Brendan Blaney is a financial advisor at Tortoise Investment Management, LLC with 15 years at the firm and four years of industry experience. He is based in New York, NY. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing 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 retirement and estate planning when requested by clients.

Jeannie Rubsam is a financial advisor at HTG Investment Advisors Inc with a Series 65 designation and two years of industry experience. She has been with HTG Investment Advisors since 2021 and previously worked for Penguin Random House from 2012 to 2021. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm’s investment approach combines strategic asset allocation, diversification, and advanced planning software, implementing portfolios primarily through mutual funds and ETFs.

Rosemary Taverna is a financial advisor at Sovereign Financial Group, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sovereign Financial Group since 2020, following a 20-year tenure at CommonWealth Financial Network. She also operates The Taverna Group, where she provides fixed annuity and property casualty insurance sales, and serves as a notary public. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative investment strategies through its Align Alternative Access Fund.

Stephanie Scarlata is a financial advisor at Next Level Private LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Before joining Next Level Private in 2026, she worked at UBS Asset Management for 23 years. Next Level Private advises individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach with ongoing personal contact, formal annual reviews, and a stated fiduciary duty.

William Nichols is a financial advisor with PUREfi Wealth, LLC, holding Series 63 and Series 66 registrations and 32 years of industry experience. He previously worked at Wells Fargo Clearing for seven years. Nichols serves as a board member for Kingston Healthcare in Toledo, Ohio. PUREfi Wealth serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a broad range of investment tools and incorporates derivatives and structured products within its strategies, managing institutional-scale assets with a team of nine advisors.

Jake Mc Carthy is a CFP® and ChFC® with six years of experience in financial advising. He is currently with Third View Private Wealth and previously worked at Procyon Advisors, Mass Mutual Life Insurance Company, and several other firms. Mc Carthy is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products as needed for clients. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, trusts, and institutional entities. The firm employs tailored strategies using both in-house and third-party portfolios, as well as alternative investments, managing over $1.1 billion in discretionary assets.

Spencer Cooper is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with RZH Advisors LLC since 2012. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages approximately $2.1 billion in assets and incorporates strategies including Dimensional Fund Advisors (DFA), with a focus on diversified asset allocation and ongoing account reviews.

Dara Johnson is a financial advisor at Hampshire Family Office with 25 years of industry experience and holds a Series 66 designation. She has worked at Hampshire Family Office since 2022 and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of her advisory role, she is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services primarily for high-net-worth individuals, families, trusts, and institutional clients. The firm combines active and passive strategies across multiple asset classes and tailors portfolios to clients’ objectives and risk profiles.

Christopher Sneed is a financial advisor at Third View Private Wealth with six years of industry experience. He holds the ChFC® designation and Series 66 license. His previous roles include positions at Procyon Risk, LLC, Baker Tilly Wealth Management, and Bank of America. In addition to his advisory work, he is a licensed insurance agent selling life insurance products as needed for clients. Third View Private Wealth provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including individuals, 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 over $1 billion in discretionary assets.

Robert Dalldorf is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Falcon Capital Management, Inc. since 1994. 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 top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

David Katz is a CFA® charterholder based in White Plains, NY, with five years of industry experience. He has been with Matrix Asset Advisors Inc since 1986, a firm where he works as part of a team of five advisors. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion across individual and institutional clients. The firm employs a combination of systematic quantitative screening and fundamental research to build concentrated, risk-controlled portfolios and offers large-cap value, dividend-income equity strategies with ESG overlays, high-quality fixed income, and wealth management services.

Shannon Vizza is a financial advisor at HTG Investment Advisors Inc with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mackey and Guasco. Shannon has been with HTG Investment Advisors since 2018. 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 to implement portfolios.

Matthew Northrop is a CFP® with 12 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2024. His prior experience includes six years at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across about 1,018 client relationships. The firm offers comprehensive financial planning and discretionary investment management through a multi-advisor team, utilizing a rigorous investment policy process that incorporates fundamental, quantitative, and technical analysis.

Andrew Ribbens is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Vision Financial Markets, CVS, Zodys At Sterling, and the University of Connecticut. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach emphasizes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, complemented by income strategies such as covered-call writing and fixed-income allocations.

Tessa Shore is a financial advisor at Tortoise Investment Management, LLC with six years of industry experience. She has been with Tortoise since 2015, working continuously in various roles within the firm. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus on clients in demanding professional careers. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, utilizing index funds, ETFs, and disciplined portfolio rebalancing as key components of its strategy.

Matthew Andrews is a financial advisor with Private Capital Advisors, Inc., holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at Concept Capital Markets, LLC since 2012 and has been with Private Capital Advisors since 2009. Private Capital Advisors, Inc. provides discretionary investment management and portfolio advice primarily to high-net-worth individuals and institutional clients through separately managed accounts, also acting as a sub-adviser to sponsor advisers. The firm combines proprietary fundamental research with technical and cyclical analysis to implement a range of strategies tailored to client objectives.

Kevin Hansley is a CFP® professional with 38 years of industry experience, currently serving as an advisory representative at Vantage Financial Group, Inc. since 2014. Prior to this, he was associated with Cetera Wealth Services, LLC beginning in 2013. Outside his advisory role, Hansley serves as president of a condominium association in West Palm Beach, Florida. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, and individual equities tailored to client objectives and risk tolerance.

Matthew Gutierrez is a CFA® charterholder with seven years of industry experience. He is currently with Gutierrez Wealth Advisory, LLC, where he has worked since 2026. His prior experience includes roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, and consulting services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach centers on strategic asset allocation tailored to client risk profiles, utilizing ETFs, mutual funds, independent managers, and other investment vehicles, with services ranging from stand-alone plans to comprehensive wealth management and digital asset advice.

Jean Riordan is a CFP® with 35 years of experience in the financial services industry. She has worked with several firms, including LPL Financial, Vision Retirement, and National Planning Corporation, and currently serves at Next Level Private LLC as part of a 14-advisor team. Riordan is also a licensed insurance agent, conducting insurance sales and implementation separate from her investment advisory role. Next Level Private LLC advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses both fundamental and technical analysis to create customized, diversified portfolios and maintains ongoing client contact under a fiduciary standard.

Alexander Tucker is a financial advisor at Greenwich Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwich Advisors, he worked at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses, using a range of analytical methods and a willingness to employ complex and alternative investment instruments.