Ernest Rispoli is a financial advisor at Discipline Wealth Solutions, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Advisors and Key Bank. In addition to his advisory role, Rispoli is active as a loan originator at Quintessential Mortgage Group, LLC. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by offering tailored investment advisory services including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and provides oversight of both in-house and third-party managers.

Brigid Lahiff is a financial advisor at Gilman Hill Asset Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Gilman Hill since 2021. Prior to her current role, she was employed at Mount Sinai Health System and studied at the University of Oxford. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, offering tailored asset allocation and ongoing portfolio monitoring.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Thaddeus Cook is a financial advisor at Searle & Co. with 48 years of industry experience. He has been with Searle & Co. for 35 years and has also worked at Securities Research, Inc. since 1984. Cook serves as a trustee for The Shearman Foundation, where he assists with trust oversight and administrative duties. Searle & Co. provides portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-based approach, using a combination of fundamental, technical, and charting analysis to tailor investment advice to client objectives and risk tolerances.

John Fussell is a financial advisor at Samalin Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets and employs a diverse investment approach that includes fundamental and cyclical analysis, a mix of long- and short-term positions, and the use of derivatives and margin.

Michael Cowell is a financial advisor at Night Owl Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Night Owl since 2021, following prior roles at Vista Highland, Fairfield University, and Fordham University. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments primarily in mid- and large-cap companies, emphasizing valuation discipline and low turnover.

Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategy that integrates fundamental and cyclical analysis with diversified investment positions and offers comprehensive financial planning, including retirement-plan consulting and post-divorce wealth management.

Reed Smith is a financial advisor with Emissary Wealth holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Morgan Stanley. Emissary Wealth serves individual clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers comprehensive financial planning and investment management, using fundamental analysis to tailor portfolios to client goals and also acts as adviser and portfolio manager for private pooled investment vehicles, particularly focusing on real estate-related investments.

Andrew Samalin is a CFP® with 25 years of industry experience and is the president of Samalin Investment Counsel, LLC, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has additional involvement in mortgage brokerage and divorce finance services. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning, retirement-plan consulting, and both discretionary and non-discretionary portfolio management. The firm manages approximately $490 million in client assets across eight advisors and employs an investment approach that includes fundamental and cyclical analysis combined with diverse asset allocations and the use of derivatives.

Jonathan Smith is a Series 65-licensed financial advisor with 28 years of industry experience. He has worked at Baxter Brothers Inc. since 2000. Baxter Investment Management provides discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes long-term, company-level research with a value/GARP orientation and offers tailored advice with discretionary implementation.

Legrand Redfield is a CFP® with 46 years of industry experience and is affiliated with Asset Management Group, Inc. He has been with Asset Management Group since 1983 and also holds roles at TLG Advisors, Inc. and The Leaders Group Inc. Redfield serves as President and CEO of Asset Management Group, Inc. Asset Management Group, Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manager selection across various securities.

Emanuel Romero Vicini is a financial advisor at Vision Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Vision Financial Markets and Essex Financial Services, Inc. He is also the CEO of Resilience Investment Advisory Compliance Consultants, which provides compliance consulting and RIA creation services to independent advisors. Vision Investment Advisors serves individuals, family offices, and institutional investors with discretionary and non-discretionary portfolio management across various model portfolios and option-based strategies. The firm combines fundamental and technical analysis in its growth-oriented large-cap equity selection and offers specialized programs including covered-call writing and leveraged option strategies.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Walter Auch Jr. is a financial advisor at Sophis Investments LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and has served as a trustee and audit committee member for Renaissance Capital Greenwich Funds since 2013. In addition to his advisory role, he is the managing director of Auch Partners, an executive recruiting firm specializing in financial services, a position he has held since 2001. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focusing on long-term holdings and manages both separately managed accounts and pooled vehicles, including performance-based fee structures for qualified clients.

Letizia Carlisto is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently a Wealth Advisor Associate at Navis Wealth Advisors LLC, where she has worked since 2021, assisting senior advisors. Her prior experience includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. Before entering financial services, she worked at Porta Napoli Restaurant for one year. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a long-term investment approach utilizing diversified mutual funds, ETFs, equities, bonds, alternative investments, and options, alongside due diligence of unaffiliated independent managers.

Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.

John Kim is a financial advisor at Night Owl Capital Management, LLC with 22 years of industry experience. He holds a Series 65 credential and has been with Night Owl since 2003. Prior to that, he worked at Morgan Stanley & Co. Incorporated. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments using fundamental analysis and discounted free cash flow valuation.

Matthew Sexton is a CFP® with seven years of industry experience, currently serving as a financial advisor at Clear Harbor Asset Management, LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Stamford, CT. Prior to joining Clear Harbor, he was not employed in the financial advisory field for one year. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs.

Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Robert Searle is a Series 66 licensed advisor at Searle & Co. in Greenwich, CT, with 48 years of industry experience. He has been with Searle & Co. since 1982. Outside of his advisory work, he serves as a trustee for a private trust, managing trust assets and overseeing distributions and compliance. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships through a seven-advisor team, employing a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.