Robert Hill is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill Lynch, and Dominick & Dickerman LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities, employing a bottom-up fundamental analysis approach complemented by technical indicators. The firm manages individual accounts and private pooled investment vehicles, including its private fund-of-funds series, using both discretionary and non-discretionary portfolio management strategies.

Brendan Mcewan is a CFP® professional with nine years of industry experience, currently serving at RZH Advisors LLC since 2022. His prior experience includes roles at LourdMurray, UCLA, HHG & Company, LLC, and Edward Jones. He also spent a year traveling between 2021 and 2022. RZH Advisors 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 team of seven professionals and employs diversified allocations including mutual funds, ETFs, independent sub-advisers, and private and interval funds.

Barry Mitchell Jr. is a financial advisor with Next Level Private LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Wells Fargo Clearing. He is also a licensed insurance professional. Next Level Private LLC provides 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 investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with both fundamental and technical analysis to manage client portfolios.

Stephen Fitch is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Carleton College and Nikola Tesla STEM High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus 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 college and retirement planning, estate planning, and charitable giving.

Joseph Spina is a financial advisor at Platform Technology Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for seven years before joining his current firm in 2022. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, utilizing a process that combines client interviews, risk assessment, and diversified asset allocation across independent managers, mutual funds, ETFs, and individual securities.

Brayden Brooks is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with less than one year of industry experience. Prior to joining August Wealth Advisors, his work history includes various roles outside the financial industry. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning for high-net-worth clients, typically requiring a $2 million relationship minimum. The firm manages approximately $436.6 million in discretionary assets and constructs customized portfolios using exchange-traded funds and individual equities with a generally long-term investment approach.

Jacob Friar is a CFA® charterholder and financial advisor at Gilman Hill Asset Management, LLC with five years of industry experience. He previously worked at Lapides Asset Management and was affiliated with Sacred Heart University. Gilman Hill Asset Management provides discretionary, asset-based portfolio management services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities and manages approximately $1.24 billion in regulatory assets through a five-person team.

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.

Michael Giove is a financial advisor at Night Owl Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs and Guggenheim Securities. Night Owl Capital Management, LLC provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm emphasizes concentrated, long-term public equity investments primarily in mid- and large-cap companies using fundamental analysis and discounted free cash flow valuation.

Barbara Ingenito is a financial advisor at Aspire Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton Cavanaugh Investment Brokers, Inc. and Hamilton Cavanaugh, Inc. since the late 1980s. At Aspire Advisors, she serves as Executive Vice President, contributing to the firm’s management and financial advisory services. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client assets using model portfolios tailored to risk tolerance and time horizon, combining fundamental and technical analysis with annual account reviews.

Matthew Giller is a financial advisor at Next Level Private LLC with over 31 years of industry experience. He holds the Series 63 and Series 65 registrations and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Services. He is also a licensed insurance agent involved in implementing insurance recommendations. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term portfolio strategies using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with regular client reviews.

Bridget Johanson is a financial advisor at Main Street Research LLC with three years of industry experience. She holds Series 63 and 66 licenses and previously worked at Fidelity Investments. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, offering comprehensive financial planning and discretionary investment management through a multi-advisor team. The firm emphasizes tailored investment strategies using fundamental, quantitative, and technical analysis across a variety of securities and also offers ESG models and specialized sub-advisor strategies.

Christopher Shea is a CFA® charterholder with 20 years of experience in the financial advisory industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at firms including WealthSource Partners, LLC and Catametrics Management, LLC. Outside of his advisory work, he is the owner of a private holding company, Shea, LLC. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies and a variety of investment vehicles.

Greg Re is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience and holds a Series 65 designation. He has worked at Paradigm Financial Partners, LLC since 2019 and at Martin, Decruz and Company, LLP since 2005, where he spends the majority of his time as an accountant. 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, providing customized portfolio management and financial planning through a combination of internal portfolio construction and external manager recommendations.

Barry Oxford Jr. is a CFA® charterholder with 26 years of industry experience. He has been with Colliers Securities LLC since 2021 and previously worked at D.A. Davidson & Co for seven years. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary wrap programs, utilizing third-party managers for portfolio management and performing due diligence and client profiling to guide investment allocations.

Benjamin Schwartz is a Series 66-licensed financial advisor with Madison Advisory Services, Inc. in White Plains, NY, where he has worked for 10 years. He has a total of 10 years of industry experience, including roles at Cambridge Investment Research and Lion Street Financial. Schwartz is also involved with Madison Planning Group, Inc., an affiliated entity. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individuals, high-net-worth households, and retirement plans. The firm uses documented Investment Policy Statements and employs both fundamental and technical analysis in implementing strategic and tactical asset allocation across various platforms, including third-party managed programs.

Jack Longden is a financial advisor at Aspire Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Advisors. Aspire Advisors provides investment management, financial planning, retirement planning, and consulting services to individuals, including high-net-worth households, and pension and employee benefit plans. The firm manages discretionary assets of approximately $109.2 million and pension plan assets totaling roughly $1.18 billion, using a combination of fundamental and technical analysis to tailor portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

Joshua Peteet is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked for Bradley, Foster & Sargent, Inc. for 11 years before joining Clear Harbor in 2026. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension plans, trusts, and corporate clients. The firm manages approximately $2.05 billion in assets and utilizes a multi-asset class approach combining fundamental analysis with macro and cyclical perspectives.

Paul Fegan Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked for six years. His career includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, Sanctuary Securities, Bank of America, and Merrill. He also serves as a director for Navis Foundation, Inc., overseeing the activities of the charity. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets, focusing on discretionary investment management, financial planning, and retirement plan advisory services, with an investment approach centered on fundamental analysis and long-term strategies across diversified asset classes.

Lynda Kommel Browne is a CFA® charterholder with 39 years of industry experience. She is currently with Round Rock Advisors LLC and has previously worked at Private Advisor Group, LLC and Maybank KIM ENG SECURITIES USA, INC. Since 2021, she has served as a FINRA arbitrator resolving regulatory disputes and also sells life insurance independently. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental, long-term investment approach with specialized divisions focusing on absolute-value equity and small-/micro-cap strategies, and actively manages a pooled investment vehicle registered with the Australian Securities and Investments Commission.