Gabriella Bermudez is a financial advisor at Madison Advisory Services, Inc. with over 13 years of industry experience. She holds a Series 65 credential and has worked at firms including Lion Street Financial and Royal Alliance. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

Jordan Posner is a financial advisor at Matrix Asset Advisors Inc with 34 years of industry experience. He holds a Series 63 designation and has worked at Matrix Asset Advisors since 2005. Prior to that, he was employed at Quasar Distributors, LLC for 12 years and David J. Greene and Company, LLC for 15 years. Matrix Asset Advisors is an SEC-registered firm managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of quantitative screening and fundamental research to manage large-cap value and dividend-income equity strategies, high-quality fixed income portfolios, and a comprehensive wealth-management program.

Shane Pendley is a financial advisor at 5th Street Advisors, LLC in Stamford, CT, holding a Series 65 credential with nine years of industry experience. He has been with 5th Street Advisors since 2016. 5th Street Advisors is an SEC-registered investment adviser that provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Erik Pearson is a financial advisor at Fairfield, Bush & Co. with 17 years of industry experience. He holds a Series 65 designation and has been with Fairfield, Bush & Co. since 2016. Fairfield, Bush & Co. advises high-net-worth individuals, corporations, retirement plans, and charitable institutions, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes fundamental analysis and macroeconomic evaluation, employing long-term and short-term equity strategies along with options strategies for qualified investors, and manages a majority of its assets on a non-discretionary basis.

Alexander Zaharoff is a CFA® charterholder with 17 years of industry experience. He has worked at HTG Investment Advisors Inc since 2014 and previously held positions at Citigroup Global Markets, LZ Investment Advisors LLC, and HSBC Securities (USA) Inc. Zaharoff is also an adjunct professor at NYU Stern School of Business, where he co-teaches an MBA elective on private banking and wealth management. 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 mix of passive, quantitative, and active funds, supported by a multi-advisor team with extensive credentials and institutional experience.

Andrew Massaro is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Securities Corp and National Asset Management. Outside of his advisory roles, he owns APM Holdings, Ltd., a bill paying entity. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, incorporating proprietary strategies and external managers, and is noted for its market-timing techniques and alternative investment offerings.

Andrew Barber is a financial advisor at Tortoise Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ellington Management Group and Tufts University prior to joining Tortoise in 2020. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and long-term investment strategies. The firm also offers financial advice on non-investment matters upon client request and implements portfolios mainly through ETFs, index mutual funds, and specialized tax strategies.

Paul Hickey is a financial advisor with Bespoke Investment Group, LLC, holding Series 63 and Series 65 licenses and 4 years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients with discretionary portfolio management and subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts on a discretionary basis, typically using Schwab Institutional for client custody.

Hrefna Martin is a CFP® professional with 15 years of experience in financial advising. She is affiliated with Merit Financial Partners LLC, where she has worked since 2015. Prior to that, she was with Resnick Advisors from 2011 to 2015. Martin also works as an independent contractor preparing financial plans for another RIA firm. Merit Financial Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach that combines fundamental and technical analysis, emphasizes strategic asset allocation, and utilizes low-cost index funds and ETFs alongside active strategies.

Zoltan Pongracz is a financial advisor at Third View Private Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Barnum Financial Group, MassMutual, Procyon Advisors, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns an entity involved in subdividing land for sale in Stamford, CT. Third View Private Wealth provides personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, trusts, businesses, and charitable entities. The firm employs tailored strategies through a combination of in-house and third-party models, separately managed accounts, and alternative investments, overseeing over $1 billion in discretionary assets.

Joshua Kaufman is a Series 65-licensed financial advisor at RiskBridge Advisors, LLC with five years of industry experience. He has worked at RiskBridge since 2020 and previously held positions at Fieldpoint Private Securities, LLC and McLogan. Prior to his advisory roles, he was affiliated with Pace University. RiskBridge Advisors serves institutional clients through an OCIO platform and provides private wealth management to high-net-worth individuals and families. The firm employs a risk-first, factor-based investment approach with a two-level risk management framework and offers services including discretionary and non-discretionary investment management, financial planning, and family office support.

Ronald Schneider is a CFP® with 35 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at National Asset Management, United Advisors Services, LLC, and Securities America Inc. He holds Series 63 and Series 65 licenses. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets across eight advisers, employing a strategy that includes fundamental and cyclical analysis, a combination of long- and short-term positions, and the use of margin, derivatives, and private placements.

Steven Roukis is a CFA® charterholder with five years of industry experience. He is part of the team at Matrix Asset Advisors Inc, where he has been working since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of systematic quantitative screens and fundamental research to construct concentrated, risk-controlled portfolios and offers a range of equity and fixed income strategies alongside a consolidated wealth-management program.

Scott Bogan is a financial advisor at Clear Harbor Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Focus Partners Wealth, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. 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 combines bottom-up security selection with a top-down asset allocation approach and manages approximately $1.743 billion in assets across 19 advisors serving roughly 743 clients.

Michael Della Medaglia is a CFA® charterholder affiliated with Tortoise Investment Management, LLC, where he has worked since 2016. He has 10 years of experience in the industry. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with additional financial planning services available upon request. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, implementing strategies largely through ETFs, index-like mutual funds, and, for some clients, direct indexing and options strategies.

Janet Brown is a financial advisor at Basso Capital Management, L.P. with 28 years of industry experience. She holds a Series 65 designation and previously worked at FundX Investment Group for 26 years and One Capital Management, LLC for 3 years before joining Basso Capital Management in 2025. 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 investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing proprietary accounts with complex strategies including leverage and derivatives.

Joseph Rizzo is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 63 designation and five years of industry experience. He has been with Clear Harbor since 2010. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pooled vehicles, pension plans, and charitable organizations. The firm combines bottom-up security selection with top-down asset allocation, tailoring portfolios to client risk profiles and liquidity needs.

John Eberly is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at Searle & Co. since 1998. He is a member of the board of directors at Cymtec LLC, an information technology company. 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 126 client relationships through a seven-advisor team, using a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Vicki Crisalli is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC since 2019. Her prior experience includes roles at Wells Fargo and JP Morgan Chase. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, a conservative long-term approach, and tax efficiency. The firm also offers financial planning and advice on various non-investment matters upon client request.

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.