Richard Suarez is a CFP® professional with eight years of industry experience. He currently serves as the sole advisor at Midfield Private Wealth, LLC and previously worked for 30 years at Clarfeld Financial Advisors, Inc. He holds board positions with several nonprofit organizations, including serving as Chair of the Audit Committee for the Bretton Woods Committee and as a board member of the Boys and Girls Club of Northern Westchester and Bionic Sight, a medical research company. Midfield Private Wealth provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients, employing a mix of passive and active strategies with fundamental analysis and tailored portfolio management.

Elaine Biersack is a financial advisor with Round Rock Advisors LLC, holding a Series 65 designation and five years of industry experience. She previously worked for Greenwich Investment Management, Inc. for ten years before joining Round Rock Advisors in 2023. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors with investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal teams using fundamental, long-term analysis and offers access to independent sub-advisors and specialized investment strategies, including management of an Australian-registered micro-cap fund.

Nicholas Scenna is a financial advisor with Navis Wealth Advisors LLC, holding a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley and the New York Power Authority. Scenna is also registered with Great Point Capital, where he acts as a registered representative alongside his advisory role. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental, long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, alternatives, and options.

Emily Ryklin is a financial advisor at Trivium Point Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. Outside of her advisory role, she works as a bartender at Vinny's Backyard in Stamford, CT. 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 through customized portfolio management and financial planning strategies.

Dennis Tucker is a CFA® charterholder with 11 years of industry experience. He has been with Greenwich Advisors, LLC since 2012. Greenwich Advisors, LLC is a Delaware‑organized SEC‑registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses. Their approach incorporates fundamental, technical, and cyclical analysis along with Modern Portfolio Theory, and they employ a broad range of investment instruments including digital assets and derivatives.

Lauren Hauck is a financial advisor at CastleKeep Investment Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 14 years. CastleKeep Investment Advisors provides portfolio management, investment advisory, money manager search and monitoring, and investment analysis for individuals, families, trusts and estates, high-net-worth individuals, and private investment companies. The firm employs a client-by-client approach using qualitative and quantitative fundamental analysis and manages approximately $921 million in client assets.

Jason Waxler is a financial advisor at Income & Asset Advisory, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is also a principal of Katonah Capital Group LLC and operates as an independent insurance agent. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and pension consulting services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.

Gregory Steele is a financial advisor at Silverlake Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mizuho Securities USA LLC and RBC Capital Markets. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in client assets using a customized, primarily long-term investment approach that includes fundamental and technical analysis, diversified portfolios, and oversight of unaffiliated Independent Managers.

Jacques Cattier is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He previously worked for Security Asset Management, Inc. for 26 years before joining Clear Harbor in 2022. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-asset class approach combining bottom-up fundamental analysis with top-down macro and cyclical views across various investment vehicles.

James Thompson is a ChFC® credentialed financial advisor with 43 years of industry experience. He currently serves at Trivium Point Advisory, LLC and is also registered with LPL Financial. His prior experience includes roles at MassMutual, Metlife Securities, Barnum Financial Group, and National Planning Corporation. Outside of advisory services, Mr. Thompson is a licensed insurance agent. Trivium Point Advisory LLC is a 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, offering customized portfolio management and comprehensive financial planning.

Besart Beluli is a financial advisor at Round Rock Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Trivium Point Advisory, TriNet, Private Client Resources, Investment Metrics, Altium Wealth Management, and TD Ameritrade. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a primarily fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, as well as access to specialized investment strategies.

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds a salaried administrative position at Spire Securities, LLC. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across publicly traded securities, mutual funds, ETFs, and, when suitable, privately held or illiquid alternative investments. The firm’s investment process involves client participation in setting objectives and ongoing portfolio monitoring, and it is notable for its active management and sponsorship of pooled investment vehicles and private funds.

Edward Schechter is a financial advisor with Trivium Point Advisory, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been associated with Paradigm Financial Partners, LLC since 2018 and Kestra Financial Services, Inc. from 2016 to 2018. In addition to his advisory role, he is a CPA at Berkow, Schechter & Company LLP, a position he has held since 1987, and serves as a non-compensatory trustee. He is also involved with Fire Island Synagogue. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm provides customized portfolio management and financial planning services, employing fundamental analysis and diversified allocations, and integrates both internal and external management resources.

Michael Carlin is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Fairfield, Bush & Co., and previously worked at Bank of America, Merrill, RBC Capital Markets, and Morgan Stanley. Fairfield, Bush & Co. serves high-net-worth individuals, corporations, retirement plans, and charitable institutions, offering portfolio management with both discretionary and non-discretionary arrangements. The firm employs a fundamental investment approach focused on macroeconomic analysis and high-return businesses, and is notable for managing a majority of assets on a non-discretionary basis.

Traci Saxon is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at LPL Financial, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Kestra Investment Services. She is also involved in related business activities including insurance and accounting services affiliated with Trivium Point. 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, offering tailored portfolio management, financial planning, and retirement-plan advisory services with a focus on fundamental analysis and diversified asset allocations.

Stephen Childs is a CFP® and CFA® with seven years of experience in financial advising. He has worked at Clear Harbor Asset Management, LLC since 2026 and previously spent 13 years at Bradley, Foster & Sargent, Inc. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a multi-asset class strategy that combines fundamental analysis with macro and cyclical insights, managing approximately $2.05 billion in assets as of year-end 2025.

Charles Krause is a financial advisor at Fairfield, Bush & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fairfield Research Securities Corporation since 1991. Krause serves as a director of Stearns Investment Corp. and HJ Baker & Bro., and is a trustee of the Estate of R.N. Stearns. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective, utilizing a mix of long-term, short-term, and option strategies.

Victor Flores is a financial advisor at Snowwater Investment Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citi Private Advisory, Cowdin Partners, and Javeri Capital. Outside of advising, he serves as an adjunct professor at St. John's University and is a board member of the Black & Hispanic Community Development Board at Quontic Adaptive Digital Bank. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities by providing discretionary investment management alongside financial consulting and planning. The firm constructs customized, typically long-term portfolios using a mix of equities, fixed income, hedge funds, private equity, and structured notes, often incorporating independent managers where appropriate.

Michael Herbert is a CFP® and ChFC® at Third View Private Wealth with five years of industry experience. Prior to joining Third View Private Wealth in 2025, he held roles at PROCYON Advisors, LLC, MassMutual Life Insurance Company, and Barnum Financial Group. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, businesses, and institutional entities. The firm utilizes a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to deliver tailored strategies.