Charles Murphy is a financial advisor with American Investment Services Inc, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with American Investment Services since 2007. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Klein is a financial advisor at Matauro, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Klein is also involved as an insurance professional advising on fixed insurance products. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis, utilizing a broad range of investment instruments and manager-of-managers solutions.

Matthew Svirida is a financial advisor at American Investment Services Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Investment Services since 2005. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers discretionary portfolio management alongside financial planning.

James Demmert is a financial advisor at Main Street Research LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Main Street Research since 1993. Main Street Research LLC is a multi-advisor investment firm managing approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a combination of fundamental, quantitative, and technical analysis to manage discretionary portfolios, incorporating ESG factors and risk-management tools, and is notable for offering performance-based fee arrangements alongside traditional fees.

Mark Sladkus is the sole advisor at Red Lighthouse Investment Management, LLC, holding a Series 65 designation with 19 years at the firm and 4 years of industry experience. Based in Hillsdale, NY, he has led the firm since its founding in 2007. Red Lighthouse Investment Management provides discretionary portfolio management and advisory services to individuals, corporations, foundations, endowments, pension and profit-sharing plans, and trusts. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, using low-cost, tax-efficient index funds and Dimensional Fund Advisors products with disciplined rebalancing and a focus on global diversification and tax considerations.

Holly Simeone is a financial advisor at Berkshire Money Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at St Germain Securities Inc and Lee Bank. Simeone has held dual employment positions at St Germain and Lee Bank. Berkshire Money Management is an SEC-registered advisory firm with an eight-advisor team managing over $1 billion for individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management, financial planning, and consulting services, emphasizing client-specific strategies and diversified portfolios using mutual funds and ETFs.

Janelle Durbin is a financial advisor at Main Street Research LLC with a Series 65 designation and three years of industry experience. She previously worked at LPL Financial and Nicole E Stokes, among other firms. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for around 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, using a combination of fundamental, quantitative, and technical analysis to construct discretionary portfolios.

Matthew Chester is a CFP® and Series 66 licensed financial advisor with 13 years of industry experience. He currently serves at Tableaux Wealth, where he has worked since 2022, following roles at Tcwp LLC and RBC Capital Markets, LLC. Outside of his advisory work, Mr. Chester is a volunteer board member of Riverbrook Residence, Inc., supporting women with intellectual and developmental disabilities, and participates on the finance committee of The Stockbridge Library Museum and Archives. Tableaux Wealth is an SEC-registered advisory firm managing approximately $230 million for around 209 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamentally driven investment approach utilizing low-cost mutual funds and ETFs, individual securities, and derivative strategies, supported by AI tools for portfolio analysis and risk monitoring.

Peter Fiorita is a CFP® with 15 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2021. His prior experience includes roles at UBS Financial Services, Fiorita Group LLC, and the City of Stamford. He holds a Connecticut Justice of the Peace designation. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across a multi-advisor team. The firm emphasizes tailored investment advice through a structured policy process, focusing on individual securities with diversification strategies including ETFs and ESG models.

John Dady is a financial advisor at Sovereign Financial Group, Inc. in Hudson, NY, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Sovereign Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on long-term investment strategies using low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and also offers discretionary portfolio management, financial planning, and cash-management solutions.

Jacob Margo is a financial advisor at Main Street Research LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Fisher Investments and JP Morgan Securities LLC. He has been with Main Street Research since 2021. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions through a multi-advisor team. The firm delivers comprehensive financial planning and discretionary investment management with an emphasis on tailored portfolios that include individual securities and ETFs, serving both non-high-net-worth and high-net-worth clients.

Roman Le Febure is a financial advisor at Main Street Research LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions. The firm follows a multi-advisor team approach and emphasizes customized investment strategies based on fundamental, quantitative, and technical analysis.

Melissa Mae is a Series 66-licensed financial advisor with 14 years of industry experience. She is affiliated with Integrated Advisors Network LLC and also serves as CEO of Evoque Investments. Her prior experience includes roles at Arista Advisory Group, LLC and Arista Investment Advisors, Ltd. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.

Jessica Bartle is a financial advisor with Integrated Advisors Network LLC in Great Barrington, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Integrated Advisors Network since 2019 and serves as Chief Operating Officer of Evoque Investments. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and uses various investment strategies, including third-party sub-advisers and managed account platforms.

Tyler Wilmot is a Series 66 licensed advisor with Primerica Advisors who has four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third‑party investment strategies and supports a range of account types, including discretionary and non‑discretionary management options.

John Heitzman is a financial advisor with OSAIC Institutions, Inc. based in Hudson, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Bank of Greene County, Infinex Investments, Inc., and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a board member of the Fats in the Cats Bicycle Club, a nonprofit focused on cycling advocacy and community service in New York's Catskill and Hudson Valley regions. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through a network of investment adviser representatives. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management solutions, with a notable emphasis on non-discretionary assets and integrated brokerage-advisory capabilities.

Timothy Bartholomew is an advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. He has worked at Infinex Investments, Inc. since 2016 and Bank of Greene County since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.

John Bopp Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at KeyBank, Wells Fargo Clearing Services, and Scottrade. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and performs due diligence on third-party advisory products while providing oversight and access to discretionary managers.

Constanza Low is a Series 65 licensed financial advisor with five years of industry experience. She currently works at Mercer Global Advisors Inc. and previously spent 31 years at Knickerbocker Advisors Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of strategies including low-cost ETFs, separate account management, and tax-managed options.

Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices with non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and conducting regular product due diligence and supervisory oversight.