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 38 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2022. She previously worked at Maybank KIM ENG Securities USA, Inc. for 17 years and at Private Advisor Group, LLC for two years. Ms. Kommel Browne also serves as a FINRA arbitrator and works as an independent life insurance broker. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a variety of investment approaches, including fundamental long-term analysis and specialized equity and fixed-income strategies, and manages the THB US Micro Cap Fund registered in Australia.

Eamon Moran is a financial advisor at Granite Group Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Round Rock Advisors LLC, Wells Fargo Bank, Wells Fargo Clearing Services, and Moody's Corporation. Moran also engages in insurance sales as a non-investment related activity. Granite Group Advisors provides investment management services primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios using a combination of quantitative and qualitative analysis and serves as a sponsor and manager of pooled investment vehicles, focusing on sizable clients and plan relationships.

Christopher Rossetti is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022, with prior experience at Sector Financial and roles at Tufts University and St. Joseph High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters, utilizing index funds, ETFs, and selective alternative investments consistent with client objectives.

Kenneth Fadden is a financial advisor at Madison Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked with firms including Cambridge Investment Research and Lion Street Financial. Madison Advisory Services, Inc. serves individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm offers investment supervisory, financial planning, and consulting services, utilizing strategic and tactical asset allocation models through mutual funds, ETFs, and model portfolios, and maintains a distinctive operating structure with multiple affiliations and a detailed conflict-of-interest disclosure framework.

James Moore is a CFP® with nine years of industry experience and has been with WJL Financial Advisors since 2017. He holds a Series 65 license and is based in Greenwich, CT. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client approval before trade execution.

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.

Elizabeth Cox is a CFP®-certified financial advisor with 20 years of industry experience. She is affiliated with Merit Financial Partners LLC and has previously worked at Mtp Advisors, Cox Financial Services, LLC, Divorceu.Com, and Raymond James Financial Services, Inc. Her experience includes roles extending back to 2006, with involvement in Divorceu.Com since 2007. Merit Financial Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, providing fee-only financial planning, investment consultation, and discretionary portfolio management. The firm uses a fiduciary approach that combines fundamental and technical analysis, strategic asset allocation, and diversified portfolios, employing low-cost index funds and ETFs alongside active strategies as appropriate.

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.