Jerry Sneed III is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial services industry. He currently serves at Third View Private Wealth and has previously worked at Procyon Advisors, Baker Tilly, Bank of America, Merrill, Axa Advisors, and North American Bancard. In addition to his advisory role, he acts as trustee for a client-related irrevocable trust. Third View Private Wealth provides investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, trusts, estates, businesses, and charitable entities. The firm offers tailored investment strategies combining in-house and third-party models, separately managed accounts, and access to alternative investments.

Alexandra Rooney is a CFP® and Series 65 licensed financial advisor at Main Street Research LLC with four years of industry experience. She has worked at several firms, including Revolve Wealth Partners, SCS Capital Management, Kilingenstein Fields Advisors, and Wolf Group Capital Advisors. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for around 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a disciplined investment process combining fundamental, quantitative, and technical analysis, and it is notable for accepting performance-based fee arrangements alongside traditional fees.

Rob Craft is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at T. Rowe Price and several short-term engagements in diverse fields. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and offers educational seminars and workshops to clients and prospects.

Robert Weinstein is a CFP® and PFS™ credentialed advisor with 45 years of industry experience. He has worked at Round Rock Advisors LLC since 2022 and previously held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. In addition to his financial advising career, he operates a CPA practice providing tax preparation and accounting services. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a fundamentally driven, long-term investment approach with specialized divisions focused on absolute-value equities and small-/micro-cap portfolios, alongside systematic overlay strategies and access to independent managers.

Virginia Gray is a financial advisor at Searle & Co. with 40 years of industry experience. She has been with Searle & Co. since 1990 and holds the Series 66 designation. 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 and employs a mix of fundamental, technical, and charting analysis within a seven-advisor team.

William Baxter IV is a financial advisor at Baxter Investment Management in Riverside, CT, with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach, managing approximately $1.165 billion in discretionary assets across five advisors.

Akshat Piprottar is a financial advisor at Night Owl Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Night Owl Capital since 2022. Prior to that, he held positions at Bank of America and Zimmer Biomet and spent several years as a student. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients, focusing on concentrated, long-term public equity investments primarily in mid- and large-cap companies. The firm manages approximately $865.8 million in client assets through separately managed accounts and private pooled vehicles, employing fundamental analysis and valuation discipline.

Emerson Litvak is a financial advisor with Litvak Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at SLR Equipment Finance, Sallie Mae, Wellinks, Merrill Lynch, and Babson College. Litvak Wealth, LLC is an SEC-registered investment advisor serving individuals, high-net-worth clients, personal trusts, and estates. The firm offers customized portfolio management using fundamental analysis and a long-term approach, providing both discretionary and non-discretionary services with a diverse client base including a significant non-U.S. presence.

Jeb Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clear Harbor since 2018. Prior to joining Clear Harbor, he was employed at Tecogen Inc and was self-employed for a period. Clear Harbor Asset Management provides financial planning, consulting, and both discretionary and non-discretionary investment management services to a range of clients including individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach and manages approximately $1.743 billion in assets across 19 advisors.

Richard Hall is a financial advisor at Bourgeon Capital Management LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non‑HNW clients and offers tailored portfolios guided by fundamental analysis, managing over $1.2 billion with a small advisory team.

Carl Zuckerberg is a CFP® with 26 years of industry experience and is a principal at RZH Advisors LLC, where he has worked since 2000. He holds a Series 63 license and is based in Stamford, CT. Outside of advisory services, he is involved in fixed insurance sales as an insurance agent. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, providing fee-based wealth management, discretionary investment management, and financial planning. The firm manages approximately $2.1 billion in assets, typically on a discretionary basis, and utilizes a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with some portfolios incorporating Dimensional Fund Advisors strategies.

Jeffrey Shaw is a financial advisor at Round Rock Advisors LLC with 35 years of industry experience. He has been with Round Rock Advisors since 2023 and has worked at Armstrong Shaw Associates Inc. since 1984. Round Rock Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. The firm employs a primarily fundamental and long-term investment approach, with specialized divisions focusing on absolute-value equity and small-/micro-cap strategies.

William Thrush is a financial advisor at Robertson Stephens with 24 years of industry experience. He holds a Series 66 designation and has worked previously at HighTower Advisors, Merrill, and UBS Financial Services. Thrush is also a licensed insurance agent. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and comprehensive planning services, managing $8.76 billion in assets as of December 31, 2025.

Michaelangelo Dooley is a CFP® with 15 years of experience in the financial services industry. He is currently with New Edge Wealth in Stamford, CT, having previously worked at UBS Financial Services for 12 years. Dooley serves on the board of directors for South Florida After-School All-Stars and became Chairman in August 2022. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, and trusts, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a blend of independent managers, model strategies, and proprietary solutions with technology-enhanced, human-reviewed investment processes.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Jefferies Investment Advisers LLC since 2023, as well as at Leucadia Asset Management and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Vincent Marbury is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2006 to 2015. In addition to his advisory role, he operates Marbury Associates, a sole proprietorship involved in life insurance and fixed annuity sales and marketing. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver tailored investment solutions.

Peter Tcherepnine is a financial advisor with Gamco Asset Management Inc., holding Series 63 and 65 licenses and bringing 59 years of industry experience. He worked at Loeb Partners Corporation for 37 years before joining GAMCO Investors Inc. in 2019. He serves on the board of the American Institute for Foreign Study (AIFS, Inc.) and on the board of Loeb Holding, which is no longer engaged in investment activities. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, applying a research-driven value discipline complemented by growth strategies. The firm manages approximately $11.6 billion in discretionary assets and offers tailored portfolio management with an emphasis on bottom-up analysis and catalyst-driven investment theses.

Gilles Gouraige is a financial advisor at NewEdge Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at John Hancock Investment Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Tucker is a financial advisor at BOK Financial Securities, Inc. in Stamford, CT, holding Series 63 and Series 66 credentials with 39 years of industry experience. His prior roles include positions at KeyBanc Capital Markets, Credit Suisse Securities, and Merrill. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

Jeffrey Kobernick is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2020. Kobernick serves as treasurer for Friends of Concordia University and is a board member of Banyan Golf Club. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multifaceted investment approach that includes proprietary strategies, third-party managers, and alternative exposures across multiple asset classes.