Ryan Bolanos is a financial advisor at RiskBridge Advisors, LLC with 7 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Charles Schwab, REAP Financial, LPL Financial, and NewSong Wealth Management Group. Before entering financial services, he worked at the University of Southern Mississippi's Office of Sustainability. RiskBridge Advisors serves institutional clients through an OCIO platform and provides private wealth management to high-net-worth individuals and families. The firm follows a risk-first, factor-based investment approach and offers discretionary and non-discretionary investment management, sub-advisory solutions, comprehensive financial planning, and family office services.

Catherine Newman is a financial advisor with Income & Asset Advisory, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She has worked with American Portfolios/Jason Waxler and Osaic Wealth, Inc. in addition to her current firm. Outside of her advisory role, she serves as a trustee and executor for a revocable trust and is involved in administrative and bookkeeping roles with a private LLC. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and consulting services, employing a mix of analytical approaches with a generally buy-and-hold strategy adjusted by active asset-class positioning.

Jenny Harrington is a financial advisor at Gilman Hill Asset Management, LLC with 23 years of industry experience. She has been with Gilman Hill since 2007 and holds Series 63 and Series 65 designations. Ms. Harrington contributes regularly to CNBC’s midday investment market commentary show, appearing 2-3 times per month; her appearances are unpaid, with charitable donations made in her name. Gilman Hill Asset Management is a fee-only, SEC-registered adviser managing separate accounts and model portfolios for individuals, trusts, endowments, and pension plans. The firm employs a combination of top-down macroeconomic analysis and bottom-up company research, focusing on long-term holdings while allowing short-term trading when appropriate.

Matthew Naidorf is a financial advisor at Income & Asset Advisory, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a passive investor in Ludlows Cocktail Company, LLC. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, estates, charitable organizations, and retirement plans. The firm employs a buy-and-hold investment approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers specialized pension consulting services including IPS development and participant education.

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.

David Price is a CFP® professional with 13 years of industry experience. He is a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked since 2020. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Sanctuary Securities Inc., Bank of America, Merrill, Great Point Capital, and Quincy Wells Capital. Price also serves as a director for Navis Foundation, Inc., overseeing the foundation's activities. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, financial planning, and retirement advisory services with a focus on fundamental analysis and long-term strategies using diversified investments, including mutual funds, ETFs, equities, bonds, alternatives, and options.

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 Series 65-licensed financial advisor at Night Owl Capital Management, LLC with four years of industry experience. He previously worked at Bank of America and Zimmer Biomet and spent several years as a student before joining Night Owl Capital in 2022. Night Owl Capital Management is an SEC-registered adviser managing approximately $1.1 billion in discretionary assets for individuals and institutional clients. The firm focuses on concentrated, long-term public equity investments based on fundamental analysis and discounted free cash flow valuation, managing both separately managed accounts and private fund vehicles.

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.

Jeffrey Shaw is a financial advisor at Round Rock Advisors LLC with 35 years of industry experience. He previously worked for Armstrong Shaw Associates Inc. for 40 years before joining Round Rock Advisors in 2023. Round Rock Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily fundamental, long-term investment approach with specialized divisions and actively manages a micro-cap fund under Australian regulation.

William Thrush is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2024, following prior roles at HighTower Advisors, Merrill, and UBS Financial Services. Robertson Stephens provides investment advisory services to individuals, families, trusts, multi-family offices, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management alongside planning services such as tax and estate planning. The firm manages $8.76 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, options, and private funds.

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.

Raymond Pruzinsky is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has worked at SeaCrest Wealth Management since 2016 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. In addition to his advisory roles, he is also licensed to provide non-variable insurance policies to clients. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He has worked at Jefferies & Company, Inc. since 2012 and previously spent five years at Merrill. Estefano holds a Series 66 designation. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process using third-party software and scenario analysis to support a broad range of planning topics.