Abelardo Curdumi is a CFP® with 19 years of industry experience, currently serving as an advisor at 5th Street Advisors, LLC since 2006. He also has a longstanding affiliation with New American Partners, LLC dating back to 2001. Aside from his advisory roles, he is involved as a managing member and passive owner in several real estate-related entities. 5th Street Advisors is an SEC-registered investment adviser providing investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and serves clients on both discretionary and non-discretionary bases.

Allison Donaldson is a CFP® with 12 years of industry experience and has been with HTG Investment Advisors Inc since 2013. She holds Series 63 and Series 65 licenses and is based in New Canaan, CT. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm employs a strategic asset allocation approach, combining passive, quantitative, and active funds, and emphasizes the use of documented investment policies and advanced planning tools.

Christopher Benin is a financial advisor at Benin Management Corp with 25 years of industry experience. He has held his current role since 2011 and holds a Series 65 designation. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm manages approximately $659 million in discretionary assets, tailoring portfolios through fundamental, technical, and cyclical analysis across various asset classes including equities, debt, mutual funds, ETFs, and options.

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.

Ann Warner is a financial advisor at Sentinel Asset Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Cristina Sabatini for a combined four years. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, and offers ongoing account monitoring and due diligence for third-party managers.

Shane Pendley is a financial advisor at 5th Street Advisors, LLC in Stamford, CT, holding a Series 65 credential with nine years of industry experience. He has been with 5th Street Advisors since 2016. 5th Street Advisors is an SEC-registered investment adviser that provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Jay Diamond is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 40 years of industry experience. He has been associated with multiple firms throughout his career, including Investmark Advisory Group LLC and Commonwealth Equity Services, Inc. He is also a co-owner of Investmark Advisory Group LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, technology, compliance, and investment management services.

Erik Pearson is a financial advisor at Fairfield, Bush & Co. with 17 years of industry experience. He holds a Series 65 designation and has been with Fairfield, Bush & Co. since 2016. Fairfield, Bush & Co. advises high-net-worth individuals, corporations, retirement plans, and charitable institutions, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes fundamental analysis and macroeconomic evaluation, employing long-term and short-term equity strategies along with options strategies for qualified investors, and manages a majority of its assets on a non-discretionary basis.

Alexander Zaharoff is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at HTG Investment Advisors Inc since 2014. He is also an adjunct professor at NYU Stern School of Business, where he co-teaches an MBA elective on private banking and wealth management. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning primarily to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and a combination of passive, quantitative, and active investment strategies implemented through pooled vehicles.

Andrew Massaro is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Securities Corp and National Asset Management. Outside of his advisory roles, he owns APM Holdings, Ltd., a bill paying entity. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, incorporating proprietary strategies and external managers, and is noted for its market-timing techniques and alternative investment offerings.

Hrefna Martin is a CFP® professional with 15 years of experience in financial advising. She is affiliated with Merit Financial Partners LLC, where she has worked since 2015. Prior to that, she was with Resnick Advisors from 2011 to 2015. Martin also works as an independent contractor preparing financial plans for another RIA firm. Merit Financial Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach that combines fundamental and technical analysis, emphasizes strategic asset allocation, and utilizes low-cost index funds and ETFs alongside active strategies.

Zoltan Pongracz is a CFP® and ChFC® with 15 years of experience in financial advisory roles. He is currently with Third View Private Wealth and The Leaders Group Inc. His prior experience includes positions at Purshe Kaplan Sterling Investments, Procyon Advisors, MassMutual, MML Investors Services, and Barnum Financial Group. Outside of his advisory work, he is an owner of Third View Risk LLC, which offers non-variable insurance solutions. Third View Private Wealth provides investment management, financial planning, and retirement consulting to a diverse client base including individuals, families, trusts, businesses, and institutional entities. The firm employs a combination of in-house and third-party portfolios, alternative investments, and operational platforms to deliver tailored wealth management services.

Joshua Kaufman is a Series 65-licensed financial advisor at RiskBridge Advisors, LLC with five years of industry experience. He has worked at RiskBridge since 2020 and previously held positions at Fieldpoint Private Securities, LLC and McLogan. Prior to his advisory roles, he was affiliated with Pace University. RiskBridge Advisors serves institutional clients through an OCIO platform and provides private wealth management to high-net-worth individuals and families. The firm employs a risk-first, factor-based investment approach with a two-level risk management framework and offers services including discretionary and non-discretionary investment management, financial planning, and family office support.

Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has prior experience with Money Concepts Capital Corp, Artisan Wealth Management, Strategies For Wealth Management, and a brief tenure at the State Treasurer's Office. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process considers client objectives, time horizon, and risk tolerance, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with a focus on preserving purchasing power over the long term.

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.

Janet Brown is a financial advisor at Basso Capital Management, L.P. with 28 years of industry experience. She holds a Series 65 designation and previously worked at FundX Investment Group for 26 years and One Capital Management, LLC for 3 years before joining Basso Capital Management in 2025. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing proprietary accounts with complex strategies including leverage and derivatives.

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.

Mark Dea is a financial advisor at Basso Capital Management, L.P. with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, LLC and FundX. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and serves as sub-adviser to a multi-manager pooled fund, managing both proprietary and client assets with strategies that include leverage, hedging, and derivatives.

William Kennedy Jr. is a CFA® charterholder with 26 years of industry experience. He is currently with RiskBridge Advisors, LLC, where he has worked since 2020, following prior roles at Tomah Management, LLC and Fieldpoint Private Bank & Trust. Outside of his advisory work, he serves as Secretary of a family farm corporation and is involved in nonprofit organizations focused on investment and global economic policy, including serving on the investment committee of a church and as a board member of the Global Interdependence Center. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with a focus on portfolio volatility targets, integrating strategic and tactical risk management with proprietary research and manager due diligence.

Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.