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.

John Zaro III is a CFA® charterholder with 16 years of industry experience. He has been with Bourgeon Capital Management LLC since 1999. 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, focusing on tailored portfolios and asset allocation driven by fundamental analysis and supplemented by technical indicators and cash-management considerations.

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.

Stephen Haberstroh is a financial advisor at Castlekeep Investment Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Castlekeep since 2011. The firm provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. Castlekeep emphasizes a client-centered process using qualitative and quantitative fundamental analysis and manages approximately $827.7 million across discretionary and non-discretionary programs.

Michael Fredericks is a financial advisor at Riskbridge Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Blackrock Investments, LLC and LPL Financial LLC. Riskbridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management, using a risk-first, factor-based investment approach with strategic and tactical risk management across an open-architecture portfolio.

David Boczar is a CFP® and CFA® with 22 years of industry experience. He has worked at Bay Colony Advisors since 2022 and previously spent 11 years at Emerald Wealth Advisors. Outside of his advisory role, he serves on the Easton Exchange Club board and acts as treasurer, volunteers as treasurer for the Easton CT Boy Scouts, and is a board member of the Easton CT Senior Center. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm employs a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its multi-team structure.

John Planell is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. In addition to his advisory role, he is involved in independent insurance brokering. 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 predominantly fundamental, long-term investment approach and offers access to specialized strategies through internal divisions and independent sub-advisors.

Claire Brennan is a financial advisor at Tortoise Investment Management, LLC, based in White Plains, NY, with 10 years at the firm and 5 years of industry experience. She holds relevant credentials and focuses on serving high-net-worth individuals and trusts. Tortoise provides discretionary investment management primarily to professionals in demanding careers, emphasizing risk management, tax efficiency, and a conservative long-term investment approach. The firm offers comprehensive financial advice beyond portfolio management, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Simon Hudson 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 Atlantic Intermediaries, LLC and RFIB. Outside of advisory work, Hudson is involved in insurance-related businesses, acting as program head for Mission Underwriters Hudson Series, LLC and president of Simon The Entrepreneur LLC, which supports insurance business development. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a fiduciary approach with customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and tactical strategies.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. He serves as president of 100 Donors Inc., a registered nonprofit organization. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients through asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes third-party research and proprietary portfolio models, managing diversified investment strategies tailored to client objectives and risk tolerance.

Kent Johnson is a CFP® with 19 years of industry experience, currently serving at RB Capital Management, LLC since 2022. His prior roles include positions at GYL Financial Synergies, Resnick Investment Advisors, Fidelity, Clearbridge Investments, and Citigroup Global Markets. RB Capital Management, LLC serves individual and institutional clients, providing fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, combined with integrated financial planning. The firm emphasizes asset allocation, diversification, and custom portfolio management using equities, fixed income, alternative investments, and options-based hedging techniques.

Nathan Tonsager is a Series 66-licensed advisor at Monument Wealth Management with 10 years of industry experience. He previously worked at Madison Ave Securities, Campbell Wealth Management, LPL Financial, Merrill Lynch, Bank of America, and Buttonwood Partners. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates with discretionary asset management and financial planning services. The firm employs a range of strategies including direct indexing, structured notes, and tax-rebalanced portfolios, and uses a combination of fundamental and technical analysis in ongoing portfolio management.

Peter Grave is a financial advisor at August Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has held prior roles at Stratos Wealth Advisors, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Waddell & Reed. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $436.6 million in discretionary assets across about 319 client relationships. The firm employs customized portfolios with a focus on exchange-traded funds and individual equities, using both fundamental and technical analysis with a generally long-term approach.

Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Dean Mcbeth is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, and Royal Alliance Associates. Outside of advising, he serves as secretary for Creativision Inc., an arts and performing arts organization, and treasurer for the Cortlandt Democratic Committee. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Aaron Kennon is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He holds a Series 63 designation and has been with Clear Harbor since 2009. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pooled vehicles, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs, and manages approximately $1.743 billion in assets.

Eric Meermann is a CFP® professional with nine years of experience at Palisades Hudson Asset Management, L.P. in Stamford, CT. He has been with the firm since 2004, holding a vice president role at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing using primarily mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts, including private equity funds, and provides retirement plan consulting and fiduciary services.

Kevin Hamilton is a financial advisor with Aspire Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He is also involved with Hamilton Cavanaugh & Associates, Inc. and has a minority ownership interest in Upscale Enterprises, LLC, a car wash business. Aspire Advisors provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and employee benefit plans. The firm uses a combination of fundamental and technical analysis and typically implements model portfolios with mutual funds and ETFs tailored to client needs.

George Merrill is a financial advisor at Sophis Investments LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at M&R Capital Management, Inc. for nine years before joining Sophis Investments in 2021. Merrill is also a licensed attorney admitted to the New York State Bar. Sophis Investments is a team advisory firm with five advisors 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 focused on long-term holdings with relatively low turnover and offers performance-based fees for qualified clients.