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 financial advisor at Night Owl Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Night Owl Capital since 2022. Prior to that, he held positions at Bank of America and Zimmer Biomet and spent several years as a student. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients, focusing on concentrated, long-term public equity investments primarily in mid- and large-cap companies. The firm manages approximately $865.8 million in client assets through separately managed accounts and private pooled vehicles, employing fundamental analysis and valuation discipline.

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.

Ryan Carrington is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Elysium Wealth Management, LLC and has previously worked at Sandlot Private Wealth, LLC, SDDCO Brokerage Advisors LLC, and Sky Harbor Capital Management, LLC. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using a combination of internal oversight and model portfolios from sub-advisers, and supplements client service with educational seminars and publications.

Benjamin Berger is an advisor at Stone Wall Money Management LLC with Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at David Lerner Associates, Factory Direct Enterprises, and Enterprise Holdings. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment approach is based on client objectives, time horizon, and risk tolerance, employing strategies including asset allocation, dollar-cost averaging, and both long- and short-term techniques.

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 with Bourgeon Capital Management LLC and holds a Series 66 designation. He has seven years of industry experience, including seven years at UBS Financial Services before joining Bourgeon Capital Management. 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 individuals and emphasizes tailored portfolios based on fundamental analysis, managing over $1.2 billion with a small advisory team.

Charles Winston is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds a Series 66 designation and previously worked at Circle Advisers Inc. for 11 years before joining his current firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm applies Modern Portfolio Theory and a combination of fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction, offering a range of investment strategies including alternative investments and third-party separate managers.

Carl Zuckerberg is a CFP® with 26 years of industry experience and is a principal at RZH Advisors LLC, where he has worked since 2000. He holds a Series 63 license and is based in Stamford, CT. Outside of advisory services, he is involved in fixed insurance sales as an insurance agent. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, providing fee-based wealth management, discretionary investment management, and financial planning. The firm manages approximately $2.1 billion in assets, typically on a discretionary basis, and utilizes a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with some portfolios incorporating Dimensional Fund Advisors strategies.

Jeffrey Shaw is a financial advisor at Round Rock Advisors LLC with 35 years of industry experience. He has been with Round Rock Advisors since 2023 and has worked at Armstrong Shaw Associates Inc. since 1984. Round Rock Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. The firm employs a primarily fundamental and long-term investment approach, with specialized divisions focusing on absolute-value equity and small-/micro-cap strategies.

Martino Mezza is a financial advisor at Innovative Asset Advisors Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Financial Strategies Investment Advisor Services and its related entities since 2013. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth and portfolio management, financial consulting, and access to alternative investments. The firm employs a tailored, multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and macroeconomic analysis, and utilizes third-party independent managers and sub-advisors.

William Thrush is a financial advisor at Robertson Stephens with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Hightower Advisors, Bank of America, and Merrill Lynch. Thrush is also a licensed insurance agent. Robertson Stephens Wealth Management offers investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

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.

Frank Brill is a financial advisor with Kovack Advisors, Inc. in Danbury, CT, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for eight years before joining Kovack Advisors and Kovack Securities in 2021. Outside of his advisory role, he serves as a fiduciary for family trusts and estates. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, while offering both discretionary and non-discretionary management along with third-party asset manager recommendations and financial planning services.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Jefferies Investment Advisers LLC since 2023, as well as at Leucadia Asset Management and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Vincent Marbury is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015. Outside of his advisory role, he operates a sole proprietorship focused on life insurance and fixed annuity sales and marketing. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and services.

Peter Tcherepnine is a financial advisor with Gamco Asset Management Inc., holding Series 63 and 65 licenses and bringing 59 years of industry experience. He worked at Loeb Partners Corporation for 37 years before joining GAMCO Investors Inc. in 2019. He serves on the board of the American Institute for Foreign Study (AIFS, Inc.) and on the board of Loeb Holding, which is no longer engaged in investment activities. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, applying a research-driven value discipline complemented by growth strategies. The firm manages approximately $11.6 billion in discretionary assets and offers tailored portfolio management with an emphasis on bottom-up analysis and catalyst-driven investment theses.

Gilles Gouraige is a financial advisor at NewEdge Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at John Hancock Investment Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Tucker is a financial advisor at BOK Financial Securities, Inc. in Stamford, CT, holding Series 63 and Series 66 licenses with 39 years of industry experience. His prior work includes roles at Credit Suisse Securities (USA) LLC and KeyBanc Capital Markets. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.