John Fussell is a financial advisor at Samalin Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets and employs a diverse investment approach that includes fundamental and cyclical analysis, a mix of long- and short-term positions, and the use of derivatives and margin.

Michael Cowell is a financial advisor at Night Owl Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Night Owl since 2021, following prior roles at Vista Highland, Fairfield University, and Fordham University. 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 primarily in mid- and large-cap companies, emphasizing valuation discipline and low turnover.

Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategy that integrates fundamental and cyclical analysis with diversified investment positions and offers comprehensive financial planning, including retirement-plan consulting and post-divorce wealth management.

Andrew Samalin is a CFP® with 25 years of industry experience and is the president of Samalin Investment Counsel, LLC, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has additional involvement in mortgage brokerage and divorce finance services. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning, retirement-plan consulting, and both discretionary and non-discretionary portfolio management. The firm manages approximately $490 million in client assets across eight advisors and employs an investment approach that includes fundamental and cyclical analysis combined with diverse asset allocations and the use of derivatives.

Jonathan Smith is a Series 65-licensed financial advisor with 28 years of industry experience. He has worked at Baxter Brothers Inc. since 2000. Baxter Investment Management provides discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes long-term, company-level research with a value/GARP orientation and offers tailored advice with discretionary implementation.

Legrand Redfield is a CFP® with 46 years of industry experience and is affiliated with Asset Management Group, Inc. He has been with Asset Management Group since 1983 and also holds roles at TLG Advisors, Inc. and The Leaders Group Inc. Redfield serves as President and CEO of Asset Management Group, Inc. Asset Management Group, Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manager selection across various securities.

Emanuel Romero Vicini is a financial advisor at Vision Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Vision Financial Markets and Essex Financial Services, Inc. He is also the CEO of Resilience Investment Advisory Compliance Consultants, which provides compliance consulting and RIA creation services to independent advisors. Vision Investment Advisors serves individuals, family offices, and institutional investors with discretionary and non-discretionary portfolio management across various model portfolios and option-based strategies. The firm combines fundamental and technical analysis in its growth-oriented large-cap equity selection and offers specialized programs including covered-call writing and leveraged option strategies.

Walter Auch Jr. is a financial advisor at Sophis Investments LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and has served as a trustee and audit committee member for Renaissance Capital Greenwich Funds since 2013. In addition to his advisory role, he is the managing director of Auch Partners, an executive recruiting firm specializing in financial services, a position he has held since 2001. Sophis Investments is a small team advisory firm 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 focusing on long-term holdings and manages both separately managed accounts and pooled vehicles, including performance-based fee structures for qualified clients.

Letizia Carlisto is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently a Wealth Advisor Associate at Navis Wealth Advisors LLC, where she has worked since 2021, assisting senior advisors. Her prior experience includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. Before entering financial services, she worked at Porta Napoli Restaurant for one year. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a long-term investment approach utilizing diversified mutual funds, ETFs, equities, bonds, alternative investments, and options, alongside due diligence of unaffiliated independent managers.

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 63 and Series 65 licenses and previously worked at BlackRock Investments, LLC for 12 years, as well as LPL Financial LLC and Wealth Enhancement Group. RiskBridge Advisors serves institutional clients through an OCIO platform and offers private wealth management to high-net-worth individuals and families. The firm employs a risk-first, factor-based investment approach with an emphasis on portfolio volatility targets and uses an open-architecture implementation across various investment vehicles.

David Boczar is a CFP® and CFA® with 23 years of experience in financial advisory roles. He is currently with Bay Colony Advisors and has previously worked at VestGen Advisors, Emerald Wealth Advisors, Westport Resources Management, and MSI Financial Services. Outside of financial advising, he serves on the board and as treasurer of the Easton Exchange Club charitable foundation and volunteers as treasurer for the Easton CT Boy Scouts and Easton CT Senior Center. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management services. The firm combines fundamental investment analysis with model portfolios and third-party sub-advisers, and offers family office and concierge services alongside institutional retirement fiduciary solutions.

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 has prior work experience at Atlantic Intermediaries, LLC and RFIB. Outside of his advisory role, Hudson is involved in insurance-related business activities, including serving as program head for insurance entities and providing insurance advisory services through his own firm. Next Level Private LLC serves individuals, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, retirement plan advisory, and annuity consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, supported by both fundamental and technical analysis and regular client reviews.

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.