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.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.

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.

Stephen Nicholas is a financial advisor with Platform Technology Partners, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Boston Scott LLC, and Northeast Private Wealth Management. Nicholas serves as a board member of First Tee, an organization that organizes events to educate youth through its "Path to College" program. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across various securities as well as financial consultation. The firm employs a client-centered investment process and manages pooled investment vehicles and private funds, integrating brokerage, insurance, and family-office services within its advisor network.

Stephan Weinberger is a CFA® charterholder with 19 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and previously worked at Armstrong Shaw Associates Inc for 15 years. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a hybrid investment approach combining systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios across multiple equity and fixed income strategies.

Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Bank of America. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, focusing on comprehensive portfolio management and retirement plan consulting. The firm emphasizes diversified portfolios that incorporate fundamental, technical, sector, and qualitative analysis, utilizing a range of investment instruments including options and derivatives strategies.

Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

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.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

Marino Patrk is a financial advisor at Hudson Value Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for seven years before joining Hudson Value Partners in 2023. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and may recommend unaffiliated independent managers or private funds, while employing AI tools with human oversight in its investment process.

Jason Savey 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 career includes roles at Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Oppenheimer & Co. Outside of advisory work, he is also involved in the sales of fixed and 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 discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing third-party research and a range of investment vehicles to tailor services to clients’ goals and risk tolerances.

Travis Hood is a financial advisor at HTG Investment Advisors Inc with the PFS™ designation and over 12 years of industry experience. Prior to joining HTG in 2025, he worked at Kahan, Steiger & Company, P.C. from 2013 to 2025. 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 uses a combination of passive, quantitative, and active funds in its portfolios.

Christian Giadolor is a financial advisor with Chicory Wealth, holding a Series 65 credential and currently beginning his career in the industry. His background includes roles at Adasina Social Capital, Realist Lab, and Bridgewater Associates, among others. Chicory Wealth offers financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and supports other advisers with model portfolio services and operational assistance.