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.

Bianca Schuman is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Morgan Stanley, HTG Investment Advisors, Inc., and LPL Financial before joining Trivium Point Advisory, LLC, where she currently practices as part of a team. 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 customized investment strategies and comprehensive financial planning.

Gabriella Bermudez is a financial advisor at Madison Advisory Services, Inc. with over 13 years of industry experience. She holds a Series 65 credential and has worked at firms including Lion Street Financial and Royal Alliance. 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 approaches and provides ongoing monitoring and account reviews.

Jordan Posner is a financial advisor at Matrix Asset Advisors Inc with 33 years of industry experience. He holds a Series 63 designation and has worked at Matrix since 2005, following a 12-year tenure at Quasar Distributors, LLC. Matrix Asset Advisors is an employee-owned investment adviser serving individuals, high-net-worth clients, and institutional accounts, including municipalities and retirement plans. The firm employs disciplined large-capitalization value and dividend income strategies, combining quantitative screening with fundamental research, and offers ESG-overlay options along with fixed-income portfolios.

Jared Cohen is a financial advisor at Onyx Bridge Wealth Group LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Private Client Services. Cohen is also the owner and manager of Onyx Bridge Tax Group, a tax and accounting firm. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm uses third-party research and a range of investment strategies, providing tailored portfolio management and ongoing account reviews.

Andrew Barber is a financial advisor at Tortoise Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ellington Management Group and Tufts University prior to joining Tortoise in 2020. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and long-term investment strategies. The firm also offers financial advice on non-investment matters upon client request and implements portfolios mainly through ETFs, index mutual funds, and specialized tax strategies.

Ronald Schneider is a CFP® with 35 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at National Asset Management, United Advisors Services, LLC, and Securities America Inc. He holds Series 63 and Series 65 licenses. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets across eight advisers, employing a strategy that includes fundamental and cyclical analysis, a combination of long- and short-term positions, and the use of margin, derivatives, and private placements.

Samuel Gurvitch is a financial advisor with Oxinas Partners Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at Waddell & Reed, Inc. for 17 years before joining Oxinas Partners in 2019. Outside of advisory work, Gurvitch is a licensed insurance agent and is involved in real estate property services as the owner of Gurvitch Realtors. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, employing a client-specific, generally long-term investment approach with a range of instruments including mutual funds, ETFs, and individual securities.

Steven Roukis is a CFA® charterholder with five years of industry experience. He is part of the team at Matrix Asset Advisors Inc, where he has been working since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of systematic quantitative screens and fundamental research to construct concentrated, risk-controlled portfolios and offers a range of equity and fixed income strategies alongside a consolidated wealth-management program.

Scott Bogan is a financial advisor at Clear Harbor Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Focus Partners Wealth, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm combines bottom-up security selection with a top-down asset allocation approach and manages approximately $1.743 billion in assets across 19 advisors serving roughly 743 clients.

Michael Della Medaglia is a CFA® charterholder affiliated with Tortoise Investment Management, LLC, where he has worked since 2016. He has 10 years of experience in the industry. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with additional financial planning services available upon request. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, implementing strategies largely through ETFs, index-like mutual funds, and, for some clients, direct indexing and options strategies.

Joseph Rizzo is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 63 designation and five years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pooled vehicles, pension plans, and charitable organizations. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

John Eberly is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at Searle & Co. since 1998. He is a member of the board of directors at Cymtec LLC, an information technology company. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships through a seven-advisor team, using a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Vicki Crisalli is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC since 2019. Her prior experience includes roles at Wells Fargo and JP Morgan Chase. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on various non-investment matters upon client request.