Christian Giadolor is a financial advisor with Chicory Wealth, holding a Series 65 credential and currently beginning his career in the industry. His background includes roles at Adasina Social Capital, Realist Lab, and Bridgewater Associates, among others. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and supports other advisers with model portfolio services and operational assistance.

Christopher Tormey is a financial advisor at Bull Harbor Capital LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MONECO Advisors, MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, and Strategies For Wealth/Park Avenue Securities. Outside of his advisory role, he is involved with Monetary Metals, a gold and silver depository where he manages personal bullion holdings and participates in lending programs. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Jean Paul Atallah is a financial advisor with RZH Advisors LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GYL Financial Synergies, LLC for six years before joining RZH Advisors in 2022. RZH Advisors 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 client relationships and employs diversified investment strategies utilizing mutual funds, ETFs, sub-advisers, and selected private and interval funds.

Joseph Donaldson is a financial advisor at HTG Investment Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes over a decade at McClain Value Management and roles at Forsyth Capital LLC. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, focusing on strategic asset allocation and diversification through a mix of passive, quantitative, and active funds. The firm serves mainly high-net-worth clients with integrated planning services and operates as a fee-only fiduciary.

Michael Cirone is an investment advisor representative at Trivium Point Advisory, LLC and a registered representative with LPL Financial, LLC. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at AMG Wealth, Altium Wealth Management, and Bailey & Beatty Financial Services. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans with investment advisory and comprehensive financial planning. The firm employs a long-term, diversified investment approach using internal models and external managers, and it is notable for its affiliation with an accounting firm that enables integrated accounting and tax-preparation services alongside advisory offerings.

Clifford Wallach is a financial advisor at Sovereign Financial Group, Inc. He holds a Series 65 designation and has experience in business advising and leadership roles outside the investment industry. Wallach is also president and CEO of RNK Distributing, LLC, a distributor and supplier of sewing-related products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm provides portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing diversified low-cost mutual funds and ETFs with tactical use of individual securities and independent managers.

Julie Jason is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 designations with 32 years of industry experience. She has been with Jackson, Grant Investment Advisers since 1992 and has worked at Jackson, Grant & Company since 1989. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select group of high-net-worth clients, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances through a combination of equities, bonds, pooled vehicles, ETFs, and mutual funds, while generally emphasizing growth and avoiding frequent trading and performance-based fees.

Ricardo Litvak is a financial advisor with Litvak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He co-founded Litvak Solutions, LLC, a consulting firm unrelated to investment services, dedicating a small portion of his time to this venture. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm offers customized portfolio management and limited-scope advice, emphasizing long-term fundamental analysis and employing a notable reliance on non-discretionary arrangements and derivative instruments for risk management.

David Feldman is a financial advisor at Sovereign Financial Group, Inc. in New York, NY, holding a Series 65 designation with six years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Newmark Capital. Outside of his advisory role, he performs basic computer maintenance for Dr. Howard Feldman FACC FACP on a part-time basis. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, utilizing low-cost diversified funds alongside individual securities and independent managers, with a focus on long-term strategies and tactical flexibility.

Amanda Diguiseppe is a Series 66-credentialed advisor with five years of industry experience. She is currently with Third View Private Wealth and has previously worked at Procyon Advisors, Baker Tilly Wealth Management, Baker Tilly Capital, Merrill, and the Family and Children's Agency. Third View Private Wealth provides personalized investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, 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 approximately $1.155 billion in discretionary assets.

James Taliaferro is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He has been with Clear Harbor since 2022 and also has previous experience at Security Asset Management. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a multi-asset class approach combining fundamental analysis with macro and cyclical views, managing over $2 billion in assets.

Crystal Collado is a financial advisor with Stone Wall Money Management LLC in Shelton, CT, holding Series 65 and Series 63 licenses and four years of industry experience. Her career includes roles at multiple financial firms and ongoing work at the Roger Sherman Inn. Outside of advising, she is a notary public in Connecticut and also works as a licensed insurance agent. Stone Wall Money Management LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts, employing investment strategies focused on client objectives, risk tolerance, and long-term purchasing power preservation. The firm operates with a small advisory team across multiple offices and integrates methods such as asset allocation, dollar-cost averaging, and technical analysis in their approach.

David Halper is a financial advisor with Trivium Point Advisory, LLC in Wilton, CT. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include LPL Financial, Purshe Kaplan Sterling Investments, and Kestra Financial Services. He is involved with Trivium Point Insurance Group, an affiliated insurance business. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized to each client’s risk tolerance, tax situation, and liquidity needs, combining internal portfolio construction with recommended external managers, ongoing portfolio reviews, and various implementation tools.

Carol Truluck is a CFP® with 50 years of industry experience, currently serving at Innovative Asset Advisors Group. She previously worked at Financial Strategies Investment Advisor Services, Inc. and Royal Alliance. Outside of advisory work, she is involved in fixed insurance sales through Merit Insurance Agency. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, institutions, and charitable organizations. The firm employs a multifaceted investment approach incorporating Modern Portfolio Theory and various analytical methods, offering both portfolio management and stand-alone financial consulting engagements.

Jonathan Oherron Jr. is a financial advisor at Gilman Hill Asset Management, LLC with 29 years of industry experience. He has been with Gilman Hill since 2007. Oherron holds Series 63 and Series 65 designations. Gilman Hill Asset Management is a fee-only, SEC-registered investment adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm employs a combination of top-down macro analysis and bottom-up company research, focusing on long-term holdings across various disciplined strategies.

Amy Sheinberg is a financial advisor at HTG Investment Advisors Inc with 18 years of industry experience. She holds a Series 65 designation and has been with HTG since 2005. 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 the use of advanced planning software, implementing portfolios primarily through mutual funds and ETFs with a combination of passive, quantitative, and active strategies.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Benjamin Armellini is a financial advisor at Main Street Research LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Main Street Research since 2015, joining the affiliated firm Main Street Research LLC in 2017. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily using individual securities, with selective use of ETFs and ESG factor scoring for clients interested in sustainable investing.

Joseph Cardello is a financial advisor at August Wealth Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Stratos Wealth Advisors, Clapboard Hill Private Wealth, First New York Securities, and Commonwealth Bank Australia. August Wealth Advisors provides discretionary wealth management and financial planning primarily to affluent clients, including individuals, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach blends fundamental and technical analysis with portfolio strategies tailored to client goals and risk tolerance, managing assets primarily through ETFs and individual equities on a discretionary basis.

William Baxter III is a financial advisor at Baxter Investment Management with 32 years of industry experience. He has been with Baxter Investment Management since 1989. The firm provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. Baxter Investment Management follows a long-term, value-oriented investment approach and manages approximately $1.165 billion in discretionary assets across five advisors.