Jack Saltus is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and one year of industry experience. He has been with Bespoke since 2022 and previously worked at Birinyi Associates in 2018 and 2019. Saltus also attended St. Lawrence University from 2019 to 2023. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to implement both long- and short-term trading strategies within managed accounts.

Rohan Nayak is a CFP® with 12 years of industry experience. He is currently with Basso Capital Management, L.P., having joined the firm in 2025. Prior to this, he worked at FundX Investment Group for six years and Bell Investment Advisors, Inc. for nine years. 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 a proprietary-money account.

Andrew Urbanski is a financial advisor at N10° Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of advising, Andrew has engaged in freelance modeling. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach using a range of asset types and analytical methods, while leveraging third-party managers and technology platforms for portfolio implementation and management.

John Mifsud is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research, NewPro Home Solutions, Alure Home Solutions, and Constitution Provisions. Madison Advisory Services, Inc. advises individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm provides investment supervisory, financial planning, and consulting services, utilizing strategic and tactical asset allocation models with mutual funds, ETFs, and model portfolios across multiple platforms.

Gabriella Del Monaco is a CFP® professional with three years of industry experience, currently advising at Instrumental Wealth, LLC. She previously worked at Ameriprise Financial Services, LLC and Cambridge Investment Research Advisors, Inc. Gabriella holds licenses as a New York insurance agent, focusing on life, health, and variable insurance products. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance and objectives, employing a range of investment vehicles and offering integrated planning services for business owners.

Austin Doebler is a CFA® credentialed financial advisor with five years of industry experience. He is currently with RZH Advisors LLC, joining the firm in 2025 after working at Truist Advisory Services, Inc. from 2021 to 2025. Outside of his advisory role, he is a member of East West Capital, LLC, an investment-related entity focused on cryptocurrency investments. RZH Advisors LLC 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 clients and employs diversified investment strategies utilizing mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

Ziyah Esbenshade is a CFP® with 27 years of experience in financial services. She is currently with Trivium Point Advisory, LLC and LPL Financial, having previously worked at Ameriprise Financial Services, Inc. for 13 years. She is also involved with affiliated businesses related to tax preparation and insurance through Trivium Point. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving a range of clients including individuals, high-net-worth clients, family offices, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning, combining internal portfolio construction with external manager recommendations and regularly reviewing client portfolios.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

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 credentials. Prior to joining Next Level Private in 2026, she worked at UBS Asset Management from 2001 to 2024. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and tactical strategies, while maintaining continuous client contact and periodic portfolio reviews.

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 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for 30 years at Falcon Capital Management, Inc. before joining Clear Harbor in 2024. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base, employing a multi-asset class approach that combines bottom-up fundamental analysis with top-down macro and cyclical views.

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.