James Taliaferro is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. Prior to joining Clear Harbor in 2022, he worked at Security Asset Management from 1990 to 2023. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-asset class approach combining bottom-up fundamental analysis with top-down macro and cyclical views, managing over $2 billion in assets as of December 2025.

Justin Walters is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and four 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 by providing discretionary portfolio management alongside subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, managing accounts on a discretionary basis with regular monitoring and documented fiduciary oversight.

David Halper is a financial advisor with Trivium Point Advisory, LLC in Wilton, CT. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include LPL Financial, Purshe Kaplan Sterling Investments, and Kestra Financial Services. He is involved with Trivium Point Insurance Group, an affiliated insurance business. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized to each client’s risk tolerance, tax situation, and liquidity needs, combining internal portfolio construction with recommended external managers, ongoing portfolio reviews, and various implementation tools.

John Hamilton Jr. is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been involved with Hamilton Cavanaugh Investment Brokers, Inc. since 1993 and Hamilton Cavanaugh, Inc. since 1986. Outside of advisory work, he manages an active car wash business through Upscale Enterprises, LLC. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages approximately $105.8 million in client assets and serves as a pension consultant for plans totaling about $1.02 billion, using a discretionary approach with model portfolios primarily composed of mutual funds and ETFs.

Jonathan Oherron Jr. is a financial advisor at Gilman Hill Asset Management, LLC with 29 years of industry experience. He has been with Gilman Hill since 2007. Oherron holds Series 63 and Series 65 designations. Gilman Hill Asset Management is a fee-only, SEC-registered investment adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm employs a combination of top-down macro analysis and bottom-up company research, focusing on long-term holdings across various disciplined strategies.

Amy Sheinberg is a financial advisor at HTG Investment Advisors Inc with 18 years of industry experience. She holds a Series 65 designation and has been with HTG since 2005. 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 and ETFs with a combination of passive, quantitative, and active strategies.

Nancy Tolli is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Benjamin Armellini is a financial advisor at Main Street Research LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Main Street Research since 2015, joining the affiliated firm Main Street Research LLC in 2017. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily using individual securities, with selective use of ETFs and ESG factor scoring for clients interested in sustainable investing.

Claudia Cantin is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Tortoise since 2022. Prior to her advisory role, she held positions at Williams College, Cantin Chevrolet, Y-Landing Marina, and Holderness School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with an emphasis 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, estate planning, and charitable giving.

Christopher Gunster is a CFA® charterholder with three years of industry experience. He has been with Fidelis Capital Partners since 2023 and previously worked at Bank of America for thirteen years. Chris contributes investment-related articles to Forbes, a role he began in 2024. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to guide portfolio management and financial planning.

Karo Lokmanyan is a Series 66-registered financial advisor at N10° Wealth with 17 years of industry experience. He previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he serves as president of Wellington Commons Condominium Associates in Dumont, New Jersey. N10° Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach that includes individual securities, ETFs, options, alternatives, and digital assets, leveraging fundamental, technical, ESG, and quantitative analysis along with third-party managers and technology platforms.

Joseph Cardello is a Series 65 licensed financial advisor with six years of industry experience. He has worked at August Wealth Advisors LLC since 2026 and previously held positions at Stratos Wealth Advisors, Clapboard Hill Private Wealth, First New York Securities, and Commonwealth Bank Australia. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth clients, managing approximately $436.6 million in assets across 319 client relationships. The firm emphasizes customized portfolios using exchange-traded funds and individual equities, with both fundamental and technical analysis, and offers ongoing discretionary oversight combined with written financial plans.

Michael Luton is a financial advisor with Madison Advisory Services, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has been with Madison Advisory Services since 2007 and has prior experience at Royal Alliance Associates, Inc., Lion Street Financial, and Cambridge Investment Research, Inc. Outside of advising, he serves on the board of the Hospice of Central New York Foundation. Madison Advisory Services, Inc. advises individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm offers investment supervisory, financial planning, and consulting services, employing strategic and tactical asset allocation with a combination of mutual funds, ETFs, model portfolios, and third-party managed programs.

William Baxter III is a financial advisor at Baxter Investment Management with 32 years of industry experience. He has been with Baxter Investment Management since 1989. The firm provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. Baxter Investment Management follows a long-term, value-oriented investment approach and manages approximately $1.165 billion in discretionary assets across five advisors.

Lauren Rowland is a CFP® and holds a Series 66 designation with 16 years of industry experience. She has worked at RZH Advisors LLC since 2020 and previously spent six years at Ayco/Goldman Sachs. RZH Advisors LLC provides wealth management services combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships with a seven-person advisory team.

Martha Raghunauth is a financial advisor at Oxler Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc. from 2016 to 2020 before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, pension consulting, and fee-based insurance product referrals. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of asset classes.

George Gerhard III is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Gerhard is also involved in business entities related to tax and investment purposes beyond his advisory role. 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, offering customized investment management and comprehensive financial planning with an approach that integrates fundamental analysis, diversified portfolios, and both internal and external management resources.

Kirstin Mobyed is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney from 2009 to 2019. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.7 billion in assets and employs a combination of bottom-up security selection and top-down asset allocation to tailor portfolios to client needs.

Nicholas Sutro is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley in various roles from 2005 to 2022. In addition to his advisory work, he serves as a trustee managing an investment account for a family member. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, retirement plan consulting, and trust services. The firm employs a research-driven investment approach using both third-party and internal portfolio models, with portfolios tailored to client objectives and risk tolerance.

Allison Donaldson is a CFP® with 12 years of industry experience and has been with HTG Investment Advisors Inc since 2013. She holds Series 63 and Series 65 licenses and is based 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 employs a strategic asset allocation approach, combining passive, quantitative, and active funds, and emphasizes the use of documented investment policies and advanced planning tools.