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.

Jacques Boubli is a CFP® with six years of industry experience, currently serving as a financial advisor at The Portfolio Strategy Group, LLC since 2014. He holds a Series 66 license and is based in White Plains, NY. The Portfolio Strategy Group provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, corporations, and institutional accounts. The firm manages approximately $2.38 billion in client assets using proprietary strategies and external manager selection, including advisory roles in private funds with performance-based compensation.

Michael Koch is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 license and 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent ten years at INVEST Financial Corporation. Koch also operates MGK Wealth Management, a DBA for his LPL business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm focuses on diversified, asset-allocation portfolios and employs risk-profiling technology to tailor strategies to client needs.

Patricia Acipreste is a CFP® professional with eight years of experience at Tortoise Investment Management, LLC. She has worked at the firm since 2018 and has a background that includes attending Binghamton University from 2014 to 2018. Tortoise Investment Management, LLC provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on various non-investment matters upon client request.

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.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. He is also licensed as an agent for fixed/traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers asset management, financial planning, retirement plan consulting, and donor-advised fund advice, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Stephen Haeckel is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has previously worked at LPL Financial, Braemar ACM Shipbroking, and Transamerica Financial Advisors. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, supported by both internal models and external managers.

Fabio Ramalho is a financial advisor at Brasil Plural Investment Advisor LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altamira Fund, Neon Investimentos, and as an independent advisor. Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm in Uberlandia, Brazil. Brasil Plural Investment Advisor LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions. The firm provides customized portfolio management using third-party macroeconomic research and in-house analysis, employing diverse asset classes with strategies that may involve derivatives and leverage.

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.

Ron Pac is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Trivium Point Advisory, LLC and has previously worked at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved with a plastics business, PAC PLASTICS, LLC. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across more than 1,000 clients, employing a long-term, diversified investment approach and offering integrated accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

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.

John English is a financial advisor with Innovative Advisory Group, LLC, holding Series 65 and Series 66 designations and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Innovative Advisory Group in 2019. Outside of his advisory role, he serves on the Board of Governors for the Nyack Boat Club and is the secretary of the Parish Council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment approach and offers discretionary asset management alongside comprehensive financial and business retirement planning.

Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

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.

Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.

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.

Daniel O'Shea 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 work includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the Ardsley Engine Company, a volunteer fire department. Onyx Bridge Wealth Group serves individuals, trusts, pension plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and implements asset-allocation strategies across various investment vehicles, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.