Justin Berrie is a financial advisor at Capital Counsel LLC with five years of industry experience. He has been with Capital Counsel since 2009. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental investment strategy focused on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Lorenzo Lorenzotti is a financial advisor at Papamarkou Wellner Perkin Advisors with 17 years of industry experience. He holds the Series 63 designation and has worked at Papamarkou Wellner Asset Management Inc. and Papamarkou Wellner & Co., Inc. since 2011. Lorenzotti serves on the board of directors of Auguri Corporation, a position he has held since 2004 without remuneration. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets and provides discretionary investment management and consulting services to high-net-worth individuals, family offices, endowments, foundations, pensions, and other entities. The firm employs proprietary analytical modeling and a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring across various strategies.

Tassos Recachinas is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Sophis Investments LLC since 2008. He holds Series 65 and Series 63 licenses and manages several non-investment related ventures, including a strategic advisory and consulting firm, a special purpose holding company, and operates as a licensed real estate salesperson in Connecticut. He is also involved as an officer in multiple early-stage private companies. Sophis Investments is a boutique advisory firm with a team of five advisors serving a select client base that includes individuals, high-net-worth clients, trusts, and institutions. The firm employs a concentrated, bottom-up fundamental equity strategy focused on long-term holdings and employs performance-based fees for qualified clients.

Michael Coleman is a CFP® with seven years of industry experience, currently serving as an advisor at Retirable since 2020. His prior roles include positions at Equity Multiple and Betterment. Retirable focuses on serving individuals who are retired or nearing retirement by providing financial planning and discretionary investment management centered on retirement income and distribution planning. The firm uses a combination of online planning tools and advisor consultations to create personalized retirement plans and implements diversified ETF portfolios through the Altruist platform.

Steven Troccoli is a ChFC® with 28 years of industry experience, currently serving at Seasons of Advice Wealth Management since 2017. He previously worked for Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, he is involved as a shareholder in a family real estate holding corporation. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families, typically starting relationships around $100,000. The firm provides financial planning and portfolio management through three wrap-fee investment programs and integrates held-away accounts using technology from Pontera Solutions as part of its "Seasons of Advice" planning process.

Jonathan Shaban is a CFA® charterholder with three years of industry experience. He currently works at Avestar Capital, LLC and previously held roles at Overbrook Management Corp. and Bank of America Private Bank. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and high-net-worth clients, private funds, and institutional investors. The firm uses a combination of proprietary ETF-based strategies and third-party model portfolios, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Charles Martin is a CFP® at Circle Advisers Inc with 12 years at the firm and 5 years of industry experience. He is also licensed as an insurance agent. Circle Advisers Inc. primarily serves high-net-worth individuals and institutional clients, providing non-discretionary investment advisory services alongside financial planning and retirement plan consulting. The firm employs a fundamental analysis approach with a range of investment strategies, including options, and manages assets across multiple offices while maintaining a team-sized advisor structure.

Nicolas Suarez is a financial advisor at Evolve Private Wealth, LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at MJP Wealth Advisors, Zilo International Group, FactSet Research Systems, and Baxter Investment Management. Outside of finance, he has experience working with Cornell Fitness Centers and Norwalk Sailing School. Evolve Private Wealth, LLC provides wealth management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a fundamental, long-term investment approach with diversified portfolios and incorporates independent managers, alternative investments, and AI-supported research tools.

Neil Gagnon is a financial advisor at Gagnon Securities, LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gagnon Securities since 1999. Outside of his advisory role, he is the owner of an ice cream shop and serves as a trustee of the Gagnon Family Foundation, which makes charitable contributions to various organizations. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and affiliated pooled vehicles.

Jacques Cattier is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He has worked at Clear Harbor since 2022 and has been associated with Security Asset Management, Inc. since 1997. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.05 billion in assets and employs a multi-asset class approach that combines fundamental analysis with macro and cyclical perspectives.

Daniel Duca is a CFP® professional with five years of industry experience. He has worked at Mercer Global Advisors Inc. since 2026 and was previously with Altfest Personal Wealth Management from 2013 to 2026. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm focuses on discretionary wealth- and portfolio-management services, using fundamental, technical, and cyclical analysis alongside ongoing monitoring and portfolio rebalancing under an investment committee.

Stephen Leit is a CFA® charterholder with 37 years of industry experience. He has been with Shufro, Rose & Co., LLC since 1989 and joined Cerity Partners LLC in 2026. Shufro, Rose & Co., founded in 1938, provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles including equities, fixed income, ETFs, and mutual funds.

James Thompson is a financial advisor at Trivium Point Advisory, LLC with 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, MetLife Securities, and Barnum Financial Group. Additionally, he is a licensed insurance agent. 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 employs a long-term, diversified investment approach and is notable for its affiliation with an accounting firm, allowing integrated advisory and tax-preparation services.

Douglas Augenthaler is a CFP® and CFA® with four years of industry experience. He has been with Palumbo Wealth Management LLC since 2020 and previously worked for Highbrace Advisors LLC from 2013 to 2020. Augenthaler holds a Series 63 license and is based in Great Neck, NY. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term, discretionary investment approach using a range of assets and occasionally independent managers, operating as a fiduciary with a team-based advisory structure.

Steven Glass is a financial advisor at Shufro, Rose & Co., LLC in New York, NY, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shufro, Rose & Co. since 1988. Prior to his current role, he was associated with Wealth Enhancement Group and Wealth Enhancement Advisory Services starting in 2026. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.

Jonathan Robohm is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Gagnon Securities since 2001. Robohm is a partner at Gagnon Administrative Services and co-manages the GIS Fund of Funds. Gagnon Securities manages discretionary, equity-focused accounts for individual and institutional clients using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer and offers brokerage services for retirement and non-retirement accounts.

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds a salaried administrative position at Spire Securities, LLC. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across publicly traded securities, mutual funds, ETFs, and, when suitable, privately held or illiquid alternative investments. The firm’s investment process involves client participation in setting objectives and ongoing portfolio monitoring, and it is notable for its active management and sponsorship of pooled investment vehicles and private funds.

Lauren Blum is a financial advisor at Capital Counsel LLC with five years of industry experience. She works at Capital Counsel, a firm established in 1999 that currently includes six advisors. Capital Counsel provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. The firm employs a valuation-based fundamental investment approach focused on selecting profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.

Edward Schechter is a financial advisor with Trivium Point Advisory, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been associated with Paradigm Financial Partners, LLC since 2018 and Kestra Financial Services, Inc. from 2016 to 2018. In addition to his advisory role, he is a CPA at Berkow, Schechter & Company LLP, a position he has held since 1987, and serves as a non-compensatory trustee. He is also involved with Fire Island Synagogue. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm provides customized portfolio management and financial planning services, employing fundamental analysis and diversified allocations, and integrates both internal and external management resources.