Alejandro Garcia is a financial advisor at Bulltick Wealth Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Intercam Advisors, Inc., Intercam Securities, and Banorte Asset Management. In addition to his advisory role, he is also a licensed life insurance agent involved in insurance sales. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios alongside financial planning and consulting services.

Gregory Wertz is a financial advisor at Strategy Asset Managers L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategy Asset Managers since 2020. Prior to that, he has been associated with Ardara Capital, L.P. since 2016. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, offering investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a fundamental research-driven approach across multiple equity strategies and utilizes a combination of individual equities, ETFs, mutual funds, fixed income, and alternatives.

Laurance Kersh is a CFP® with 18 years of industry experience and has been with Samalin Wealth since 2015. He holds Series 63 and Series 65 licenses and is based in Chappaqua, NY. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management. The firm combines fundamental and cyclical analysis with various investment strategies, managing approximately $490 million in client assets across eight advisers.

Michael Tenreiro is a financial advisor at Jackson, Grant Investment Advisers, Inc. in Stamford, CT, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Jackson, Grant since 2012. Jackson, Grant Investment Advisers, Inc. provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, including trustees and families focused on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families, tailoring portfolios to individual objectives and risk tolerances through a fiduciary approach that emphasizes growth and prudent risk management.

William Walsh IV is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked for eleven years at Con Edison. Walsh also manages Dunedain Capital LLC, the general partner of a private fund. Emissary Wealth serves individual clients, trusts, estates, business entities, pension plans, charitable organizations, and pooled investment vehicles. The firm offers comprehensive financial planning and consulting along with investment management, using fundamental analysis to construct portfolios aligned with client goals and risk tolerance. Emissary Wealth also acts as adviser and portfolio manager for private pooled investment vehicles, a role that includes managing operational and regulatory complexities.

Eileen Ohnell is a financial advisor at Night Owl Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Night Owl Capital Management since 2019. Prior to that, she spent 12 years at Ionic Capital Management. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments in mid- and large-cap companies using fundamental analysis and discounted free cash flow valuation.

Frederick Wadler is a financial advisor at Golden Eagle Capital Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Quaker Ridge Capital Management and currently at NYLIFE Securities LLC and New York Life Insurance Co. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, retirement plan consulting, and other fiduciary services to individuals, trusts, estates, qualified plans, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing to manage client portfolios, offering both standardized Asset Management Programs and tailor-made advisory options.

Joseph Landicino is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cambridge Investment Research, Lion Street Financial, Chilton Trust, and Madison Planning Group, among others. Madison Advisory Services serves a diverse client base including 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, utilizing strategic and tactical asset allocation with ongoing monitoring and periodic rebalancing.

Henrik Brun is a financial advisor at Clear Harbor Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Clear Harbor since 2021. Prior to that, he spent 18 years at Stonehurst Management, LLC. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, pooled vehicles, and corporate entities. The firm employs a combined bottom-up and top-down investment approach and manages approximately $1.7 billion in assets across 19 advisors.

Lee Rawiszer is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paradigm Financial Partners, Purshe Kaplan Sterling Investments, and Kestra Financial Services. Rawiszer is involved with Trivium Point Accounting, a related firm providing tax preparation and accounting services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans with customized investment strategies and integrated financial planning, supported by affiliated accounting and insurance services.

Peter Shouvlin is a financial advisor with Barton Investment Management, LLC in Wilton, CT, holding a Series 63 designation and 26 years of industry experience. He has been with Barton Investment Management since 2017 and previously worked at KeyBanc Capital Markets Inc. from 2015 to 2017. Barton Investment Management provides discretionary portfolio management and retirement-plan advisory services to individuals, high net worth clients, pension and profit-sharing plans, charities, trusts, and estates. The firm employs a concentrated, fundamentals-driven equity approach with a long-term orientation and manages roughly $1.0 billion in discretionary assets across about 96 client relationships.

Lauren Quesada is a financial advisor at Castlekeep Investment Advisors in Westport, CT, holding a Series 65 designation with 12 years of industry experience. She has been with Castlekeep Investment Advisors since 2012. CastleKeep Investment Advisors provides tailored investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and private investment companies. The firm manages approximately $827.7 million for about 119 clients using proprietary equity strategies and offers both discretionary and non-discretionary programs.

Lyle Himebaugh III is a financial advisor at Granite Group Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Granite Group Advisors since 2003. Granite Group Advisors provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios through manager selection across traditional and alternative asset classes, using a process that combines quantitative and qualitative analysis to tailor diversification to client objectives.

Richard Ainsberg is a financial advisor with Twenty-First Tailored Solutions, Inc. in Scarsdale, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Twenty-First Tailored Solutions since 2011 and previously at Twenty-First Securities Corporation and Crito Capital LLC. Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients by providing ongoing investment strategy and portfolio monitoring. The firm specializes in a short-against-the-box (SATB) strategy and offers non-discretionary advice, managing over $515 million in assets for a concentrated client base.

Michelle Ross is a Series 65-licensed financial advisor with Asset Management Group, Inc. in Stamford, CT. She has seven years of industry experience and has been with the firm since 2019. Asset Management Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, estates, and corporate clients. The firm emphasizes asset allocation and manager selection using a combination of fundamental, technical, quantitative, and qualitative analysis.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He has held roles at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Greenberg is a Series 63 and Series 65 licensee and serves as a member manager of SZS Advisors LLC, a business and tax entity. August Wealth Advisors is a team of six advisors managing approximately $436.6 million in discretionary assets. The firm provides wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals and institutions, using a combination of fundamental and technical analysis focused on long-term portfolio construction.

Stephan Weinberger is a CFA® charterholder with 18 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and also has a long tenure at Armstrong Shaw Associates Inc. Matrix Asset Advisors is an SEC-registered, employee-owned investment adviser serving individuals, high-net-worth clients, and institutional accounts. The firm offers discretionary portfolio management, retirement-plan consulting, and model-portfolio services, focusing on disciplined large-cap value and dividend income strategies that combine quantitative screening with fundamental research.

Donna Palais is a financial advisor at Argus Investors' Counsel, Inc. with over 30 years of industry experience. She has worked at Argus Investors' Counsel since 1994 and holds a Series 65 designation. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutions such as investment companies and pension plans. The firm emphasizes bottom-up stock selection and a long-term, low-turnover investment approach, and it also licenses model portfolios and offers portfolio consulting to other advisers and platform sponsors.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including NatAlliance Asset Management LLC and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients by offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes a patient, custom-tailored investment approach focused on long-term purchases while allowing for shorter-term, opportunity-driven trades.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.