some businesses, offering discretionary and non-discretionary portfolio management and financial planning tailored to 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.

Conor Keenan is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with one year of industry experience. Prior to joining August Wealth Advisors in 2026, he worked at Stratos Wealth Advisors, LLC from 2021 to 2026 and has additional experience at United Parcel Service, Rolling Hills Country Club, and Purdue University. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $436.6 million in discretionary assets with a team of six advisors, focusing on customized portfolios that use both fundamental and technical analysis with a generally long-term investment approach.

William Warner is a CFP® and ChFC® with 31 years of industry experience. He has worked at Sentinel Asset Management, LLC since 2019 and previously spent 19 years with LPL Financial. Warner is also involved with Warner Financial Group, Inc., where he teaches seminars on financial products and engages in limited insurance-related activities. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm uses a mosaic investment approach combining fundamental, technical, and cyclical analysis, while providing ongoing oversight of third-party managers.

Gary Schwartz is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cambridge Investment Research, Lion Street Financial, Royal Alliance Associates, VOYA Financial Advisors, and Madison Planning Group. He serves as a board member and volunteer for the Divided Sky Foundation. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individual clients, high-net-worth households, and participant-directed and sponsor retirement plans. The firm utilizes both fundamental and technical analysis to implement strategic and tactical asset-allocation models and offers a range of solutions through multiple third-party platforms.

Robert Hill is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill Lynch, and Dominick & Dickerman LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities, employing a bottom-up fundamental analysis approach complemented by technical indicators. The firm manages individual accounts and private pooled investment vehicles, including its private fund-of-funds series, using both discretionary and non-discretionary portfolio management strategies.

Brendan Mcewan is a CFP® professional with nine years of industry experience, currently serving at RZH Advisors LLC since 2022. His prior experience includes roles at LourdMurray, UCLA, HHG & Company, LLC, and Edward Jones. He also spent a year traveling between 2021 and 2022. RZH Advisors provides wealth management services combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships with a team of seven professionals and employs diversified allocations including mutual funds, ETFs, independent sub-advisers, and private and interval funds.

Barry Mitchell Jr. is a financial advisor with Next Level Private LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Wells Fargo Clearing. He is also a licensed insurance professional. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with both fundamental and technical analysis to manage client portfolios.

Brayden Brooks is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with less than one year of industry experience. Prior to joining August Wealth Advisors, his work history includes various roles outside the financial industry. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning for high-net-worth clients, typically requiring a $2 million relationship minimum. The firm manages approximately $436.6 million in discretionary assets and constructs customized portfolios using exchange-traded funds and individual equities with a generally long-term investment approach.

Jacob Friar is a CFA® charterholder and financial advisor at Gilman Hill Asset Management, LLC with five years of industry experience. He previously worked at Lapides Asset Management and was affiliated with Sacred Heart University. Gilman Hill Asset Management provides discretionary, asset-based portfolio management services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities and manages approximately $1.24 billion in regulatory assets through a five-person team.

Barbara Ingenito is a financial advisor at Aspire Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton Cavanaugh Investment Brokers, Inc. and Hamilton Cavanaugh, Inc. since the late 1980s. At Aspire Advisors, she serves as Executive Vice President, contributing to the firm’s management and financial advisory services. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client assets using model portfolios tailored to risk tolerance and time horizon, combining fundamental and technical analysis with annual account reviews.

Matthew Giller is a financial advisor at Next Level Private LLC with over 31 years of industry experience. He holds the Series 63 and Series 65 registrations and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Services. He is also a licensed insurance agent involved in implementing insurance recommendations. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term portfolio strategies using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with regular client reviews.

Christopher Shea is a CFA® charterholder with 20 years of experience in the financial advisory industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at firms including WealthSource Partners, LLC and Catametrics Management, LLC. Outside of his advisory work, he is the owner of a private holding company, Shea, LLC. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies and a variety of investment vehicles.

Greg Re is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience and holds a Series 65 designation. He has worked at Paradigm Financial Partners, LLC since 2019 and at Martin, Decruz and Company, LLP since 2005, where he spends the majority of his time as an accountant. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, providing customized portfolio management and financial planning through a combination of internal portfolio construction and external manager recommendations.

Barry Oxford Jr. is a CFA® charterholder with 26 years of industry experience. He has been with Colliers Securities LLC since 2021 and previously worked at D.A. Davidson & Co for seven years. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary wrap programs, utilizing third-party managers for portfolio management and performing due diligence and client profiling to guide investment allocations.