Lee Rawiszer is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, and Kestra Financial Services. Rawiszer is involved with Trivium Point Accounting, a related firm providing tax preparation and accounting services. 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 with customized investment strategies and integrated financial planning, supported by affiliated accounting and insurance services.

Peter Shouvlin is a financial advisor with Barton Investment Management, LLC in Wilton, CT, holding a Series 63 designation and 26 years of industry experience. He has been with Barton Investment Management since 2017 and previously worked at KeyBanc Capital Markets Inc. from 2015 to 2017. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and manages roughly $1.0 billion in discretionary assets across about 96 client relationships.

Lauren Quesada is a financial advisor at Castlekeep Investment Advisors in Westport, CT, holding a Series 65 designation with 12 years of industry experience. She has been with Castlekeep Investment Advisors since 2012. CastleKeep Investment Advisors provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. The firm manages approximately $827.7 million for about 119 clients using proprietary equity strategies and offers both discretionary and non-discretionary programs.

Lyle Himebaugh III is a financial advisor at Granite Group Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Granite Group Advisors since 2003. Granite Group Advisors provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios through manager selection across traditional and alternative asset classes, using a process that combines quantitative and qualitative analysis to tailor diversification to client objectives.

Michelle Ross is a Series 65-licensed financial advisor with Asset Management Group, Inc. in Stamford, CT. She has seven years of industry experience and has been with the firm since 2019. Asset Management Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, estates, and corporate clients. The firm emphasizes asset allocation and manager selection using a combination of fundamental, technical, quantitative, and qualitative analysis.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He has held roles at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Greenberg is a Series 63 and Series 65 licensee and serves as a member manager of SZS Advisors LLC, a business and tax entity. August Wealth Advisors is a team of six advisors managing approximately $436.6 million in discretionary assets. The firm provides wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals and institutions, using a combination of fundamental and technical analysis focused on long-term portfolio construction.

Donna Palais is a financial advisor at Argus Investors' Counsel, Inc. with over 30 years of industry experience. She has worked at Argus Investors' Counsel since 1994 and holds a Series 65 designation. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutions such as investment companies and pension plans. The firm emphasizes bottom-up stock selection and a long-term, low-turnover investment approach, and it also licenses model portfolios and offers portfolio consulting to other advisers and platform sponsors.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.

Marino Patrk is a financial advisor at Hudson Value Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for seven years before joining Hudson Value Partners in 2023. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and may recommend unaffiliated independent managers or private funds, while employing AI tools with human oversight in its investment process.

Travis Hood is a financial advisor at HTG Investment Advisors Inc with the PFS™ designation and over 12 years of industry experience. Prior to joining HTG in 2025, he worked at Kahan, Steiger & Company, P.C. from 2013 to 2025. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds in its portfolios.

Christian Giadolor is a financial advisor with Chicory Wealth, holding a Series 65 credential and currently beginning his career in the industry. His background includes roles at Adasina Social Capital, Realist Lab, and Bridgewater Associates, among others. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and supports other advisers with model portfolio services and operational assistance.

Christopher Tormey is a financial advisor at Bull Harbor Capital LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MONECO Advisors, MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, and Strategies For Wealth/Park Avenue Securities. Outside of his advisory role, he is involved with Monetary Metals, a gold and silver depository where he manages personal bullion holdings and participates in lending programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes 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.

Jean Paul Atallah is a financial advisor with RZH Advisors LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GYL Financial Synergies, LLC for six years before joining RZH Advisors in 2022. 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 and employs diversified investment strategies utilizing mutual funds, ETFs, sub-advisers, and selected private and interval funds.

Joseph Donaldson is a financial advisor at HTG Investment Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes over a decade at McClain Value Management and roles at Forsyth Capital LLC. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, focusing on strategic asset allocation and diversification through a mix of passive, quantitative, and active funds. The firm serves mainly high-net-worth clients with integrated planning services and operates as a fee-only fiduciary.

Michael Cirone is an investment advisor representative at Trivium Point Advisory, LLC and a registered representative with LPL Financial, LLC. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at AMG Wealth, Altium Wealth Management, and Bailey & Beatty Financial Services. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans with investment advisory and comprehensive financial planning. The firm employs a long-term, diversified investment approach using internal models and external managers, and it is notable for its affiliation with an accounting firm that enables integrated accounting and tax-preparation services alongside advisory offerings.

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 licenses with 33 years of industry experience. She has been with Jackson, Grant Investment Advisers since 1992 and with Jackson, Grant & Company since 1989. Jackson, Grant Investment Advisers, Inc. offers discretionary portfolio management and investment consulting to 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 with an emphasis on growth and selective use of equities, bonds, and pooled investment vehicles.

Ricardo Litvak is a financial advisor with Litvak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He co-founded Litvak Solutions, LLC, a consulting firm unrelated to investment services, dedicating a small portion of his time to this venture. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm offers customized portfolio management and limited-scope advice, emphasizing long-term fundamental analysis and employing a notable reliance on non-discretionary arrangements and derivative instruments for risk management.

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.

Amanda Diguiseppe is a Series 66-credentialed advisor with five years of industry experience. She is currently with Third View Private Wealth and has previously worked at Procyon Advisors, Baker Tilly Wealth Management, Baker Tilly Capital, Merrill, and the Family and Children's Agency. Third View Private Wealth provides personalized investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional and charitable entities. The firm employs tailored strategies combining in-house and third-party model portfolios, separately managed accounts, and alternative investments, managing approximately $1.155 billion in discretionary assets.