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 currently works at Gutierrez Wealth Advisory, LLC, a team-based firm in Scarsdale, NY, and previously held roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to clients' risk profiles and objectives, managing accounts on both discretionary and non-discretionary bases.

Jean Riordan is a CFP® with 35 years of industry experience, currently serving at Next Level Private LLC. Her prior experience includes roles at Vision Retirement, LPL Financial, Lexco Wealth Management, NATIONAL PLANNING CORPORATION, and Teg Fcu. She is also a licensed insurance agent involved in insurance sales and implementation. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term investment approach using diversified portfolios and provides ongoing portfolio management alongside fixed-fee financial planning.

Steven Aibel is a financial advisor with SB Advisory, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Bank of America, Merrill, and KN Capital. Outside of his advisory work, he serves as a trustee for a family trust. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice utilizing a mix of mutual funds, ETFs, individual equities, and third-party managers based on fundamental, technical, and qualitative analysis.

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.

Robert Carroll is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding a Series 65 designation with 11 years of industry experience. He has been with Jackson, Grant since 2013 and also operates a drum lesson business, Southern CT Drum Lessons, which he founded in 2003 and continues to manage outside of his advisory role. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select group of high-net-worth clients, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances with an emphasis on growth and a fiduciary approach.

Jennifer Piche is a financial advisor at Next Level Private LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years and Merrill for 7 years. Piche is also a licensed insurance professional. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach with regular client reviews and combines fundamental and technical analysis to manage portfolios.

Thomas Elliott is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Long Island Express North and Campanella Fence. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with diversified portfolios and combines fundamental and technical analysis alongside ongoing client communication and periodic formal reviews.

Lon Birnholz is a financial advisor at Matrix Asset Advisors Inc with five years of industry experience. He has been with Matrix Asset Advisors since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm combines systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios and offers value, dividend-income equity strategies with ESG overlays, as well as fixed income and consolidated wealth management services.

Cole Conrad is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of advisory services, he is the managing director of Trivium Point Accounting, LLC, a tax preparation and accounting firm. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, and it integrates accounting and tax-preparation services through its affiliated accounting firm.

Jeffrey Boris is a financial advisor at Litvak Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. Outside of advisory work, he consults through Litvak Solutions, providing non-investment related support services to businesses and high-net-worth individuals. Litvak Wealth, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm emphasizes long-term, fundamental analysis and portfolio construction using a range of investment vehicles, with a notable focus on non-discretionary advisory relationships and a client base that includes international investors.

Philip Johanson is a financial advisor at Next Level Private LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at UBS Financial Services Inc. and Citigroup Global Markets. Outside of his advisory work, he is involved as a swim instructor and camp maintenance staff at the Badger Swim Club. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with continuous client contact and periodic formal reviews.

Paul Volpe is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. He has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, Kestra Financial Services, and LPL Financial. Volpe is also involved with Trivium Point Accounting, a related accounting practice associated with his firm. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized investment management, comprehensive financial planning, and retirement-plan advisory services.

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.