Ziyah Esbenshade is a CFP® with 27 years of experience in financial services. She is currently with Trivium Point Advisory, LLC and LPL Financial, having previously worked at Ameriprise Financial Services, Inc. for 13 years. She is also involved with affiliated businesses related to tax preparation and insurance through Trivium Point. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving a range of clients including individuals, high-net-worth clients, family offices, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning, combining internal portfolio construction with external manager recommendations and regularly reviewing client portfolios.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

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.

Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

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.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company, Incorporated. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to each client’s risk profile and goals, using a range of investment vehicles and strategies including private placements and alternative investments where appropriate.

Stephanie Scarlata is a financial advisor at Next Level Private LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Next Level Private in 2026, she worked at UBS Asset Management from 2001 to 2024. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and tactical strategies, while maintaining continuous client contact and periodic portfolio reviews.

Alfonso Guerriero III is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with firms including Sebak and Monner, Fortis Agency, LPL Financial, and Foresters Financial Services. Guerriero also serves as a notary public and performs administrative duties for firm partners. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination, combining fundamental and technical analysis with institutional manager due diligence and tax-aware strategies.

William Nichols is a financial advisor with PUREfi Wealth, LLC, holding Series 63 and Series 66 registrations and 32 years of industry experience. He previously worked at Wells Fargo Clearing for seven years. Nichols serves as a board member for Kingston Healthcare in Toledo, Ohio. PUREfi Wealth serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a broad range of investment tools and incorporates derivatives and structured products within its strategies, managing institutional-scale assets with a team of nine advisors.

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.

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.

Tessa Shore is a financial advisor at Tortoise Investment Management, LLC with six years of industry experience. She has been with Tortoise since 2015, working continuously in various roles within the firm. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus on clients in demanding professional careers. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, utilizing index funds, ETFs, and disciplined portfolio rebalancing as key components of its strategy.

Matthew Gutierrez is a CFA® charterholder with seven years of industry experience. He currently works at Gutierrez Wealth Advisory, LLC, a team-based firm in Scarsdale, NY, and previously held roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to clients' risk profiles and objectives, managing accounts on both discretionary and non-discretionary bases.

Jean Riordan is a CFP® with 35 years of industry experience, currently serving at Next Level Private LLC. Her prior experience includes roles at Vision Retirement, LPL Financial, Lexco Wealth Management, NATIONAL PLANNING CORPORATION, and Teg Fcu. She is also a licensed insurance agent involved in insurance sales and implementation. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term investment approach using diversified portfolios and provides ongoing portfolio management alongside fixed-fee financial planning.

Alexander Tucker is a financial advisor at Greenwich Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwich Advisors, he worked at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser 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, using a range of analytical methods and a willingness to employ complex and alternative investment instruments.

Jennifer Piche is a financial advisor at Next Level Private LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years and Merrill for 7 years. Piche is also a licensed insurance professional. Next Level Private LLC offers 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, diversified investment approach with regular client reviews and combines fundamental and technical analysis to manage portfolios.

Thomas Elliott is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Long Island Express North and Campanella Fence. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with diversified portfolios and combines fundamental and technical analysis alongside ongoing client communication and periodic formal reviews.

Lon Birnholz is a financial advisor at Matrix Asset Advisors Inc with five years of industry experience. He has been with Matrix Asset Advisors since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm combines systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios and offers value, dividend-income equity strategies with ESG overlays, as well as fixed income and consolidated wealth management services.

Noah Eleftheriades is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 65 designation and has prior work experience with Volvo Car USA and Elon University. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Eric Mancini is a financial advisor with Traphagen Financial Group, holding a Series 65 designation and 18 years of industry experience. He has worked at Traphagen Investment Advisors LLC since 2009 and previously at BLS Advisors LLC. Mancini also contributes as a senior financial writer, authoring investment and financial articles for Benzinga.com on a part-time basis. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis in discretionary model portfolio management and offers integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.