Ryan Flynn is a financial advisor with Jackson, Grant Investment Advisers, Inc. He holds the Series 65 designation and has seven years of industry experience. His prior work includes roles at both Jackson, Grant Investment Advisers and St Lawrence. Jackson, Grant Investment Advisers provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families and emphasizes tailored portfolios implemented with discretion, using a blend of equities, bonds, pooled vehicles, ETFs, and mutual funds.

Alexander Russell is a financial advisor at Clear Harbor Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience in educational institutions including Greens Farms Academy, Riverdale Country School, and St. Bernard's School. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

Kerry Connell is a CFP® and Series 65 licensed advisor with 12 years of industry experience, currently with HTG Investment Advisors Inc in New Canaan, CT. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and the use of advanced planning software, implementing portfolios primarily through mutual funds, ETFs, and a mix of passive, quantitative, and active funds.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. 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 approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

Elizabeth Lynch is a financial advisor at N10° Wealth in Greenwich, CT, holding Series 63 and Series 66 licenses. She has one year of industry experience and previously worked at several firms including The London Fund and Meekins Corp. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach incorporating individual securities, ETFs, options, alternatives, direct indexing, and digital assets, and utilizes fundamental, technical, ESG, and quantitative analysis alongside third-party managers and a TAMP for implementation.

Luke Berte is a financial advisor at Vision Investment Advisors, LLC in Stamford, CT, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at UBS Securities LLC and COR Clearing LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, focusing on large-cap, growth-oriented equity selection, income enhancement, and option-based leveraged strategies. The firm also allocates to third-party managers and managed-futures programs.

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual and institutional clients, offering investment management, financial planning, retirement plan services, and consulting. The firm uses a blend of quantitative and fundamental analysis with strategic and tactical asset allocation, incorporating alternative investments and derivatives strategies within separately managed accounts.

Steven Shaw is a financial advisor at Clear Harbor Asset Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Clear Harbor since 2014. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combined bottom-up security selection and top-down asset allocation approach, tailoring portfolios to client risk profiles and liquidity needs.

John Baxter is a Series 66-licensed financial advisor at Baxter Investment Management in Greenwich, CT, with 22 years of industry experience. He has been with Baxter Investment Management since 2000. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, company-level research approach with a value/GARP orientation and manages roughly $1.0 billion across a five-advisor team in a multi-generation, family-owned practice.

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.

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.