Gregory Brushett is a financial advisor with Purkiss Capital Advisors, LLC in Ridgefield, CT. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Purkiss Capital Advisors in 2026, he worked at New Age Alpha Advisors, LLC, Raymond James, and UBS. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—and various institutional and household entities. The firm uses a fundamental analysis approach to construct tailored portfolios primarily with mutual funds, ETFs, and individual securities, emphasizing absolute returns within clients’ risk tolerances, and employs account aggregation and selective use of sub-advisers.

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.

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.

David Luo is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Purkiss Capital Advisors, LLC since 2025, following roles at Hightower, FMA Advisory, Edward Jones, and F&M Bank and Trust Company. Outside of his advisory work, he serves as an adjunct professor of finance at Shippensburg University. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a fundamental analysis framework to construct tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations to reflect changing needs and market conditions.

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.

Brandon Pacilio is a financial advisor at Claro Advisors Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Alpine Hill Advisors LLC, B. Riley Wealth Management, National Asset Management, National Securities Corp, Bridgewater Associates, and SumRidge Partners. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental, long-term investment approach with tactical flexibility and offers proprietary strategies, AI-assisted research, and manages pooled investment vehicles for qualified investors.

Kevin Hamilton is a financial advisor with Aspire Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He concurrently has been involved with Hamilton Cavanaugh & Associates, Inc. and holds a minority ownership in a car wash business through Upscale Enterprises, LLC, where he is active in management and operations. Aspire Advisors provides investment management, financial planning, retirement planning, and consulting services to individuals, including high-net-worth clients, as well as pension and employee benefit plans. The firm employs model portfolios using mutual funds and ETFs tailored to clients’ risk tolerance and liquidity needs, and it manages over $100 million in discretionary assets.

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.

Christopher Ward is a CFA® charterholder with 15 years of industry experience. He is currently with Avity Investment Management Inc., where he has worked since 2022. Prior to joining Avity, he was employed at G.research, LLC and GAMCO Investors, Inc. from 2015 to 2022. Avity Investment Management provides discretionary portfolio management to a variety of clients including individuals, trusts, and charitable organizations. The firm focuses on fundamental research and active management of high-quality, liquid securities, maintaining a relatively large asset base with a small adviser team.

Amy Clayton is a financial advisor with Trust Advisory Group Ltd and has 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services Ltd, and Source Capital Management. Outside of her advisory work, she serves as a board member for the Saugatuck Island Homeowners Association in Westport, CT. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a variety of investment approaches, including advisor-managed portfolios, proprietary model solutions, and a manager-of-managers strategy.

Andrew Schwartz is a financial advisor at Madison Advisory Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Inc. and Lion Street Financial. Schwartz serves as a board member of the Release Recovery Foundation. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm uses documented Investment Policy Statements and employs a combination of fundamental and technical analysis across multiple platforms and strategies.

Thomas Snayd is a CFP® with 24 years of industry experience, currently serving at Purkiss Capital Advisors, LLC since 2017. He previously worked at Commonfund Asset Management Co., Inc. for 12 years. Snayd serves as the Investment Committee Chair for the Newtown Pension Committee. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and household entities. The firm uses fundamental analysis to construct tailored portfolios emphasizing absolute returns within client risk tolerances and monitors accounts regularly, employing mutual funds, ETFs, individual securities, and limited options strategies.

Charles Failla is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with Sovereign Financial Group, Inc. and has held roles at Raymond James Financial Services Advisors, Inc., among other firms. Outside of his advisory work, he is involved in real estate ownership and management through several entities in Stamford, CT. Sovereign Financial Group serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement advisory, and cash-management solutions. The firm employs a long-term investment approach with diversified mutual funds and ETFs, supplemented by individual securities and alternative strategies through independent managers and its Align Alternative Access Fund.

Michael Ortiz is a Series 65-licensed financial advisor at Income & Asset Advisory, Inc. with one year of experience at the firm and prior work as a self-employed professional and a long tenure at Northern Westchester Hospital. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines multiple analytic methods within a generally buy-and-hold strategy, and it has a formal pension consulting practice that includes IPS development, plan monitoring, and participant education.

Edward Long is a CFA® charterholder with 20 years of industry experience. He has been with Gillespie, Robinson & Grimm, Inc. since 2005. He is based in Greenwich, CT and holds Series 63 and Series 65 licenses. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, focuses on high-quality liquid securities purchased at attractive prices, and actively manages fixed-income maturity ranges.

Craig Jensen is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Round Rock Advisors LLC and previously worked at Altium Wealth Management LLC and Armstrong Shaw Associates. Outside of his advisory role, he owns two wine and liquor shops in Connecticut. 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 fundamental, long-term investment approach and offers access to specialized strategies through multiple internal divisions and independent sub-advisors.

Damon Hart is a financial advisor at Baxter Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baxter since 2018. Prior to that, he spent 17 years at Raylor Asset Management Group and has been president of DLH Technical Services, a technology consulting firm, since 2001. Baxter Investment Management is a team of five advisors managing approximately $1.0 billion, providing discretionary portfolio management to individuals, institutions, and charitable organizations. The firm employs a long-term, value/GARP investment approach tailored to client needs and offers private investment fund due diligence for qualified investors.

Joseph Hart II is a financial advisor with Invst, LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously spent ten years at NS Capital LLC before joining Invst in 2025. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets, employs 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Ryan Flynn is a financial advisor with Jackson, Grant Investment Advisers, Inc. He holds the Series 65 designation and has seven years of industry experience. His prior work includes roles at both Jackson, Grant Investment Advisers and St Lawrence. Jackson, Grant Investment Advisers provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families and emphasizes tailored portfolios implemented with discretion, using a blend of equities, bonds, pooled vehicles, ETFs, and mutual funds.