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.

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.

Daniel Mackey is a financial advisor with 7 years of industry experience, currently with 4Thought Financial Group Inc. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. 4Thought Financial Group provides portfolio management and financial planning to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, non-profits, and other registered investment advisers. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation to offer model-driven and customizable investment strategies, combining active research and publishing with advisory services.

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.

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.