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 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Services LLC. In addition to his advisory role, he is a licensed insurance agent involved in implementing insurance recommendations. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm utilizes customized portfolios, combining fundamental and technical analysis, and maintains a fiduciary duty with continuous account monitoring and annual 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 11 years of industry experience. He holds a Series 65 designation and also works as an accountant at Martin, Decruz and Company, LLP in Stamford, CT. He has been with Paradigm Financial Partners, LLC since 2019 and maintains a long-standing role at Martin, Decruz and Company. Trivium Point Advisory provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across over 1,000 clients, utilizing diversified portfolios and a mix of internal and external managers, and offers integrated accounting and tax-preparation services through its affiliation with an accounting firm.

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 for D.A. Davidson & Co for seven years. Barry holds Series 65 and Series 63 licenses. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides both brokerage and advisory services through non-discretionary and discretionary accounts, utilizing outside managers for day-to-day portfolio management and performing due diligence and client profiling.

Benjamin Schwartz is a financial advisor with Madison Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and Lion Street Financial. Schwartz is also an owner of Madison Planning Group, Inc., where he has been involved since 2011. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Jack Longden is a financial advisor at Aspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aspire Advisors, he worked at Wells Fargo Advisors and Northwestern Mutual and held roles at Roger Williams University. He also assists Hamilton Cavanaugh & Associates, Inc. on a limited, non-registered 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.

Paul Fegan Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked for six years. His career includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, Sanctuary Securities, Bank of America, and Merrill. He also serves as a director for Navis Foundation, Inc., overseeing the activities of the charity. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets, focusing on discretionary investment management, financial planning, and retirement plan advisory services, with an investment approach centered on fundamental analysis and long-term strategies across diversified asset classes.

Lynda Kommel Browne is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2022. She previously worked at Maybank KIM ENG Securities USA, Inc. for 17 years and at Private Advisor Group, LLC for two years. Ms. Kommel Browne also serves as a FINRA arbitrator and works as an independent life insurance broker. 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 a variety of investment approaches, including fundamental long-term analysis and specialized equity and fixed-income strategies, and manages the THB US Micro Cap Fund registered in Australia.

Eamon Moran is a financial advisor at Granite Group Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Round Rock Advisors LLC, Wells Fargo Bank, Wells Fargo Clearing Services, and Moody's Corporation. Moran also engages in insurance sales as a non-investment related activity. Granite Group Advisors provides investment management services primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios using a combination of quantitative and qualitative analysis and serves as a sponsor and manager of pooled investment vehicles, focusing on sizable clients and plan relationships.

Christopher Rossetti is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022, with prior experience at Sector Financial and roles at Tufts University and St. Joseph High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters, utilizing index funds, ETFs, and selective alternative investments consistent with client objectives.

Kenneth Fadden is a financial advisor at Madison Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc. and Lion Street Financial, LLC. His other business activities include serving as an agent in insurance, benefits, and human resources. Madison Advisory Services, Inc. advises individual and high-net-worth clients, as well as participant-directed and sponsor retirement plans, providing asset management, financial planning, and consulting services. The firm employs strategic and tactical asset allocation models using mutual funds, ETFs, and model portfolios while offering both wrap and non-wrap solutions through multiple third-party platforms.

James Moore is a CFP® with eight years of industry experience, currently serving as a financial advisor at WJL Financial Advisors since 2017. Prior to joining WJL, he worked at Vitec for five years. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm uses an academic-based investment approach centered on low-cost, passively managed funds and emphasizes client approval for trade execution, combining tax planning with non-discretionary portfolio guidance.

Jack Saltus is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and one year of industry experience. He has been with Bespoke since 2022 and previously worked at Birinyi Associates in 2018 and 2019. Saltus also attended St. Lawrence University from 2019 to 2023. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to implement both long- and short-term trading strategies within managed accounts.

Rohan Nayak is a CFP® with 12 years of industry experience. He is currently with Basso Capital Management, L.P., having joined the firm in 2025. Prior to this, he worked at FundX Investment Group for six years and Bell Investment Advisors, Inc. for nine years. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing a proprietary-money account.

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.