Andrea Turley is a financial advisor with Tortoise Investment Management, LLC, holding four years of industry experience. She has been with Tortoise since 2013. Tortoise Investment Management 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 also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Clifford Wallach is a financial advisor at Sovereign Financial Group, Inc. He holds a Series 65 designation and has experience in business advising and leadership roles outside the investment industry. Wallach is also president and CEO of RNK Distributing, LLC, a distributor and supplier of sewing-related products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm provides portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing diversified low-cost mutual funds and ETFs with tactical use of individual securities and independent managers.

Julie Jason is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 designations with 32 years of industry experience. She has been with Jackson, Grant Investment Advisers since 1992 and has worked at Jackson, Grant & Company since 1989. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select group of high-net-worth clients, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances through a combination of equities, bonds, pooled vehicles, ETFs, and mutual funds, while generally emphasizing growth and avoiding frequent trading and performance-based fees.

Rochelle Odesser is a CFP® with 41 years of experience in the financial industry. She is affiliated with Madison Advisory Services, Inc., where she has worked since 2006, and has held positions at Cambridge Investment Research, Inc. and Lion Street Financial. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs both strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

David Feldman is a financial advisor at Sovereign Financial Group, Inc. in New York, NY, holding a Series 65 designation with six years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Newmark Capital. Outside of his advisory role, he performs basic computer maintenance for Dr. Howard Feldman FACC FACP on a part-time basis. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, utilizing low-cost diversified funds alongside individual securities and independent managers, with a focus on long-term strategies and tactical flexibility.

Richard Leimgruber is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Feghan and Associates, and Purshe Kaplan Sterling Investments. He also hosts the "Enrich Your Life" podcast, which provides general education on investments and finance. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and regularly reviews client accounts to tailor services to their goals and risk tolerances.

James Taliaferro is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He has been with Clear Harbor since 2022 and also has previous experience at Security Asset Management. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a multi-asset class approach combining fundamental analysis with macro and cyclical views, managing over $2 billion in assets.

John Hamilton Jr. is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been involved with Hamilton Cavanaugh Investment Brokers, Inc. since 1993 and Hamilton Cavanaugh, Inc. since 1986. Outside of advisory work, he manages an active car wash business through Upscale Enterprises, LLC. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages approximately $105.8 million in client assets and serves as a pension consultant for plans totaling about $1.02 billion, using a discretionary approach with model portfolios primarily composed of mutual funds and ETFs.

Nancy Tolli is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Benjamin Armellini is a financial advisor at Main Street Research LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Main Street Research since 2015, joining the affiliated firm Main Street Research LLC in 2017. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily using individual securities, with selective use of ETFs and ESG factor scoring for clients interested in sustainable investing.

Claudia Cantin is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Tortoise since 2022. Prior to her advisory role, she held positions at Williams College, Cantin Chevrolet, Y-Landing Marina, and Holderness School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with an emphasis on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Christopher Gunster is a CFA® charterholder with three years of industry experience. He has been with Fidelis Capital Partners since 2023 and previously worked at Bank of America for thirteen years. Chris contributes investment-related articles to Forbes, a role he began in 2024. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to guide portfolio management and financial planning.

Karo Lokmanyan is a Series 66-registered financial advisor at N10° Wealth with 17 years of industry experience. He previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he serves as president of Wellington Commons Condominium Associates in Dumont, New Jersey. N10° Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach that includes individual securities, ETFs, options, alternatives, and digital assets, leveraging fundamental, technical, ESG, and quantitative analysis along with third-party managers and technology platforms.

Michael Luton is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Cambridge Investment Research and Lion Street Financial, with a long tenure at Madison Advisory Services dating back to 2007. Outside of his advisory work, he serves on the board of the Hospice of Central New York Foundation. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset allocation with periodic rebalancing and provides ongoing monitoring and account reviews, sometimes exercising discretionary trading authority.

William Baxter III is a financial advisor at Baxter Investment Management with 32 years of industry experience. He has been with Baxter Investment Management since 1989. The firm provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. Baxter Investment Management follows a long-term, value-oriented investment approach and manages approximately $1.165 billion in discretionary assets across five advisors.

Lauren Rowland is a CFP® and holds a Series 66 designation with 16 years of industry experience. She has worked at RZH Advisors LLC since 2020 and previously spent six years at Ayco/Goldman Sachs. RZH Advisors LLC 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 seven-person advisory team.

Kirstin Mobyed is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney from 2009 to 2019. 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 manages approximately $1.7 billion in assets and employs a combination of bottom-up security selection and top-down asset allocation to tailor portfolios to client needs.

Nicholas Sutro is a financial advisor with Onyx Bridge Wealth Group LLC in White Plains, NY, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee managing a supplemental needs trust investment account. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.

Ivy Alexander is a financial advisor at RZH Advisors LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wbh Advisory, Inc and T. Rowe Price. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations with fee-based wealth management, discretionary investment management, and financial planning services. The firm typically manages assets on a discretionary basis using a range of investment vehicles, including Dimensional Fund Advisors strategies, and is notable for its specialized services and management of donor-advised funds.

Derek Ralston is a financial advisor with Income & Asset Advisory, Inc. and has 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NCM Capital Management, LLC since 2015. Outside of advising, he is the president of the Ramsey Chamber of Commerce, where he chairs meetings and participates in community events. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm customizes portfolios based on client objectives and employs a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold approach adjusted by active asset-class positioning.