Janet Brown is a financial advisor at Basso Capital Management, L.P. with 28 years of industry experience. She holds a Series 65 designation and previously worked at FundX Investment Group for 26 years and One Capital Management, LLC for 3 years before joining Basso Capital Management in 2025. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing proprietary accounts with complex strategies including leverage and derivatives.

Joseph Rizzo is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 63 designation and five years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pooled vehicles, pension plans, and charitable organizations. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

John Eberly is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at Searle & Co. since 1998. He is a member of the board of directors at Cymtec LLC, an information technology company. 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 126 client relationships through a seven-advisor team, using a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Mark Dea is a financial advisor at Basso Capital Management, L.P. with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, LLC and FundX. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and serves as sub-adviser to a multi-manager pooled fund, managing both proprietary and client assets with strategies that include leverage, hedging, and derivatives.

William Kennedy Jr. is a CFA® charterholder with 26 years of industry experience. He is currently with RiskBridge Advisors, LLC, where he has worked since 2020, following prior roles at Tomah Management, LLC and Fieldpoint Private Bank & Trust. Outside of his advisory work, he serves as Secretary of a family farm corporation and is involved in nonprofit organizations focused on investment and global economic policy, including serving on the investment committee of a church and as a board member of the Global Interdependence Center. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with a focus on portfolio volatility targets, integrating strategic and tactical risk management with proprietary research and manager due diligence.

Karen Benin is a financial advisor at Benin Management Corp with a Series 65 designation and 20 years of experience at the firm. She is based in Redding, CT, and works within a two-advisor team. Benin Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, managing a substantial asset base with a focus on equities, debt, mutual funds, ETFs, and options.

Robin Sherwood is a CFP® with 32 years of industry experience, currently serving at HTG Investment Advisors Inc since 2005. Based in New Canaan, CT, Sherwood is part of a team of 12 advisors at the firm. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm employs a strategic asset allocation and diversification approach, utilizing a mix of passive, quantitative, and active funds, supported by advanced planning software and institutional custodian relationships.

Matthew Hicks III is a financial advisor at Cortland Associates Inc with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cortland Associates in 2021, he worked at AAFMAA Wealth Management & Trust from 2018 to 2021 and was self-employed from 2011 to 2018. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy complemented by investment-grade fixed income and manages over $1 billion in assets with a small team.

Bert Bowler is a CFP® with over 31 years of industry experience. He is currently with Round Rock Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns B.T. Bowler, LLC, which provides risk management services unrelated to his investment work, and he is a licensed insurance agent involved in implementing insurance recommendations. 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 multiple investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.

Michael Annunziata is a financial advisor at Innovative Asset Advisors Group with 34 years of industry experience. He previously worked at Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments for nine years each. In addition to his advisory work, he is also an independent insurance agent. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth and portfolio management, financial consulting, and access to alternative investments using a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Scott Dynan is a financial advisor at Round Rock Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Neuberger Berman BD LLC, Taurus Asset Management, and Western International Securities. 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 range of investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.

Gregory Stanek is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Gilman Hill Asset Management, LLC since 2013. He holds a Series 63 license and is based in New Canaan, CT. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, tailored asset allocation, and ongoing portfolio monitoring, while also offering model licensing and sub-advisory services to other advisers and wrap fee program sponsors.

Ana Martinez is a financial advisor at Vision Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vision Brokerage Services since 2011 and Vision Financial Markets LLC since 2006. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach focuses on large-cap, growth-oriented equity selection supported by fundamental and technical analysis, with additional strategies including income enhancement and option-based leveraged portfolios.

Edwin Lugo II is a CFA® charterholder with three years of industry experience. He is currently with RMR Wealth Management and has prior experience at Franklin Templeton, where he worked for 15 years. He is also involved with EL2 Capital, LLC. RMR Wealth Management advises individuals, retirement plans, and corporate clients through discretionary portfolio management and multiple managed-account programs. The firm customizes portfolios using third-party platforms and managers, employing a range of conventional and alternative investment strategies.

Ryan Bolanos is a financial advisor at RiskBridge Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Charles Schwab, REAP Financial, LPL Financial, and NewSong Wealth Management Group. Prior to his advisory roles, he was involved with the University of Southern Mississippi's Office of Sustainability. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management services. The firm employs a risk-first, factor-based investment approach with a two-level risk management framework, offering discretionary and non-discretionary management, model solutions, and family office services.

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.

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.