Roy Haya is a financial advisor with Fort Point Capital Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Fort Point since 2019 and previously held roles at Uhlmann Price Securities, Twenty-First Securities Corporation, and Twenty-First Tailored Solutions. In addition to his advisory role, he serves as Managing Director and Head of Derivative Solutions at Fort Point, dedicating time to structuring option overlays and hedging strategies. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes risk-focused investment strategies with global diversification, active risk management, and systematic tax-loss harvesting using ETFs, and it operates a notable pooled-vehicle platform with performance-based fee structures.

Jeff Blick is a financial advisor at Fusion Family Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has been with Fusion Family Wealth since 2013. Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high-net-worth clients, related trusts and estates, and pension and profit-sharing plans. The firm customizes asset allocations and investment policy statements based on client objectives, time horizon, and risk tolerance, utilizing mutual funds, ETFs, and independent managers.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. He is also licensed as an agent for fixed/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 asset management, financial planning, retirement plan consulting, and donor-advised fund advice, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Stephen Haeckel is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has previously worked at LPL Financial, Braemar ACM Shipbroking, and Transamerica Financial Advisors. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, supported by both internal models and external managers.

Fabio Ramalho is a financial advisor at Brasil Plural Investment Advisor LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altamira Fund, Neon Investimentos, and as an independent advisor. Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm in Uberlandia, Brazil. Brasil Plural Investment Advisor LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions. The firm provides customized portfolio management using third-party macroeconomic research and in-house analysis, employing diverse asset classes with strategies that may involve derivatives and leverage.

Joseph Castiglie III is a financial advisor at Sykon Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Sykon Capital serves individual and institutional clients by offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm integrates quantitative and qualitative investment techniques and employs a range of strategies, including alternative investments and derivatives, to align with client objectives.

Gregory Stanek is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Gilman Hill Asset Management, LLC since 2013. He holds a Series 63 license and is based in New Canaan, CT. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, tailored asset allocation, and ongoing portfolio monitoring, while also offering model licensing and sub-advisory services to other advisers and wrap fee program sponsors.

Ron Pac is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Trivium Point Advisory, LLC and has previously worked at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved with a plastics business, PAC PLASTICS, LLC. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across more than 1,000 clients, employing a long-term, diversified investment approach and offering integrated accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

James Cloudman Jr. is a financial advisor with Fusion Family Wealth, LLC in Woodbury, NY. He holds four years of industry experience and has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policy statements with ongoing portfolio monitoring.

Karen Filler is a financial advisor at Legacy Edge Advisors with 36 years of industry experience. She previously worked at TIAA and TIAA-CREF for 18 years. Outside of her advisory role, she serves on the board of Downingwood Condominiums and is a trustee at large for the Shames Jewish Community Center on the Hudson. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, modern portfolio theory, quantitative, and technical analysis, managing accounts on a discretionary basis tailored to client goals and risk tolerance.

Russell Baker is a financial advisor at Next Level Private LLC with 37 years of industry experience. He has worked at Next Level Private since 2022 and previously held roles at C-19 Safety First and Tullett Prebon Financial Services LLC. Baker holds Series 63 and Series 65 designations. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm delivers customized portfolios through ongoing personal contact and uses a combination of fundamental and technical analysis, with a stated fiduciary duty and formal reviews at least annually.

Ana Martinez is a financial advisor at Vision Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vision Brokerage Services since 2011 and Vision Financial Markets LLC since 2006. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach focuses on large-cap, growth-oriented equity selection supported by fundamental and technical analysis, with additional strategies including income enhancement and option-based leveraged portfolios.

John English is a financial advisor with Innovative Advisory Group, LLC, holding Series 65 and Series 66 designations and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Innovative Advisory Group in 2019. Outside of his advisory role, he serves on the Board of Governors for the Nyack Boat Club and is the secretary of the Parish Council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment approach and offers discretionary asset management alongside comprehensive financial and business retirement planning.

Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. 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 investment approach. The firm also offers comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Maggie Smith is a financial advisor at Next Level Private LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining her current firm. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm provides customized portfolios through ongoing personal contact and applies both fundamental and technical analysis, maintaining a fiduciary duty and regularly reviewing client accounts.

Ryan Bolanos is a financial advisor at RiskBridge Advisors, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Charles Schwab, REAP Financial, LPL Financial, and NewSong Wealth Management Group. Prior to his advisory roles, he was involved with the University of Southern Mississippi's Office of Sustainability. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management services. The firm employs a risk-first, factor-based investment approach with a two-level risk management framework, offering discretionary and non-discretionary management, model solutions, and family office services.

Catherine Newman is a financial advisor with Income & Asset Advisory, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She has worked with American Portfolios/Jason Waxler and Osaic Wealth, Inc. in addition to her current firm. Outside of her advisory role, she serves as a trustee and executor for a revocable trust and is involved in administrative and bookkeeping roles with a private LLC. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and consulting services, employing a mix of analytical approaches with a generally buy-and-hold strategy adjusted by active asset-class positioning.

Jenny Harrington is a financial advisor at Gilman Hill Asset Management, LLC with 23 years of industry experience. She has been with Gilman Hill since 2007 and holds Series 63 and Series 65 designations. Ms. Harrington contributes regularly to CNBC’s midday investment market commentary show, appearing 2-3 times per month; her appearances are unpaid, with charitable donations made in her name. Gilman Hill Asset Management is a fee-only, SEC-registered adviser managing separate accounts and model portfolios for individuals, trusts, endowments, and pension plans. The firm employs a combination of top-down macroeconomic analysis and bottom-up company research, focusing on long-term holdings while allowing short-term trading when appropriate.

Francis Conway is a financial advisor at Bespoke Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Bespoke Investment Group, he worked for Connecticut Premier Hoops Development for eleven years. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and a range of online subscription research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts, typically on a discretionary basis with monthly monitoring.

Joseph Blaney is a financial advisor at Next Level Private LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as President of the Joe Namath Foundation, a charitable organization supporting children's charities and neurological research, and is CEO of Broadway Joe Media, a media and marketing company associated with Joe Namath. Next Level Private advises a range of clients including individuals, families, trusts, and businesses, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a customized investment approach using diversified mutual funds, ETFs, stocks, and bonds, supported by fundamental and technical analysis and regular account reviews.